DT
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Diversified Trust’s Pegasystems PEGA Stock Holding History

Diversified Trust’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 		$528K Buy
17,634
+6,270
+55% +$224K 0.01% 733
2026
Q1 		$484K Buy
11,364
+350
+3% +$16.3K 0.01% 695
2025
Q4 		$658K Buy
11,014
+18
+0.2% +$1.05K 0.01% 573
2025
Q3 		$632K Hold
10,996
– – 0.01% 554
2025
Q2 		$595K Sell
10,996
-3,018
-22% -$137K 0.01% 544
2025
Q1 		$487K Buy
14,014
+38
+0.3% +$1.68K 0.01% 583
2024
Q4 		$651K Sell
13,976
-3,490
-20% -$149K 0.02% 513
2024
Q3 		$638K Hold
17,466
– – 0.02% 524
2024
Q2 		$529K Buy
17,466
+4
+0% +$120 0.01% 530
2024
Q1 		$564K Hold
17,462
– – 0.02% 479
2023
Q4 		$427K Sell
17,462
-8
-0% -$187 0.01% 546
2023
Q3 		$379K Buy
+17,470
New +$428K 0.01% 548
2023
Q2 		– Sell
-15,258
Closed -$370K – 888
2023
Q1 		$370K Buy
+15,258
New +$321K 0.01% 559
2022
Q3 		– Sell
-12,616
Closed -$302K – 815
2022
Q2 		$302K Buy
+12,616
New +$377K 0.01% 561
2021
Q4 		– Sell
-4,706
Closed -$299K – 890
2021
Q3 		$299K Sell
4,706
-1,154
-20% -$76.8K 0.01% 594
2021
Q2 		$408K Buy
+5,860
New +$369K 0.01% 464

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Diversified Trust's PEGA Position: Q2 2026 in Review

Diversified Trust increased its Pegasystems (PEGA) stake by 55% in Q2 2026, buying an estimated $224K and bringing the position to 17,634 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #733.

Diversified Trust first reported a position in PEGA in Q2 2021 and has held it in 16 quarters since. The position peaked at $658K in Q4 2025. 37 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Diversified Trust held 17,634 shares of Pegasystems worth $528K as of Q2 2026.
  • Diversified Trust bought 6,270 Pegasystems shares in Q2 2026, an estimated $224K.
  • Pegasystems made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #733 holding.
  • Diversified Trust first reported a position in Pegasystems in Q2 2021 and has held it in 16 quarters since.
  • Diversified Trust's Pegasystems position peaked at $658K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.