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Root Financial Partners’s Pegasystems PEGA Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-279
Closed -$11.9K – 2381
2026
Q1 		$11.9K Sell
279
-116
-29% -$5.39K ﹤0.01% 1596
2025
Q4 		$23.6K Buy
395
+46
+13% +$2.69K ﹤0.01% 1094
2025
Q3 		$20.1K Buy
+349
New +$19.2K ﹤0.01% 1115

Other funds holding PEGA

HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Root Financial Partners's PEGA Position: Q2 2026 in Review

Root Financial Partners sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 279 shares — an estimated $11.9K sold.

Root Financial Partners first reported a position in PEGA in Q3 2025 and held it in 3 quarters. The position peaked at $23.6K in Q4 2025. 112 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Root Financial Partners reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 279 Pegasystems shares in Q2 2026, an estimated $11.9K.
  • Root Financial Partners first reported a position in Pegasystems in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Pegasystems position peaked at $23.6K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.