PIS
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POM Investment Strategies’s Pegasystems PEGA Stock Holding History

POM Investment 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
Q1 		– Sell
-27
Closed -$1.61K – 494
2025
Q4 		$1.61K Buy
+27
New +$1.58K ﹤0.01% 302

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

POM Investment Strategies's PEGA Position: Q1 2026 in Review

POM Investment Strategies sold out of Pegasystems (PEGA) in Q1 2026, closing a stake of 27 shares — an estimated $1.61K sold.

POM Investment Strategies first reported a position in PEGA in Q4 2025 and held it in 1 quarter. The position peaked at $1.61K in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • POM Investment Strategies reported no remaining Pegasystems position as of Q1 2026 after selling out during the quarter.
  • POM Investment Strategies sold 27 Pegasystems shares in Q1 2026, an estimated $1.61K.
  • POM Investment Strategies first reported a position in Pegasystems in Q4 2025 and held it in 1 quarter.
  • POM Investment Strategies's Pegasystems position peaked at $1.61K in Q4 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on POM Investment Strategies's 13F filing for Q1 2026, filed 11 May 2026.