Lifestyle Asset Management, Inc.

Position in PEGA — Pegasystems Inc

CIK 1845675 Friendswood, TX

Position in PEGA

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,670,827

+$189,484 QoQ

Shares Held

55,750

+60.2% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#127

of 434 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Lifestyle Asset Management, Inc. holds $5,775,610 across 5 Software - Application names. PEGA ranks #3 (28.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	8,453	$1,733,034
2	DOCU	Docusign, Inc.	37,931	$1,684,895
3	PEGA	Pegasystems Inc This page	55,750	$1,670,827
4	PCTY	Paylocity Holding Corp	3,422	$357,701
5	ADSK	Autodesk, Inc.	1,693	$329,153

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,670,827	55,750	+60.2%	Shares	Sole	2026-07-20
2026-03-31	$1,481,343	34,806	+28.7%	Shares	Sole	2026-04-10
2025-12-31	$1,614,530	27,035	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.