Position in PEGA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,210,038
-$665,708 QoQ
Shares Held
40,375
-8.4% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#153
of 434 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in PEGA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026L. Roy Papp & Associates, LLP holds $8,896,377 across 6 Software - Application names. PEGA ranks #5 (13.6% of the industry book) .
All Filings in PEGA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,210,038 | 40,375 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,875,746 | 44,073 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,654,135 | 44,443 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,555,472 | 44,443 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,467,137 | 45,578 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,553,076 | 22,340 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,180,880 | 23,400 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,762,199 | 24,110 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,501,749 | 24,810 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,626,019 | 25,155 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,263,275 | 25,855 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,125,187 | 25,920 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,277,856 | 25,920 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,256,601 | 25,920 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $853,260 | 24,920 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $832,747 | 25,910 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,239,534 | 25,910 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,089,641 | 25,910 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,992,303 | 26,760 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,401,196 | 26,760 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,724,724 | 26,760 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,059,738 | 26,760 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $3,955,156 | 29,680 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,633,015 | 30,015 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,036,617 | 30,015 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,137,968 | 30,015 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||