Position in PEGA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,267,581
+$62,197 QoQ
Shares Held
42,295
+49.3% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#146
of 434 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEGA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026&PARTNERS holds $295,228,511 across 41 Software - Application names. PEGA ranks #21 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
318,744 | $71,382,718 | |
| 2 | CRM |
Salesforce, Inc.
|
276,936 | $43,384,793 | |
| 3 | NOW |
ServiceNow, Inc.
|
425,268 | $42,220,607 | |
| 4 | PAYX |
Paychex Inc
|
398,076 | $39,142,813 | |
| 5 | UBER |
Uber Technologies, Inc
|
190,589 | $13,752,902 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
28,177 | $10,575,391 | |
| 7 | SNOW |
Snowflake Inc.
|
39,824 | $10,135,208 | |
| 8 | SHOP |
Shopify Inc.
|
86,703 | $9,899,748 |
All Filings in PEGA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,267,581 | 42,295 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,205,384 | 28,322 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,196,908 | 20,042 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,195,712 | 20,795 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $366,351 | 6,768 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $224,341 | 3,227 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||