Position in PEGA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,784
-$2,430 QoQ
Shares Held
193
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#368
of 434 holders
Holding Since
Dec 2021
19 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, 2026PFS Partners, LLC holds $234,144 across 14 Software - Application names. PEGA ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
1,194 | $136,330 | |
| 2 | ZM |
Zoom Communications, Inc.
|
300 | $25,893 | |
| 3 | FICO |
Fair Isaac Corp
|
16 | $19,116 | |
| 4 | ADP |
Automatic Data Processing Inc
|
59 | $13,213 | |
| 5 | CRM |
Salesforce, Inc.
|
59 | $9,242 | |
| 6 | PEGA |
Pegasystems Inc
This page
|
193 | $5,784 | |
| 7 | SNOW |
Snowflake Inc.
|
20 | $5,090 | |
| 8 | DOCU |
Docusign, Inc.
|
105 | $4,664 |
All Filings in PEGA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,784 | 193 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $8,214 | 193 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $23,888 | 400 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $23,000 | 400 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $21,652 | 400 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $13,904 | 200 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $18,640 | 200 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $14,618 | 200 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $12,106 | 200 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $12,928 | 200 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $9,772 | 200 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $8,682 | 200 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $9,860 | 200 | Shares | Sole | 2023-12-01 | |
| 2023-03-31 | $9,696 | 200 | Shares | Sole | 2023-12-01 | |
| 2022-12-31 | $6,848 | 200 | Shares | Sole | 2023-12-01 | |
| 2022-09-30 | $6,428 | 200 | Shares | Sole | 2023-12-01 | |
| 2022-06-30 | $9,568 | 200 | Shares | Sole | 2023-12-01 | |
| 2022-03-31 | $16,130 | 200 | Shares | Sole | 2023-12-01 | |
| 2021-12-31 | $22,364 | 200 | Shares | Sole | 2023-12-01 | |
| No filing history on record for this holder in this stock. | ||||||