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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
Q2 		– Sell
-67,404
Closed -$2.87M – 47
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 $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 $3.37T AUM 44.26% 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

Wilson Asset Management's PEGA Position: Q2 2026 in Review

Wilson Asset Management sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 67,404 shares — an estimated $2.87M sold.

Wilson Asset Management first reported a position in PEGA in Q3 2025 and held it in 3 quarters. The position peaked at $3.88M in Q4 2025. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Wilson Asset Management reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • Wilson Asset Management sold 67,404 Pegasystems shares in Q2 2026, an estimated $2.87M.
  • Wilson Asset Management first reported a position in Pegasystems in Q3 2025 and held it in 3 quarters.
  • Wilson Asset Management's Pegasystems position peaked at $3.88M in Q4 2025.
  • 437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Wilson Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.