Position in PEGA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$112,657
-$57,157 QoQ
Shares Held
3,759
-5.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#307
of 434 holders
Holding Since
Mar 2025
6 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, 2026Truvestments Capital LLC holds $8,592,807 across 35 Software - Application names. PEGA ranks #15 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
25,281 | $2,189,244 | |
| 2 | SHOP |
Shopify Inc.
|
13,757 | $1,570,774 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,742 | $838,020 | |
| 4 | INTA |
Intapp, Inc.
|
19,473 | $490,914 | |
| 5 | UPBD |
Upbound Group, Inc.
|
23,051 | $489,142 | |
| 6 | SSNC |
SS&C Technologies Holdings Inc
|
7,782 | $482,873 | |
| 7 | QTWO |
Q2 Holdings, Inc.
|
9,892 | $475,805 | |
| 8 | FRSH |
Freshworks Inc.
|
29,066 | $294,147 |
All Filings in PEGA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,657 | 3,759 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $169,814 | 3,990 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $218,216 | 3,654 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $80,845 | 1,406 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $25,765 | 476 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $18,631 | 268 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||