SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in PEGA — Pegasystems Inc
CIK 1531593
NEW YORK, NY
Position in PEGA
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$15,960
-$55,110 QoQ
Shares Held
375
-69.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
4 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, 2026SUMMIT SECURITIES GROUP LLC holds $1,546,421 across 25 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DBD |
DIEBOLD NIXDORF, Inc
|
4,687 | $398,488 | |
| 2 | RNG |
RingCentral, Inc.
|
3,720 | $145,005 | |
| 3 | FROG |
JFrog Ltd
|
1,425 | $129,504 | |
| 4 | DOCU |
Docusign, Inc.
|
2,308 | $102,521 | |
| 5 | FSLY |
Fastly, Inc.
|
5,100 | $93,636 | |
| 6 | MSTR |
Strategy Inc
|
1,056 | $91,798 | |
| 7 | FIG |
Figma, Inc.
|
5,000 | $90,450 | |
| 8 | NOW |
ServiceNow, Inc.
|
739 | $73,367 |
All Filings in PEGA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,960 | 375 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $71,070 | 1,236 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $60 | 1 | Shares | Sole | 2024-07-26 | |
| 2022-12-31 | $479 | 14 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||