Position in PEGA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$411,458
-$806,694 QoQ
Shares Held
13,729
-52.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#238
of 434 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in PEGA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $530,136,914 across 89 Software - Application names. PEGA ranks #59 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
648,385 | $101,575,994 | |
| 2 | ADP |
Automatic Data Processing Inc
|
414,377 | $92,799,729 | |
| 3 | FICO |
Fair Isaac Corp
|
54,431 | $65,033,070 | |
| 4 | NOW |
ServiceNow, Inc.
|
232,833 | $23,115,660 | |
| 5 | UBER |
Uber Technologies, Inc
|
299,817 | $21,634,794 | |
| 6 | INTU |
Intuit Inc.
|
81,726 | $21,330,486 | |
| 7 | ADBE |
Adobe Inc.
|
100,313 | $20,566,171 | |
| 8 | PAYX |
Paychex Inc
|
185,341 | $18,224,580 |
All Filings in PEGA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,458 | 13,729 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,218,152 | 28,622 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,355,524 | 22,698 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,374,882 | 23,911 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,225,340 | 22,637 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $530,785 | 7,635 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $497,035 | 5,333 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $273,137 | 3,737 | Shares | Sole | 2024-11-14 | |
| 2022-12-31 | $245,535 | 7,171 | Shares | Sole | 2023-02-15 | |
| 2022-06-30 | $158,876 | 3,321 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $106,941 | 1,326 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $70,670 | 632 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $78,674 | 619 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $85,045 | 611 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $58,199 | 509 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $47,040 | 353 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $46,358 | 383 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $38,646 | 382 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||