Position in PEGA
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$4,256
-$1,716 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026HHM Wealth Advisors, LLC holds $2,662,749 across 17 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
16,511 | $1,435,301 | |
| 2 | UBER |
Uber Technologies, Inc
|
11,792 | $850,910 | |
| 3 | SHOP |
Shopify Inc.
|
995 | $113,609 | |
| 4 | DDOG |
Datadog, Inc.
|
328 | $85,398 | |
| 5 | ADP |
Automatic Data Processing Inc
|
203 | $45,461 | |
| 6 | NOW |
ServiceNow, Inc.
|
304 | $30,181 | |
| 7 | SAP |
Sap SE
|
152 | $23,424 | |
| 8 | INTU |
Intuit Inc.
|
70 | $18,270 |
All Filings in PEGA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,256 | 100 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $5,972 | 100 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,750 | 100 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,413 | 100 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,476 | 50 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||