Position in PEGA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$23,556
New position
Shares Held
786
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#342
of 434 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026CALDWELL SUTTER CAPITAL, INC. holds $1,500,134 across 25 Software - Application names. PEGA ranks #12 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
3,220 | $840,420 | |
| 2 | UBER |
Uber Technologies, Inc
|
1,600 | $115,456 | |
| 3 | CRM |
Salesforce, Inc.
|
709 | $111,071 | |
| 4 | WDAY |
Workday, Inc.
|
822 | $100,629 | |
| 5 | ADSK |
Autodesk, Inc.
|
293 | $56,965 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
129 | $48,416 | |
| 7 | ADBE |
Adobe Inc.
|
168 | $34,443 | |
| 8 | NOW |
ServiceNow, Inc.
|
337 | $33,457 |
All Filings in PEGA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,556 | 786 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||