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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Vontobel Holding's PEGA Position: Q2 2026 in Review

Vontobel Holding reduced its Pegasystems (PEGA) stake by 87% in Q2 2026, selling an estimated $1.8M and leaving 7,284 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Vontobel Holding first reported a position in PEGA in Q3 2021 and has held it in 16 quarters since. The position peaked at $3.76M in Q1 2024. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Vontobel Holding held 7,284 shares of Pegasystems worth $218K as of Q2 2026.
  • Vontobel Holding sold 50,208 Pegasystems shares in Q2 2026, an estimated $1.8M.
  • Pegasystems made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #1332 holding.
  • Vontobel Holding first reported a position in Pegasystems in Q3 2021 and has held it in 16 quarters since.
  • Vontobel Holding's Pegasystems position peaked at $3.76M in Q1 2024.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.