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 Q3	$4.89K	Buy	147 +33	+29%	+$1.09K	﹤0.01%	1628
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

MassMutual Private Wealth & Trust's PEGA Position: Q3 2026 in Review

MassMutual Private Wealth & Trust increased its Pegasystems (PEGA) stake by 29% in Q3 2026, buying an estimated $1.09K and bringing the position to 147 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

MassMutual Private Wealth & Trust first reported a position in PEGA in Q1 2022 and has held it in 11 quarters since. The position peaked at $9.11K in Q1 2026. 315 funds tracked by Wall St. Rank hold PEGA as of Q3 2026.

MassMutual Private Wealth & Trust held 147 shares of Pegasystems worth $4.89K as of Q3 2026.
MassMutual Private Wealth & Trust bought 33 Pegasystems shares in Q3 2026, an estimated $1.09K.
Pegasystems made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1628 holding.
MassMutual Private Wealth & Trust first reported a position in Pegasystems in Q1 2022 and has held it in 11 quarters since.
MassMutual Private Wealth & Trust's Pegasystems position peaked at $9.11K in Q1 2026.
315 funds tracked by Wall St. Rank held Pegasystems as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.