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PEGA icon

NewEdge Wealth’s Pegasystems PEGA Stock Holding History

NewEdge 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 		$1.76M Buy
41,324
+15,652
+61% +$727K 0.02% 469
2025
Q4 		$1.53M Buy
25,672
+3,352
+15% +$196K 0.02% 522
2025
Q3 		$1.33M Buy
22,320
+4,005
+22% +$221K 0.02% 495
2025
Q2 		$985K Buy
18,315
+1,929
+12% +$87.4K 0.02% 536
2025
Q1 		$570K Buy
+16,386
New +$725K 0.01% 615

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

NewEdge Wealth's PEGA Position: Q1 2026 in Review

NewEdge Wealth increased its Pegasystems (PEGA) stake by 61% in Q1 2026, buying an estimated $727K and bringing the position to 41,324 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #469.

NewEdge Wealth first reported a position in PEGA in Q1 2025 and has held it in 5 quarters since. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • NewEdge Wealth held 41,324 shares of Pegasystems worth $1.76M as of Q1 2026.
  • NewEdge Wealth bought 15,652 Pegasystems shares in Q1 2026, an estimated $727K.
  • Pegasystems made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #469 holding.
  • NewEdge Wealth first reported a position in Pegasystems in Q1 2025 and has held it in 5 quarters since.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

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