KIM
PEGA icon

Kestra Investment Management’s Pegasystems PEGA Stock Holding History

Kestra Investment 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 		$2.52M Sell
59,218
-12,597
-18% -$585K 0.04% 117
2025
Q4 		$4.29M Buy
71,815
+5,155
+8% +$302K 0.1% 78
2025
Q3 		$3.83M Buy
66,660
+17,172
+35% +$946K 0.1% 81
2025
Q2 		$2.87M Buy
49,488
+25,068
+103% +$1.14M 0.04% 139
2025
Q1 		$849K Sell
24,420
-8,040
-25% -$356K 0.03% 193
2024
Q4 		$1.51M Buy
32,460
+8,022
+33% +$343K 0.06% 102
2024
Q3 		$893K Buy
24,438
+11,948
+96% +$393K 0.04% 135
2024
Q2 		$378K Buy
+12,490
New +$374K 0.03% 91

Other funds holding PEGA

BlackRock
BlackRock New York $5.7T 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