Position in PEGA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,513,574
-$245,175 QoQ
Shares Held
50,503
+22.2% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#134
of 434 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in PEGA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026NewEdge Wealth, LLC holds $118,926,532 across 30 Software - Application names. PEGA ranks #17 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
484,707 | $48,121,710 | |
| 2 | UBER |
Uber Technologies, Inc
|
273,130 | $19,709,060 | |
| 3 | SHOP |
Shopify Inc.
|
58,253 | $6,651,327 | |
| 4 | IDCC |
InterDigital, Inc.
|
17,298 | $4,897,582 | |
| 5 | SNOW |
Snowflake Inc.
|
14,516 | $3,694,322 | |
| 6 | ADEA |
Adeia Inc.
|
101,185 | $3,332,022 | |
| 7 | SAP |
Sap SE
|
20,662 | $3,184,220 | |
| 8 | YOU |
Clear Secure, Inc.
|
51,324 | $2,860,286 |
All Filings in PEGA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,513,574 | 50,503 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,758,749 | 41,324 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,533,131 | 25,672 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,283,400 | 22,320 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $991,390 | 18,315 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $569,577 | 8,193 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||