Position in PEGA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$308,241
+$19,046 QoQ
Shares Held
10,285
+51.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#254
of 434 holders
Holding Since
Dec 2025
3 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, 2026Advisor Resource Council holds $624,537 across 2 Software - Application names. PEGA ranks #2 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
2,019 | $316,296 | |
| 2 | PEGA |
Pegasystems Inc
This page
|
10,285 | $308,241 |
All Filings in PEGA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,241 | 10,285 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $289,195 | 6,795 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $345,480 | 5,785 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||