MCM
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MAI Capital Management’s Pegasystems PEGA Stock Holding History

MAI Capital 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 		$149K Buy
3,498
+2,398
+218% +$111K ﹤0.01% 1625
2025
Q4 		$65.7K Buy
1,100
+404
+58% +$23.7K ﹤0.01% 1866
2025
Q3 		$40K Hold
696
– – ﹤0.01% 2054
2025
Q2 		$37.7K Buy
696
+76
+12% +$3.44K ﹤0.01% 2020
2025
Q1 		$21.6K Sell
620
-82
-12% -$3.63K ﹤0.01% 2149
2024
Q4 		$32.7K Buy
+702
New +$30K ﹤0.01% 1985

Other funds holding PEGA

BlackRock
BlackRock New York $5.72T 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

MAI Capital Management's PEGA Position: Q1 2026 in Review

MAI Capital Management increased its Pegasystems (PEGA) stake by 218% in Q1 2026, buying an estimated $111K and bringing the position to 3,498 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

MAI Capital Management first reported a position in PEGA in Q4 2024 and has held it in 6 quarters since. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • MAI Capital Management held 3,498 shares of Pegasystems worth $149K as of Q1 2026.
  • MAI Capital Management bought 2,398 Pegasystems shares in Q1 2026, an estimated $111K.
  • Pegasystems made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1625 holding.
  • MAI Capital Management first reported a position in Pegasystems in Q4 2024 and has held it in 6 quarters since.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.