Position in PEGA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$7,201,407
-$2,601,631 QoQ
Shares Held
169,206
+3.1% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PEGA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026CWM, LLC holds $322,778,063 across 144 Software - Application names. PEGA ranks #14 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
235,476 | $35,514,490 | |
| 2 | NOW |
ServiceNow, Inc.
|
265,929 | $27,802,876 | |
| 3 | CRM |
Salesforce, Inc.
|
137,932 | $25,747,766 | |
| 4 | UBER |
Uber Technologies, Inc
|
345,934 | $24,883,032 | |
| 5 | ADBE |
Adobe Inc.
|
88,129 | $21,422,397 | |
| 6 | MSTR |
Strategy Inc
|
162,715 | $20,257,654 | |
| 7 | ZM |
Zoom Communications, Inc.
|
205,948 | $16,556,159 | |
| 8 | INTU |
Intuit Inc.
|
24,481 | $10,585,094 |
All Filings in PEGA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,201,407 | 169,206 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,803,038 | 164,150 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,818,470 | 170,756 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $7,169,031 | 132,441 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,264,450 | 46,957 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,289,960 | 35,300 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,288,155 | 31,306 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,283,417 | 21,203 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $446,468 | 6,907 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $60,635 | 1,241 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $50,355 | 1,160 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $31,749 | 644 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $31,221 | 644 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $25,063 | 732 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $16,198 | 504 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $14,399 | 301 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $21,775 | 270 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $3,354 | 30 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||