Position in PEGA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,756,429
-$794,691 QoQ
Shares Held
91,973
+10.2% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#109
of 434 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in PEGA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,863,885,079 across 72 Software - Application names. PEGA ranks #34 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,949,694 | $436,633,968 | |
| 2 | UBER |
Uber Technologies, Inc
|
3,543,481 | $255,697,585 | |
| 3 | NOW |
ServiceNow, Inc.
|
2,130,971 | $211,562,798 | |
| 4 | PAYX |
Paychex Inc
|
2,045,500 | $201,134,011 | |
| 5 | ADBE |
Adobe Inc.
|
936,022 | $191,903,228 | |
| 6 | CRM |
Salesforce, Inc.
|
964,601 | $151,114,391 | |
| 7 | INTU |
Intuit Inc.
|
189,077 | $49,349,097 | |
| 8 | SHOP |
Shopify Inc.
|
336,981 | $38,476,488 |
All Filings in PEGA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,756,429 | 91,973 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,551,120 | 83,438 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,635,680 | 44,134 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,982,870 | 51,876 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,187,771 | 40,417 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,023,125 | 14,717 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $796,021 | 8,541 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $467,117 | 6,391 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||