SSA
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Sierra Summit Advisors’s Pegasystems PEGA Stock Holding History

Sierra Summit 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
2025
Q4 		– Sell
-15,003
Closed -$863K – 206
2025
Q3 		$863K Buy
+15,003
New +$827K 0.13% 111

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NPCM
North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Sierra Summit Advisors's PEGA Position: Q4 2025 in Review

Sierra Summit Advisors sold out of Pegasystems (PEGA) in Q4 2025, closing a stake of 15,003 shares — an estimated $863K sold.

Sierra Summit Advisors first reported a position in PEGA in Q3 2025 and held it in 1 quarter. The position peaked at $863K in Q3 2025. 473 funds tracked by Wall St. Rank hold PEGA as of Q4 2025.

  • Sierra Summit Advisors reported no remaining Pegasystems position as of Q4 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 15,003 Pegasystems shares in Q4 2025, an estimated $863K.
  • Sierra Summit Advisors first reported a position in Pegasystems in Q3 2025 and held it in 1 quarter.
  • Sierra Summit Advisors's Pegasystems position peaked at $863K in Q3 2025.
  • 473 funds tracked by Wall St. Rank held Pegasystems as of Q4 2025.

Based on Sierra Summit Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.