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Oak Associates’s Pegasystems PEGA Stock Holding History

Oak Associates’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 		$1.81M Buy
+42,478
New +$1.97M 0.12% 85

Other funds holding PEGA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Oak Associates's PEGA Position: Q1 2026 in Review

Oak Associates opened a new position in Pegasystems (PEGA) in Q1 2026: 42,478 shares worth $1.81M. The stake represents 0.12% of the portfolio and ranks #85 among its holdings.

478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Oak Associates held 42,478 shares of Pegasystems worth $1.81M as of Q1 2026.
  • Pegasystems was a new Oak Associates position in Q1 2026.
  • Pegasystems made up 0.12% of Oak Associates's portfolio in Q1 2026, its #85 holding.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Oak Associates's 13F filing for Q1 2026, filed 14 May 2026.