PIM
PEGA icon

Plato Investment Management’s Pegasystems PEGA Stock Holding History

Plato Investment 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
2026
Q1 		– Sell
-867
Closed -$52K – 541
2025
Q4 		$52K Buy
+867
New +$50.8K ﹤0.01% 434

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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

Plato Investment Management's PEGA Position: Q1 2026 in Review

Plato Investment Management sold out of Pegasystems (PEGA) in Q1 2026, closing a stake of 867 shares — an estimated $52K sold.

Plato Investment Management first reported a position in PEGA in Q4 2025 and held it in 1 quarter. The position peaked at $52K in Q4 2025. 484 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Plato Investment Management reported no remaining Pegasystems position as of Q1 2026 after selling out during the quarter.
  • Plato Investment Management sold 867 Pegasystems shares in Q1 2026, an estimated $52K.
  • Plato Investment Management first reported a position in Pegasystems in Q4 2025 and held it in 1 quarter.
  • Plato Investment Management's Pegasystems position peaked at $52K in Q4 2025.
  • 484 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.