Position in PEGA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,750,759
-$2,092,078 QoQ
Shares Held
291,984
+14.6% QoQ
Ownership
0.178%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 434 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PEGA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $6,333,124,159 across 155 Software - Application names. PEGA ranks #38 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
7,193,141 | $1,610,903,924 | |
| 2 | UBER |
Uber Technologies, Inc
|
9,100,026 | $656,657,874 | |
| 3 | NOW |
ServiceNow, Inc.
|
5,007,309 | $497,125,634 | |
| 4 | CRM |
Salesforce, Inc.
|
3,107,764 | $486,862,305 | |
| 5 | PAYX |
Paychex Inc
|
3,852,234 | $378,790,167 | |
| 6 | SHOP |
Shopify Inc.
|
2,866,960 | $327,349,490 | |
| 7 | DDOG |
Datadog, Inc.
|
1,205,829 | $313,949,636 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
679,647 | $255,085,109 |
All Filings in PEGA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,750,759 | 291,984 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $10,842,837 | 254,766 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $11,520,941 | 192,916 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $12,358,014 | 214,922 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $11,404,323 | 210,684 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,017,997 | 86,565 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $7,648,455 | 82,065 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,630,745 | 49,675 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $244,600 | 4,041 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $498,825 | 7,717 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,049,853 | 21,487 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $445,818 | 10,270 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $317,441 | 6,439 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $259,705 | 5,357 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $219,852 | 6,421 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $228,064 | 7,096 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $363,535 | 7,599 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,202,469 | 27,309 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,451,658 | 30,868 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,666,878 | 44,586 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $9,894,598 | 71,087 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $4,939,600 | 43,201 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $7,430,974 | 55,763 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $8,576,771 | 70,859 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $7,264,711 | 71,807 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $8,512,054 | 119,501 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||