NewEdge Advisors’s Pegasystems PEGA Stock Holding History

NewEdge Advisors’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	$600K	Buy	20,032 +887	+5%	+$31.7K	﹤0.01%	2025
2026 Q1	$815K	Sell	19,145 -247	-1%	-$11.5K	﹤0.01%	1627
2025 Q4	$1.16M	Buy	19,392 +5,740	+42%	+$336K	﹤0.01%	1394
2025 Q3	$785K	Buy	13,652 +189	+1%	+$10.4K	﹤0.01%	1541
2025 Q2	$729K	Buy	13,463 +4,943	+58%	+$224K	﹤0.01%	1461
2025 Q1	$296K	Buy	8,520 +8,514	+141,900%	+$377K	﹤0.01%	1907
2024 Q4	$280	Buy	+6	New	+$257	﹤0.01%	3721
2023 Q3	–	Sell	-8,746	Closed	-$214K	–	3601
2023 Q2	$216K	Buy	+8,746	New	+$203K	﹤0.01%	1603

Other funds holding PEGA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

NewEdge Advisors's PEGA Position: Q2 2026 in Review

NewEdge Advisors increased its Pegasystems (PEGA) stake by 4.6% in Q2 2026, buying an estimated $31.7K and bringing the position to 20,032 shares worth $600K. The position accounts for ﹤0.01% of the portfolio, ranked #2025.

NewEdge Advisors first reported a position in PEGA in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.16M in Q4 2025. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

NewEdge Advisors held 20,032 shares of Pegasystems worth $600K as of Q2 2026.
NewEdge Advisors bought 887 Pegasystems shares in Q2 2026, an estimated $31.7K.
Pegasystems made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2025 holding.
NewEdge Advisors first reported a position in Pegasystems in Q2 2023 and has held it in 8 quarters since.
NewEdge Advisors's Pegasystems position peaked at $1.16M in Q4 2025.
436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.