SSG
PEGA icon

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
Q1 		$16K Buy
+375
New +$17.4K 0.01% 567
2025
Q4 		– Sell
-1,236
Closed -$71.1K – 1220
2025
Q3 		$71.1K Buy
+1,236
New +$68.1K 0.02% 474
2024
Q3 		– Sell
-2
Closed – – 817
2024
Q2 		$0 Buy
+2
New +$60 ﹤0.01% 767
2023
Q1 		– Sell
-28
Closed – – 1195
2022
Q4 		$0 Buy
+28
New +$484 ﹤0.01% 1343
2013
Q3 		– Sell
-1,200
Closed -$10K – 524
2013
Q2 		$10K Buy
+1,200
New +$8.85K ﹤0.01% 323

Other funds holding PEGA

BlackRock
BlackRock New York $5.7T 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