Position in PEGA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$18,021,860
-$959,304 QoQ
Shares Held
601,330
+34.8% QoQ
Ownership
0.366%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#41
of 436 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,084,779,072 across 80 Software - Application names. PEGA ranks #22 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
5,606,516 | $404,566,194 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,271,429 | $284,736,524 | |
| 3 | PAYX |
Paychex Inc
|
2,764,004 | $271,784,513 | |
| 4 | NOW |
ServiceNow, Inc.
|
2,135,278 | $211,990,399 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
561,882 | $210,885,552 | |
| 6 | SHOP |
Shopify Inc.
|
1,827,570 | $208,671,942 | |
| 7 | SNOW |
Snowflake Inc.
|
737,847 | $187,782,061 | |
| 8 | CRM |
Salesforce, Inc.
|
1,001,763 | $156,936,191 |
All Filings in PEGA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,021,860 | 601,330 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $18,981,164 | 445,986 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $12,181,088 | 203,970 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,771,285 | 204,718 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $9,127,617 | 168,624 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,838,592 | 69,600 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,115,582 | 33,429 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,854,585 | 25,374 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $881,135 | 14,557 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $210,855 | 3,262 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $268,241 | 5,490 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $227,598 | 5,243 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $285,101 | 5,783 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $406,165 | 8,378 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,013,038 | 58,792 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,050,307 | 63,793 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,230,539 | 67,528 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,611,143 | 69,574 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $7,629,366 | 68,229 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $8,384,532 | 65,968 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $8,498,106 | 61,054 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $6,194,712 | 54,178 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $6,439,123 | 48,320 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $5,676,291 | 46,896 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $3,788,512 | 37,447 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,600,464 | 36,508 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||