Global Retirement Partners, LLC

Pension

Position in PEGA — Pegasystems Inc

CIK 1749744 San Rafael, CA

Position in PEGA

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$40,789

-$21,678 QoQ

Shares Held

1,361

+30.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#331

of 434 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Technology · as of Jun 30, 2026

Global Retirement Partners, LLC holds $40,012,178 across 105 Software - Application names. PEGA ranks #47 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	79,680	$7,910,630
2	UBER	Uber Technologies, Inc	78,687	$5,678,053
3	CDNS	Cadence Design Systems Inc	8,460	$3,175,207
4	CRM	Salesforce, Inc.	17,943	$2,810,950
5	PAYX	Paychex Inc	20,401	$2,006,030
6	SHOP	Shopify Inc.	17,150	$1,958,187
7	SNOW	Snowflake Inc.	6,600	$1,679,700
8	DDOG	Datadog, Inc.	6,336	$1,649,640

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,789	1,361	+30.1%	Shares	Sole	2026-08-06
2025-12-31	$62,467	1,046	-21.4%	Shares	Sole	2026-02-06
2025-09-30	$76,532	1,331	+20.5%	Shares	Sole	2025-10-21
2025-06-30	$59,813	1,105	+40.1%	Shares	Sole	2025-08-12
2024-12-31	$73,534	789	+48.0%	Shares	Sole	2025-01-31
2024-09-30	$38,956	533	+124.9%	Shares	Sole	2024-10-16
2024-06-30	$14,345	237	+746.4%	Shares	Sole	2024-07-23
2024-03-31	$1,809	28	0.0%	Shares	Sole	2024-04-23
2023-12-31	$1,368	28	0.0%	Shares	Sole	2024-01-18
2023-09-30	$1,215	28	0.0%	Shares	Sole	2023-10-13
2023-06-30	$1,380	28	0.0%	Shares	Sole	2023-07-20
2023-03-31	$1,357	28	—	Shares	Sole	2023-05-08
No filing history on record for this holder in this stock.