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Planning Strategies’s Pegasystems PEGA Stock Holding History

Planning Strategies’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 		$60 Buy
+2
New +$72 ﹤0.01% 1052

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
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
LLL
Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return

Planning Strategies's PEGA Position: Q2 2026 in Review

Planning Strategies opened a new position in Pegasystems (PEGA) in Q2 2026: 2 shares worth $60. The stake represents ﹤0.01% of the portfolio and ranks #1052 among its holdings.

407 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Planning Strategies held 2 shares of Pegasystems worth $60 as of Q2 2026.
  • Pegasystems was a new Planning Strategies position in Q2 2026.
  • Pegasystems made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #1052 holding.
  • 407 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.