JWM
PEGA icon

JPL Wealth Management’s Pegasystems PEGA Stock Holding History

JPL Wealth Management’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 		$7.62K Buy
+179
New +$8.31K ﹤0.01% 594
2025
Q4 		– Sell
-114
Closed -$6.55K – 832
2025
Q3 		$6.55K Buy
+114
New +$6.28K ﹤0.01% 614

Other funds holding PEGA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JPL Wealth Management's PEGA Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Pegasystems (PEGA) in Q1 2026: 179 shares worth $7.62K. The stake represents ﹤0.01% of the portfolio and ranks #594 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in PEGA as recently as Q3 2025.

JPL Wealth Management first reported a position in PEGA in Q3 2025 and has held it in 2 quarters since. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • JPL Wealth Management held 179 shares of Pegasystems worth $7.62K as of Q1 2026.
  • Pegasystems was a new JPL Wealth Management position in Q1 2026.
  • Pegasystems made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #594 holding.
  • JPL Wealth Management first reported a position in Pegasystems in Q3 2025 and has held it in 2 quarters since.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.