Position in PEGA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,224,984
-$4,790,694 QoQ
Shares Held
75,775
-43.5% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in PEGA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026IEQ CAPITAL, LLC holds $711,692,728 across 79 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
414,553 | $105,503,738 | |
| 2 | DDOG |
Datadog, Inc.
|
250,859 | $65,313,648 | |
| 3 | CRM |
Salesforce, Inc.
|
400,588 | $62,756,115 | |
| 4 | TEAM |
Atlassian Corp
|
621,954 | $48,381,800 | |
| 5 | CHYM |
Chime Financial, Inc.
|
2,291,398 | $46,927,831 | |
| 6 | UPBD |
Upbound Group, Inc.
|
1,770,257 | $37,564,853 | |
| 7 | ZM |
Zoom Communications, Inc.
|
314,566 | $27,150,191 | |
| 8 | WLTH |
Wealthfront Corp
|
2,763,569 | $24,706,306 |
All Filings in PEGA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,224,984 | 75,775 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $8,015,678 | 134,221 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $11,790,662 | 205,055 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $13,056,534 | 241,207 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $3,394,661 | 48,830 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $4,020,741 | 43,141 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $1,724,193 | 23,590 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,167,805 | 19,293 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,252,206 | 19,372 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $946,906 | 19,380 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $846,104 | 19,491 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $956,173 | 19,395 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $931,688 | 19,218 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $657,271 | 19,196 | Shares | Other | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||