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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mather Group's PEGA Position: Q2 2026 in Review

Mather Group reduced its Pegasystems (PEGA) stake by 4.1% in Q2 2026, selling an estimated $859 and leaving 566 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Mather Group first reported a position in PEGA in Q1 2024 and has held it in 8 quarters since. The position peaked at $32.5K in Q3 2025. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

Mather Group held 566 shares of Pegasystems worth $17K as of Q2 2026.
Mather Group sold 24 Pegasystems shares in Q2 2026, an estimated $859.
Pegasystems made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1369 holding.
Mather Group first reported a position in Pegasystems in Q1 2024 and has held it in 8 quarters since.
Mather Group's Pegasystems position peaked at $32.5K in Q3 2025.
437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.