P
PEGA icon

&Partners’s Pegasystems PEGA Stock Holding History

&Partners’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 		$1.27M Buy
42,295
+13,973
+49% +$500K 0.01% 1274
2026
Q1 		$1.21M Buy
28,322
+8,280
+41% +$384K 0.01% 1192
2025
Q4 		$1.2M Sell
20,042
-753
-4% -$44.1K 0.01% 1126
2025
Q3 		$1.2M Buy
20,795
+14,027
+207% +$773K 0.01% 1002
2025
Q2 		$366K Buy
6,768
+314
+5% +$14.2K ﹤0.01% 1517
2025
Q1 		$224K Buy
+6,454
New +$285K ﹤0.01% 1568

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

&Partners's PEGA Position: Q2 2026 in Review

&Partners increased its Pegasystems (PEGA) stake by 49% in Q2 2026, buying an estimated $500K and bringing the position to 42,295 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #1274.

&Partners first reported a position in PEGA in Q1 2025 and has held it in 6 quarters since. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • &Partners held 42,295 shares of Pegasystems worth $1.27M as of Q2 2026.
  • &Partners bought 13,973 Pegasystems shares in Q2 2026, an estimated $500K.
  • Pegasystems made up 0.01% of &Partners's portfolio in Q2 2026, its #1274 holding.
  • &Partners first reported a position in Pegasystems in Q1 2025 and has held it in 6 quarters since.
  • 437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.