Mather Group’s Pegasystems PEGA Stock Holding History

Mather Group’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	$16.9K	Sell	508 -58	-10%	-$1.92K	﹤0.01%	1490
2026 Q2	$17K	Sell	566 -24	-4%	-$859	﹤0.01%	1369
2026 Q1	$25.1K	Buy	+590	New	+$27.4K	﹤0.01%	1229
2025 Q4	–	Sell	-566	Closed	-$32.5K	–	1367
2025 Q3	$32.5K	Buy	+566	New	+$31.2K	﹤0.01%	1009
2025 Q2	–	Sell	-566	Closed	-$19.7K	–	1405
2025 Q1	$19.7K	Hold	566	–	–	﹤0.01%	1097
2024 Q4	$26.4K	Hold	566	–	–	﹤0.01%	1014
2024 Q3	$20.7K	Hold	566	–	–	﹤0.01%	1055
2024 Q2	$18.3K	Buy	566 +58	+11%	+$1.74K	﹤0.01%	1283
2024 Q1	$12.4K	Buy	+508	New	+$14.3K	﹤0.01%	1155

Other funds holding PEGA

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return

L. Roy Papp & Associates Phoenix, Arizona $981M AUM 26.21% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group's PEGA Position: Q3 2026 in Review

Mather Group reduced its Pegasystems (PEGA) stake by 10% in Q3 2026, selling an estimated $1.92K and leaving 508 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

Mather Group first reported a position in PEGA in Q1 2024 and has held it in 9 quarters since. The position peaked at $32.5K in Q3 2025. 46 funds tracked by Wall St. Rank hold PEGA as of Q3 2026.

Mather Group held 508 shares of Pegasystems worth $16.9K as of Q3 2026.
Mather Group sold 58 Pegasystems shares in Q3 2026, an estimated $1.92K.
Pegasystems made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1490 holding.
Mather Group first reported a position in Pegasystems in Q1 2024 and has held it in 9 quarters since.
Mather Group's Pegasystems position peaked at $32.5K in Q3 2025.
46 funds tracked by Wall St. Rank held Pegasystems as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.