Foundations Investment Advisors, LLC
EndowmentPosition in PEGA — Pegasystems Inc
CIK 1743404
PHOENIX, AZ
Position in PEGA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$222,078
+$577 QoQ
Shares Held
5,218
+40.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Foundations Investment Advisors, LLC holds $58,878,522 across 15 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
318,171 | $27,658,604 | |
| 2 | CRM |
Salesforce, Inc.
|
116,388 | $18,233,342 | |
| 3 | NOW |
ServiceNow, Inc.
|
35,958 | $3,569,910 | |
| 4 | ADBE |
Adobe Inc.
|
8,926 | $1,830,008 | |
| 5 | ADP |
Automatic Data Processing Inc
|
8,010 | $1,793,838 | |
| 6 | SHOP |
Shopify Inc.
|
13,858 | $1,582,306 | |
| 7 | UBER |
Uber Technologies, Inc
|
13,293 | $959,222 | |
| 8 | SNOW |
Snowflake Inc.
|
2,476 | $630,142 |
All Filings in PEGA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $222,078 | 5,218 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $221,501 | 3,709 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||