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Strategic Global Advisors’s Pegasystems PEGA Stock Holding History

Strategic Global Advisors’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 		$1.17M Buy
38,930
+979
+3% +$35K 0.17% 104
2026
Q1 		$1.62M Sell
37,951
-411
-1% -$19.1K 0.26% 95
2025
Q4 		$2.29M Sell
38,362
-600
-2% -$35.1K 0.35% 75
2025
Q3 		$2.24M Buy
+38,962
New +$2.15M 0.34% 78

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

Strategic Global Advisors's PEGA Position: Q2 2026 in Review

Strategic Global Advisors increased its Pegasystems (PEGA) stake by 2.6% in Q2 2026, buying an estimated $35K and bringing the position to 38,930 shares worth $1.17M. The position accounts for 0.17% of the portfolio, ranked #104.

Strategic Global Advisors first reported a position in PEGA in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.29M in Q4 2025. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Strategic Global Advisors held 38,930 shares of Pegasystems worth $1.17M as of Q2 2026.
  • Strategic Global Advisors bought 979 Pegasystems shares in Q2 2026, an estimated $35K.
  • Pegasystems made up 0.17% of Strategic Global Advisors's portfolio in Q2 2026, its #104 holding.
  • Strategic Global Advisors first reported a position in Pegasystems in Q3 2025 and has held it in 4 quarters since.
  • Strategic Global Advisors's Pegasystems position peaked at $2.29M in Q4 2025.
  • 437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Strategic Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.