Cornerstone Planning Group LLC

SEC CIK: 0001822587
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

PEGA holding history

Pegasystems Inc in every 13F filed by Cornerstone Planning Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PEGA overview All 13F holders of PEGA Full Q2 2026 holdings

Shares (Q2 2026): 477
Value: $12.4K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2022

Holdings of PEGA by Cornerstone Planning Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	477	$12.4K	<0.1%	+22+4.8%	Added	Holders
Q1 2026	455	$16.8K	<0.1%	+455	New	Holders
Q1 2023	–	–	–	–	Not filed	Holders
Q4 2022	13	$496	<0.1%	–	No prior filing	Holders