Ken Fisher’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $47.2M | Sell |
1,108,232
-62,145
| -5% | -$2.89M | 0.02% | 245 |
|
|
2025
Q4 | $69.9M | Buy |
1,170,377
+33,643
| +3% | +$1.97M | 0.02% | 199 |
|
|
2025
Q3 | $65.4M | Sell |
1,136,734
-56,501
| -5% | -$3.11M | 0.02% | 200 |
|
|
2025
Q2 | $64.6M | Sell |
1,193,235
-50,331
| -4% | -$2.28M | 0.03% | 191 |
|
|
2025
Q1 | $43.2M | Sell |
1,243,566
-32,432
| -3% | -$1.43M | 0.02% | 226 |
|
|
2024
Q4 | $59.5M | Buy |
1,275,998
+307,406
| +32% | +$13.1M | 0.02% | 204 |
|
|
2024
Q3 | $35.4M | Buy |
968,592
+6,000
| +0.6% | +$198K | 0.01% | 269 |
|
|
2024
Q2 | $29.1M | Buy |
962,592
+7,010
| +0.7% | +$210K | 0.01% | 289 |
|
|
2024
Q1 | $30.9M | Sell |
955,582
-7,648
| -0.8% | -$215K | 0.01% | 281 |
|
|
2023
Q4 | $23.5M | Sell |
963,230
-190,532
| -17% | -$4.46M | 0.01% | 310 |
|
|
2023
Q3 | $25M | Sell |
1,153,762
-213,260
| -16% | -$5.22M | 0.01% | 325 |
|
|
2023
Q2 | $33.7M | Buy |
1,367,022
+7,860
| +0.6% | +$183K | 0.02% | 305 |
|
|
2023
Q1 | $33M | Sell |
1,359,162
-149,218
| -10% | -$3.14M | 0.02% | 303 |
|
|
2022
Q4 | $25.8M | Buy |
1,508,380
+7,806
| +0.5% | +$135K | 0.02% | 324 |
|
|
2022
Q3 | $24.1M | Sell |
1,500,574
-38,764
| -3% | -$788K | 0.02% | 316 |
|
|
2022
Q2 | $36.8M | Buy |
1,539,338
+90,474
| +6% | +$2.71M | 0.03% | 249 |
|
|
2022
Q1 | $58.4M | Buy |
1,448,864
+3,954
| +0.3% | +$177K | 0.03% | 223 |
|
|
2021
Q4 | $80.8M | Buy |
1,444,910
+65,004
| +5% | +$3.85M | 0.05% | 207 |
|
|
2021
Q3 | $87.7M | Sell |
1,379,906
-14,056
| -1% | -$935K | 0.05% | 189 |
|
|
2021
Q2 | $97M | Sell |
1,393,962
-54,262
| -4% | -$3.42M | 0.06% | 176 |
|
|
2021
Q1 | $82.8M | Sell |
1,448,224
-17,782
| -1% | -$1.16M | 0.06% | 184 |
|
|
2020
Q4 | $97.7M | Buy |
1,466,006
+17,466
| +1% | +$1.11M | 0.07% | 163 |
|
|
2020
Q3 | $87.7M | Sell |
1,448,540
-183,798
| -11% | -$10.6M | 0.08% | 156 |
|
|
2020
Q2 | $82.6M | Sell |
1,632,338
-282,856
| -15% | -$12.3M | 0.08% | 149 |
|
|
2020
Q1 | $68.2M | Sell |
1,915,194
-203,532
| -10% | -$8.54M | 0.08% | 147 |
|
|
2019
Q4 | $84.4M | Sell |
2,118,726
-383,694
| -15% | -$14.5M | 0.09% | 143 |
|
|
2019
Q3 | $85.1M | Sell |
2,502,420
-143,054
| -5% | -$5.17M | 0.09% | 145 |
|
|
2019
Q2 | $94.2M | Buy |
2,645,474
+36,746
| +1% | +$1.31M | 0.1% | 129 |
|
|
2019
Q1 | $84.8M | Sell |
2,608,728
-294,134
| -10% | -$8.67M | 0.1% | 133 |
|
|
2018
Q4 | $69.4M | Sell |
2,902,862
-15,128
| -0.5% | -$397K | 0.09% | 144 |
|
|
2018
Q3 | $91.3M | Sell |
2,917,990
-38,772
| -1% | -$1.17M | 0.11% | 133 |
|
|
2018
Q2 | $81M | Sell |
2,956,762
-65,230
| -2% | -$2M | 0.11% | 134 |
