Position in PEGA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$80,409,566
-$26,800,008 QoQ
Shares Held
2,683,002
+6.5% QoQ
Ownership
1.63%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#8
of 436 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 88%
Shared 7%
None 5%
Common Shares in PEGA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $7,598,280,577 across 116 Software - Application names. PEGA ranks #30 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,820,559 | $598,528,770 | |
| 2 | UBER |
Uber Technologies, Inc
|
7,868,039 | $567,757,692 | |
| 3 | ADP |
Automatic Data Processing Inc
|
2,402,866 | $538,121,838 | |
| 4 | ADBE |
Adobe Inc.
|
1,635,336 | $335,276,584 | |
| 5 | ADSK |
Autodesk, Inc.
|
1,470,330 | $285,861,555 | |
| 6 | PAYX |
Paychex Inc
|
2,706,479 | $266,128,078 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
602,033 | $225,955,023 | |
| 8 | ZM |
Zoom Communications, Inc.
|
2,485,675 | $214,538,608 |
All Filings in PEGA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,409,566 | 2,683,002 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $107,209,574 | 2,519,022 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $151,077,683 | 2,529,767 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $141,939,669 | 2,468,516 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $123,789,300 | 2,286,889 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $71,432,076 | 1,027,504 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $80,185,644 | 860,361 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $50,824,956 | 695,375 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $23,641,805 | 390,580 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,883,188 | 106,485 | Shares | Sole | 2024-05-10 | |
| 2023-03-31 | $683,374 | 14,096 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $600,501 | 17,538 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $776,663 | 24,165 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,444,957 | 72,010 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $16,450,906 | 203,979 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $23,040,511 | 206,050 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $25,799,647 | 202,987 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $30,045,135 | 215,857 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $27,920,798 | 244,191 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $34,013,948 | 255,245 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $34,262,429 | 283,067 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $28,779,222 | 284,464 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $21,920,890 | 307,748 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||