Position in PEGA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$14,925
+$1,987 QoQ
Shares Held
498
+63.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#348
of 434 holders
Holding Since
Mar 2026
2 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, 2026Centerpoint Advisors, LLC holds $343,027 across 11 Software - Application names. PEGA ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
780 | $159,915 | |
| 2 | CRM |
Salesforce, Inc.
|
269 | $42,141 | |
| 3 | NOW |
ServiceNow, Inc.
|
350 | $34,748 | |
| 4 | ADP |
Automatic Data Processing Inc
|
125 | $27,993 | |
| 5 | YOU |
Clear Secure, Inc.
|
456 | $25,412 | |
| 6 | UBER |
Uber Technologies, Inc
|
210 | $15,153 | |
| 7 | BSY |
Bentley Systems Inc
|
505 | $15,094 | |
| 8 | PEGA |
Pegasystems Inc
This page
|
498 | $14,925 |
All Filings in PEGA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,925 | 498 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $12,938 | 304 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||