Wilmington Savings Fund Society, FSB PEGA — Pegasystems Inc

Ownership history in Wilmington Savings Fund Society, FSB  ·  5 quarters on record

AI Ownership Summary

Wilmington Savings Fund Society, FSB reported Pegasystems Inc (PEGA) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows PEGA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PEGA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wilmington Savings Fund Society, FSB's position in Pegasystems Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PEGA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PEGA stock page Wilmington Savings Fund Society, FSB fund profile Wilmington Savings Fund Society, FSB full holdings
How Wilmington Savings Fund Society, FSB held PEGA — position size vs. price
% of Fund (quarterly)    PEGA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 582 +8 +1.4% 0.00% $33K 2025-11-14 (Est.) $56.53
2025 Q2 REDUCED 82.8% +8.3% ❌ 574 -2,754 -82.8% 0.00% $31K 2025-07-28 $59.58
2025 Q1 REDUCED 24.3% +55.8% ❌ 3,328 -1,068 -24.3% 0.00% $231K 2025-05-08 $46.66
2024 Q4 ADDED — — — 4,396 +4,369 +16181.5% 0.01% $410K 2025-01-28 $55.74
2024 Q3 INITIATED — — — 27 — — 0.00% $2K 2024-11-25 $47.31

🏢 Other funds also holding PEGA

As of 2026 Q3 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0%

FAQ About Wilmington Savings Fund Society, FSB and PEGA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wilmington Savings Fund Society, FSB reported owning PEGA?

Wilmington Savings Fund Society, FSB reported PEGA across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported PEGA position in Wilmington Savings Fund Society, FSB's portfolio?

The largest reported portfolio weight for PEGA was 0.01% in 2024 Q4.

What is the latest reported PEGA position on this page?

The most recent filing on this page is 2025 Q3, when Wilmington Savings Fund Society, FSB reported 582 shares, equal to 0.00% of portfolio, with an estimated market value of $33K.

What does the chart on this PEGA ownership page compare?

The chart compares Wilmington Savings Fund Society, FSB's quarterly PEGA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wilmington Savings Fund Society, FSB time their PEGA position?

Based on 13F filing dates vs. subsequent PEGA price moves, Wilmington Savings Fund Society, FSB correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on PEGA relative to SPY over the holding period was +12765.0%.

← Back to Wilmington Savings Fund Society, FSB Holdings