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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

NewEdge Advisors's PEGA Position: Q1 2026 in Review

NewEdge Advisors reduced its Pegasystems (PEGA) stake by 1.3% in Q1 2026, selling an estimated $11.5K and leaving 19,145 shares worth $815K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

NewEdge Advisors first reported a position in PEGA in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.16M in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

NewEdge Advisors held 19,145 shares of Pegasystems worth $815K as of Q1 2026.
NewEdge Advisors sold 247 Pegasystems shares in Q1 2026, an estimated $11.5K.
Pegasystems made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1627 holding.
NewEdge Advisors first reported a position in Pegasystems in Q2 2023 and has held it in 7 quarters since.
NewEdge Advisors's Pegasystems position peaked at $1.16M in Q4 2025.
478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.