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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
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 $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

Principal Securities's PEGA Position: Q1 2026 in Review

Principal Securities opened a new position in Pegasystems (PEGA) in Q1 2026: 5,513 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #1320 among its holdings. This is a return to the name: Principal Securities previously reported a position in PEGA as recently as Q3 2025.

Principal Securities first reported a position in PEGA in Q2 2024 and has held it in 7 quarters since. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Principal Securities held 5,513 shares of Pegasystems worth $235K as of Q1 2026.
  • Pegasystems was a new Principal Securities position in Q1 2026.
  • Pegasystems made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1320 holding.
  • Principal Securities first reported a position in Pegasystems in Q2 2024 and has held it in 7 quarters since.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.