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Kaufman Rossin Wealth’s Pegasystems PEGA Stock Holding History

Kaufman Rossin Wealth’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 		– Sell
-4,227
Closed -$252K – 146
2025
Q4 		$252K Sell
4,227
-73
-2% -$4.28K 0.13% 128
2025
Q3 		$247K Sell
4,300
-28
-0.6% -$1.54K 0.14% 115
2025
Q2 		$234K Buy
+4,328
New +$196K 0.15% 112

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

Kaufman Rossin Wealth's PEGA Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Pegasystems (PEGA) in Q1 2026, closing a stake of 4,227 shares — an estimated $252K sold.

Kaufman Rossin Wealth first reported a position in PEGA in Q2 2025 and held it in 3 quarters. The position peaked at $252K in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Kaufman Rossin Wealth reported no remaining Pegasystems position as of Q1 2026 after selling out during the quarter.
  • Kaufman Rossin Wealth sold 4,227 Pegasystems shares in Q1 2026, an estimated $252K.
  • Kaufman Rossin Wealth first reported a position in Pegasystems in Q2 2025 and held it in 3 quarters.
  • Kaufman Rossin Wealth's Pegasystems position peaked at $252K in Q4 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.