Trust Point Inc’s Pegasystems PEGA Stock Holding History

Trust Point Inc’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	-3,582	Closed	-$206K	–	496
2025 Q3	$206K	Buy	+3,582	New	+$197K	0.02%	462

Other funds holding PEGA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NPCM

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Trust Point Inc's PEGA Position: Q4 2025 in Review

Trust Point Inc sold out of Pegasystems (PEGA) in Q4 2025, closing a stake of 3,582 shares — an estimated $206K sold.

Trust Point Inc first reported a position in PEGA in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 473 funds tracked by Wall St. Rank hold PEGA as of Q4 2025.

Trust Point Inc reported no remaining Pegasystems position as of Q4 2025 after selling out during the quarter.
Trust Point Inc sold 3,582 Pegasystems shares in Q4 2025, an estimated $206K.
Trust Point Inc first reported a position in Pegasystems in Q3 2025 and held it in 1 quarter.
Trust Point Inc's Pegasystems position peaked at $206K in Q3 2025.
473 funds tracked by Wall St. Rank held Pegasystems as of Q4 2025.

Based on Trust Point Inc's 13F filing for Q4 2025, filed 13 Jan 2026.