Wedbush Fund Advisers, LLC’s Pegasystems PEGA Stock Holding History

Wedbush Fund Advisers, LLC’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
2025 Q4	$13.6M	Buy	+227,503	New	+$13.3M	1.41%	28

Other funds holding PEGA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NPCM

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Wedbush Fund Advisers, LLC's PEGA Position: Q4 2025 in Review

Wedbush Fund Advisers, LLC opened a new position in Pegasystems (PEGA) in Q4 2025: 227,503 shares worth $13.6M. The stake represents 1.41% of the portfolio and ranks #28 among its holdings.

473 funds tracked by Wall St. Rank hold PEGA as of Q4 2025.

Wedbush Fund Advisers, LLC held 227,503 shares of Pegasystems worth $13.6M as of Q4 2025.
Pegasystems was a new Wedbush Fund Advisers, LLC position in Q4 2025.
Pegasystems made up 1.41% of Wedbush Fund Advisers, LLC's portfolio in Q4 2025, its #28 holding.
473 funds tracked by Wall St. Rank held Pegasystems as of Q4 2025.

Based on Wedbush Fund Advisers, LLC's 13F filing for Q4 2025, filed 23 Jul 2026.