WIM
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Westside Investment Management’s Pegasystems PEGA Stock Holding History

Westside Investment Management’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
-34
Closed -$1.45K – 1490
2026
Q1 		$1.45K Hold
34
– – ﹤0.01% 1358
2025
Q4 		$2.03K Buy
+34
New +$1.99K ﹤0.01% 1316

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Massachusetts Financial Services
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First Trust Advisors
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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

Westside Investment Management's PEGA Position: Q2 2026 in Review

Westside Investment Management sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 34 shares — an estimated $1.45K sold.

Westside Investment Management first reported a position in PEGA in Q4 2025 and held it in 2 quarters. The position peaked at $2.03K in Q4 2025. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Westside Investment Management reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • Westside Investment Management sold 34 Pegasystems shares in Q2 2026, an estimated $1.45K.
  • Westside Investment Management first reported a position in Pegasystems in Q4 2025 and held it in 2 quarters.
  • Westside Investment Management's Pegasystems position peaked at $2.03K in Q4 2025.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.