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Toth Financial Advisory’s Pegasystems PEGA Stock Holding History

Toth Financial Advisory’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
2025
Q4 		– Sell
-40
Closed -$2.3K – 970
2025
Q3 		$2.3K Hold
40
– – ﹤0.01% 680
2025
Q2 		$2.17K Buy
+40
New +$1.81K ﹤0.01% 632

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NPCM
North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Toth Financial Advisory's PEGA Position: Q4 2025 in Review

Toth Financial Advisory sold out of Pegasystems (PEGA) in Q4 2025, closing a stake of 40 shares — an estimated $2.3K sold.

Toth Financial Advisory first reported a position in PEGA in Q2 2025 and held it in 2 quarters. The position peaked at $2.3K in Q3 2025. 473 funds tracked by Wall St. Rank hold PEGA as of Q4 2025.

  • Toth Financial Advisory reported no remaining Pegasystems position as of Q4 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 40 Pegasystems shares in Q4 2025, an estimated $2.3K.
  • Toth Financial Advisory first reported a position in Pegasystems in Q2 2025 and held it in 2 quarters.
  • Toth Financial Advisory's Pegasystems position peaked at $2.3K in Q3 2025.
  • 473 funds tracked by Wall St. Rank held Pegasystems as of Q4 2025.

Based on Toth Financial Advisory's 13F filing for Q4 2025, filed 20 Jan 2026.