Mount Yale Investment Advisors’s Pegasystems PEGA Stock Holding History

Mount Yale Investment Advisors’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
2025 Q3	–	Sell	-1,668	Closed	-$90.3K	–	1339
2025 Q2	$90.3K	Buy	+1,668	New	+$75.6K	0.01%	682
2018 Q4	–	Sell	-1,196	Closed	-$33K	–	646
2018 Q3	$33K	Sell	1,196 -144	-11%	-$4.36K	0.01%	686
2018 Q2	$37K	Sell	1,340 -2	-0.1%	-$61	0.01%	687
2018 Q1	$41K	Buy	+1,342	New	+$36.3K	0.01%	654

Other funds holding PEGA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NPCM

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

Mount Yale Investment Advisors's PEGA Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Pegasystems (PEGA) in Q3 2025, closing a stake of 1,668 shares — an estimated $90.3K sold.

Mount Yale Investment Advisors first reported a position in PEGA in Q1 2018 and held it in 4 quarters. The position peaked at $90.3K in Q2 2025. 426 funds tracked by Wall St. Rank hold PEGA as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Pegasystems position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 1,668 Pegasystems shares in Q3 2025, an estimated $90.3K.
Mount Yale Investment Advisors first reported a position in Pegasystems in Q1 2018 and held it in 4 quarters.
Mount Yale Investment Advisors's Pegasystems position peaked at $90.3K in Q2 2025.
426 funds tracked by Wall St. Rank held Pegasystems as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.