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Stephens Inc’s Pegasystems PEGA Stock Holding History

Stephens Inc’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 		$399K Buy
9,373
+5,629
+150% +$261K 0.01% 930
2025
Q4 		$224K Sell
3,744
-683
-15% -$40K ﹤0.01% 1158
2025
Q3 		$255K Buy
+4,427
New +$244K ﹤0.01% 1117
2021
Q1 		– Sell
-3,652
Closed -$243K – 1340
2020
Q4 		$243K Buy
3,652
+214
+6% +$13.7K ﹤0.01% 1019
2020
Q3 		$208K Sell
3,438
-1,000
-23% -$57.5K ﹤0.01% 1012
2020
Q2 		$224K Buy
+4,438
New +$192K ﹤0.01% 936

Other funds holding PEGA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Stephens Inc's PEGA Position: Q1 2026 in Review

Stephens Inc increased its Pegasystems (PEGA) stake by 150% in Q1 2026, buying an estimated $261K and bringing the position to 9,373 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #930.

Stephens Inc first reported a position in PEGA in Q2 2020 and has held it in 6 quarters since. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Stephens Inc held 9,373 shares of Pegasystems worth $399K as of Q1 2026.
  • Stephens Inc bought 5,629 Pegasystems shares in Q1 2026, an estimated $261K.
  • Pegasystems made up 0.01% of Stephens Inc's portfolio in Q1 2026, its #930 holding.
  • Stephens Inc first reported a position in Pegasystems in Q2 2020 and has held it in 6 quarters since.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.