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Vest Financial’s Pegasystems PEGA Stock Holding History

Vest Financial’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 		$4.81M Buy
160,451
+54,016
+51% +$1.93M 0.05% 264
2026
Q1 		$4.53M Buy
106,435
+48,908
+85% +$2.27M 0.05% 252
2025
Q4 		$3.44M Buy
57,527
+31,179
+118% +$1.83M 0.04% 264
2025
Q3 		$1.52M Buy
+26,348
New +$1.45M 0.02% 321

Other funds holding PEGA

HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Vest Financial's PEGA Position: Q2 2026 in Review

Vest Financial increased its Pegasystems (PEGA) stake by 51% in Q2 2026, buying an estimated $1.93M and bringing the position to 160,451 shares worth $4.81M. The position accounts for 0.05% of the portfolio, ranked #264.

Vest Financial first reported a position in PEGA in Q3 2025 and has held it in 4 quarters since. 125 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Vest Financial held 160,451 shares of Pegasystems worth $4.81M as of Q2 2026.
  • Vest Financial bought 54,016 Pegasystems shares in Q2 2026, an estimated $1.93M.
  • Pegasystems made up 0.05% of Vest Financial's portfolio in Q2 2026, its #264 holding.
  • Vest Financial first reported a position in Pegasystems in Q3 2025 and has held it in 4 quarters since.
  • 125 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.