Position in PEGA
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$244,039
-$145,335 QoQ
Shares Held
5,734
-12.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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, 2026American Trust holds $2,715,101 across 5 Software - Application names.
All Filings in PEGA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $244,039 | 5,734 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $389,374 | 6,520 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $374,900 | 6,520 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||