Orion Portfolio Solutions’s Pegasystems PEGA Stock Holding History

Orion Portfolio Solutions’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 Q1	$643K	Buy	+18,488	New	+$818K	0.01%	1287

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

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

BCM

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

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

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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Orion Portfolio Solutions's PEGA Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Pegasystems (PEGA) in Q1 2025: 18,488 shares worth $643K. The stake represents 0.01% of the portfolio and ranks #1287 among its holdings.

328 funds tracked by Wall St. Rank hold PEGA as of Q1 2025.

Orion Portfolio Solutions held 18,488 shares of Pegasystems worth $643K as of Q1 2025.
Pegasystems was a new Orion Portfolio Solutions position in Q1 2025.
Pegasystems made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1287 holding.
328 funds tracked by Wall St. Rank held Pegasystems as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.