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PEGA icon

Xponance’s Pegasystems PEGA Stock Holding History

Xponance’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 		$657K Buy
15,427
+3,193
+26% +$148K ﹤0.01% 903
2025
Q4 		$731K Sell
12,234
-1,047
-8% -$61.3K 0.01% 788
2025
Q3 		$764K Buy
13,281
+709
+6% +$39.1K 0.01% 793
2025
Q2 		$681K Buy
12,572
+114
+0.9% +$5.16K 0.01% 841
2025
Q1 		$433K Buy
12,458
+214
+2% +$9.46K ﹤0.01% 982
2024
Q4 		$571K Buy
12,244
+974
+9% +$41.7K 0.01% 913
2024
Q3 		$412K Sell
11,270
-376
-3% -$12.4K ﹤0.01% 999
2024
Q2 		$352K Buy
11,646
+1,018
+10% +$30.5K ﹤0.01% 1008
2024
Q1 		$343K Sell
10,628
-538
-5% -$15.1K ﹤0.01% 1041
2023
Q4 		$273K Sell
11,166
-82
-0.7% -$1.92K ﹤0.01% 1081
2023
Q3 		$244K Buy
11,248
+64
+0.6% +$1.57K ﹤0.01% 1082
2023
Q2 		$276K Buy
11,184
+208
+2% +$4.83K ﹤0.01% 1070
2023
Q1 		$266K Buy
+10,976
New +$231K ﹤0.01% 1074
2022
Q3 		– Sell
-9,732
Closed -$233K – 1210
2022
Q2 		$233K Buy
9,732
+728
+8% +$21.8K ﹤0.01% 1064
2022
Q1 		$363K Buy
9,004
+112
+1% +$5.03K 0.01% 992
2021
Q4 		$497K Buy
8,892
+62
+0.7% +$3.67K 0.01% 901
2021
Q3 		$561K Sell
8,830
-298
-3% -$19.8K 0.01% 836
2021
Q2 		$635K Buy
9,128
+1,894
+26% +$119K 0.01% 799
2021
Q1 		$414K Sell
7,234
-196
-3% -$12.8K 0.01% 858
2020
Q4 		$495K Sell
7,430
-114
-2% -$7.27K 0.01% 746
2020
Q3 		$457K Buy
7,544
+210
+3% +$12.1K 0.01% 686
2020
Q2 		$371K Buy
+7,334
New +$318K 0.01% 750

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

Xponance's PEGA Position: Q1 2026 in Review

Xponance increased its Pegasystems (PEGA) stake by 26% in Q1 2026, buying an estimated $148K and bringing the position to 15,427 shares worth $657K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Xponance first reported a position in PEGA in Q2 2020 and has held it in 22 quarters since. The position peaked at $764K in Q3 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Xponance held 15,427 shares of Pegasystems worth $657K as of Q1 2026.
  • Xponance bought 3,193 Pegasystems shares in Q1 2026, an estimated $148K.
  • Pegasystems made up ﹤0.01% of Xponance's portfolio in Q1 2026, its #903 holding.
  • Xponance first reported a position in Pegasystems in Q2 2020 and has held it in 22 quarters since.
  • Xponance's Pegasystems position peaked at $764K in Q3 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Xponance's 13F filing for Q1 2026, filed 13 May 2026.