Position in PEGA
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$393,339
-$172,089 QoQ
Shares Held
9,242
-2.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
7 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, 2026Sowell Financial Services LLC holds $18,415,298 across 18 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
120,770 | $8,714,763 | |
| 2 | SHOP |
Shopify Inc.
|
11,424 | $1,304,392 | |
| 3 | CRM |
Salesforce, Inc.
|
7,989 | $1,251,556 | |
| 4 | ADP |
Automatic Data Processing Inc
|
3,891 | $871,389 | |
| 5 | DDOG |
Datadog, Inc.
|
3,055 | $795,399 | |
| 6 | SNOW |
Snowflake Inc.
|
2,493 | $634,468 | |
| 7 | ADBE |
Adobe Inc.
|
3,017 | $618,545 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
1,540 | $577,992 |
All Filings in PEGA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $393,339 | 9,242 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $565,428 | 9,468 | Shares | Sole | 2026-01-21 | |
| 2021-03-31 | $217,017 | 1,898 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $5,863 | 44 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $5,325 | 44 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,969 | 59 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,849 | 40 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||