Wedbush Securities
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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
Q3 		$295K Sell
8,879
-353
-4% -$11.7K 0.01% 969
2026
Q2 		$277K Sell
9,232
-2,652
-22% -$94.9K 0.01% 1011
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Wedbush Securities's PEGA Position: Q3 2026 in Review

Wedbush Securities reduced its Pegasystems (PEGA) stake by 3.8% in Q3 2026, selling an estimated $11.7K and leaving 8,879 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #969.

Wedbush Securities first reported a position in PEGA in Q1 2019 and has held it in 17 quarters since. The position peaked at $932K in Q4 2025. 220 funds tracked by Wall St. Rank hold PEGA as of Q3 2026.

  • Wedbush Securities held 8,879 shares of Pegasystems worth $295K as of Q3 2026.
  • Wedbush Securities sold 353 Pegasystems shares in Q3 2026, an estimated $11.7K.
  • Pegasystems made up 0.01% of Wedbush Securities's portfolio in Q3 2026, its #969 holding.
  • Wedbush Securities first reported a position in Pegasystems in Q1 2019 and has held it in 17 quarters since.
  • Wedbush Securities's Pegasystems position peaked at $932K in Q4 2025.
  • 220 funds tracked by Wall St. Rank held Pegasystems as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.