Position in PEGA
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$17,704
-$7,378 QoQ
Shares Held
416
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PEGA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Financial Management Professionals, Inc. holds $1,317,772 across 28 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
1,813 | $680,455 | |
| 2 | UBER |
Uber Technologies, Inc
|
2,634 | $190,069 | |
| 3 | CRM |
Salesforce, Inc.
|
491 | $76,920 | |
| 4 | SHOP |
Shopify Inc.
|
548 | $62,570 | |
| 5 | TEAM |
Atlassian Corp
|
493 | $38,350 | |
| 6 | PAYX |
Paychex Inc
|
347 | $34,120 | |
| 7 | SOUN |
Soundhound Ai, Inc.
|
5,050 | $32,673 | |
| 8 | ADP |
Automatic Data Processing Inc
|
112 | $25,082 |
All Filings in PEGA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,704 | 416 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $25,082 | 420 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $23,920 | 416 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $29,446 | 544 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $49,915 | 718 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $72,696 | 780 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $57,375 | 785 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||