Position in PEGA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$333,865
-$65,049 QoQ
Shares Held
11,140
+18.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#250
of 434 holders
Holding Since
Jun 2020
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PEGA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026STEPHENS INC /AR/ holds $78,711,587 across 26 Software - Application names. PEGA ranks #22 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADEA |
Adeia Inc.
|
547,855 | $18,040,865 | |
| 2 | ADP |
Automatic Data Processing Inc
|
32,549 | $7,289,348 | |
| 3 | INTU |
Intuit Inc.
|
22,954 | $5,990,994 | |
| 4 | CRM |
Salesforce, Inc.
|
36,225 | $5,675,008 | |
| 5 | NOW |
ServiceNow, Inc.
|
47,708 | $4,736,450 | |
| 6 | UBER |
Uber Technologies, Inc
|
57,361 | $4,139,169 | |
| 7 | SHOP |
Shopify Inc.
|
35,760 | $4,083,076 | |
| 8 | ROP |
Roper Technologies Inc
|
11,410 | $3,861,029 |
All Filings in PEGA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,865 | 11,140 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $398,914 | 9,373 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $223,591 | 3,744 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $254,552 | 4,427 | Shares | Defined | 2025-10-27 | |
| 2020-12-31 | $243,332 | 1,826 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $208,067 | 1,719 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $224,496 | 2,219 | Shares | Defined | 2020-08-24 | |
| No filing history on record for this holder in this stock. | ||||||