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Wealthspire Advisors (New York)’s Pegasystems PEGA Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-148
Closed -$8.51K – 2343
2025
Q3 		$8.51K Buy
+148
New +$8.15K ﹤0.01% 2099

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 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

Wealthspire Advisors (New York)'s PEGA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Pegasystems (PEGA) in Q4 2025, closing a stake of 148 shares — an estimated $8.51K sold.

Wealthspire Advisors (New York) first reported a position in PEGA in Q3 2025 and held it in 1 quarter. The position peaked at $8.51K in Q3 2025. 473 funds tracked by Wall St. Rank hold PEGA as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Pegasystems position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 148 Pegasystems shares in Q4 2025, an estimated $8.51K.
  • Wealthspire Advisors (New York) first reported a position in Pegasystems in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Pegasystems position peaked at $8.51K in Q3 2025.
  • 473 funds tracked by Wall St. Rank held Pegasystems as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.