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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
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 $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 $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

&Partners's PEGA Position: Q1 2026 in Review

&Partners increased its Pegasystems (PEGA) stake by 41% in Q1 2026, buying an estimated $384K and bringing the position to 28,322 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #1192.

&Partners first reported a position in PEGA in Q1 2025 and has held it in 5 quarters since. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • &Partners held 28,322 shares of Pegasystems worth $1.21M as of Q1 2026.
  • &Partners bought 8,280 Pegasystems shares in Q1 2026, an estimated $384K.
  • Pegasystems made up 0.01% of &Partners's portfolio in Q1 2026, its #1192 holding.
  • &Partners first reported a position in Pegasystems in Q1 2025 and has held it in 5 quarters since.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.