|
|
2018
Q1 | $91.6M | Sell |
3,021,992
-137,114
| -4% | -$3.7M | 0.12% | 127 |
|
|
2017
Q4 | $74.5M | Sell |
3,159,106
-36,512
| -1% | -$980K | 0.1% | 156 |
|
|
2017
Q3 | $92.1M | Sell |
3,195,618
-14,474
| -0.5% | -$419K | 0.13% | 129 |
|
|
2017
Q2 | $93.7M | Sell |
3,210,092
-63,280
| -2% | -$1.67M | 0.14% | 129 |
|
|
2017
Q1 | $71.8M | Sell |
3,273,372
-45,550
| -1% | -$923K | 0.11% | 136 |
|
|
2016
Q4 | $59.7M | Buy |
3,318,922
+41,500
| +1% | +$693K | 0.1% | 146 |
|
|
2016
Q3 | $48.3M | Buy |
3,277,422
+52,652
| +2% | +$714K | 0.09% | 163 |
|
|
2016
Q2 | $44.9M | Sell |
3,224,770
-117,122
| -4% | -$1.54M | 0.08% | 162 |
|
|
2016
Q1 | $41.5M | Sell |
3,341,892
-38,300
| -1% | -$460K | 0.08% | 165 |
|
|
2015
Q4 | $46.5M | Sell |
3,380,192
-11,700
| -0.3% | -$162K | 0.09% | 154 |
|
|
2015
Q3 | $41.7M | Sell |
3,391,892
-96,050
| -3% | -$1.19M | 0.09% | 156 |
|
|
2015
Q2 | $39.9M | Sell |
3,487,942
-20,660
| -0.6% | -$228K | 0.08% | 181 |
|
|
2015
Q1 | $38.2M | Sell |
3,508,602
-34,546
| -1% | -$357K | 0.08% | 187 |
|
|
2014
Q4 | $36.8M | Buy |
3,543,148
+621,048
| +21% | +$6.36M | 0.08% | 188 |
|
|
2014
Q3 | $27.9M | Buy |
2,922,100
+46,000
| +2% | +$497K | 0.06% | 190 |
|
|
2014
Q2 | $30.4M | Sell |
2,876,100
-27,020
| -0.9% | -$258K | 0.06% | 187 |
|
|
2014
Q1 | $25.6M | Sell |
2,903,120
-17,900
| -0.6% | -$193K | 0.06% | 193 |
|
|
2013
Q4 | $35.9M | Sell |
2,921,020
-97,700
| -3% | -$1.07M | 0.08% | 180 |
|
|
2013
Q3 | $30M | Buy |
3,018,720
+100
| +0% | +$915 | 0.07% | 184 |
|
|
2013
Q2 | $25M | Buy |
+3,018,620
| New | +$22.3M | 0.06% | 190 |
|
Other funds holding PEGA
VPM
VCM
Ken Fisher's PEGA Position: Q1 2026 in Review
Ken Fisher reduced its Pegasystems (PEGA) stake by 5.3% in Q1 2026, selling an estimated $2.89M and leaving 1,108,232 shares worth $47.2M. The position accounts for 0.02% of the portfolio, ranked #245.
Ken Fisher first reported a position in PEGA in Q2 2013 and has held it in 52 quarters since. The position peaked at $97.7M in Q4 2020. 479 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.
- Ken Fisher held 1,108,232 shares of Pegasystems worth $47.2M as of Q1 2026.
- Ken Fisher sold 62,145 Pegasystems shares in Q1 2026, an estimated $2.89M.
- Pegasystems made up 0.02% of Ken Fisher's portfolio in Q1 2026, its #245 holding.
- Ken Fisher first reported a position in Pegasystems in Q2 2013 and has held it in 52 quarters since.
- Ken Fisher's Pegasystems position peaked at $97.7M in Q4 2020.
- 479 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.
Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.