Position in PEGA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$260,828
-$141,704 QoQ
Shares Held
8,703
-8.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#275
of 434 holders
Holding Since
Jun 2023
13 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, 2026Farther Finance Advisors, LLC holds $72,040,792 across 139 Software - Application names. PEGA ranks #29 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
60,562 | $9,487,642 | |
| 2 | BSY |
Bentley Systems Inc
|
244,243 | $7,300,423 | |
| 3 | UBER |
Uber Technologies, Inc
|
91,327 | $6,590,156 | |
| 4 | SHOP |
Shopify Inc.
|
53,560 | $6,115,480 | |
| 5 | ADP |
Automatic Data Processing Inc
|
25,284 | $5,662,351 | |
| 6 | NOW |
ServiceNow, Inc.
|
53,027 | $5,264,520 | |
| 7 | SNOW |
Snowflake Inc.
|
13,742 | $3,497,339 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
7,801 | $2,927,871 |
All Filings in PEGA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,828 | 8,703 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $402,532 | 9,458 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $528,223 | 8,845 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $445,337 | 7,745 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $325,970 | 6,022 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $200,843 | 2,889 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $178,478 | 1,915 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $168,545 | 2,306 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $116,943 | 1,932 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $123,914 | 1,917 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $93,762 | 1,919 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $76,835 | 1,770 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $86,275 | 1,750 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||