Spire Wealth Management

Position in PEGA — Pegasystems Inc

CIK 1858740 MCLEAN, VA

Position in PEGA

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$8,991

+$2,352 QoQ

Shares Held

300

+92.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#356

of 434 holders

Holding Since

Mar 2021

19 quarters on record

Technology · as of Jun 30, 2026

Spire Wealth Management holds $12,087,032 across 44 Software - Application names. PEGA ranks #25 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	61,240	$4,419,078
2	SHOP	Shopify Inc.	25,749	$2,940,020
3	MSTR	Strategy Inc	9,763	$848,697
4	CRM	Salesforce, Inc.	3,683	$576,978
5	ADP	Automatic Data Processing Inc	2,570	$575,550
6	ADBE	Adobe Inc.	2,175	$445,918
7	DAVE	Dave Inc./DE	1,032	$384,512
8	CDNS	Cadence Design Systems Inc	806	$302,507

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,991	300	+92.3%	Shares	Sole	2026-07-15
2026-03-31	$6,639	156	-5.5%	Shares	Sole	2026-04-22
2025-12-31	$9,853	165	-70.5%	Shares	Sole	2026-01-14
2025-09-30	$32,142	559	-1.1%	Shares	Sole	2025-10-23
2025-06-30	$30,583	565	+274.2%	Shares	Sole	2025-08-04
2025-03-31	$10,497	151	-69.8%	Shares	Sole	2025-04-23
2024-03-31	$32,320	500	0.0%	Shares	Sole	2024-04-24
2023-12-31	$24,430	500	0.0%	Shares	Sole	2024-02-06
2023-09-30	$21,705	500	0.0%	Shares	Sole	2023-11-08
2023-06-30	$24,650	500	0.0%	Shares	Sole	2023-08-09
2023-03-31	$24,240	500	+920.4%	Shares	Sole	2023-05-09
2022-12-31	$2	49	0.0%	Shares	Sole	2023-02-03
2022-09-30	$1,574	49	-91.1%	Shares	Sole	2022-11-07
2022-06-30	$26,264	549	-47.7%	Shares	Sole	2022-07-22
2022-03-31	$84,601	1,049	0.0%	Shares	Sole	2022-04-18
2021-12-31	$117,299	1,049	0.0%	Shares	Sole	2022-01-14
2021-09-30	$133,327	1,049	0.0%	Shares	Sole	2021-10-22
2021-06-30	$146,010	1,049	0.0%	Shares	Sole	2021-07-26
2021-03-31	$119,942	1,049	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.