Creative Planning

Position in PEGA — Pegasystems Inc

CIK 1540235 OVERLAND PARK, KS

Position in PEGA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,882,484

-$984,645 QoQ

Shares Held

96,179

+5.9% QoQ

Ownership

0.059%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#103

of 436 holders

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Creative Planning holds $804,282,438 across 108 Software - Application names. PEGA ranks #48 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	236,839	$60,275,525
2	SHOP	Shopify Inc.	469,832	$53,645,417
3	CRM	Salesforce, Inc.	336,625	$52,735,671
4	NOW	ServiceNow, Inc.	500,297	$49,669,485
5	ADP	Automatic Data Processing Inc	185,212	$41,478,226
6	CDNS	Cadence Design Systems Inc	90,759	$34,063,667
7	PAYX	Paychex Inc	321,743	$31,636,988
8	UBER	Uber Technologies, Inc	420,860	$30,369,257

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,882,484	96,179	+5.9%	Shares	Defined	2026-08-13
2026-03-31	$3,867,129	90,863	+204.9%	Shares	Sole	2026-05-12
2025-12-31	$1,779,835	29,803	+6.5%	Shares	Sole	2026-02-17
2025-09-30	$1,609,022	27,983	+59.6%	Shares	Sole	2025-11-14
2025-06-30	$948,790	17,528	+170.5%	Shares	Defined	2025-08-08
2025-03-31	$450,559	6,481	+37.8%	Shares	Sole	2025-05-15
2024-12-31	$438,226	4,702	+24.9%	Shares	Defined	2025-02-14
2024-09-30	$275,182	3,765	+2.5%	Shares	Defined	2024-10-11
2024-06-30	$222,266	3,672	-40.3%	Shares	Sole	2024-08-15
2023-06-30	$302,997	6,146	+13.8%	Shares	Sole	2023-07-21
2023-03-31	$261,792	5,400	-16.4%	Shares	Sole	2023-05-15
2022-12-31	$221,053	6,456	+322.5%	Shares	Sole	2023-02-10
2021-06-30	$212,682	1,528	-41.8%	Shares	Sole	2021-08-04
2020-09-30	$317,851	2,626	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.