Marshall Wace
PEGA icon

Marshall Wace’s Pegasystems PEGA Stock Holding History

Marshall Wace’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 		$364K Buy
+8,551
New +$397K ﹤0.01% 2592
2025
Q2 		– Sell
-15,606
Closed -$542K – 3048
2025
Q1 		$542K Sell
15,606
-94,666
-86% -$4.19M ﹤0.01% 2048
2024
Q4 		$5.14M Buy
+110,272
New +$4.72M 0.01% 1046
2024
Q3 		– Sell
-88,428
Closed -$2.68M – 2849
2024
Q2 		$2.68M Sell
88,428
-102,720
-54% -$3.08M ﹤0.01% 1234
2024
Q1 		$6.18M Buy
+191,148
New +$5.37M 0.01% 914
2023
Q4 		– Sell
-174,308
Closed -$3.78M – 2502
2023
Q3 		$3.78M Sell
174,308
-207,268
-54% -$5.07M 0.01% 976
2023
Q2 		$9.41M Sell
381,576
-149,166
-28% -$3.47M 0.02% 762
2023
Q1 		$12.9M Buy
530,742
+191,110
+56% +$4.03M 0.03% 622
2022
Q4 		$5.81M Buy
339,632
+98,242
+41% +$1.7M 0.01% 1105
2022
Q3 		$3.88M Buy
241,390
+58,606
+32% +$1.19M 0.01% 1569
2022
Q2 		$4.37M Buy
+182,784
New +$5.47M 0.01% 1447
2021
Q2 		– Sell
-6,050
Closed -$346K – 2977
2021
Q1 		$346K Buy
+6,050
New +$396K ﹤0.01% 2078
2019
Q1 		– Sell
-13,634
Closed -$326K – 1982
2018
Q4 		$326K Sell
13,634
-1,193,692
-99% -$31.3M ﹤0.01% 1208
2018
Q3 		$37.8M Buy
+1,207,326
New +$36.5M 0.32% 77
2016
Q2 		– Sell
-37,686
Closed -$478K – 1119
2016
Q1 		$478K Buy
+37,686
New +$452K ﹤0.01% 856
2015
Q4 		– Sell
-17,584
Closed -$216K – 1088
2015
Q3 		$216K Buy
+17,584
New +$218K ﹤0.01% 856
2014
Q2 		– Sell
-52,296
Closed -$462K – 1038
2014
Q1 		$462K Buy
+52,296
New +$564K 0.01% 598

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

Marshall Wace's PEGA Position: Q1 2026 in Review

Marshall Wace opened a new position in Pegasystems (PEGA) in Q1 2026: 8,551 shares worth $364K. The stake represents ﹤0.01% of the portfolio and ranks #2592 among its holdings. This is a return to the name: Marshall Wace previously reported a position in PEGA as recently as Q1 2025.

Marshall Wace first reported a position in PEGA in Q1 2014 and has held it in 17 quarters since. The position peaked at $37.8M in Q3 2018. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Marshall Wace held 8,551 shares of Pegasystems worth $364K as of Q1 2026.
  • Pegasystems was a new Marshall Wace position in Q1 2026.
  • Pegasystems made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2592 holding.
  • Marshall Wace first reported a position in Pegasystems in Q1 2014 and has held it in 17 quarters since.
  • Marshall Wace's Pegasystems position peaked at $37.8M in Q3 2018.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.