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Principia Wealth Advisory’s Pegasystems PEGA Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		$60 Buy
+1
New +$59 ﹤0.01% 1007
2025
Q2 		– Sell
-2
Closed -$71 – 992
2025
Q1 		$71 Buy
+2
New +$88 ﹤0.01% 830

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Principia Wealth Advisory's PEGA Position: Q4 2025 in Review

Principia Wealth Advisory opened a new position in Pegasystems (PEGA) in Q4 2025: 1 share worth $60. The stake represents ﹤0.01% of the portfolio and ranks #1007 among its holdings. This is a return to the name: Principia Wealth Advisory previously reported a position in PEGA as recently as Q1 2025.

Principia Wealth Advisory first reported a position in PEGA in Q1 2025 and has held it in 2 quarters since. The position peaked at $71 in Q1 2025. 473 funds tracked by Wall St. Rank hold PEGA as of Q4 2025.

  • Principia Wealth Advisory held 1 share of Pegasystems worth $60 as of Q4 2025.
  • Pegasystems was a new Principia Wealth Advisory position in Q4 2025.
  • Pegasystems made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #1007 holding.
  • Principia Wealth Advisory first reported a position in Pegasystems in Q1 2025 and has held it in 2 quarters since.
  • Principia Wealth Advisory's Pegasystems position peaked at $71 in Q1 2025.
  • 473 funds tracked by Wall St. Rank held Pegasystems as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.