Position in PEGA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$495,643
-$84,322 QoQ
Shares Held
16,538
+21.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#226
of 434 holders
Holding Since
Sep 2024
8 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, 2026Impact Partnership Wealth, LLC holds $8,101,878 across 11 Software - Application names. PEGA ranks #9 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
6,220 | $1,623,420 | |
| 2 | ADBE |
Adobe Inc.
|
7,725 | $1,583,779 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,224 | $722,014 | |
| 4 | DDOG |
Datadog, Inc.
|
2,569 | $668,864 | |
| 5 | RNG |
RingCentral, Inc.
|
14,169 | $552,307 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
1,463 | $549,093 | |
| 7 | PAYX |
Paychex Inc
|
5,574 | $548,091 | |
| 8 | NOW |
ServiceNow, Inc.
|
5,000 | $496,400 |
All Filings in PEGA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,643 | 16,538 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $579,965 | 13,627 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $499,259 | 8,360 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $399,280 | 6,944 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $307,674 | 5,684 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $204,041 | 2,935 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $228,433 | 2,451 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $207,063 | 2,833 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||