Smith Group Asset Management’s Pegasystems PEGA Stock Holding History

Smith Group 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	$1.15M	Sell	27,033 -1,584	-6%	-$73.6K	0.06%	86
2025 Q4	$1.71M	Buy	28,617 +6,807	+31%	+$399K	0.09%	68
2025 Q3	$1.25M	Buy	+21,810	New	+$1.2M	0.07%	79
2018 Q2	–	Sell	-81,882	Closed	-$2.48M	–	448
2018 Q1	$2.48M	Buy	+81,882	New	+$2.21M	0.08%	110
2015 Q1	–	Sell	-329,160	Closed	-$3.42M	–	442
2014 Q4	$3.42M	Sell	329,160 -87,600	-21%	-$897K	0.12%	128
2014 Q3	$3.98M	Sell	416,760 -1,440	-0.3%	-$15.5K	0.15%	115
2014 Q2	$4.42M	Buy	+418,200	New	+$4M	0.16%	108
2013 Q4	–	Sell	-396,060	Closed	-$3.94M	–	430
2013 Q3	$3.94M	Sell	396,060 -40,744	-9%	-$373K	0.16%	106
2013 Q2	$3.62M	Buy	+436,804	New	+$3.22M	0.16%	118

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

Smith Group Asset Management's PEGA Position: Q1 2026 in Review

Smith Group Asset Management reduced its Pegasystems (PEGA) stake by 5.5% in Q1 2026, selling an estimated $73.6K and leaving 27,033 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #86.

Smith Group Asset Management first reported a position in PEGA in Q2 2013 and has held it in 9 quarters since. The position peaked at $4.42M in Q2 2014. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

Smith Group Asset Management held 27,033 shares of Pegasystems worth $1.15M as of Q1 2026.
Smith Group Asset Management sold 1,584 Pegasystems shares in Q1 2026, an estimated $73.6K.
Pegasystems made up 0.06% of Smith Group Asset Management's portfolio in Q1 2026, its #86 holding.
Smith Group Asset Management first reported a position in Pegasystems in Q2 2013 and has held it in 9 quarters since.
Smith Group Asset Management's Pegasystems position peaked at $4.42M in Q2 2014.
478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Smith Group Asset Management's 13F filing for Q1 2026, filed 18 May 2026.