Retirement Guys Formula
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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
Q3 		$247K Buy
+7,418
New +$245K 0.09% 153
2026
Q2 		– Sell
-5,205
Closed -$222K – 167
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

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Lifestyle Asset Management
Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return
L. Roy Papp & Associates
L. Roy Papp & Associates Phoenix, Arizona $981M AUM 26.21% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Retirement Guys Formula's PEGA Position: Q3 2026 in Review

Retirement Guys Formula opened a new position in Pegasystems (PEGA) in Q3 2026: 7,418 shares worth $247K. The stake represents 0.09% of the portfolio and ranks #153 among its holdings. This is a return to the name: Retirement Guys Formula previously reported a position in PEGA as recently as Q1 2026.

Retirement Guys Formula first reported a position in PEGA in Q3 2025 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold PEGA as of Q3 2026.

  • Retirement Guys Formula held 7,418 shares of Pegasystems worth $247K as of Q3 2026.
  • Pegasystems was a new Retirement Guys Formula position in Q3 2026.
  • Pegasystems made up 0.09% of Retirement Guys Formula's portfolio in Q3 2026, its #153 holding.
  • Retirement Guys Formula first reported a position in Pegasystems in Q3 2025 and has held it in 4 quarters since.
  • 100 funds tracked by Wall St. Rank held Pegasystems as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.