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 Q2	$334K	Buy	11,140 +1,767	+19%	+$63.2K	﹤0.01%	1033
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 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

Stephens Inc's PEGA Position: Q2 2026 in Review

Stephens Inc increased its Pegasystems (PEGA) stake by 19% in Q2 2026, buying an estimated $63.2K and bringing the position to 11,140 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Stephens Inc first reported a position in PEGA in Q2 2020 and has held it in 7 quarters since. The position peaked at $399K in Q1 2026. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

Stephens Inc held 11,140 shares of Pegasystems worth $334K as of Q2 2026.
Stephens Inc bought 1,767 Pegasystems shares in Q2 2026, an estimated $63.2K.
Pegasystems made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1033 holding.
Stephens Inc first reported a position in Pegasystems in Q2 2020 and has held it in 7 quarters since.
Stephens Inc's Pegasystems position peaked at $399K in Q1 2026.
436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.