Position in PEGA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$389
-$164 QoQ
Shares Held
13
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#411
of 434 holders
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEGA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $324,317 across 22 Software - Application names. PEGA ranks #21 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
510 | $104,560 | |
| 2 | ADP |
Automatic Data Processing Inc
|
353 | $79,054 | |
| 3 | PAYX |
Paychex Inc
|
348 | $34,218 | |
| 4 | INTU |
Intuit Inc.
|
86 | $22,446 | |
| 5 | ROP |
Roper Technologies Inc
|
64 | $21,656 | |
| 6 | CRM |
Salesforce, Inc.
|
109 | $17,075 | |
| 7 | TYL |
Tyler Technologies Inc
|
43 | $12,575 | |
| 8 | WDAY |
Workday, Inc.
|
61 | $7,467 |
All Filings in PEGA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389 | 13 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $553 | 13 | Shares | Sole | 2026-05-08 | |
| 2024-09-30 | $365 | 5 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||