Position in PEGA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$74,777
+$51,726 QoQ
Shares Held
1,757
+355.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in PEGA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Parkside Financial Bank & Trust holds $7,098,676 across 87 Software - Application names. PEGA ranks #27 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
5,001 | $1,016,102 | |
| 2 | UBER |
Uber Technologies, Inc
|
8,092 | $582,057 | |
| 3 | ADBE |
Adobe Inc.
|
2,128 | $517,273 | |
| 4 | CRM |
Salesforce, Inc.
|
2,765 | $516,142 | |
| 5 | NOW |
ServiceNow, Inc.
|
4,872 | $509,366 | |
| 6 | INTU |
Intuit Inc.
|
1,084 | $468,699 | |
| 7 | TYL |
Tyler Technologies Inc
|
941 | $322,178 | |
| 8 | PCTY |
Paylocity Holding Corp
|
2,007 | $216,835 |
All Filings in PEGA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,777 | 1,757 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $23,051 | 386 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,320 | 336 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $17,970 | 332 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $10,636 | 153 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $14,259 | 153 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $45,607 | 624 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $36,681 | 606 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $38,136 | 590 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $25,895 | 530 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $7,205 | 166 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,182 | 166 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $8,047 | 166 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $62,692 | 1,831 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $58,205 | 1,811 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $82,523 | 1,725 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $140,975 | 1,748 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $180,700 | 1,616 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $201,706 | 1,587 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $218,110 | 1,567 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $177,455 | 1,552 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $222,277 | 1,668 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $189,427 | 1,565 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $175,327 | 1,733 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $121,091 | 1,700 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||