Position in PEGA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$721,557
-$208,166 QoQ
Shares Held
24,076
+10.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#199
of 434 holders
Holding Since
Sep 2020
7 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in PEGA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $99,490,223 across 44 Software - Application names. PEGA ranks #33 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
68,031 | $10,657,736 | |
| 2 | NOW |
ServiceNow, Inc.
|
84,025 | $8,342,002 | |
| 3 | PAYX |
Paychex Inc
|
65,946 | $6,484,470 | |
| 4 | UBER |
Uber Technologies, Inc
|
86,931 | $6,272,940 | |
| 5 | INTU |
Intuit Inc.
|
17,997 | $4,697,217 | |
| 6 | ADP |
Automatic Data Processing Inc
|
20,356 | $4,558,726 | |
| 7 | ADBE |
Adobe Inc.
|
21,660 | $4,440,733 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
11,814 | $4,434,030 |
All Filings in PEGA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $721,557 | 24,076 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $929,723 | 21,845 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,674,250 | 28,035 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,436,867 | 24,989 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,373,657 | 25,377 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $642,642 | 9,244 | Shares | Sole | 2025-08-01 | |
| 2020-09-30 | $200,805 | 1,659 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||