Optas LLC’s Pegasystems PEGA Stock Holding History

Optas LLC’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	-3,886	Closed	-$232K	–	528
2025 Q4	$232K	Sell	3,886 -254	-6%	-$14.9K	0.04%	383
2025 Q3	$238K	Hold	4,140	–	–	0.04%	323
2025 Q2	$224K	Buy	+4,140	New	+$188K	0.04%	301

Other funds holding PEGA

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Optas LLC's PEGA Position: Q1 2026 in Review

Optas LLC sold out of Pegasystems (PEGA) in Q1 2026, closing a stake of 3,886 shares — an estimated $232K sold.

Optas LLC first reported a position in PEGA in Q2 2025 and held it in 3 quarters. The position peaked at $238K in Q3 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

Optas LLC reported no remaining Pegasystems position as of Q1 2026 after selling out during the quarter.
Optas LLC sold 3,886 Pegasystems shares in Q1 2026, an estimated $232K.
Optas LLC first reported a position in Pegasystems in Q2 2025 and held it in 3 quarters.
Optas LLC's Pegasystems position peaked at $238K in Q3 2025.
478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Optas LLC's 13F filing for Q1 2026, filed 27 Apr 2026.