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PEGA icon

Advisornet Financial’s Pegasystems PEGA Stock Holding History

Advisornet Financial’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
-8
Closed -$340 – 2348
2026
Q1 		$340 Hold
8
– – ﹤0.01% 2138
2025
Q4 		$478 Hold
8
– – ﹤0.01% 2098
2025
Q3 		$460 Hold
8
– – ﹤0.01% 2081
2025
Q2 		$433 Buy
+8
New +$362 ﹤0.01% 2079

Other funds holding PEGA

HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 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
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Advisornet Financial's PEGA Position: Q2 2026 in Review

Advisornet Financial sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 8 shares — an estimated $340 sold.

Advisornet Financial first reported a position in PEGA in Q2 2025 and held it in 4 quarters. The position peaked at $478 in Q4 2025. 75 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Advisornet Financial reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • Advisornet Financial sold 8 Pegasystems shares in Q2 2026, an estimated $340.
  • Advisornet Financial first reported a position in Pegasystems in Q2 2025 and held it in 4 quarters.
  • Advisornet Financial's Pegasystems position peaked at $478 in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.