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Impact Partnership Wealth’s Pegasystems PEGA Stock Holding History

Impact Partnership Wealth’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 		$580K Buy
13,627
+5,267
+63% +$245K 0.07% 177
2025
Q4 		$499K Buy
8,360
+1,416
+20% +$82.9K 0.06% 191
2025
Q3 		$399K Buy
6,944
+1,260
+22% +$69.4K 0.06% 195
2025
Q2 		$308K Sell
5,684
-186
-3% -$8.43K 0.06% 207
2025
Q1 		$204K Buy
5,870
+968
+20% +$42.8K 0.04% 242
2024
Q4 		$228K Sell
4,902
-764
-13% -$32.7K 0.05% 253
2024
Q3 		$207K Buy
+5,666
New +$187K 0.05% 227

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

Impact Partnership Wealth's PEGA Position: Q1 2026 in Review

Impact Partnership Wealth increased its Pegasystems (PEGA) stake by 63% in Q1 2026, buying an estimated $245K and bringing the position to 13,627 shares worth $580K. The position accounts for 0.07% of the portfolio, ranked #177.

Impact Partnership Wealth first reported a position in PEGA in Q3 2024 and has held it in 7 quarters since. 479 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Impact Partnership Wealth held 13,627 shares of Pegasystems worth $580K as of Q1 2026.
  • Impact Partnership Wealth bought 5,267 Pegasystems shares in Q1 2026, an estimated $245K.
  • Pegasystems made up 0.07% of Impact Partnership Wealth's portfolio in Q1 2026, its #177 holding.
  • Impact Partnership Wealth first reported a position in Pegasystems in Q3 2024 and has held it in 7 quarters since.
  • 479 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.