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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
Q2 		$496K Buy
16,538
+2,911
+21% +$104K 0.05% 260
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 $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

Impact Partnership Wealth's PEGA Position: Q2 2026 in Review

Impact Partnership Wealth increased its Pegasystems (PEGA) stake by 21% in Q2 2026, buying an estimated $104K and bringing the position to 16,538 shares worth $496K. The position accounts for 0.05% of the portfolio, ranked #260.

Impact Partnership Wealth first reported a position in PEGA in Q3 2024 and has held it in 8 quarters since. The position peaked at $580K in Q1 2026. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Impact Partnership Wealth held 16,538 shares of Pegasystems worth $496K as of Q2 2026.
  • Impact Partnership Wealth bought 2,911 Pegasystems shares in Q2 2026, an estimated $104K.
  • Pegasystems made up 0.05% of Impact Partnership Wealth's portfolio in Q2 2026, its #260 holding.
  • Impact Partnership Wealth first reported a position in Pegasystems in Q3 2024 and has held it in 8 quarters since.
  • Impact Partnership Wealth's Pegasystems position peaked at $580K in Q1 2026.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.