Position in PEGA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$96,023
-$74,217 QoQ
Shares Held
3,204
-19.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#309
of 434 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEGA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026IFP Advisors, Inc holds $54,220,149 across 123 Software - Application names. PEGA ranks #38 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
143,821 | $10,378,123 | |
| 2 | NOW |
ServiceNow, Inc.
|
78,294 | $7,773,028 | |
| 3 | CRM |
Salesforce, Inc.
|
34,622 | $5,423,882 | |
| 4 | SNOW |
Snowflake Inc.
|
19,978 | $5,084,401 | |
| 5 | ADBE |
Adobe Inc.
|
23,740 | $4,867,174 | |
| 6 | RNG |
RingCentral, Inc.
|
99,068 | $3,861,670 | |
| 7 | DDOG |
Datadog, Inc.
|
11,802 | $3,072,768 | |
| 8 | ADP |
Automatic Data Processing Inc
|
8,843 | $1,980,389 |
All Filings in PEGA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,023 | 3,204 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $170,240 | 4,000 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $318,068 | 5,326 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $313,030 | 5,444 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $179,116 | 3,309 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $67,086 | 965 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,050 | 22 | Shares | Sole | 2025-02-04 | |
| 2024-03-31 | $1,163 | 18 | Shares | Sole | 2024-07-30 | |
| 2022-12-31 | $2 | 25 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,349 | 42 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,339 | 28 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $1,209 | 15 | Shares | Sole | 2022-08-08 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||