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Monument Capital Management’s Pegasystems PEGA Stock Holding History

Monument Capital Management’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
Q1 		– Sell
-56,370
Closed -$3.37M – 240
2025
Q4 		$3.37M Sell
56,370
-242
-0.4% -$14.2K 0.84% 43
2025
Q3 		$3.26M Sell
56,612
-266
-0.5% -$14.7K 0.81% 51
2025
Q2 		$3.08M Buy
+56,878
New +$2.58M 0.8% 53

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Monument Capital Management's PEGA Position: Q1 2026 in Review

Monument Capital Management sold out of Pegasystems (PEGA) in Q1 2026, closing a stake of 56,370 shares — an estimated $3.37M sold.

Monument Capital Management first reported a position in PEGA in Q2 2025 and held it in 3 quarters. The position peaked at $3.37M in Q4 2025. 484 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Monument Capital Management reported no remaining Pegasystems position as of Q1 2026 after selling out during the quarter.
  • Monument Capital Management sold 56,370 Pegasystems shares in Q1 2026, an estimated $3.37M.
  • Monument Capital Management first reported a position in Pegasystems in Q2 2025 and held it in 3 quarters.
  • Monument Capital Management's Pegasystems position peaked at $3.37M in Q4 2025.
  • 484 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Monument Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.