UMB Bank’s Pegasystems PEGA Stock Holding History

UMB Bank’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	$68.9K	Buy	1,618 +513	+46%	+$23.8K	﹤0.01%	1131
2025 Q4	$66K	Buy	1,105 +176	+19%	+$10.3K	﹤0.01%	1131
2025 Q3	$53.4K	Buy	929 +199	+27%	+$11K	﹤0.01%	1131
2025 Q2	$39.5K	Buy	730 +168	+30%	+$7.61K	﹤0.01%	1195
2025 Q1	$19.5K	Hold	562	–	–	﹤0.01%	1335
2024 Q4	$26.2K	Hold	562	–	–	﹤0.01%	1155
2024 Q3	$20.5K	Sell	562 -4	-0.7%	-$132	﹤0.01%	1221
2024 Q2	$17.1K	Sell	566 -44	-7%	-$1.32K	﹤0.01%	1128
2024 Q1	$19.7K	Hold	610	–	–	﹤0.01%	1088
2023 Q4	$14.9K	Hold	610	–	–	﹤0.01%	1159
2023 Q3	$13.2K	Hold	610	–	–	﹤0.01%	1197
2023 Q2	$15K	Hold	610	–	–	﹤0.01%	1170
2023 Q1	$14.8K	Hold	610	–	–	﹤0.01%	1181
2022 Q4	$10K	Buy	+610	New	+$10.5K	﹤0.01%	1311
2022 Q3	–	Sell	-106	Closed	-$3K	–	1912
2022 Q2	$3K	Hold	106	–	–	﹤0.01%	1682
2022 Q1	$4K	Hold	106	–	–	﹤0.01%	1713
2021 Q4	$6K	Buy	+106	New	+$6.28K	﹤0.01%	1600
2017 Q2	–	Sell	-24,600	Closed	-$539K	–	332
2017 Q1	$539K	Hold	24,600	–	–	0.02%	233
2016 Q4	$443K	Hold	24,600	–	–	0.02%	246
2016 Q3	$363K	Buy	+24,600	New	+$334K	0.01%	267

Other funds holding PEGA

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UMB Bank's PEGA Position: Q1 2026 in Review

UMB Bank increased its Pegasystems (PEGA) stake by 46% in Q1 2026, buying an estimated $23.8K and bringing the position to 1,618 shares worth $68.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

UMB Bank first reported a position in PEGA in Q3 2016 and has held it in 20 quarters since. The position peaked at $539K in Q1 2017. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

UMB Bank held 1,618 shares of Pegasystems worth $68.9K as of Q1 2026.
UMB Bank bought 513 Pegasystems shares in Q1 2026, an estimated $23.8K.
Pegasystems made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1131 holding.
UMB Bank first reported a position in Pegasystems in Q3 2016 and has held it in 20 quarters since.
UMB Bank's Pegasystems position peaked at $539K in Q1 2017.
478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.