Kovitz Investment Group Partners’s Pegasystems PEGA Stock Holding History

Kovitz Investment Group Partners’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	$1.46M	Buy	+48,721	New	+$1.74M	0.03%	267

Other funds holding PEGA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Kovitz Investment Group Partners's PEGA Position: Q2 2026 in Review

Kovitz Investment Group Partners opened a new position in Pegasystems (PEGA) in Q2 2026: 48,721 shares worth $1.46M. The stake represents 0.03% of the portfolio and ranks #267 among its holdings.

435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

Kovitz Investment Group Partners held 48,721 shares of Pegasystems worth $1.46M as of Q2 2026.
Pegasystems was a new Kovitz Investment Group Partners position in Q2 2026.
Pegasystems made up 0.03% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #267 holding.
435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.