Steward Partners Investment Advisory, LLC
Position in PEGA — Pegasystems Inc
CIK 1723397
STAMFORD, CT
Position in PEGA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$48,641
-$135,558 QoQ
Shares Held
1,623
-62.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#328
of 434 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $135,269,236 across 89 Software - Application names. PEGA ranks #41 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
473,715 | $34,183,274 | |
| 2 | CRM |
Salesforce, Inc.
|
180,521 | $28,280,419 | |
| 3 | ADP |
Automatic Data Processing Inc
|
60,377 | $13,521,429 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
32,031 | $12,021,874 | |
| 5 | NOW |
ServiceNow, Inc.
|
115,761 | $11,492,752 | |
| 6 | ADBE |
Adobe Inc.
|
30,789 | $6,312,360 | |
| 7 | SHOP |
Shopify Inc.
|
48,093 | $5,491,258 | |
| 8 | PAYX |
Paychex Inc
|
43,358 | $4,263,392 |
All Filings in PEGA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,641 | 1,623 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $184,199 | 4,328 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $306,363 | 5,130 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $171,465 | 2,982 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $75,782 | 1,400 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $48,664 | 700 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $65,240 | 700 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $51,163 | 700 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $42,371 | 700 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $47,316 | 732 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $34,202 | 700 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $30,387 | 700 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $34,510 | 700 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $33,936 | 700 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $23,968 | 700 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $22,498 | 700 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $24,828 | 519 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $40,325 | 500 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $33,546 | 300 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $38,130 | 300 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $41,757 | 300 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $34,302 | 300 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $39,978 | 300 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $36,312 | 300 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $30,351 | 300 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $42,738 | 600 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||