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Wedbush Securities’s Pegasystems PEGA Stock Holding History

Wedbush Securities’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 		$506K Sell
11,884
-3,721
-24% -$173K 0.01% 679
2025
Q4 		$932K Buy
15,605
+826
+6% +$48.4K 0.03% 467
2025
Q3 		$850K Sell
14,779
-519
-3% -$28.6K 0.03% 474
2025
Q2 		$828K Buy
15,298
+908
+6% +$41.1K 0.03% 471
2025
Q1 		$500K Buy
14,390
+1,258
+10% +$55.6K 0.02% 613
2024
Q4 		$612K Sell
13,132
-672
-5% -$28.7K 0.02% 538
2024
Q3 		$504K Sell
13,804
-1,480
-10% -$48.7K 0.02% 607
2024
Q2 		$463K Buy
15,284
+5,980
+64% +$179K 0.02% 659
2024
Q1 		$301K Sell
9,304
-4,696
-34% -$132K 0.01% 875
2023
Q4 		$342K Buy
14,000
+2,458
+21% +$57.5K 0.02% 707
2023
Q3 		$251K Buy
+11,542
New +$282K 0.01% 812
2020
Q1 		– Sell
-7,266
Closed -$289K – 973
2019
Q4 		$289K Sell
7,266
-1,208
-14% -$45.7K 0.03% 696
2019
Q3 		$288K Buy
8,474
+524
+7% +$19K 0.03% 656
2019
Q2 		$283K Sell
7,950
-756
-9% -$26.9K 0.03% 657
2019
Q1 		$283K Buy
+8,706
New +$257K 0.03% 612

Other funds holding PEGA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wedbush Securities's PEGA Position: Q1 2026 in Review

Wedbush Securities reduced its Pegasystems (PEGA) stake by 24% in Q1 2026, selling an estimated $173K and leaving 11,884 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #679.

Wedbush Securities first reported a position in PEGA in Q1 2019 and has held it in 15 quarters since. The position peaked at $932K in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Wedbush Securities held 11,884 shares of Pegasystems worth $506K as of Q1 2026.
  • Wedbush Securities sold 3,721 Pegasystems shares in Q1 2026, an estimated $173K.
  • Pegasystems made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #679 holding.
  • Wedbush Securities first reported a position in Pegasystems in Q1 2019 and has held it in 15 quarters since.
  • Wedbush Securities's Pegasystems position peaked at $932K in Q4 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.