Position in PEGA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$4,705
New position
Shares Held
157
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#372
of 434 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Beaird Harris Wealth Management, LLC holds $3,903,149 across 23 Software - Application names. PEGA ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
42,138 | $3,663,056 | |
| 2 | CRM |
Salesforce, Inc.
|
592 | $92,742 | |
| 3 | TYL |
Tyler Technologies Inc
|
107 | $31,293 | |
| 4 | SAP |
Sap SE
|
170 | $26,198 | |
| 5 | SHOP |
Shopify Inc.
|
186 | $21,237 | |
| 6 | OTEX |
Open Text Corp
|
618 | $13,688 | |
| 7 | UBER |
Uber Technologies, Inc
|
160 | $11,545 | |
| 8 | FIG |
Figma, Inc.
|
560 | $10,130 |
All Filings in PEGA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,705 | 157 | Shares | Sole | 2026-07-08 | |
| No filing history on record for this holder in this stock. | ||||||