PAG
PEGA icon

Private Advisor Group’s Pegasystems PEGA Stock Holding History

Private Advisor Group’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 		$247K Buy
8,253
+1,562
+23% +$55.9K ﹤0.01% 2223
2026
Q1 		$285K Sell
6,691
-4,172
-38% -$194K ﹤0.01% 2217
2025
Q4 		$649K Sell
10,863
-2,800
-20% -$164K ﹤0.01% 1679
2025
Q3 		$786K Buy
+13,663
New +$753K ﹤0.01% 1511
2025
Q1 		– Sell
-12,040
Closed -$561K – 2385
2024
Q4 		$561K Buy
12,040
+3,546
+42% +$152K ﹤0.01% 1514
2024
Q3 		$310K Buy
+8,494
New +$280K ﹤0.01% 1919
2020
Q3 		– Sell
-576
Closed -$29K – 2891
2020
Q2 		$29K Buy
+576
New +$25K ﹤0.01% 2375
2020
Q1 		– Sell
-6,324
Closed -$252K – 1580
2019
Q4 		$252K Hold
6,324
– – ﹤0.01% 1361
2019
Q3 		$215K Buy
+6,324
New +$229K ﹤0.01% 1470

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

Private Advisor Group's PEGA Position: Q2 2026 in Review

Private Advisor Group increased its Pegasystems (PEGA) stake by 23% in Q2 2026, buying an estimated $55.9K and bringing the position to 8,253 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #2223.

Private Advisor Group first reported a position in PEGA in Q3 2019 and has held it in 9 quarters since. The position peaked at $786K in Q3 2025. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Private Advisor Group held 8,253 shares of Pegasystems worth $247K as of Q2 2026.
  • Private Advisor Group bought 1,562 Pegasystems shares in Q2 2026, an estimated $55.9K.
  • Pegasystems made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2223 holding.
  • Private Advisor Group first reported a position in Pegasystems in Q3 2019 and has held it in 9 quarters since.
  • Private Advisor Group's Pegasystems position peaked at $786K in Q3 2025.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.