SEC 13F Intelligence

Herald Investment Management Ltd / PEGA

Herald Investment Management Ltd’s Pegasystems Inc Position

Does Herald Investment Management Ltd own Pegasystems Inc (PEGA)? Yes686.6K shares worth $29M (+4.07% of its 13F portfolio) as of Q1 2026, down from 703.6K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
686.6K
% of Portfolio
+4.07%
Quarters Held
30
currently held

Position History PEGA

Reported value by quarter
Q4 ’18: $16MQ4 ’18Q1 ’19: $22MQ2 ’19: $24MQ3 ’19: $23MQ4 ’19: $27MQ4 ’19Q1 ’20: $24MQ2 ’20: $34MQ3 ’20: $41MQ4 ’20: $42MQ4 ’20Q1 ’21: $36MQ2 ’21: $44MQ3 ’21: $40MQ4 ’21: $36MQ4 ’21Q1 ’22: $26MQ2 ’22: $16MQ3 ’22: $10MQ4 ’22: $11,166Q4 ’22Q1 ’23: $16MQ2 ’23: $16MQ3 ’23: $14MQ4 ’23: $16MQ4 ’23Q1 ’24: $22MQ2 ’24: $21MQ3 ’24: $25MQ4 ’24: $32MQ4 ’24Q1 ’25: $24MQ2 ’25: $38MQ3 ’25: $40MQ4 ’25: $42MQ4 ’25Q1 ’26: $29Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026686.6K$29M+4.07%
Q4 2025703.6K$42M+5.49%
Q3 2025703.6K$40M+5.39%
Q2 2025703.6K$38M+5.65%
Q1 2025351.8K$24M+4.58%
Q4 2024347.5K$32M+5.30%
Q3 2024347.5K$25M+4.37%
Q2 2024347.5K$21M+3.44%
Q1 2024347.5K$22M+3.64%
Q4 2023326.5K$16M+3.05%
Q3 2023326.5K$14M+3.01%
Q2 2023326.5K$16M+3.12%
Q1 2023326.5K$16M+3.52%
Q4 2022326.5K$11,166+2.74%
Q3 2022326.5K$10M+2.59%
Q2 2022326.5K$16M+3.63%
Q1 2022326.5K$26M+4.79%
Q4 2021319.0K$36M+5.79%
Q3 2021319.0K$40M+6.66%
Q2 2021319.0K$44M+7.23%
Q1 2021319.0K$36M+6.34%
Q4 2020319.0K$42M+7.57%
Q3 2020335.3K$41M+8.74%
Q2 2020335.3K$34M+7.92%
Q1 2020335.3K$24M+7.23%
Q4 2019335.3K$27M+6.80%
Q3 2019335.3K$23M+6.79%
Q2 2019335.3K$24M+6.65%
Q1 2019335.3K$22M+5.54%
Q4 2018335.3K$16M+5.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Herald Investment Management Ltd’s full portfolio or all institutional holders of PEGA.