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Evergreen Capital Management’s Pegasystems PEGA Stock Holding History

Evergreen Capital 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
-12,056
Closed -$513K – 1640
2026
Q1 		$513K Buy
+12,056
New +$560K 0.01% 771

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First Trust Advisors
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State Street
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Dimensional Fund Advisors
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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

Evergreen Capital Management's PEGA Position: Q2 2026 in Review

Evergreen Capital Management sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 12,056 shares — an estimated $513K sold.

Evergreen Capital Management first reported a position in PEGA in Q1 2026 and held it in 1 quarter. The position peaked at $513K in Q1 2026. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Evergreen Capital Management reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 12,056 Pegasystems shares in Q2 2026, an estimated $513K.
  • Evergreen Capital Management first reported a position in Pegasystems in Q1 2026 and held it in 1 quarter.
  • Evergreen Capital Management's Pegasystems position peaked at $513K in Q1 2026.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.