Raleigh Capital Management’s Pegasystems PEGA Stock Holding History

Raleigh 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	$364	Sell	12 -1,707	-99%	-$61.1K	﹤0.01%	474
2026 Q1	$73.2K	Buy	1,719 +91	+6%	+$4.23K	0.03%	255
2025 Q4	$97.2K	Buy	1,628 +35	+2%	+$2.05K	0.04%	237
2025 Q3	$91.6K	Buy	1,593 +63	+4%	+$3.47K	0.03%	239
2025 Q2	$82.8K	Buy	+1,530	New	+$69.3K	0.03%	248
2025 Q1	–	Sell	-20	Closed	-$932	–	903
2024 Q4	$932	Hold	20	–	–	﹤0.01%	901
2024 Q3	$731	Hold	20	–	–	﹤0.01%	908
2024 Q2	$605	Hold	20	–	–	﹤0.01%	895
2024 Q1	$646	Buy	20 +10	+100%	+$281	﹤0.01%	874
2023 Q4	$244	Buy	+10	New	+$234	﹤0.01%	1038
2023 Q2	–	Sell	-668	Closed	-$16.2K	–	894
2023 Q1	$16.2K	Buy	+668	New	+$14.1K	0.01%	408

Other funds holding PEGA

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

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

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

Raleigh Capital Management reduced its Pegasystems (PEGA) stake by 99% in Q2 2026, selling an estimated $61.1K and leaving 12 shares worth $364. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Raleigh Capital Management first reported a position in PEGA in Q1 2023 and has held it in 11 quarters since. The position peaked at $97.2K in Q4 2025. 61 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

Raleigh Capital Management held 12 shares of Pegasystems worth $364 as of Q2 2026.
Raleigh Capital Management sold 1,707 Pegasystems shares in Q2 2026, an estimated $61.1K.
Pegasystems made up ﹤0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #474 holding.
Raleigh Capital Management first reported a position in Pegasystems in Q1 2023 and has held it in 11 quarters since.
Raleigh Capital Management's Pegasystems position peaked at $97.2K in Q4 2025.
61 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.