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Summit Securities Group’s Pegasystems PEGA Stock Holding History

Summit Securities Group’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 		– Sell
-375
Closed -$16K – 1321
2026
Q1 		$16K Buy
+375
New +$17.4K ﹤0.01% 567
2025
Q4 		– Sell
-1,236
Closed -$71.1K – 1189
2025
Q3 		$71.1K Buy
+1,236
New +$68.1K 0.01% 474
2024
Q3 		– Sell
-2
Closed – – 790
2024
Q2 		$0 Buy
+2
New +$60 ﹤0.01% 729
2023
Q1 		– Sell
-28
Closed – – 1166
2022
Q4 		$0 Buy
+28
New +$484 ﹤0.01% 1316
2013
Q3 		– Sell
-1,200
Closed -$10K – 523
2013
Q2 		$10K Buy
+1,200
New +$8.85K ﹤0.01% 323

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

Summit Securities Group's PEGA Position: Q2 2026 in Review

Summit Securities Group sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 375 shares — an estimated $16K sold.

Summit Securities Group first reported a position in PEGA in Q2 2013 and held it in 5 quarters. The position peaked at $71.1K in Q3 2025. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Summit Securities Group reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 375 Pegasystems shares in Q2 2026, an estimated $16K.
  • Summit Securities Group first reported a position in Pegasystems in Q2 2013 and held it in 5 quarters.
  • Summit Securities Group's Pegasystems position peaked at $71.1K in Q3 2025.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.