Raymond James Financial
PEGA icon

Raymond James Financial’s Pegasystems PEGA Stock Holding History

Raymond James Financial’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 		$22.7M Sell
538,963
-147,118
-21% -$6.83M 0.01% 1374
2025
Q4 		$41.6M Sell
686,081
-229,958
-25% -$13.5M 0.01% 931
2025
Q3 		$52.7M Buy
916,039
+101,500
+12% +$5.59M 0.02% 775
2025
Q2 		$44.1M Buy
814,539
+22,339
+3% +$1.01M 0.02% 834
2025
Q1 		$27.5M Buy
792,200
+199,430
+34% +$8.82M 0.01% 1076
2024
Q4 		$27.6M Buy
+592,770
New +$25.4M 0.01% 1094

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Raymond James Financial's PEGA Position: Q1 2026 in Review

Raymond James Financial reduced its Pegasystems (PEGA) stake by 21% in Q1 2026, selling an estimated $6.83M and leaving 538,963 shares worth $22.7M. The position accounts for 0.01% of the portfolio, ranked #1374.

Raymond James Financial first reported a position in PEGA in Q4 2024 and has held it in 6 quarters since. The position peaked at $52.7M in Q3 2025. 481 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Raymond James Financial held 538,963 shares of Pegasystems worth $22.7M as of Q1 2026.
  • Raymond James Financial sold 147,118 Pegasystems shares in Q1 2026, an estimated $6.83M.
  • Pegasystems made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1374 holding.
  • Raymond James Financial first reported a position in Pegasystems in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Pegasystems position peaked at $52.7M in Q3 2025.
  • 481 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.