NAM
PEGA icon

NorthCrest Asset Manangement’s Pegasystems PEGA Stock Holding History

NorthCrest Asset Manangement’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
-5,102
Closed -$217K – 962
2026
Q1 		$217K Sell
5,102
-6,296
-55% -$292K 0.01% 705
2025
Q4 		$669K Buy
11,398
+3,196
+39% +$187K 0.01% 465
2025
Q3 		$452K Buy
8,202
+2,536
+45% +$140K 0.01% 526
2025
Q2 		$306K Buy
+5,666
New +$257K 0.01% 516

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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

NorthCrest Asset Manangement's PEGA Position: Q2 2026 in Review

NorthCrest Asset Manangement sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 5,102 shares — an estimated $217K sold.

NorthCrest Asset Manangement first reported a position in PEGA in Q2 2025 and held it in 4 quarters. The position peaked at $669K in Q4 2025. 37 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • NorthCrest Asset Manangement reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • NorthCrest Asset Manangement sold 5,102 Pegasystems shares in Q2 2026, an estimated $217K.
  • NorthCrest Asset Manangement first reported a position in Pegasystems in Q2 2025 and held it in 4 quarters.
  • NorthCrest Asset Manangement's Pegasystems position peaked at $669K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.