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Pallas Capital Advisors’s Pegasystems PEGA Stock Holding History

Pallas Capital Advisors’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 		$824K Sell
19,350
-7,396
-28% -$343K 0.03% 367
2025
Q4 		$1.6M Sell
26,746
-599
-2% -$35.1K 0.05% 261
2025
Q3 		$1.57M Sell
27,345
-725
-3% -$39.9K 0.06% 244
2025
Q2 		$1.52M Buy
28,070
+9,696
+53% +$439K 0.06% 239
2025
Q1 		$639K Buy
18,374
+8,792
+92% +$389K 0.03% 402
2024
Q4 		$447K Buy
9,582
+24
+0.3% +$1.03K 0.02% 387
2024
Q3 		$382K Buy
+9,558
New +$315K 0.02% 412

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 $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Pallas Capital Advisors's PEGA Position: Q1 2026 in Review

Pallas Capital Advisors reduced its Pegasystems (PEGA) stake by 28% in Q1 2026, selling an estimated $343K and leaving 19,350 shares worth $824K. The position accounts for 0.03% of the portfolio, ranked #367.

Pallas Capital Advisors first reported a position in PEGA in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q4 2025. 479 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Pallas Capital Advisors held 19,350 shares of Pegasystems worth $824K as of Q1 2026.
  • Pallas Capital Advisors sold 7,396 Pegasystems shares in Q1 2026, an estimated $343K.
  • Pegasystems made up 0.03% of Pallas Capital Advisors's portfolio in Q1 2026, its #367 holding.
  • Pallas Capital Advisors first reported a position in Pegasystems in Q3 2024 and has held it in 7 quarters since.
  • Pallas Capital Advisors's Pegasystems position peaked at $1.6M in Q4 2025.
  • 479 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.