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Sound Income Strategies’s Pegasystems PEGA Stock Holding History

Sound Income Strategies’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
2025
Q4 		– Sell
-8
Closed -$450 – 2553
2025
Q3 		$450 Hold
8
– – ﹤0.01% 1542
2025
Q2 		$433 Sell
8
-74
-90% -$3.35K ﹤0.01% 1471
2025
Q1 		$2.85K Hold
82
– – ﹤0.01% 1176
2024
Q4 		$3.82K Buy
82
+74
+925% +$3.17K ﹤0.01% 1046
2024
Q3 		$292 Hold
8
– – ﹤0.01% 1341
2024
Q2 		$242 Hold
8
– – ﹤0.01% 1313
2024
Q1 		$259 Hold
8
– – ﹤0.01% 1278
2023
Q4 		$195 Hold
8
– – ﹤0.01% 1271
2023
Q3 		$174 Buy
+8
New +$196 ﹤0.01% 1115
2021
Q2 		– Sell
-6
Closed -$343 – 993
2021
Q1 		$343 Hold
6
– – ﹤0.01% 903
2020
Q4 		$0 Hold
6
– – ﹤0.01% 933
2020
Q3 		$0 Buy
+6
New +$345 ﹤0.01% 910

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Sound Income Strategies's PEGA Position: Q4 2025 in Review

Sound Income Strategies sold out of Pegasystems (PEGA) in Q4 2025, closing a stake of 8 shares — an estimated $450 sold.

Sound Income Strategies first reported a position in PEGA in Q3 2020 and held it in 12 quarters. The position peaked at $3.82K in Q4 2024. 473 funds tracked by Wall St. Rank hold PEGA as of Q4 2025.

  • Sound Income Strategies reported no remaining Pegasystems position as of Q4 2025 after selling out during the quarter.
  • Sound Income Strategies sold 8 Pegasystems shares in Q4 2025, an estimated $450.
  • Sound Income Strategies first reported a position in Pegasystems in Q3 2020 and held it in 12 quarters.
  • Sound Income Strategies's Pegasystems position peaked at $3.82K in Q4 2024.
  • 473 funds tracked by Wall St. Rank held Pegasystems as of Q4 2025.

Based on Sound Income Strategies's 13F filing for Q4 2025, filed 21 Jan 2026.