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Wedbush Fund Advisers’s Pegasystems PEGA Stock Holding History

Wedbush Fund Advisers’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 		$11.8M Buy
394,797
+123,045
+45% +$4.4M 1.05% 28
2026
Q1 		$11.6M Buy
271,752
+44,249
+19% +$2.05M 1.34% 28
2025
Q4 		$13.6M Buy
+227,503
New +$13.3M 1.41% 28

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

Wedbush Fund Advisers's PEGA Position: Q2 2026 in Review

Wedbush Fund Advisers increased its Pegasystems (PEGA) stake by 45% in Q2 2026, buying an estimated $4.4M and bringing the position to 394,797 shares worth $11.8M. The position accounts for 1.05% of the portfolio, ranked #28.

Wedbush Fund Advisers first reported a position in PEGA in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.6M in Q4 2025. 430 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Wedbush Fund Advisers held 394,797 shares of Pegasystems worth $11.8M as of Q2 2026.
  • Wedbush Fund Advisers bought 123,045 Pegasystems shares in Q2 2026, an estimated $4.4M.
  • Pegasystems made up 1.05% of Wedbush Fund Advisers's portfolio in Q2 2026, its #28 holding.
  • Wedbush Fund Advisers first reported a position in Pegasystems in Q4 2025 and has held it in 3 quarters since.
  • Wedbush Fund Advisers's Pegasystems position peaked at $13.6M in Q4 2025.
  • 430 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Wedbush Fund Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.