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
Q2 		– Sell
-13,994
Closed -$596K – 869
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 $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

Silvercrest Asset Management's PEGA Position: Q2 2026 in Review

Silvercrest Asset Management sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 13,994 shares — an estimated $596K sold.

Silvercrest Asset Management first reported a position in PEGA in Q4 2024 and held it in 6 quarters. The position peaked at $1.19M in Q2 2025. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Silvercrest Asset Management reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • Silvercrest Asset Management sold 13,994 Pegasystems shares in Q2 2026, an estimated $596K.
  • Silvercrest Asset Management first reported a position in Pegasystems in Q4 2024 and held it in 6 quarters.
  • Silvercrest Asset Management's Pegasystems position peaked at $1.19M in Q2 2025.
  • 437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.