Position in PEGA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$14,684
-$6,170 QoQ
Shares Held
490
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#349
of 434 holders
Holding Since
Sep 2025
4 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, 2026HAZLETT, BURT & WATSON, INC. holds $2,229,854 across 20 Software - Application names. PEGA ranks #15 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
1,291 | $484,535 | |
| 2 | UBER |
Uber Technologies, Inc
|
5,380 | $388,212 | |
| 3 | ADP |
Automatic Data Processing Inc
|
1,420 | $318,008 | |
| 4 | CRM |
Salesforce, Inc.
|
2,022 | $316,754 | |
| 5 | PAYX |
Paychex Inc
|
1,475 | $145,034 | |
| 6 | NOW |
ServiceNow, Inc.
|
1,212 | $120,323 | |
| 7 | SHOP |
Shopify Inc.
|
765 | $87,347 | |
| 8 | ROP |
Roper Technologies Inc
|
199 | $67,338 |
All Filings in PEGA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,684 | 490 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $20,854 | 490 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $29,262 | 490 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $28,175 | 490 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||