LRI Investments’s Pegasystems PEGA Stock Holding History

LRI Investments’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	$4.75K	Buy	158 +2	+1%	+$72	﹤0.01%	1154
2026 Q1	$6.66K	Hold	156	–	–	﹤0.01%	1002
2025 Q4	$9.34K	Hold	156	–	–	﹤0.01%	889
2025 Q3	$8.99K	Hold	156	–	–	﹤0.01%	903
2025 Q2	$8.47K	Hold	156	–	–	﹤0.01%	879
2025 Q1	$5.45K	Hold	156	–	–	﹤0.01%	924
2024 Q4	$7.31K	Hold	156	–	–	﹤0.01%	838
2024 Q3	$6.94K	Hold	156	–	–	﹤0.01%	857
2024 Q2	$4.75K	Hold	156	–	–	﹤0.01%	907
2024 Q1	$5.07K	Buy	+156	New	+$4.38K	﹤0.01%	624

Other funds holding PEGA

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

LRI Investments's PEGA Position: Q2 2026 in Review

LRI Investments increased its Pegasystems (PEGA) stake by 1.3% in Q2 2026, buying an estimated $72 and bringing the position to 158 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

LRI Investments first reported a position in PEGA in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.34K in Q4 2025. 125 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

LRI Investments held 158 shares of Pegasystems worth $4.75K as of Q2 2026.
LRI Investments bought 2 Pegasystems shares in Q2 2026, an estimated $72.
Pegasystems made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1154 holding.
LRI Investments first reported a position in Pegasystems in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Pegasystems position peaked at $9.34K in Q4 2025.
125 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.