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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
Q2 		$1.51M Buy
50,503
+9,179
+22% +$328K 0.02% 538
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 $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

NewEdge Wealth's PEGA Position: Q2 2026 in Review

NewEdge Wealth increased its Pegasystems (PEGA) stake by 22% in Q2 2026, buying an estimated $328K and bringing the position to 50,503 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #538.

NewEdge Wealth first reported a position in PEGA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.76M in Q1 2026. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • NewEdge Wealth held 50,503 shares of Pegasystems worth $1.51M as of Q2 2026.
  • NewEdge Wealth bought 9,179 Pegasystems shares in Q2 2026, an estimated $328K.
  • Pegasystems made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #538 holding.
  • NewEdge Wealth first reported a position in Pegasystems in Q1 2025 and has held it in 6 quarters since.
  • NewEdge Wealth's Pegasystems position peaked at $1.76M in Q1 2026.
  • 437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.