Jefferies Financial Group’s Pegasystems PEGA Stock Holding History

Jefferies Financial Group’s Portfolio PEGA Stock Details PEGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$950K	Sell	31,692 -4,807	-13%	-$172K	0.01%	994
2026 Q1	$1.55M	Buy	36,499 +30,515	+510%	+$1.42M	0.01%	741
2025 Q4	$357K	Buy	+5,984	New	+$351K	﹤0.01%	1436
2025 Q2	–	Sell	-8,090	Closed	-$281K	–	1686
2025 Q1	$281K	Buy	+8,090	New	+$358K	﹤0.01%	1266
2024 Q2	–	Sell	-23,266	Closed	-$752K	–	1772
2024 Q1	$752K	Buy	+23,266	New	+$653K	0.01%	925
2023 Q3	–	Sell	-11,200	Closed	-$276K	–	1899
2023 Q2	$276K	Buy	+11,200	New	+$260K	﹤0.01%	1348

Other funds holding PEGA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Jefferies Financial Group's PEGA Position: Q2 2026 in Review

Jefferies Financial Group reduced its Pegasystems (PEGA) stake by 13% in Q2 2026, selling an estimated $172K and leaving 31,692 shares worth $950K. The position accounts for 0.01% of the portfolio, ranked #994.

Jefferies Financial Group first reported a position in PEGA in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.55M in Q1 2026. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

Jefferies Financial Group held 31,692 shares of Pegasystems worth $950K as of Q2 2026.
Jefferies Financial Group sold 4,807 Pegasystems shares in Q2 2026, an estimated $172K.
Pegasystems made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #994 holding.
Jefferies Financial Group first reported a position in Pegasystems in Q2 2023 and has held it in 6 quarters since.
Jefferies Financial Group's Pegasystems position peaked at $1.55M in Q1 2026.
436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.