Position in PEGA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$528,490
+$44,839 QoQ
Shares Held
17,634
+55.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#218
of 434 holders
Holding Since
Jun 2021
16 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, 2026Diversified Trust Co holds $41,600,601 across 36 Software - Application names. PEGA ranks #23 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
54,761 | $5,436,672 | |
| 2 | SNOW |
Snowflake Inc.
|
19,806 | $5,040,627 | |
| 3 | INTU |
Intuit Inc.
|
12,077 | $3,152,097 | |
| 4 | ADP |
Automatic Data Processing Inc
|
13,683 | $3,064,307 | |
| 5 | ADBE |
Adobe Inc.
|
11,445 | $2,346,453 | |
| 6 | CRM |
Salesforce, Inc.
|
11,018 | $1,726,079 | |
| 7 | CVLT |
Commvault Systems Inc
|
11,246 | $1,593,895 | |
| 8 | DDOG |
Datadog, Inc.
|
5,605 | $1,459,317 |
All Filings in PEGA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $528,490 | 17,634 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $483,651 | 11,364 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $657,756 | 11,014 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $632,270 | 10,996 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $595,213 | 10,996 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $487,126 | 7,007 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $651,281 | 6,988 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $638,294 | 8,733 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $528,608 | 8,733 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $564,371 | 8,731 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $426,596 | 8,731 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $379,186 | 8,735 | Shares | Sole | 2023-11-17 | |
| 2023-03-31 | $369,853 | 7,629 | Shares | Sole | 2023-04-07 | |
| 2022-06-30 | $301,774 | 6,308 | Shares | Sole | 2022-07-12 | |
| 2021-09-30 | $299,066 | 2,353 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $407,826 | 2,930 | Shares | Sole | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||