Wellington Management Group
PEGA icon

Wellington Management Group’s Pegasystems PEGA Stock Holding History

Wellington Management Group’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 		$114M Sell
2,689,125
-32,833
-1% -$1.52M 0.02% 514
2025
Q4 		$163M Buy
2,721,958
+599,790
+28% +$35.1M 0.03% 436
2025
Q3 		$122M Buy
2,122,168
+488,567
+30% +$26.9M 0.02% 511
2025
Q2 		$88.4M Buy
1,633,601
+62,569
+4% +$2.83M 0.02% 558
2025
Q1 		$54.6M Buy
1,571,032
+91,820
+6% +$4.06M 0.01% 664
2024
Q4 		$68.9M Buy
1,479,212
+1,452,372
+5,411% +$62.1M 0.01% 629
2024
Q3 		$981K Buy
26,840
+6,866
+34% +$226K ﹤0.01% 1714
2024
Q2 		$605K Sell
19,974
-1,078
-5% -$32.3K ﹤0.01% 1761
2024
Q1 		$680K Buy
+21,052
New +$591K ﹤0.01% 1766
2023
Q4 		– Sell
-338,624
Closed -$7.35M – 1901
2023
Q3 		$7.35M Buy
338,624
+4,118
+1% +$101K ﹤0.01% 1182
2023
Q2 		$8.25M Buy
334,506
+48,242
+17% +$1.12M ﹤0.01% 1153
2023
Q1 		$6.94M Buy
286,264
+39,800
+16% +$838K ﹤0.01% 1196
2022
Q4 		$4.22M Sell
246,464
-32,498
-12% -$562K ﹤0.01% 1311
2022
Q3 		$4.48M Sell
278,962
-16,370
-6% -$333K ﹤0.01% 1308
2022
Q2 		$7.06M Buy
295,332
+22,018
+8% +$659K ﹤0.01% 1205
2022
Q1 		$11M Buy
273,314
+5,382
+2% +$241K ﹤0.01% 1176
2021
Q4 		$15M Buy
267,932
+20,782
+8% +$1.23M ﹤0.01% 1145
2021
Q3 		$15.7M Buy
247,150
+30,958
+14% +$2.06M ﹤0.01% 1148
2021
Q2 		$15M Buy
216,192
+7,052
+3% +$445K ﹤0.01% 1164
2021
Q1 		$12M Sell
209,140
-305,854
-59% -$20M ﹤0.01% 1192
2020
Q4 		$34.3M Sell
514,994
-22,336
-4% -$1.42M 0.01% 883
2020
Q3 		$32.5M Sell
537,330
-130,010
-19% -$7.48M 0.01% 821
2020
Q2 		$33.8M Sell
667,340
-147,842
-18% -$6.41M 0.01% 793
2020
Q1 		$29M Sell
815,182
-92,266
-10% -$3.87M 0.01% 780
2019
Q4 		$36.1M Sell
907,448
-617,424
-40% -$23.4M 0.01% 843
2019
Q3 		$51.9M Sell
1,524,872
-23,434
-2% -$848K 0.01% 716
2019
Q2 		$55.1M Sell
1,548,306
-353,558
-19% -$12.6M 0.01% 730
2019
Q1 		$61.8M Buy
1,901,864
+244,230
+15% +$7.2M 0.01% 682
2018
Q4 		$39.6M Sell
1,657,634
-82,096
-5% -$2.15M 0.01% 781
2018
Q3 		$54.5M Sell
1,739,730
-109,142
-6% -$3.3M 0.01% 775
2018
Q2 		$50.7M Buy
1,848,872
+228,400
+14% +$7M 0.01% 788
2018
Q1 		$49.1M Buy
1,620,472
+416,998
+35% +$11.3M 0.01% 785
2017
Q4 		$28.4M Sell
1,203,474
-164,062
-12% -$4.4M 0.01% 957
2017
Q3 		$39.4M Sell
1,367,536
-138,838
-9% -$4.02M 0.01% 828
2017
Q2 		$43.9M Sell
1,506,374
-532,796
-26% -$14.1M 0.01% 773
2017
Q1 		$44.7M Buy
2,039,170
+95,160
+5% +$1.93M 0.01% 760
2016
Q4 		$35M Buy
+1,944,010
New +$32.5M 0.01% 820
2016
Q3 		– Sell
-81,486
Closed -$1.1M – 2223
2016
Q2 		$1.1M Sell
81,486
-117,898
-59% -$1.55M ﹤0.01% 1759
2016
Q1 		$2.53M Buy
199,384
+127,520
+177% +$1.53M ﹤0.01% 1544
2015
Q4 		$988K Hold
71,864
– – ﹤0.01% 1830
2015
Q3 		$884K Hold
71,864
– – ﹤0.01% 1858
2015
Q2 		$822K Sell
71,864
-253,518
-78% -$2.8M ﹤0.01% 1872
2015
Q1 		$3.54M Buy
325,382
+4,128
+1% +$42.6K ﹤0.01% 1547
2014
Q4 		$3.34M Buy
321,254
+45,798
+17% +$469K ﹤0.01% 1561
2014
Q3 		$2.63M Sell
275,456
-4,830
-2% -$52.2K ﹤0.01% 1618
2014
Q2 		$2.96M Sell
280,286
-115,306
-29% -$1.1M ﹤0.01% 1590
2014
Q1 		$3.49M Sell
395,592
-723,420
-65% -$7.81M ﹤0.01% 1563
2013
Q4 		$13.8M Buy
1,119,012
+761,036
+213% +$8.34M ﹤0.01% 1138
2013
Q3 		$3.56M Buy
357,976
+253,408
+242% +$2.32M ﹤0.01% 1512
2013
Q2 		$866K Buy
+104,568
New +$772K ﹤0.01% 1797

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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wellington Management Group's PEGA Position: Q1 2026 in Review

Wellington Management Group reduced its Pegasystems (PEGA) stake by 1.2% in Q1 2026, selling an estimated $1.52M and leaving 2,689,125 shares worth $114M. The position accounts for 0.02% of the portfolio, ranked #514.

Wellington Management Group first reported a position in PEGA in Q2 2013 and has held it in 50 quarters since. The position peaked at $163M in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Wellington Management Group held 2,689,125 shares of Pegasystems worth $114M as of Q1 2026.
  • Wellington Management Group sold 32,833 Pegasystems shares in Q1 2026, an estimated $1.52M.
  • Pegasystems made up 0.02% of Wellington Management Group's portfolio in Q1 2026, its #514 holding.
  • Wellington Management Group first reported a position in Pegasystems in Q2 2013 and has held it in 50 quarters since.
  • Wellington Management Group's Pegasystems position peaked at $163M in Q4 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.