LAM
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Lifestyle Asset Management’s Pegasystems PEGA Stock Holding History

Lifestyle Asset 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 		$1.67M Buy
55,750
+20,944
+60% +$749K 0.45% 55
2026
Q1 		$1.48M Buy
34,806
+7,771
+29% +$361K 0.48% 47
2025
Q4 		$1.61M Buy
+27,035
New +$1.58M 0.53% 56

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 $3.37T AUM 44.26% 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

Lifestyle Asset Management's PEGA Position: Q2 2026 in Review

Lifestyle Asset Management increased its Pegasystems (PEGA) stake by 60% in Q2 2026, buying an estimated $749K and bringing the position to 55,750 shares worth $1.67M. The position accounts for 0.45% of the portfolio, ranked #55.

Lifestyle Asset Management first reported a position in PEGA in Q4 2025 and has held it in 3 quarters since. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Lifestyle Asset Management held 55,750 shares of Pegasystems worth $1.67M as of Q2 2026.
  • Lifestyle Asset Management bought 20,944 Pegasystems shares in Q2 2026, an estimated $749K.
  • Pegasystems made up 0.45% of Lifestyle Asset Management's portfolio in Q2 2026, its #55 holding.
  • Lifestyle Asset Management first reported a position in Pegasystems in Q4 2025 and has held it in 3 quarters since.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.