Vontobel Holding
PEGA icon

Vontobel Holding’s Pegasystems PEGA Stock Holding History

Vontobel Holding’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 		$2.45M Buy
57,492
+1,249
+2% +$58K 0.01% 495
2025
Q4 		$3.36M Sell
56,243
-865
-2% -$50.7K 0.01% 463
2025
Q3 		$3.28M Sell
57,108
-6,092
-10% -$336K 0.01% 453
2025
Q2 		$3.42M Sell
63,200
-18,952
-23% -$859K 0.01% 426
2025
Q1 		$2.86M Buy
82,152
+6,578
+9% +$291K 0.01% 395
2024
Q4 		$3.52M Sell
75,574
-26,160
-26% -$1.12M 0.01% 366
2024
Q3 		$3.72M Sell
101,734
-14,624
-13% -$482K 0.01% 366
2024
Q2 		$3.52M Buy
116,358
+108
+0.1% +$3.24K 0.01% 360
2024
Q1 		$3.76M Buy
116,250
+5,200
+5% +$146K 0.03% 356
2023
Q4 		$2.71M Sell
111,050
-13,784
-11% -$322K 0.02% 382
2023
Q3 		$2.71M Buy
124,834
+9,290
+8% +$227K 0.03% 376
2023
Q2 		$2.85M Buy
+115,544
New +$2.69M 0.03% 377
2022
Q2 		– Sell
-6,502
Closed -$262K – 1097
2022
Q1 		$262K Sell
6,502
-3,752
-37% -$168K ﹤0.01% 939
2021
Q4 		$573K Buy
10,254
+5,376
+110% +$318K ﹤0.01% 780
2021
Q3 		$310K Buy
+4,878
New +$325K ﹤0.01% 934

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

Vontobel Holding's PEGA Position: Q1 2026 in Review

Vontobel Holding increased its Pegasystems (PEGA) stake by 2.2% in Q1 2026, buying an estimated $58K and bringing the position to 57,492 shares worth $2.45M. The position accounts for 0.01% of the portfolio, ranked #495.

Vontobel Holding first reported a position in PEGA in Q3 2021 and has held it in 15 quarters since. The position peaked at $3.76M in Q1 2024. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Vontobel Holding held 57,492 shares of Pegasystems worth $2.45M as of Q1 2026.
  • Vontobel Holding bought 1,249 Pegasystems shares in Q1 2026, an estimated $58K.
  • Pegasystems made up 0.01% of Vontobel Holding's portfolio in Q1 2026, its #495 holding.
  • Vontobel Holding first reported a position in Pegasystems in Q3 2021 and has held it in 15 quarters since.
  • Vontobel Holding's Pegasystems position peaked at $3.76M in Q1 2024.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.