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
Q3 		$453K Buy
13,623
+6,339
+87% +$210K ﹤0.01% 1097
2026
Q2 		$218K Sell
7,284
-50,208
-87% -$1.8M ﹤0.01% 1332
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
OP Asset Management
OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Vontobel Holding's PEGA Position: Q3 2026 in Review

Vontobel Holding increased its Pegasystems (PEGA) stake by 87% in Q3 2026, buying an estimated $210K and bringing the position to 13,623 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Vontobel Holding first reported a position in PEGA in Q3 2021 and has held it in 17 quarters since. The position peaked at $3.76M in Q1 2024. 177 funds tracked by Wall St. Rank hold PEGA as of Q3 2026.

  • Vontobel Holding held 13,623 shares of Pegasystems worth $453K as of Q3 2026.
  • Vontobel Holding bought 6,339 Pegasystems shares in Q3 2026, an estimated $210K.
  • Pegasystems made up ﹤0.01% of Vontobel Holding's portfolio in Q3 2026, its #1097 holding.
  • Vontobel Holding first reported a position in Pegasystems in Q3 2021 and has held it in 17 quarters since.
  • Vontobel Holding's Pegasystems position peaked at $3.76M in Q1 2024.
  • 177 funds tracked by Wall St. Rank held Pegasystems as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.