Financial Management Professionals’s Pegasystems PEGA Stock Holding History

Financial Management Professionals’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	-416	Closed	-$17.7K	–	1090
2026 Q1	$17.7K	Sell	416 -4	-1%	-$186	﹤0.01%	436
2025 Q4	$25.1K	Buy	420 +4	+1%	+$234	﹤0.01%	357
2025 Q3	$23.9K	Sell	416 -128	-24%	-$7.05K	﹤0.01%	368
2025 Q2	$29.4K	Sell	544 -892	-62%	-$40.4K	﹤0.01%	344
2025 Q1	$49.9K	Sell	1,436 -124	-8%	-$5.48K	0.01%	260
2024 Q4	$72.7K	Sell	1,560 -10	-0.6%	-$428	0.01%	220
2024 Q3	$57K	Buy	+1,570	New	+$51.7K	0.01%	249

Other funds holding PEGA

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return