Position in PEGA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$268,042
+$23,370 QoQ
Shares Held
6,298
+53.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PEGA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CHOREO, LLC holds $57,902,228 across 35 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
57,568 | $12,892,353 | |
| 2 | UBER |
Uber Technologies, Inc
|
91,256 | $6,585,032 | |
| 3 | CRM |
Salesforce, Inc.
|
24,083 | $3,772,842 | |
| 4 | SHOP |
Shopify Inc.
|
32,836 | $3,749,214 | |
| 5 | NOW |
ServiceNow, Inc.
|
37,381 | $3,711,185 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
6,098 | $2,288,701 | |
| 7 | FICO |
Fair Isaac Corp
|
1,857 | $2,218,706 | |
| 8 | PAYX |
Paychex Inc
|
21,781 | $2,141,725 |
All Filings in PEGA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $268,042 | 6,298 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $244,672 | 4,097 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $262,142 | 4,559 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $271,840 | 5,022 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $228,806 | 2,455 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||