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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Private Advisor Group's PEGA Position: Q1 2026 in Review

Private Advisor Group reduced its Pegasystems (PEGA) stake by 38% in Q1 2026, selling an estimated $194K and leaving 6,691 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #2217.

Private Advisor Group first reported a position in PEGA in Q3 2019 and has held it in 8 quarters since. The position peaked at $786K in Q3 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

Private Advisor Group held 6,691 shares of Pegasystems worth $285K as of Q1 2026.
Private Advisor Group sold 4,172 Pegasystems shares in Q1 2026, an estimated $194K.
Pegasystems made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #2217 holding.
Private Advisor Group first reported a position in Pegasystems in Q3 2019 and has held it in 8 quarters since.
Private Advisor Group's Pegasystems position peaked at $786K in Q3 2025.
478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.