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CoreCap Advisors’s Pegasystems PEGA Stock Holding History

CoreCap 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 		$7.28K Sell
243
-186
-43% -$6.65K ﹤0.01% 2179
2026
Q1 		$18.3K Sell
429
-913
-68% -$42.4K ﹤0.01% 1704
2025
Q4 		$80.1K Sell
1,342
-118
-8% -$6.91K ﹤0.01% 1114
2025
Q3 		$84K Sell
1,460
-302
-17% -$16.6K ﹤0.01% 1103
2025
Q2 		$95.4K Buy
+1,762
New +$79.8K ﹤0.01% 999
2025
Q1 		– Sell
-222
Closed -$10.3K – 3259
2024
Q4 		$10.3K Buy
+222
New +$9.5K ﹤0.01% 1764

Other funds holding PEGA

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 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
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CoreCap Advisors's PEGA Position: Q2 2026 in Review

CoreCap Advisors reduced its Pegasystems (PEGA) stake by 43% in Q2 2026, selling an estimated $6.65K and leaving 243 shares worth $7.28K. The position accounts for ﹤0.01% of the portfolio, ranked #2179.

CoreCap Advisors first reported a position in PEGA in Q4 2024 and has held it in 6 quarters since. The position peaked at $95.4K in Q2 2025. 63 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • CoreCap Advisors held 243 shares of Pegasystems worth $7.28K as of Q2 2026.
  • CoreCap Advisors sold 186 Pegasystems shares in Q2 2026, an estimated $6.65K.
  • Pegasystems made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2179 holding.
  • CoreCap Advisors first reported a position in Pegasystems in Q4 2024 and has held it in 6 quarters since.
  • CoreCap Advisors's Pegasystems position peaked at $95.4K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.