UFF
PEGA icon

USA Financial Formulas’s Pegasystems PEGA Stock Holding History

USA Financial Formulas’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
Q2 		– Sell
-9
Closed -$383 – 502
2026
Q1 		$383 Hold
9
– – ﹤0.01% 413
2025
Q4 		$537 Buy
+9
New +$527 ﹤0.01% 362
2017
Q4 		– Sell
-12,554
Closed -$362K – 320
2017
Q3 		$362K Sell
12,554
-7,424
-37% -$215K 0.09% 207
2017
Q2 		$583K Sell
19,978
-5,770
-22% -$152K 0.14% 138
2017
Q1 		$565K Buy
25,748
+8,136
+46% +$165K 0.14% 133
2016
Q4 		$317K Buy
+17,612
New +$294K 0.08% 187
2016
Q1 		– Sell
-43,452
Closed -$597K – 108
2015
Q4 		$597K Buy
+43,452
New +$602K 0.24% 48

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

USA Financial Formulas's PEGA Position: Q2 2026 in Review

USA Financial Formulas sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 9 shares — an estimated $383 sold.

USA Financial Formulas first reported a position in PEGA in Q4 2015 and held it in 7 quarters. The position peaked at $597K in Q4 2015. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • USA Financial Formulas reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 9 Pegasystems shares in Q2 2026, an estimated $383.
  • USA Financial Formulas first reported a position in Pegasystems in Q4 2015 and held it in 7 quarters.
  • USA Financial Formulas's Pegasystems position peaked at $597K in Q4 2015.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.