VAS
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Vestmark Advisory Solutions’s Pegasystems PEGA Stock Holding History

Vestmark Advisory Solutions’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
-16,470
Closed -$984K – 1399
2025
Q4 		$984K Buy
+16,470
New +$965K 0.01% 802

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Wellington Management Group
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Geode Capital Management
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Dimensional Fund Advisors
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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

Vestmark Advisory Solutions's PEGA Position: Q1 2026 in Review

Vestmark Advisory Solutions sold out of Pegasystems (PEGA) in Q1 2026, closing a stake of 16,470 shares — an estimated $984K sold.

Vestmark Advisory Solutions first reported a position in PEGA in Q4 2025 and held it in 1 quarter. The position peaked at $984K in Q4 2025. 484 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Vestmark Advisory Solutions reported no remaining Pegasystems position as of Q1 2026 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 16,470 Pegasystems shares in Q1 2026, an estimated $984K.
  • Vestmark Advisory Solutions first reported a position in Pegasystems in Q4 2025 and held it in 1 quarter.
  • Vestmark Advisory Solutions's Pegasystems position peaked at $984K in Q4 2025.
  • 484 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.