James T. Borello RIA’s Pegasystems PEGA Stock Holding History

James T. Borello RIA’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	-62	Closed	-$2.64K	–	1277
2026 Q1	$2.64K	Buy	+62	New	+$2.88K	﹤0.01%	882

Other funds holding PEGA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

James T. Borello RIA's PEGA Position: Q2 2026 in Review

James T. Borello RIA sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 62 shares — an estimated $2.64K sold.

James T. Borello RIA first reported a position in PEGA in Q1 2026 and held it in 1 quarter. The position peaked at $2.64K in Q1 2026. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

James T. Borello RIA reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
James T. Borello RIA sold 62 Pegasystems shares in Q2 2026, an estimated $2.64K.
James T. Borello RIA first reported a position in Pegasystems in Q1 2026 and held it in 1 quarter.
James T. Borello RIA's Pegasystems position peaked at $2.64K in Q1 2026.
436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on James T. Borello RIA's 13F filing for Q2 2026, filed 16 Oct 2026.