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Rothschild Investment LLC’s Pegasystems PEGA Stock Holding History

Rothschild Investment LLC’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 		$398K Buy
13,295
+11,232
+544% +$402K 0.01% 676
2026
Q1 		$87.8K Buy
2,063
+777
+60% +$36.1K ﹤0.01% 936
2025
Q4 		$76.8K Sell
1,286
-381
-23% -$22.3K ﹤0.01% 895
2025
Q3 		$95.9K Buy
1,667
+1,607
+2,678% +$88.5K 0.01% 811
2025
Q2 		$3.25K Hold
60
– – ﹤0.01% 1736
2025
Q1 		$2.09K Hold
60
– – ﹤0.01% 1874
2024
Q4 		$2.8K Hold
60
– – ﹤0.01% 1605
2024
Q3 		$2.19K Hold
60
– – ﹤0.01% 1674
2024
Q2 		$1.82K Buy
+60
New +$1.8K ﹤0.01% 1428

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CIA
Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Rothschild Investment LLC's PEGA Position: Q2 2026 in Review

Rothschild Investment LLC increased its Pegasystems (PEGA) stake by 544% in Q2 2026, buying an estimated $402K and bringing the position to 13,295 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #676.

Rothschild Investment LLC first reported a position in PEGA in Q2 2024 and has held it in 9 quarters since. 194 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Rothschild Investment LLC held 13,295 shares of Pegasystems worth $398K as of Q2 2026.
  • Rothschild Investment LLC bought 11,232 Pegasystems shares in Q2 2026, an estimated $402K.
  • Pegasystems made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #676 holding.
  • Rothschild Investment LLC first reported a position in Pegasystems in Q2 2024 and has held it in 9 quarters since.
  • 194 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.