ULWM
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Upper Left Wealth Management’s Pegasystems PEGA Stock Holding History

Upper Left Wealth Management’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 		– Sell
-6,000
Closed -$358K – 71
2025
Q4 		$358K Hold
6,000
– – 0.22% 55
2025
Q3 		$345K Hold
6,000
– – 0.22% 54
2025
Q2 		$325K Hold
6,000
– – 0.22% 55
2025
Q1 		$209K Hold
6,000
– – 0.15% 61
2024
Q4 		$280K Hold
6,000
– – 0.24% 54
2024
Q3 		$213K Buy
+6,000
New +$198K 0.19% 58

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

Upper Left Wealth Management's PEGA Position: Q1 2026 in Review

Upper Left Wealth Management sold out of Pegasystems (PEGA) in Q1 2026, closing a stake of 6,000 shares — an estimated $358K sold.

Upper Left Wealth Management first reported a position in PEGA in Q3 2024 and held it in 6 quarters. The position peaked at $358K in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Upper Left Wealth Management reported no remaining Pegasystems position as of Q1 2026 after selling out during the quarter.
  • Upper Left Wealth Management sold 6,000 Pegasystems shares in Q1 2026, an estimated $358K.
  • Upper Left Wealth Management first reported a position in Pegasystems in Q3 2024 and held it in 6 quarters.
  • Upper Left Wealth Management's Pegasystems position peaked at $358K in Q4 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Upper Left Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.