PFS Partners’s Pegasystems PEGA Stock Holding History

PFS 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	$5.79K	Hold	193	–	–	﹤0.01%	440
2026 Q1	$8.21K	Sell	193 -207	-52%	-$9.61K	﹤0.01%	382
2025 Q4	$23.9K	Hold	400	–	–	0.01%	264
2025 Q3	$23K	Hold	400	–	–	0.01%	254
2025 Q2	$21.7K	Hold	400	–	–	0.01%	237
2025 Q1	$13.9K	Hold	400	–	–	0.01%	256
2024 Q4	$18.6K	Hold	400	–	–	0.01%	233
2024 Q3	$14.6K	Hold	400	–	–	0.01%	248
2024 Q2	$12.1K	Hold	400	–	–	0.01%	245
2024 Q1	$12.9K	Hold	400	–	–	0.01%	247
2023 Q4	$9.77K	Hold	400	–	–	0.01%	273
2023 Q3	$8.68K	Hold	400	–	–	0.01%	265
2023 Q2	$9.86K	Hold	400	–	–	0.01%	267
2023 Q1	$9.7K	Hold	400	–	–	0.01%	219
2022 Q4	$6.85K	Hold	400	–	–	0.01%	240
2022 Q3	$6.43K	Hold	400	–	–	0.01%	233
2022 Q2	$9.57K	Hold	400	–	–	0.01%	200
2022 Q1	$16.1K	Hold	400	–	–	0.01%	173
2021 Q4	$22.4K	Buy	+400	New	+$23.7K	0.02%	147

Other funds holding PEGA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

PFS Partners's PEGA Position: Q2 2026 in Review

PFS Partners held its Pegasystems (PEGA) position steady in Q2 2026 at 193 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

PFS Partners first reported a position in PEGA in Q4 2021 and has held it in 19 quarters since. The position peaked at $23.9K in Q4 2025. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

PFS Partners held 193 shares of Pegasystems worth $5.79K as of Q2 2026.
PFS Partners left its Pegasystems share count unchanged in Q2 2026.
Pegasystems made up ﹤0.01% of PFS Partners's portfolio in Q2 2026, its #440 holding.
PFS Partners first reported a position in Pegasystems in Q4 2021 and has held it in 19 quarters since.
PFS Partners's Pegasystems position peaked at $23.9K in Q4 2025.
435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.