Position in PEGA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,808,716
+$278,843 QoQ
Shares Held
160,451
+50.8% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#83
of 436 holders
Holding Since
Sep 2025
4 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, 2026Vest Financial, LLC holds $276,344,095 across 21 Software - Application names. PEGA ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
499,747 | $111,918,339 | |
| 2 | CRM |
Salesforce, Inc.
|
373,995 | $58,590,056 | |
| 3 | ROP |
Roper Technologies Inc
|
141,970 | $48,041,227 | |
| 4 | YOU |
Clear Secure, Inc.
|
177,664 | $9,901,214 | |
| 5 | INTU |
Intuit Inc.
|
35,913 | $9,373,293 | |
| 6 | IDCC |
InterDigital, Inc.
|
28,057 | $7,943,778 | |
| 7 | PLUS |
Eplus Inc
|
67,861 | $5,648,071 | |
| 8 | PEGA |
Pegasystems Inc
This page
|
160,451 | $4,808,716 |
All Filings in PEGA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,808,716 | 160,451 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $4,529,873 | 106,435 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $3,435,512 | 57,527 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $1,515,010 | 26,348 | Shares | Defined | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||