Position in PEGA
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$221,524
+$1,038 QoQ
Shares Held
5,205
+41.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
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, 2026RETIREMENT GUYS FORMULA LLC holds $2,518,512 across 3 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 | $221,524 | 5,205 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $220,486 | 3,692 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $212,060 | 3,688 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||