Position in PEGA
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$433,845
-$179,444 QoQ
Shares Held
14,476
+0.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#234
of 434 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PEGA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026PRIVATE CLIENT SERVICES, LLC holds $1,877,865 across 3 Software - Application names. PEGA ranks #2 (23.1% of the industry book) .
All Filings in PEGA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,845 | 14,476 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $613,289 | 14,410 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $1,839,614 | 30,804 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,844,830 | 32,084 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,672,129 | 30,891 | Shares | Sole | 2025-07-01 | |
| No filing history on record for this holder in this stock. | ||||||