Y-Intercept (HK)’s Pegasystems PEGA Stock Holding History

Y-Intercept (HK)’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	$6.33M	Buy	211,348 +197,233	+1,397%	+$7.06M	0.13%	214
2026 Q1	$601K	Buy	+14,115	New	+$655K	0.01%	1216
2025 Q2	–	Sell	-25,174	Closed	-$875K	–	1924
2025 Q1	$875K	Buy	+25,174	New	+$1.11M	0.06%	455
2024 Q4	–	Sell	-34,396	Closed	-$1.26M	–	1544
2024 Q3	$1.26M	Buy	34,396 +9,976	+41%	+$329K	0.08%	351
2024 Q2	$739K	Buy	24,420 +1,710	+8%	+$51.2K	0.04%	636
2024 Q1	$734K	Buy	22,710 +2,686	+13%	+$75.4K	0.06%	514
2023 Q4	$489K	Buy	20,024 +3,052	+18%	+$71.4K	0.05%	607
2023 Q3	$368K	Buy	+16,972	New	+$415K	0.04%	678
2022 Q3	–	Sell	-18,032	Closed	-$431K	–	1201
2022 Q2	$431K	Buy	18,032 +12,804	+245%	+$383K	0.06%	473
2022 Q1	$211K	Buy	+5,228	New	+$235K	0.05%	599
2021 Q1	–	Sell	-3,910	Closed	-$257K	–	754
2020 Q4	$257K	Buy	+3,910	New	+$249K	0.11%	367

Other funds holding PEGA

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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Y-Intercept (HK)'s PEGA Position: Q2 2026 in Review

Y-Intercept (HK) increased its Pegasystems (PEGA) stake by 1,397% in Q2 2026, buying an estimated $7.06M and bringing the position to 211,348 shares worth $6.33M. The position accounts for 0.13% of the portfolio, ranked #214.

Y-Intercept (HK) first reported a position in PEGA in Q4 2020 and has held it in 11 quarters since. 61 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

Y-Intercept (HK) held 211,348 shares of Pegasystems worth $6.33M as of Q2 2026.
Y-Intercept (HK) bought 197,233 Pegasystems shares in Q2 2026, an estimated $7.06M.
Pegasystems made up 0.13% of Y-Intercept (HK)'s portfolio in Q2 2026, its #214 holding.
Y-Intercept (HK) first reported a position in Pegasystems in Q4 2020 and has held it in 11 quarters since.
61 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.