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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Smartleaf Asset Management held its Pegasystems (PEGA) position steady in Q1 2026 at 773 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

Smartleaf Asset Management first reported a position in PEGA in Q1 2024 and has held it in 9 quarters since. The position peaked at $183K in Q4 2024. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

Smartleaf Asset Management held 773 shares of Pegasystems worth $32.1K as of Q1 2026.
Smartleaf Asset Management left its Pegasystems share count unchanged in Q1 2026.
Pegasystems made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1707 holding.
Smartleaf Asset Management first reported a position in Pegasystems in Q1 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's Pegasystems position peaked at $183K in Q4 2024.
478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

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