Position in PEGA
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$215,438
-$85,729 QoQ
Shares Held
5,062
+0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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, 2026Frank, Rimerman Advisors LLC holds $15,292,240 across 20 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
5,019 | $1,883,731 | |
| 2 | CRM |
Salesforce, Inc.
|
9,636 | $1,509,575 | |
| 3 | SAP |
Sap SE
|
8,480 | $1,306,852 | |
| 4 | SHOP |
Shopify Inc.
|
10,661 | $1,217,272 | |
| 5 | ADP |
Automatic Data Processing Inc
|
5,413 | $1,212,241 | |
| 6 | PAYX |
Paychex Inc
|
11,690 | $1,149,477 | |
| 7 | DDOG |
Datadog, Inc.
|
4,103 | $1,068,257 | |
| 8 | ADBE |
Adobe Inc.
|
4,050 | $830,331 |
All Filings in PEGA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $215,438 | 5,062 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $301,167 | 5,043 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $288,880 | 5,024 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $271,949 | 5,024 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $217,994 | 2,339 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||