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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
Q2 		$1.41M Buy
47,205
+13,136
+39% +$470K 0.02% 829
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 $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 Trail Advisors's PEGA Position: Q2 2026 in Review

Summit Trail Advisors increased its Pegasystems (PEGA) stake by 39% in Q2 2026, buying an estimated $470K and bringing the position to 47,205 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #829.

Summit Trail Advisors first reported a position in PEGA in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.45M in Q1 2026. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Summit Trail Advisors held 47,205 shares of Pegasystems worth $1.41M as of Q2 2026.
  • Summit Trail Advisors bought 13,136 Pegasystems shares in Q2 2026, an estimated $470K.
  • Pegasystems made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #829 holding.
  • Summit Trail Advisors first reported a position in Pegasystems in Q4 2017 and has held it in 5 quarters since.
  • Summit Trail Advisors's Pegasystems position peaked at $1.45M in Q1 2026.
  • 437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.