Yousif Capital Management’s Pegasystems PEGA Stock Holding History

Yousif 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	$751K	Sell	25,051 -1,647	-6%	-$58.9K	0.01%	1199
2026 Q1	$1.14M	Sell	26,698 -1,551	-5%	-$72K	0.01%	985
2025 Q4	$1.44M	Sell	28,249 -617	-2%	-$36.1K	0.02%	892
2025 Q3	$1.66M	Sell	28,866 -1,111	-4%	-$61.2K	0.02%	823
2025 Q2	$1.62M	Buy	+29,977	New	+$1.36M	0.02%	859

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

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

Yousif Capital Management reduced its Pegasystems (PEGA) stake by 6.2% in Q2 2026, selling an estimated $58.9K and leaving 25,051 shares worth $751K. The position accounts for 0.01% of the portfolio, ranked #1199.

Yousif Capital Management first reported a position in PEGA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.66M in Q3 2025. 61 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

Yousif Capital Management held 25,051 shares of Pegasystems worth $751K as of Q2 2026.
Yousif Capital Management sold 1,647 Pegasystems shares in Q2 2026, an estimated $58.9K.
Pegasystems made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1199 holding.
Yousif Capital Management first reported a position in Pegasystems in Q2 2025 and has held it in 5 quarters since.
Yousif Capital Management's Pegasystems position peaked at $1.66M in Q3 2025.
61 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.