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Smartleaf Asset Management’s Pegasystems PEGA Stock Holding History

Smartleaf 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 		$23.5K Hold
773
– – ﹤0.01% 1922
2026
Q1 		$32.1K Hold
773
– – ﹤0.01% 1707
2025
Q4 		$47.4K Sell
773
-2,026
-72% -$119K ﹤0.01% 1573
2025
Q3 		$164K Buy
2,799
+2,213
+378% +$122K 0.01% 815
2025
Q2 		$31.2K Sell
586
-316
-35% -$14.3K ﹤0.01% 1367
2025
Q1 		$31.4K Sell
902
-3,024
-77% -$134K ﹤0.01% 1389
2024
Q4 		$183K Buy
3,926
+3,210
+448% +$137K 0.02% 579
2024
Q3 		$25.9K Buy
716
+256
+56% +$8.43K ﹤0.01% 1205
2024
Q2 		$13.7K Buy
460
+302
+191% +$9.05K ﹤0.01% 1235
2024
Q1 		$5.14K Buy
+158
New +$4.43K ﹤0.01% 1209

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

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

Smartleaf Asset Management held its Pegasystems (PEGA) position steady in Q2 2026 at 773 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1922.

Smartleaf Asset Management first reported a position in PEGA in Q1 2024 and has held it in 10 quarters since. The position peaked at $183K in Q4 2024. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Smartleaf Asset Management held 773 shares of Pegasystems worth $23.5K as of Q2 2026.
  • Smartleaf Asset Management left its Pegasystems share count unchanged in Q2 2026.
  • Pegasystems made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1922 holding.
  • Smartleaf Asset Management first reported a position in Pegasystems in Q1 2024 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Pegasystems position peaked at $183K in Q4 2024.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.