Position in PEGA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,654,643
+$179,939 QoQ
Shares Held
55,210
+59.3% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#128
of 434 holders
Holding Since
Mar 2024
7 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, 2026Janney Montgomery Scott LLC holds $446,020,215 across 58 Software - Application names. PEGA ranks #25 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
965,792 | $69,691,550 | |
| 2 | ADP |
Automatic Data Processing Inc
|
254,078 | $56,900,768 | |
| 3 | NOW |
ServiceNow, Inc.
|
338,446 | $33,600,918 | |
| 4 | CRM |
Salesforce, Inc.
|
209,167 | $32,768,102 | |
| 5 | YOU |
Clear Secure, Inc.
|
574,411 | $32,011,925 | |
| 6 | SHOP |
Shopify Inc.
|
242,597 | $27,699,725 | |
| 7 | INTU |
Intuit Inc.
|
91,955 | $24,000,255 | |
| 8 | SNOW |
Snowflake Inc.
|
89,073 | $22,669,078 |
All Filings in PEGA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,654,643 | 55,210 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,474,704 | 34,650 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,066,849 | 34,609 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,661,692 | 28,899 | Shares | Sole | 2025-10-27 | |
| 2024-12-31 | $289,386 | 3,105 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $226,944 | 3,105 | Shares | Sole | 2024-10-29 | |
| 2024-03-31 | $757,710 | 11,722 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||