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Strategic Advocates’s Pegasystems PEGA Stock Holding History

Strategic Advocates’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 		$20.9K Buy
492
+199
+68% +$9.24K 0.09% 125
2025
Q4 		$18K Buy
+293
New +$17.2K ﹤0.01% 304

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

Strategic Advocates's PEGA Position: Q1 2026 in Review

Strategic Advocates increased its Pegasystems (PEGA) stake by 68% in Q1 2026, buying an estimated $9.24K and bringing the position to 492 shares worth $20.9K. The position accounts for 0.09% of the portfolio, ranked #125.

Strategic Advocates first reported a position in PEGA in Q4 2025 and has held it in 2 quarters since. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Strategic Advocates held 492 shares of Pegasystems worth $20.9K as of Q1 2026.
  • Strategic Advocates bought 199 Pegasystems shares in Q1 2026, an estimated $9.24K.
  • Pegasystems made up 0.09% of Strategic Advocates's portfolio in Q1 2026, its #125 holding.
  • Strategic Advocates first reported a position in Pegasystems in Q4 2025 and has held it in 2 quarters since.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.