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Principal Securities’s Pegasystems PEGA Stock Holding History

Principal Securities’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 		$261K Buy
8,705
+3,192
+58% +$114K ﹤0.01% 1389
2026
Q1 		$235K Buy
+5,513
New +$256K ﹤0.01% 1320
2025
Q4 		– Sell
-2,259
Closed -$130K – 2890
2025
Q3 		$130K Buy
2,259
+539
+31% +$29.7K ﹤0.01% 1472
2025
Q2 		$93.1K Buy
1,720
+1,164
+209% +$52.7K ﹤0.01% 1577
2025
Q1 		$25.9K Hold
556
– – ﹤0.01% 2073
2024
Q4 		$25.9K Buy
556
+334
+150% +$14.3K ﹤0.01% 2067
2024
Q3 		$8.11K Buy
222
+200
+909% +$6.59K ﹤0.01% 2524
2024
Q2 		$666 Buy
+22
New +$659 ﹤0.01% 3148

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
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

Principal Securities's PEGA Position: Q2 2026 in Review

Principal Securities increased its Pegasystems (PEGA) stake by 58% in Q2 2026, buying an estimated $114K and bringing the position to 8,705 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

Principal Securities first reported a position in PEGA in Q2 2024 and has held it in 8 quarters since. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Principal Securities held 8,705 shares of Pegasystems worth $261K as of Q2 2026.
  • Principal Securities bought 3,192 Pegasystems shares in Q2 2026, an estimated $114K.
  • Pegasystems made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1389 holding.
  • Principal Securities first reported a position in Pegasystems in Q2 2024 and has held it in 8 quarters since.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.