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PEGA icon

NorthRock Partners’s Pegasystems PEGA Stock Holding History

NorthRock Partners’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 		$297K Sell
9,915
-3,512
-26% -$126K ﹤0.01% 541
2026
Q1 		$571K Buy
+13,427
New +$624K 0.01% 390

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIA
Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 1-Year Est. Return

NorthRock Partners's PEGA Position: Q2 2026 in Review

NorthRock Partners reduced its Pegasystems (PEGA) stake by 26% in Q2 2026, selling an estimated $126K and leaving 9,915 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

NorthRock Partners first reported a position in PEGA in Q1 2026 and has held it in 2 quarters since. The position peaked at $571K in Q1 2026. 278 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • NorthRock Partners held 9,915 shares of Pegasystems worth $297K as of Q2 2026.
  • NorthRock Partners sold 3,512 Pegasystems shares in Q2 2026, an estimated $126K.
  • Pegasystems made up ﹤0.01% of NorthRock Partners's portfolio in Q2 2026, its #541 holding.
  • NorthRock Partners first reported a position in Pegasystems in Q1 2026 and has held it in 2 quarters since.
  • NorthRock Partners's Pegasystems position peaked at $571K in Q1 2026.
  • 278 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.