Osaic Holdings
PEGA icon

Osaic Holdings’s Pegasystems PEGA Stock Holding History

Osaic Holdings’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
Q2 		$430K Buy
14,350
+885
+7% +$31.7K ﹤0.01% 3784
2026
Q1 		$573K Sell
13,465
-5,789
-30% -$269K ﹤0.01% 3213
2025
Q4 		$1.15M Buy
19,254
+5,076
+36% +$297K ﹤0.01% 2559
2025
Q3 		$781K Buy
14,178
+5,417
+62% +$298K ﹤0.01% 3026
2025
Q2 		$481K Buy
8,761
+2,829
+48% +$128K ﹤0.01% 3173
2025
Q1 		$206K Sell
5,932
-32,236
-84% -$1.43M ﹤0.01% 3600
2024
Q4 		$1.78M Buy
38,168
+5,108
+15% +$218K ﹤0.01% 1755
2024
Q3 		$1.21M Buy
33,060
+30,420
+1,152% +$1M ﹤0.01% 2095
2024
Q2 		$79.9K Sell
2,640
-652
-20% -$19.5K ﹤0.01% 4309
2024
Q1 		$106K Sell
3,292
-1,288
-28% -$36.2K ﹤0.01% 4199
2023
Q4 		$112K Sell
4,580
-1,912
-29% -$44.7K ﹤0.01% 4360
2023
Q3 		$141K Buy
6,492
+756
+13% +$18.5K ﹤0.01% 4244
2023
Q2 		$142K Buy
5,736
+6
+0.1% +$139 ﹤0.01% 4165
2023
Q1 		$139K Sell
5,730
-2,008
-26% -$42.3K ﹤0.01% 4166
2022
Q4 		$132K Sell
7,738
-1,026
-12% -$17.7K ﹤0.01% 4227
2022
Q3 		$142K Sell
8,764
-1,784
-17% -$36.3K ﹤0.01% 4066
2022
Q2 		$253K Sell
10,548
-1,570
-13% -$47K ﹤0.01% 3558
2022
Q1 		$1.46M Buy
12,118
+584
+5% +$26.2K ﹤0.01% 2211
2021
Q4 		$645K Buy
11,534
+1,124
+11% +$66.6K ﹤0.01% 2810
2021
Q3 		$661K Sell
10,410
-1,656
-14% -$110K ﹤0.01% 2740
2021
Q2 		$841K Buy
12,066
+3,406
+39% +$215K ﹤0.01% 2515
2021
Q1 		$496K Buy
8,660
+1,552
+22% +$101K ﹤0.01% 2874
2020
Q4 		$474K Sell
7,108
-1,836
-21% -$117K ﹤0.01% 2694
2020
Q3 		$529K Buy
8,944
+3,514
+65% +$202K ﹤0.01% 2369
2020
Q2 		$275K Buy
5,430
+2,664
+96% +$115K ﹤0.01% 2851
2020
Q1 		$98K Buy
+2,766
New +$116K ﹤0.01% 3491

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Osaic Holdings's PEGA Position: Q2 2026 in Review

Osaic Holdings increased its Pegasystems (PEGA) stake by 6.6% in Q2 2026, buying an estimated $31.7K and bringing the position to 14,350 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #3784.

Osaic Holdings first reported a position in PEGA in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.78M in Q4 2024. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Osaic Holdings held 14,350 shares of Pegasystems worth $430K as of Q2 2026.
  • Osaic Holdings bought 885 Pegasystems shares in Q2 2026, an estimated $31.7K.
  • Pegasystems made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3784 holding.
  • Osaic Holdings first reported a position in Pegasystems in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Pegasystems position peaked at $1.78M in Q4 2024.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.