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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Jefferies Financial Group's PEGA Position: Q1 2026 in Review

Jefferies Financial Group increased its Pegasystems (PEGA) stake by 510% in Q1 2026, buying an estimated $1.42M and bringing the position to 36,499 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #741.

Jefferies Financial Group first reported a position in PEGA in Q2 2023 and has held it in 5 quarters since. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

Jefferies Financial Group held 36,499 shares of Pegasystems worth $1.55M as of Q1 2026.
Jefferies Financial Group bought 30,515 Pegasystems shares in Q1 2026, an estimated $1.42M.
Pegasystems made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #741 holding.
Jefferies Financial Group first reported a position in Pegasystems in Q2 2023 and has held it in 5 quarters since.
478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.