EP
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Edgestream Partners’s Pegasystems PEGA Stock Holding History

Edgestream Partners’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 		$1.53M Buy
+51,144
New +$1.83M 0.05% 579
2026
Q1 		– Sell
-92,505
Closed -$5.52M – 1050
2025
Q4 		$5.52M Buy
+92,505
New +$5.42M 0.16% 213
2024
Q3 		– Sell
-127,214
Closed -$3.85M – 1021
2024
Q2 		$3.85M Buy
127,214
+91,292
+254% +$2.74M 0.19% 177
2024
Q1 		$1.16M Buy
+35,922
New +$1.01M 0.06% 465
2023
Q2 		– Sell
-19,262
Closed -$467K – 868
2023
Q1 		$467K Buy
19,262
+1,638
+9% +$34.5K 0.05% 412
2022
Q4 		$302K Buy
+17,624
New +$305K 0.03% 436

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

Edgestream Partners's PEGA Position: Q2 2026 in Review

Edgestream Partners opened a new position in Pegasystems (PEGA) in Q2 2026: 51,144 shares worth $1.53M. The stake represents 0.05% of the portfolio and ranks #579 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in PEGA as recently as Q4 2025.

Edgestream Partners first reported a position in PEGA in Q4 2022 and has held it in 6 quarters since. The position peaked at $5.52M in Q4 2025. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Edgestream Partners held 51,144 shares of Pegasystems worth $1.53M as of Q2 2026.
  • Pegasystems was a new Edgestream Partners position in Q2 2026.
  • Pegasystems made up 0.05% of Edgestream Partners's portfolio in Q2 2026, its #579 holding.
  • Edgestream Partners first reported a position in Pegasystems in Q4 2022 and has held it in 6 quarters since.
  • Edgestream Partners's Pegasystems position peaked at $5.52M in Q4 2025.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.