Position in PEGA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$218,301
-$2,228,557 QoQ
Shares Held
7,284
-87.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#292
of 434 holders
Holding Since
Sep 2021
16 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, 2026Vontobel Holding Ltd. holds $733,794,090 across 40 Software - Application names. PEGA ranks #35 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
668,419 | $174,457,359 | |
| 2 | CRM |
Salesforce, Inc.
|
895,086 | $140,224,170 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
208,160 | $78,126,610 | |
| 4 | UBER |
Uber Technologies, Inc
|
753,167 | $54,348,528 | |
| 5 | NOW |
ServiceNow, Inc.
|
505,838 | $50,219,594 | |
| 6 | ADBE |
Adobe Inc.
|
230,215 | $47,198,676 | |
| 7 | ADSK |
Autodesk, Inc.
|
228,497 | $44,424,382 | |
| 8 | DDOG |
Datadog, Inc.
|
130,543 | $33,988,174 |
All Filings in PEGA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,301 | 7,284 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $2,446,858 | 57,492 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $3,358,831 | 56,243 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,283,709 | 57,108 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $3,421,015 | 63,200 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $2,855,603 | 41,076 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $3,521,748 | 37,787 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $3,717,868 | 50,867 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $3,521,574 | 58,179 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,757,199 | 58,125 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,712,951 | 55,525 | Shares | Defined | 2024-06-04 | |
| 2023-09-30 | $2,709,521 | 62,417 | Shares | Defined | 2024-06-04 | |
| 2023-06-30 | $2,848,159 | 57,772 | Shares | Defined | 2024-06-04 | |
| 2022-03-31 | $262,193 | 3,251 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $573,301 | 5,127 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $309,996 | 2,439 | Shares | Defined | 2021-10-29 | |
| No filing history on record for this holder in this stock. | ||||||