Position in PEGA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$35,119,261
+$1,047,348 QoQ
Shares Held
1,171,814
+46.4% QoQ
Ownership
0.713%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 434 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in PEGA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MORGAN STANLEY holds $33,109,415,396 across 179 Software - Application names. PEGA ranks #62 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
72,847,766 | $5,256,694,785 | |
| 2 | CRM |
Salesforce, Inc.
|
23,311,316 | $3,651,950,754 | |
| 3 | SHOP |
Shopify Inc.
|
25,517,034 | $2,913,534,933 | |
| 4 | NOW |
ServiceNow, Inc.
|
26,630,984 | $2,643,924,082 | |
| 5 | ADP |
Automatic Data Processing Inc
|
8,361,515 | $1,872,561,274 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
3,585,961 | $1,345,882,872 | |
| 7 | INTU |
Intuit Inc.
|
4,935,654 | $1,288,205,694 | |
| 8 | DDOG |
Datadog, Inc.
|
4,643,376 | $1,208,949,367 |
All Filings in PEGA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,119,261 | 1,171,814 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $34,071,913 | 800,562 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $71,676,716 | 1,200,213 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $84,938,768 | 1,477,196 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $95,671,469 | 1,767,439 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $21,722,214 | 312,460 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $35,036,207 | 375,925 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $22,012,436 | 301,169 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $17,158,737 | 283,475 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $25,098,477 | 388,281 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $17,097,036 | 349,919 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $12,289,408 | 283,101 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $12,660,187 | 256,799 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $14,160,227 | 292,084 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $8,604,541 | 251,301 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $10,702,936 | 333,010 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,013,721 | 230,220 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $31,986,754 | 396,612 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $3,149,071 | 28,162 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,586,252 | 28,216 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,235,051 | 23,242 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $4,090,281 | 35,773 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $5,059,347 | 37,966 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,492,785 | 12,333 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,730,780 | 26,992 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,479,303 | 20,768 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||