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Summit Trail Advisors’s Pegasystems PEGA Stock Holding History

Summit Trail 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
Q1 		$1.45M Buy
34,069
+14,472
+74% +$672K 0.02% 744
2025
Q4 		$1.17M Sell
19,597
-2,454
-11% -$144K 0.02% 729
2025
Q3 		$1.27M Buy
+22,051
New +$1.22M 0.02% 697
2018
Q1 		– Sell
-4,446
Closed -$112K – 1314
2017
Q4 		$112K Buy
+4,446
New +$119K 0.01% 592

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

Summit Trail Advisors's PEGA Position: Q1 2026 in Review

Summit Trail Advisors increased its Pegasystems (PEGA) stake by 74% in Q1 2026, buying an estimated $672K and bringing the position to 34,069 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #744.

Summit Trail Advisors first reported a position in PEGA in Q4 2017 and has held it in 4 quarters since. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Summit Trail Advisors held 34,069 shares of Pegasystems worth $1.45M as of Q1 2026.
  • Summit Trail Advisors bought 14,472 Pegasystems shares in Q1 2026, an estimated $672K.
  • Pegasystems made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #744 holding.
  • Summit Trail Advisors first reported a position in Pegasystems in Q4 2017 and has held it in 4 quarters since.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.