Position in PEGA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$16,616,866
-$12,604,830 QoQ
Shares Held
554,450
-19.2% QoQ
Ownership
0.337%
of shares outstanding
% of Portfolio
2.28%
of 13F equity value
Holder Rank
#47
of 434 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, 2026HERALD INVESTMENT MANAGEMENT Ltd holds $112,212,735 across 20 Software - Application names. PEGA ranks #1 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEGA |
Pegasystems Inc
This page
|
554,450 | $16,616,866 | |
| 2 | RDVT |
Red Violet, Inc.
|
254,250 | $16,200,810 | |
| 3 | FROG |
JFrog Ltd
|
153,550 | $13,954,624 | |
| 4 | PDFS |
Pdf Solutions Inc
|
119,667 | $8,471,226 | |
| 5 | DSGX |
Descartes Systems Group Inc
|
108,000 | $7,477,920 | |
| 6 | ALKT |
Alkami Technology, Inc.
|
400,000 | $7,248,000 | |
| 7 | APPS |
Digital Turbine, Inc.
|
550,329 | $7,099,244 | |
| 8 | PLUS |
Eplus Inc
|
67,500 | $5,618,025 |
All Filings in PEGA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,616,866 | 554,450 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $29,221,696 | 686,600 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $42,018,992 | 703,600 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $40,457,000 | 703,600 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $38,085,868 | 703,600 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $24,457,136 | 351,800 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $32,387,000 | 347,500 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $25,398,775 | 347,500 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $21,034,175 | 347,500 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $22,462,400 | 347,500 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $15,952,790 | 326,500 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,173,365 | 326,500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $16,096,450 | 326,500 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $15,828,720 | 326,500 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $11,179,360 | 326,500 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $10,493,710 | 326,500 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $15,619,760 | 326,500 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $26,332,225 | 326,500 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $35,670,580 | 319,000 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $40,544,900 | 319,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $44,401,610 | 319,000 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $36,474,460 | 319,000 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $42,509,940 | 319,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $40,584,712 | 335,300 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $33,922,301 | 335,300 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $23,883,419 | 335,300 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||