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Marietta Investment Partners’s Pegasystems PEGA Stock Holding History

Marietta Investment 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 		$286K Sell
9,534
-44,432
-82% -$1.59M 0.05% 149
2026
Q1 		$2.3M Sell
53,966
-31,833
-37% -$1.48M 0.46% 63
2025
Q4 		$5.12M Buy
85,799
+4,593
+6% +$269K 1.02% 32
2025
Q3 		$4.67M Buy
81,206
+55,968
+222% +$3.08M 0.9% 34
2025
Q2 		$1.37M Buy
+25,238
New +$1.14M 0.3% 73

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Marietta Investment Partners's PEGA Position: Q2 2026 in Review

Marietta Investment Partners reduced its Pegasystems (PEGA) stake by 82% in Q2 2026, selling an estimated $1.59M and leaving 9,534 shares worth $286K. The position accounts for 0.05% of the portfolio, ranked #149.

Marietta Investment Partners first reported a position in PEGA in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.12M in Q4 2025. 358 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Marietta Investment Partners held 9,534 shares of Pegasystems worth $286K as of Q2 2026.
  • Marietta Investment Partners sold 44,432 Pegasystems shares in Q2 2026, an estimated $1.59M.
  • Pegasystems made up 0.05% of Marietta Investment Partners's portfolio in Q2 2026, its #149 holding.
  • Marietta Investment Partners first reported a position in Pegasystems in Q2 2025 and has held it in 5 quarters since.
  • Marietta Investment Partners's Pegasystems position peaked at $5.12M in Q4 2025.
  • 358 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

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