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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
Q2 		$1.99M Buy
66,491
+7,273
+12% +$260K 0.04% 141
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
+29,382
+79% +$1.62M 0.1% 81
2025
Q2 		$2.02M Buy
37,278
+12,858
+53% +$582K 0.06% 115
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Kestra Investment Management's PEGA Position: Q2 2026 in Review

Kestra Investment Management increased its Pegasystems (PEGA) stake by 12% in Q2 2026, buying an estimated $260K and bringing the position to 66,491 shares worth $1.99M. The position accounts for 0.04% of the portfolio, ranked #141.

Kestra Investment Management first reported a position in PEGA in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.29M in Q4 2025. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Kestra Investment Management held 66,491 shares of Pegasystems worth $1.99M as of Q2 2026.
  • Kestra Investment Management bought 7,273 Pegasystems shares in Q2 2026, an estimated $260K.
  • Pegasystems made up 0.04% of Kestra Investment Management's portfolio in Q2 2026, its #141 holding.
  • Kestra Investment Management first reported a position in Pegasystems in Q2 2024 and has held it in 9 quarters since.
  • Kestra Investment Management's Pegasystems position peaked at $4.29M in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.