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Parkworth Wealth Management’s Pegasystems PEGA Stock Holding History

Parkworth Wealth Management’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
Q2 		$217 Buy
4
+2
+100% +$91 ﹤0.01% 925
2025
Q1 		$70 Hold
2
– – ﹤0.01% 1040
2024
Q4 		$93 Buy
+2
New +$86 ﹤0.01% 1000

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Parkworth Wealth Management's PEGA Position: Q2 2025 in Review

Parkworth Wealth Management increased its Pegasystems (PEGA) stake by 100% in Q2 2025, buying an estimated $91 and bringing the position to 4 shares worth $217. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Parkworth Wealth Management first reported a position in PEGA in Q4 2024 and has held it in 3 quarters since. 415 funds tracked by Wall St. Rank hold PEGA as of Q2 2025.

  • Parkworth Wealth Management held 4 shares of Pegasystems worth $217 as of Q2 2025.
  • Parkworth Wealth Management bought 2 Pegasystems shares in Q2 2025, an estimated $91.
  • Pegasystems made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #925 holding.
  • Parkworth Wealth Management first reported a position in Pegasystems in Q4 2024 and has held it in 3 quarters since.
  • 415 funds tracked by Wall St. Rank held Pegasystems as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.