Position in PEGA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,360,996
+$89,177 QoQ
Shares Held
45,412
+52.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#141
of 434 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in PEGA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $5,121,698,530 across 80 Software - Application names. PEGA ranks #44 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
13,770,055 | $1,572,264,874 | |
| 2 | SNOW |
Snowflake Inc.
|
2,381,901 | $606,193,802 | |
| 3 | NOW |
ServiceNow, Inc.
|
4,787,110 | $475,264,276 | |
| 4 | UBER |
Uber Technologies, Inc
|
4,416,738 | $318,711,811 | |
| 5 | SSNC |
SS&C Technologies Holdings Inc
|
4,762,252 | $295,497,732 | |
| 6 | ADBE |
Adobe Inc.
|
916,955 | $187,994,109 | |
| 7 | ADP |
Automatic Data Processing Inc
|
796,251 | $178,320,408 | |
| 8 | ROP |
Roper Technologies Inc
|
477,851 | $161,699,993 |
All Filings in PEGA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,360,996 | 45,412 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,271,819 | 29,883 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $826,583 | 13,841 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $808,737 | 14,065 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $793,707 | 14,663 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $251,452 | 3,617 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $364,224 | 3,908 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $255,668 | 3,498 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $217,664 | 3,596 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $233,866 | 3,618 | Shares | Defined | 2024-05-13 | |
| 2023-06-30 | $197,741 | 4,011 | Shares | Defined | 2023-08-02 | |
| 2022-12-31 | $277,684 | 8,110 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $238,671 | 7,426 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $348,561 | 7,286 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $722,945 | 8,964 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $557,084 | 4,982 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $632,829 | 4,979 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $687,875 | 4,942 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $571,355 | 4,997 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $675,893 | 5,072 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $616,576 | 5,094 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,194,982 | 21,696 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $369,042 | 5,181 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||