WA
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Waddell & Associates’s Pegasystems PEGA Stock Holding History

Waddell & Associates’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
-5,836
Closed -$248K – 576
2026
Q1 		$248K Buy
+5,836
New +$271K 0.01% 371

Other funds holding PEGA

HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
LRPA
L. Roy Papp & Associates Phoenix, Arizona $951M AUM 29.05% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Waddell & Associates's PEGA Position: Q2 2026 in Review

Waddell & Associates sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 5,836 shares — an estimated $248K sold.

Waddell & Associates first reported a position in PEGA in Q1 2026 and held it in 1 quarter. The position peaked at $248K in Q1 2026. 96 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Waddell & Associates reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • Waddell & Associates sold 5,836 Pegasystems shares in Q2 2026, an estimated $248K.
  • Waddell & Associates first reported a position in Pegasystems in Q1 2026 and held it in 1 quarter.
  • Waddell & Associates's Pegasystems position peaked at $248K in Q1 2026.
  • 96 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.