LPL Financial’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 | $1.38M | Buy |
32,497
+783
| +2% | +$36.4K | ﹤0.01% | 3857 |
|
|
2025
Q4 | $1.89M | Sell |
31,714
-2,419
| -7% | -$142K | ﹤0.01% | 3470 |
|
|
2025
Q3 | $1.96M | Buy |
34,133
+5,821
| +21% | +$321K | ﹤0.01% | 3329 |
|
|
2025
Q2 | $1.53M | Buy |
28,312
+256
| +0.9% | +$11.6K | ﹤0.01% | 3369 |
|
|
2025
Q1 | $975K | Buy |
28,056
+6,066
| +28% | +$268K | ﹤0.01% | 3580 |
|
|
2024
Q4 | $1.02M | Buy |
21,990
+12,688
| +136% | +$543K | ﹤0.01% | 3464 |
|
|
2024
Q3 | $340K | Buy |
+9,302
| New | +$306K | ﹤0.01% | 4326 |
|
|
2022
Q2 | – | Sell |
-13,126
| Closed | -$529K | – | 4512 |
|
|
2022
Q1 | $529K | Sell |
13,126
-824
| -6% | -$37K | ﹤0.01% | 3154 |
|
|
2021
Q4 | $780K | Sell |
13,950
-1,880
| -12% | -$111K | ﹤0.01% | 2875 |
|
|
2021
Q3 | $1.01M | Sell |
15,830
-298
| -2% | -$19.8K | ﹤0.01% | 2606 |
|
|
2021
Q2 | $1.12M | Buy |
16,128
+288
| +2% | +$18.2K | ﹤0.01% | 2469 |
|
|
2021
Q1 | $906K | Buy |
15,840
+230
| +1% | +$15K | ﹤0.01% | 2476 |
|
|
2020
Q4 | $1.04M | Sell |
15,610
-286
| -2% | -$18.2K | ﹤0.01% | 2149 |
|
|
2020
Q3 | $962K | Buy |
15,896
+1,694
| +12% | +$97.4K | ﹤0.01% | 1979 |
|
|
2020
Q2 | $718K | Buy |
14,202
+1,296
| +10% | +$56.2K | ﹤0.01% | 2096 |
|
|
2020
Q1 | $460K | Buy |
12,906
+724
| +6% | +$30.4K | ﹤0.01% | 2151 |
|
|
2019
Q4 | $485K | Buy |
12,182
+1,058
| +10% | +$40K | ﹤0.01% | 2401 |
|
|
2019
Q3 | $378K | Buy |
11,124
+2,560
| +30% | +$92.6K | ﹤0.01% | 2491 |
|
|
2019
Q2 | $305K | Buy |
8,564
+1,224
| +17% | +$43.6K | ﹤0.01% | 2685 |
|
|
2019
Q1 | $239K | Buy |
+7,340
| New | +$216K | ﹤0.01% | 2820 |
|
|
2018
Q4 | – | Sell |
-7,664
| Closed | -$240K | – | 3200 |
|
|
2018
Q3 | $240K | Sell |
7,664
-2,546
| -25% | -$77K | ﹤0.01% | 2861 |
|
|
2018
Q2 | $280K | Sell |
10,210
-6
| -0.1% | -$184 | ﹤0.01% | 2716 |
|
|
2018
Q1 | $310K | Buy |
10,216
+646
| +7% | +$17.5K | ﹤0.01% | 2580 |
|
|
2017
Q4 | $226K | Sell |
9,570
-824
| -8% | -$22.1K | ﹤0.01% | 2719 |
|
|
2017
Q3 | $300K | Sell |
10,394
-10,868
| -51% | -$314K | ﹤0.01% | 2357 |
|
|
2017
Q2 | $620K | Sell |
21,262
-2,026
| -9% | -$53.5K | ﹤0.01% | 1714 |
|
|
2017
Q1 | $506K | Buy |
23,288
+10,048
| +76% | +$204K | ﹤0.01% | 1789 |
|
|
2016
Q4 | $238K | Buy |
+13,240
| New | +$221K | ﹤0.01% | 2350 |
|
|
2014
Q1 | – | Sell |
-284,956
| Closed | -$3.5M | – | 2707 |
|
|
2013
Q4 | $3.5M | Buy |
+284,956
| New | +$3.12M | 0.02% | 571 |
|
Other funds holding PEGA
VPM
VCM
LPL Financial's PEGA Position: Q1 2026 in Review
LPL Financial increased its Pegasystems (PEGA) stake by 2.5% in Q1 2026, buying an estimated $36.4K and bringing the position to 32,497 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #3857.
LPL Financial first reported a position in PEGA in Q4 2013 and has held it in 29 quarters since. The position peaked at $3.5M in Q4 2013. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.
- LPL Financial held 32,497 shares of Pegasystems worth $1.38M as of Q1 2026.
- LPL Financial bought 783 Pegasystems shares in Q1 2026, an estimated $36.4K.
- Pegasystems made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3857 holding.
- LPL Financial first reported a position in Pegasystems in Q4 2013 and has held it in 29 quarters since.
- LPL Financial's Pegasystems position peaked at $3.5M in Q4 2013.
- 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.