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
Q2 		$2.76M Buy
91,973
+8,535
+10% +$305K ﹤0.01% 1837
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Stifel Financial's PEGA Position: Q2 2026 in Review

Stifel Financial increased its Pegasystems (PEGA) stake by 10% in Q2 2026, buying an estimated $305K and bringing the position to 91,973 shares worth $2.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

Stifel Financial first reported a position in PEGA in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.55M in Q1 2026. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Stifel Financial held 91,973 shares of Pegasystems worth $2.76M as of Q2 2026.
  • Stifel Financial bought 8,535 Pegasystems shares in Q2 2026, an estimated $305K.
  • Pegasystems made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1837 holding.
  • Stifel Financial first reported a position in Pegasystems in Q3 2024 and has held it in 8 quarters since.
  • Stifel Financial's Pegasystems position peaked at $3.55M in Q1 2026.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.