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Westwood Holdings Group’s Pegasystems PEGA Stock Holding History

Westwood Holdings 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
Q2 		– Sell
-504,478
Closed -$21.5M – 660
2026
Q1 		$21.5M Buy
504,478
+146,483
+41% +$6.8M 0.16% 195
2025
Q4 		$21.4M Sell
357,995
-7,268
-2% -$426K 0.17% 185
2025
Q3 		$21M Buy
365,263
+1,275
+0.4% +$70.3K 0.15% 184
2025
Q2 		$19.7M Buy
363,988
+26,912
+8% +$1.22M 0.14% 187
2025
Q1 		$11.7M Buy
337,076
+3,816
+1% +$169K 0.09% 205
2024
Q4 		$15.5M Sell
333,260
-42,484
-11% -$1.82M 0.12% 193
2024
Q3 		$13.7M Buy
+375,744
New +$12.4M 0.06% 233

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 $3.38T AUM 44.17% 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

Westwood Holdings Group's PEGA Position: Q2 2026 in Review

Westwood Holdings Group sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 504,478 shares — an estimated $21.5M sold.

Westwood Holdings Group first reported a position in PEGA in Q3 2024 and held it in 7 quarters. The position peaked at $21.5M in Q1 2026. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Westwood Holdings Group reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • Westwood Holdings Group sold 504,478 Pegasystems shares in Q2 2026, an estimated $21.5M.
  • Westwood Holdings Group first reported a position in Pegasystems in Q3 2024 and held it in 7 quarters.
  • Westwood Holdings Group's Pegasystems position peaked at $21.5M in Q1 2026.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.