Root Financial Partners
PEGA icon

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
Q3 		$3.96K Buy
+119
New +$3.94K ﹤0.01% 2315
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

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Vanguard Portfolio Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's PEGA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Pegasystems (PEGA) in Q3 2026: 119 shares worth $3.96K. The stake represents ﹤0.01% of the portfolio and ranks #2315 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PEGA as recently as Q1 2026.

Root Financial Partners first reported a position in PEGA in Q3 2025 and has held it in 4 quarters since. The position peaked at $23.6K in Q4 2025. 315 funds tracked by Wall St. Rank hold PEGA as of Q3 2026.

  • Root Financial Partners held 119 shares of Pegasystems worth $3.96K as of Q3 2026.
  • Pegasystems was a new Root Financial Partners position in Q3 2026.
  • Pegasystems made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2315 holding.
  • Root Financial Partners first reported a position in Pegasystems in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Pegasystems position peaked at $23.6K in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Pegasystems as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.