Rockefeller Capital Management
PEGA icon

Rockefeller Capital Management’s Pegasystems PEGA Stock Holding History

Rockefeller Capital Management’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 		$8.8M Buy
206,772
+4,511
+2% +$209K 0.02% 722
2025
Q4 		$12.1M Buy
202,261
+201,805
+44,255% +$11.8M 0.02% 598
2025
Q3 		$26.2K Buy
+456
New +$25.1K ﹤0.01% 3215
2023
Q1 		– Sell
-40
Closed – – 3343
2022
Q4 		$0 Hold
40
– – ﹤0.01% 4124
2022
Q3 		$0 Sell
40
-586
-94% -$11.9K ﹤0.01% 4261
2022
Q2 		$14K Sell
626
-458
-42% -$13.7K ﹤0.01% 2949
2022
Q1 		$43K Sell
1,084
-2
-0.2% -$90 ﹤0.01% 2369
2021
Q4 		$60K Buy
+1,086
New +$64.3K ﹤0.01% 2129
2021
Q3 		– Sell
-46
Closed -$3K – 3805
2021
Q2 		$3K Buy
+46
New +$2.9K ﹤0.01% 3179

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

Rockefeller Capital Management's PEGA Position: Q1 2026 in Review

Rockefeller Capital Management increased its Pegasystems (PEGA) stake by 2.2% in Q1 2026, buying an estimated $209K and bringing the position to 206,772 shares worth $8.8M. The position accounts for 0.02% of the portfolio, ranked #722.

Rockefeller Capital Management first reported a position in PEGA in Q2 2021 and has held it in 9 quarters since. The position peaked at $12.1M in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Rockefeller Capital Management held 206,772 shares of Pegasystems worth $8.8M as of Q1 2026.
  • Rockefeller Capital Management bought 4,511 Pegasystems shares in Q1 2026, an estimated $209K.
  • Pegasystems made up 0.02% of Rockefeller Capital Management's portfolio in Q1 2026, its #722 holding.
  • Rockefeller Capital Management first reported a position in Pegasystems in Q2 2021 and has held it in 9 quarters since.
  • Rockefeller Capital Management's Pegasystems position peaked at $12.1M in Q4 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.