Stifel Financial
PEGA icon

Stifel Financial’s Pegasystems PEGA Stock Holding History

Stifel Financial’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 		$3.55M Buy
83,438
+39,304
+89% +$1.83M ﹤0.01% 1564
2025
Q4 		$2.64M Sell
44,134
-7,742
-15% -$453K ﹤0.01% 1741
2025
Q3 		$2.98M Buy
51,876
+11,459
+28% +$631K ﹤0.01% 1610
2025
Q2 		$2.19M Buy
40,417
+10,983
+37% +$498K ﹤0.01% 1784
2025
Q1 		$1.02M Buy
29,434
+12,352
+72% +$546K ﹤0.01% 2221
2024
Q4 		$796K Buy
17,082
+4,300
+34% +$184K ﹤0.01% 2400
2024
Q3 		$467K Buy
+12,782
New +$421K ﹤0.01% 2721

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

Stifel Financial's PEGA Position: Q1 2026 in Review

Stifel Financial increased its Pegasystems (PEGA) stake by 89% in Q1 2026, buying an estimated $1.83M and bringing the position to 83,438 shares worth $3.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Stifel Financial first reported a position in PEGA in Q3 2024 and has held it in 7 quarters since. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Stifel Financial held 83,438 shares of Pegasystems worth $3.55M as of Q1 2026.
  • Stifel Financial bought 39,304 Pegasystems shares in Q1 2026, an estimated $1.83M.
  • Pegasystems made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1564 holding.
  • Stifel Financial first reported a position in Pegasystems in Q3 2024 and has held it in 7 quarters since.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.