Spire Wealth Management’s Pegasystems PEGA Stock Holding History

Spire Wealth 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	$8.99K	Buy	300 +144	+92%	+$5.15K	﹤0.01%	1679
2026 Q1	$6.64K	Sell	156 -9	-5%	-$418	﹤0.01%	1752
2025 Q4	$9.86K	Sell	165 -394	-70%	-$23.1K	﹤0.01%	1704
2025 Q3	$32.1K	Sell	559 -6	-1%	-$331	﹤0.01%	1373
2025 Q2	$30.6K	Buy	565 +263	+87%	+$11.9K	﹤0.01%	1372
2025 Q1	$10.5K	Buy	+302	New	+$13.4K	﹤0.01%	1822
2024 Q2	–	Sell	-1,000	Closed	-$32.3K	–	2351
2024 Q1	$32.3K	Hold	1,000	–	–	﹤0.01%	1363
2023 Q4	$23.8K	Hold	1,000	–	–	﹤0.01%	1475
2023 Q3	$21.7K	Hold	1,000	–	–	﹤0.01%	1472
2023 Q2	$24.6K	Hold	1,000	–	–	﹤0.01%	1496
2023 Q1	$24.2K	Buy	1,000 +902	+920%	+$19K	﹤0.01%	1545
2022 Q4	$2K	Hold	98	–	–	﹤0.01%	2084
2022 Q3	$2K	Sell	98 -1,000	-91%	-$20.3K	﹤0.01%	1981
2022 Q2	$26K	Sell	1,098 -1,000	-48%	-$29.9K	﹤0.01%	1561
2022 Q1	$85K	Hold	2,098	–	–	﹤0.01%	1225
2021 Q4	$117K	Hold	2,098	–	–	﹤0.01%	1334
2021 Q3	$133K	Hold	2,098	–	–	﹤0.01%	1085
2021 Q2	$146K	Hold	2,098	–	–	﹤0.01%	1058
2021 Q1	$120K	Buy	+2,098	New	+$137K	﹤0.01%	1312

Other funds holding PEGA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Spire Wealth Management's PEGA Position: Q2 2026 in Review

Spire Wealth Management increased its Pegasystems (PEGA) stake by 92% in Q2 2026, buying an estimated $5.15K and bringing the position to 300 shares worth $8.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

Spire Wealth Management first reported a position in PEGA in Q1 2021 and has held it in 19 quarters since. The position peaked at $146K in Q2 2021. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

Spire Wealth Management held 300 shares of Pegasystems worth $8.99K as of Q2 2026.
Spire Wealth Management bought 144 Pegasystems shares in Q2 2026, an estimated $5.15K.
Pegasystems made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1679 holding.
Spire Wealth Management first reported a position in Pegasystems in Q1 2021 and has held it in 19 quarters since.
Spire Wealth Management's Pegasystems position peaked at $146K in Q2 2021.
435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.