MassMutual Private Wealth & Trust’s Pegasystems PEGA Stock Holding History

MassMutual Private Wealth & Trust’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	$3.42K	Sell	114 -100	-47%	-$3.58K	﹤0.01%	1825
2026 Q1	$9.11K	Buy	214 +188	+723%	+$8.73K	﹤0.01%	1411
2025 Q4	$1.55K	Hold	26	–	–	﹤0.01%	2058
2025 Q3	$1.5K	Buy	26 +8	+44%	+$441	﹤0.01%	2055
2025 Q2	$974	Sell	18 -182	-91%	-$8.24K	﹤0.01%	2129
2025 Q1	$6.95K	Buy	200 +192	+2,400%	+$8.49K	﹤0.01%	1444
2024 Q4	$373	Buy	+8	New	+$342	﹤0.01%	2187
2023 Q1	–	Sell	-106	Closed	-$2K	–	1870
2022 Q4	$2K	Sell	106 -26	-20%	-$450	﹤0.01%	1308
2022 Q3	$2K	Buy	+132	New	+$2.68K	﹤0.01%	1264
2022 Q2	–	Sell	-46	Closed	-$2K	–	1662
2022 Q1	$2K	Buy	+46	New	+$2.06K	﹤0.01%	1189

Other funds holding PEGA

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LAM

Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

MassMutual Private Wealth & Trust's PEGA Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Pegasystems (PEGA) stake by 47% in Q2 2026, selling an estimated $3.58K and leaving 114 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

MassMutual Private Wealth & Trust first reported a position in PEGA in Q1 2022 and has held it in 10 quarters since. The position peaked at $9.11K in Q1 2026. 125 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

MassMutual Private Wealth & Trust held 114 shares of Pegasystems worth $3.42K as of Q2 2026.
MassMutual Private Wealth & Trust sold 100 Pegasystems shares in Q2 2026, an estimated $3.58K.
Pegasystems made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1825 holding.
MassMutual Private Wealth & Trust first reported a position in Pegasystems in Q1 2022 and has held it in 10 quarters since.
MassMutual Private Wealth & Trust's Pegasystems position peaked at $9.11K in Q1 2026.
125 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.