Tidal Investments’s Pegasystems PEGA Stock Holding History

Tidal Investments’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	$7.73M	Sell	181,669 -61,246	-25%	-$2.84M	0.02%	651
2025 Q4	$14.5M	Buy	242,915 +224,253	+1,202%	+$13.1M	0.03%	372
2025 Q3	$1.07M	Buy	18,662 +13,575	+267%	+$748K	﹤0.01%	1186
2025 Q2	$275K	Buy	+5,087	New	+$230K	﹤0.01%	1663
2025 Q1	–	Sell	-14,480	Closed	-$675K	–	1972
2024 Q4	$675K	Buy	14,480 +5,990	+71%	+$256K	0.01%	1215
2024 Q3	$310K	Buy	8,490 +66	+0.8%	+$2.17K	﹤0.01%	1584
2024 Q2	$255K	Buy	+8,424	New	+$252K	﹤0.01%	1607

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

Tidal Investments's PEGA Position: Q1 2026 in Review

Tidal Investments reduced its Pegasystems (PEGA) stake by 25% in Q1 2026, selling an estimated $2.84M and leaving 181,669 shares worth $7.73M. The position accounts for 0.02% of the portfolio, ranked #651.

Tidal Investments first reported a position in PEGA in Q2 2024 and has held it in 7 quarters since. The position peaked at $14.5M in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

Tidal Investments held 181,669 shares of Pegasystems worth $7.73M as of Q1 2026.
Tidal Investments sold 61,246 Pegasystems shares in Q1 2026, an estimated $2.84M.
Pegasystems made up 0.02% of Tidal Investments's portfolio in Q1 2026, its #651 holding.
Tidal Investments first reported a position in Pegasystems in Q2 2024 and has held it in 7 quarters since.
Tidal Investments's Pegasystems position peaked at $14.5M in Q4 2025.
478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.