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Truvestments Capital’s Pegasystems PEGA Stock Holding History

Truvestments Capital’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 		$170K Buy
3,990
+336
+9% +$15.6K 0.03% 328
2025
Q4 		$218K Buy
3,654
+2,248
+160% +$132K 0.04% 281
2025
Q3 		$80.8K Buy
1,406
+930
+195% +$51.2K 0.01% 374
2025
Q2 		$25.8K Sell
476
-60
-11% -$2.72K 0.01% 494
2025
Q1 		$18.6K Buy
+536
New +$23.7K ﹤0.01% 564

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

Truvestments Capital's PEGA Position: Q1 2026 in Review

Truvestments Capital increased its Pegasystems (PEGA) stake by 9.2% in Q1 2026, buying an estimated $15.6K and bringing the position to 3,990 shares worth $170K. The position accounts for 0.03% of the portfolio, ranked #328.

Truvestments Capital first reported a position in PEGA in Q1 2025 and has held it in 5 quarters since. The position peaked at $218K in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Truvestments Capital held 3,990 shares of Pegasystems worth $170K as of Q1 2026.
  • Truvestments Capital bought 336 Pegasystems shares in Q1 2026, an estimated $15.6K.
  • Pegasystems made up 0.03% of Truvestments Capital's portfolio in Q1 2026, its #328 holding.
  • Truvestments Capital first reported a position in Pegasystems in Q1 2025 and has held it in 5 quarters since.
  • Truvestments Capital's Pegasystems position peaked at $218K in Q4 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.