RGF
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Retirement Guys Formula’s Pegasystems PEGA Stock Holding History

Retirement Guys Formula’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 		$222K Buy
5,205
+1,513
+41% +$70.3K 0.1% 135
2025
Q4 		$220K Buy
3,692
+4
+0.1% +$234 0.1% 136
2025
Q3 		$212K Buy
+3,688
New +$203K 0.07% 157

Other funds holding PEGA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
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 $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Retirement Guys Formula's PEGA Position: Q1 2026 in Review

Retirement Guys Formula increased its Pegasystems (PEGA) stake by 41% in Q1 2026, buying an estimated $70.3K and bringing the position to 5,205 shares worth $222K. The position accounts for 0.1% of the portfolio, ranked #135.

Retirement Guys Formula first reported a position in PEGA in Q3 2025 and has held it in 3 quarters since. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Retirement Guys Formula held 5,205 shares of Pegasystems worth $222K as of Q1 2026.
  • Retirement Guys Formula bought 1,513 Pegasystems shares in Q1 2026, an estimated $70.3K.
  • Pegasystems made up 0.1% of Retirement Guys Formula's portfolio in Q1 2026, its #135 holding.
  • Retirement Guys Formula first reported a position in Pegasystems in Q3 2025 and has held it in 3 quarters since.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.