SAM
PEGA icon

Silvercrest Asset Management’s Pegasystems PEGA Stock Holding History

Silvercrest Asset Management’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
Q1 		$596K Buy
13,994
+118
+0.9% +$5.48K ﹤0.01% 661
2025
Q4 		$829K Sell
13,876
-5,409
-28% -$317K 0.01% 635
2025
Q3 		$1.11M Sell
19,285
-2,721
-12% -$150K 0.01% 602
2025
Q2 		$1.19M Sell
22,006
-390
-2% -$17.7K 0.01% 607
2025
Q1 		$778K Buy
22,396
+13,052
+140% +$577K 0.01% 642
2024
Q4 		$435K Buy
+9,344
New +$400K ﹤0.01% 717

Other funds holding PEGA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Silvercrest Asset Management's PEGA Position: Q1 2026 in Review

Silvercrest Asset Management increased its Pegasystems (PEGA) stake by 0.85% in Q1 2026, buying an estimated $5.48K and bringing the position to 13,994 shares worth $596K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Silvercrest Asset Management first reported a position in PEGA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.19M in Q2 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Silvercrest Asset Management held 13,994 shares of Pegasystems worth $596K as of Q1 2026.
  • Silvercrest Asset Management bought 118 Pegasystems shares in Q1 2026, an estimated $5.48K.
  • Pegasystems made up ﹤0.01% of Silvercrest Asset Management's portfolio in Q1 2026, its #661 holding.
  • Silvercrest Asset Management first reported a position in Pegasystems in Q4 2024 and has held it in 6 quarters since.
  • Silvercrest Asset Management's Pegasystems position peaked at $1.19M in Q2 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.