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Concurrent Investment Advisors’s Pegasystems PEGA Stock Holding History

Concurrent Investment Advisors’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 		$724K Buy
24,141
+917
+4% +$32.8K 0.01% 1182
2026
Q1 		$988K Buy
23,224
+17,099
+279% +$794K 0.01% 885
2025
Q4 		$366K Buy
+6,125
New +$359K ﹤0.01% 1289

Other funds holding PEGA

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Concurrent Investment Advisors's PEGA Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Pegasystems (PEGA) stake by 3.9% in Q2 2026, buying an estimated $32.8K and bringing the position to 24,141 shares worth $724K. The position accounts for 0.01% of the portfolio, ranked #1182.

Concurrent Investment Advisors first reported a position in PEGA in Q4 2025 and has held it in 3 quarters since. The position peaked at $988K in Q1 2026. 144 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Concurrent Investment Advisors held 24,141 shares of Pegasystems worth $724K as of Q2 2026.
  • Concurrent Investment Advisors bought 917 Pegasystems shares in Q2 2026, an estimated $32.8K.
  • Pegasystems made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1182 holding.
  • Concurrent Investment Advisors first reported a position in Pegasystems in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Pegasystems position peaked at $988K in Q1 2026.
  • 144 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

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