Position in PEGA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$482,934
-$646,436 QoQ
Shares Held
16,114
-39.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#229
of 434 holders
Holding Since
Mar 2023
9 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, 2026Advisory Services Network, LLC holds $85,499,861 across 43 Software - Application names. PEGA ranks #31 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
119,333 | $11,847,372 | |
| 2 | SHOP |
Shopify Inc.
|
83,545 | $9,539,163 | |
| 3 | UBER |
Uber Technologies, Inc
|
110,224 | $7,953,755 | |
| 4 | ADBE |
Adobe Inc.
|
29,789 | $6,107,336 | |
| 5 | CRM |
Salesforce, Inc.
|
33,166 | $5,195,779 | |
| 6 | IDCC |
InterDigital, Inc.
|
17,704 | $5,012,533 | |
| 7 | SNOW |
Snowflake Inc.
|
15,029 | $3,824,877 | |
| 8 | PAYX |
Paychex Inc
|
35,615 | $3,502,015 |
All Filings in PEGA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,934 | 16,114 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,129,370 | 26,536 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,503,628 | 25,178 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,424,332 | 24,771 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $737,629 | 13,627 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $373,266 | 4,005 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $200,384 | 3,100 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $167,443 | 3,427 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $132,398 | 2,731 | Shares | Sole | 2023-05-17 | |
| No filing history on record for this holder in this stock. | ||||||