Position in PEGA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$179
-$1,055 QoQ
Shares Held
6
-79.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#425
of 434 holders
Holding Since
Mar 2026
2 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, 2026Valued Wealth Advisors LLC holds $163,517 across 19 Software - Application names. PEGA ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
311 | $69,648 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
46 | $17,264 | |
| 3 | NOW |
ServiceNow, Inc.
|
132 | $13,104 | |
| 4 | UBER |
Uber Technologies, Inc
|
170 | $12,267 | |
| 5 | CRM |
Salesforce, Inc.
|
69 | $10,809 | |
| 6 | ADSK |
Autodesk, Inc.
|
43 | $8,360 | |
| 7 | TYL |
Tyler Technologies Inc
|
20 | $5,849 | |
| 8 | PAYX |
Paychex Inc
|
59 | $5,801 |
All Filings in PEGA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179 | 6 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,234 | 29 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||