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Sequoia Financial Advisors’s Pegasystems PEGA Stock Holding History

Sequoia Financial Advisors’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 		$282K Buy
9,406
+1,583
+20% +$56.6K ﹤0.01% 1716
2026
Q1 		$333K Sell
7,823
-395
-5% -$18.3K ﹤0.01% 1507
2025
Q4 		$491K Buy
8,218
+3,345
+69% +$196K ﹤0.01% 1287
2025
Q3 		$280K Buy
+4,873
New +$269K ﹤0.01% 1426

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Sequoia Financial Advisors's PEGA Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Pegasystems (PEGA) stake by 20% in Q2 2026, buying an estimated $56.6K and bringing the position to 9,406 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1716.

Sequoia Financial Advisors first reported a position in PEGA in Q3 2025 and has held it in 4 quarters since. The position peaked at $491K in Q4 2025. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Sequoia Financial Advisors held 9,406 shares of Pegasystems worth $282K as of Q2 2026.
  • Sequoia Financial Advisors bought 1,583 Pegasystems shares in Q2 2026, an estimated $56.6K.
  • Pegasystems made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1716 holding.
  • Sequoia Financial Advisors first reported a position in Pegasystems in Q3 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's Pegasystems position peaked at $491K in Q4 2025.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.