MML Investors Services’s Pegasystems PEGA Stock Holding History

MML Investors Services’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	$1.09M	Buy	36,233 +6,514	+22%	+$233K	﹤0.01%	1967
2026 Q1	$1.26M	Buy	29,719 +18,087	+155%	+$840K	﹤0.01%	1618
2025 Q4	$695K	Buy	11,632 +771	+7%	+$45.2K	﹤0.01%	2034
2025 Q3	$625K	Buy	10,861 +1,236	+13%	+$68.1K	﹤0.01%	2021
2025 Q2	$521K	Buy	+9,625	New	+$436K	﹤0.01%	2065
2022 Q1	–	Sell	-4,350	Closed	-$243K	–	2120
2021 Q4	$243K	Buy	4,350 +614	+16%	+$36.4K	﹤0.01%	1812
2021 Q3	$237K	Sell	3,736 -40	-1%	-$2.66K	﹤0.01%	1768
2021 Q2	$263K	Buy	+3,776	New	+$238K	﹤0.01%	1681

Other funds holding PEGA

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

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

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

CIA

Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MML Investors Services's PEGA Position: Q2 2026 in Review

MML Investors Services increased its Pegasystems (PEGA) stake by 22% in Q2 2026, buying an estimated $233K and bringing the position to 36,233 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

MML Investors Services first reported a position in PEGA in Q2 2021 and has held it in 8 quarters since. The position peaked at $1.26M in Q1 2026. 206 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

MML Investors Services held 36,233 shares of Pegasystems worth $1.09M as of Q2 2026.
MML Investors Services bought 6,514 Pegasystems shares in Q2 2026, an estimated $233K.
Pegasystems made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1967 holding.
MML Investors Services first reported a position in Pegasystems in Q2 2021 and has held it in 8 quarters since.
MML Investors Services's Pegasystems position peaked at $1.26M in Q1 2026.
206 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.