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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
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
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 $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
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 $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Westwood Holdings Group's PEGA Position: Q1 2026 in Review

Westwood Holdings Group increased its Pegasystems (PEGA) stake by 41% in Q1 2026, buying an estimated $6.8M and bringing the position to 504,478 shares worth $21.5M. The position accounts for 0.16% of the portfolio, ranked #195.

Westwood Holdings Group first reported a position in PEGA in Q3 2024 and has held it in 7 quarters since. 481 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Westwood Holdings Group held 504,478 shares of Pegasystems worth $21.5M as of Q1 2026.
  • Westwood Holdings Group bought 146,483 Pegasystems shares in Q1 2026, an estimated $6.8M.
  • Pegasystems made up 0.16% of Westwood Holdings Group's portfolio in Q1 2026, its #195 holding.
  • Westwood Holdings Group first reported a position in Pegasystems in Q3 2024 and has held it in 7 quarters since.
  • 481 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

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