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Occidental Asset Management’s Pegasystems PEGA Stock Holding History

Occidental Asset 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
-4,226
Closed -$252K – 313
2025
Q4 		$252K Buy
+4,226
New +$248K 0.03% 231

Other funds holding PEGA

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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
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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

Occidental Asset Management's PEGA Position: Q1 2026 in Review

Occidental Asset Management sold out of Pegasystems (PEGA) in Q1 2026, closing a stake of 4,226 shares — an estimated $252K sold.

Occidental Asset Management first reported a position in PEGA in Q4 2025 and held it in 1 quarter. The position peaked at $252K in Q4 2025. 484 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Occidental Asset Management reported no remaining Pegasystems position as of Q1 2026 after selling out during the quarter.
  • Occidental Asset Management sold 4,226 Pegasystems shares in Q1 2026, an estimated $252K.
  • Occidental Asset Management first reported a position in Pegasystems in Q4 2025 and held it in 1 quarter.
  • Occidental Asset Management's Pegasystems position peaked at $252K in Q4 2025.
  • 484 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

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