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Wilson Asset Management’s Pegasystems PEGA Stock Holding History

Wilson Asset Management’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 		$2.87M Buy
67,404
+2,404
+4% +$112K 0.81% 31
2025
Q4 		$3.88M Buy
65,000
+45,000
+225% +$2.64M 1% 28
2025
Q3 		$1.15M Buy
+20,000
New +$1.1M 0.28% 40

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
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 $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wilson Asset Management's PEGA Position: Q1 2026 in Review

Wilson Asset Management increased its Pegasystems (PEGA) stake by 3.7% in Q1 2026, buying an estimated $112K and bringing the position to 67,404 shares worth $2.87M. The position accounts for 0.81% of the portfolio, ranked #31.

Wilson Asset Management first reported a position in PEGA in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.88M in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Wilson Asset Management held 67,404 shares of Pegasystems worth $2.87M as of Q1 2026.
  • Wilson Asset Management bought 2,404 Pegasystems shares in Q1 2026, an estimated $112K.
  • Pegasystems made up 0.81% of Wilson Asset Management's portfolio in Q1 2026, its #31 holding.
  • Wilson Asset Management first reported a position in Pegasystems in Q3 2025 and has held it in 3 quarters since.
  • Wilson Asset Management's Pegasystems position peaked at $3.88M in Q4 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Wilson Asset Management's 13F filing for Q1 2026, filed 12 May 2026.