Ray Dalio’s Pegasystems PEGA Stock Holding History

Ray Dalio’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	$7.52M	Buy	176,703 +29,878	+20%	+$1.39M	0.03%	324
2025 Q4	$8.77M	Sell	146,825 -71,667	-33%	-$4.2M	0.03%	388
2025 Q3	$12.6M	Buy	218,492 +53,932	+33%	+$2.97M	0.05%	289
2025 Q2	$8.91M	Buy	+164,560	New	+$7.45M	0.04%	273
2023 Q1	–	Sell	-20,372	Closed	-$349K	–	853
2022 Q4	$349K	Buy	+20,372	New	+$352K	﹤0.01%	753
2022 Q3	–	Sell	-11,138	Closed	-$266K	–	984
2022 Q2	$266K	Buy	+11,138	New	+$333K	﹤0.01%	955

Other funds holding PEGA

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

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

Ray Dalio's PEGA Position: Q1 2026 in Review

Ray Dalio increased its Pegasystems (PEGA) stake by 20% in Q1 2026, buying an estimated $1.39M and bringing the position to 176,703 shares worth $7.52M. The position accounts for 0.03% of the portfolio, ranked #324.

Ray Dalio first reported a position in PEGA in Q2 2022 and has held it in 6 quarters since. The position peaked at $12.6M in Q3 2025. 481 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

Ray Dalio held 176,703 shares of Pegasystems worth $7.52M as of Q1 2026.
Ray Dalio bought 29,878 Pegasystems shares in Q1 2026, an estimated $1.39M.
Pegasystems made up 0.03% of Ray Dalio's portfolio in Q1 2026, its #324 holding.
Ray Dalio first reported a position in Pegasystems in Q2 2022 and has held it in 6 quarters since.
Ray Dalio's Pegasystems position peaked at $12.6M in Q3 2025.
481 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.