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Optimist Retirement Group’s Pegasystems PEGA Stock Holding History

Optimist Retirement Group’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
-6,189
Closed -$370K – 121
2025
Q4 		$370K Hold
6,189
– – 0.17% 77
2025
Q3 		$356K Buy
6,189
+25
+0.4% +$1.38K 0.16% 78
2025
Q2 		$334K Buy
+6,164
New +$279K 0.16% 74
2025
Q1 		– Sell
-6,274
Closed -$292K – 128
2024
Q4 		$292K Sell
6,274
-670
-10% -$28.7K 0.14% 66
2024
Q3 		$254K Buy
6,944
+76
+1% +$2.5K 0.11% 85
2024
Q2 		$208K Buy
6,868
+330
+5% +$9.89K 0.11% 107
2024
Q1 		$211K Buy
+6,538
New +$184K 0.11% 97

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

Optimist Retirement Group's PEGA Position: Q1 2026 in Review

Optimist Retirement Group sold out of Pegasystems (PEGA) in Q1 2026, closing a stake of 6,189 shares — an estimated $370K sold.

Optimist Retirement Group first reported a position in PEGA in Q1 2024 and held it in 7 quarters. The position peaked at $370K in Q4 2025. 479 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Optimist Retirement Group reported no remaining Pegasystems position as of Q1 2026 after selling out during the quarter.
  • Optimist Retirement Group sold 6,189 Pegasystems shares in Q1 2026, an estimated $370K.
  • Optimist Retirement Group first reported a position in Pegasystems in Q1 2024 and held it in 7 quarters.
  • Optimist Retirement Group's Pegasystems position peaked at $370K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.