VIA
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Virtus Investment Advisers’s Pegasystems PEGA Stock Holding History

Virtus Investment Advisers’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
2025
Q1 		– Sell
-7,672
Closed -$358K – 638
2024
Q4 		$358K Hold
7,672
– – 0.28% 121
2024
Q3 		$280K Hold
7,672
– – 0.22% 149
2024
Q2 		$232K Hold
7,672
– – 0.2% 164
2024
Q1 		$248K Hold
7,672
– – 0.18% 157
2023
Q4 		$187K Hold
7,672
– – 0.14% 199
2023
Q3 		$167K Hold
7,672
– – 0.11% 189
2023
Q2 		$189K Hold
7,672
– – 0.13% 195
2023
Q1 		$186K Buy
+7,672
New +$162K 0.13% 194

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Virtus Investment Advisers's PEGA Position: Q1 2025 in Review

Virtus Investment Advisers sold out of Pegasystems (PEGA) in Q1 2025, closing a stake of 7,672 shares — an estimated $358K sold.

Virtus Investment Advisers first reported a position in PEGA in Q1 2023 and held it in 8 quarters. The position peaked at $358K in Q4 2024. 328 funds tracked by Wall St. Rank hold PEGA as of Q1 2025.

  • Virtus Investment Advisers reported no remaining Pegasystems position as of Q1 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 7,672 Pegasystems shares in Q1 2025, an estimated $358K.
  • Virtus Investment Advisers first reported a position in Pegasystems in Q1 2023 and held it in 8 quarters.
  • Virtus Investment Advisers's Pegasystems position peaked at $358K in Q4 2024.
  • 328 funds tracked by Wall St. Rank held Pegasystems as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.