Position in PEGA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$42,166,620
-$5,650,304 QoQ
Shares Held
1,406,961
+25.2% QoQ
Ownership
0.856%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#15
of 434 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 67%
Shared 14%
None 19%
Common Shares in PEGA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Copeland Capital Management, LLC holds $153,373,894 across 10 Software - Application names. PEGA ranks #2 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YOU |
Clear Secure, Inc.
|
1,682,498 | $93,765,612 | |
| 2 | PEGA |
Pegasystems Inc
This page
|
1,406,961 | $42,166,620 | |
| 3 | BSY |
Bentley Systems Inc
|
546,221 | $16,326,544 | |
| 4 | CRM |
Salesforce, Inc.
|
3,643 | $570,712 | |
| 5 | SSNC |
SS&C Technologies Holdings Inc
|
2,816 | $174,732 | |
| 6 | TRAK |
ReposiTrak, Inc.
|
9,633 | $86,697 | |
| 7 | KARO |
Karooooo Ltd.
|
1,756 | $86,676 | |
| 8 | IMMR |
Immersion Corp
|
12,681 | $85,850 |
All Filings in PEGA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,166,620 | 1,406,961 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $47,816,924 | 1,123,518 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||