Position in PEGA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,123,095
-$259,977 QoQ
Shares Held
37,474
+15.3% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#159
of 434 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in PEGA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LPL Financial LLC holds $1,954,315,123 across 106 Software - Application names. PEGA ranks #58 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
2,087,834 | $207,280,159 | |
| 2 | UBER |
Uber Technologies, Inc
|
2,717,170 | $196,070,987 | |
| 3 | CRM |
Salesforce, Inc.
|
1,227,518 | $192,302,969 | |
| 4 | SHOP |
Shopify Inc.
|
1,658,508 | $189,368,443 | |
| 5 | ADP |
Automatic Data Processing Inc
|
810,178 | $181,439,363 | |
| 6 | PAYX |
Paychex Inc
|
1,503,466 | $147,835,811 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
344,314 | $129,227,930 | |
| 8 | SNOW |
Snowflake Inc.
|
481,353 | $122,504,338 |
All Filings in PEGA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,123,095 | 37,474 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,383,072 | 32,497 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,893,960 | 31,714 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,962,647 | 34,133 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,532,528 | 28,312 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $975,226 | 14,028 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,024,734 | 10,995 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $339,941 | 4,651 | Shares | Sole | 2024-11-08 | |
| 2022-03-31 | $529,305 | 6,563 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $779,944 | 6,975 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,005,996 | 7,915 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,122,428 | 8,064 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $905,572 | 7,920 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,040,094 | 7,805 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $962,025 | 7,948 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $718,408 | 7,101 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $459,647 | 6,453 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||