Salomon & Ludwin’s Pegasystems PEGA Stock Holding History

Salomon & Ludwin’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	–	Sell	-18	Closed	-$767	–	2155
2026 Q1	$767	Hold	18	–	–	﹤0.01%	2021
2025 Q4	$1.06K	Hold	18	–	–	﹤0.01%	2059
2025 Q3	$998	Buy	+18	New	+$992	﹤0.01%	2053

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

Salomon & Ludwin's PEGA Position: Q2 2026 in Review

Salomon & Ludwin sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 18 shares — an estimated $767 sold.

Salomon & Ludwin first reported a position in PEGA in Q3 2025 and held it in 3 quarters. The position peaked at $1.06K in Q4 2025. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

Salomon & Ludwin reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
Salomon & Ludwin sold 18 Pegasystems shares in Q2 2026, an estimated $767.
Salomon & Ludwin first reported a position in Pegasystems in Q3 2025 and held it in 3 quarters.
Salomon & Ludwin's Pegasystems position peaked at $1.06K in Q4 2025.
435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.