Position in PEGA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$224,355
-$239,251 QoQ
Shares Held
7,486
-31.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#288
of 434 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PEGA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Sanctuary Advisors, LLC holds $133,618,853 across 52 Software - Application names. PEGA ranks #44 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
152,430 | $17,404,457 | |
| 2 | NOW |
ServiceNow, Inc.
|
166,701 | $16,550,075 | |
| 3 | UBER |
Uber Technologies, Inc
|
213,553 | $15,409,984 | |
| 4 | CRM |
Salesforce, Inc.
|
88,075 | $13,797,829 | |
| 5 | PAYX |
Paychex Inc
|
87,371 | $8,591,190 | |
| 6 | SNOW |
Snowflake Inc.
|
26,039 | $6,626,925 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
17,616 | $6,611,637 | |
| 8 | ADBE |
Adobe Inc.
|
29,551 | $6,058,546 |
All Filings in PEGA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,355 | 7,486 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $463,606 | 10,893 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $489,345 | 8,194 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $346,897 | 6,033 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $334,848 | 6,186 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $434,964 | 4,667 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $325,104 | 4,448 | Shares | Sole | 2024-11-25 | |
| No filing history on record for this holder in this stock. | ||||||