Position in PEGA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$821,961
New position
Shares Held
19,313
first reported quarter
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $30,602,681 across 17 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
88,483 | $7,691,827 | |
| 2 | UBER |
Uber Technologies, Inc
|
68,919 | $4,973,195 | |
| 3 | SNOW |
Snowflake Inc.
|
15,538 | $3,954,421 | |
| 4 | CRM |
Salesforce, Inc.
|
23,146 | $3,626,052 | |
| 5 | NOW |
ServiceNow, Inc.
|
30,407 | $3,018,806 | |
| 6 | SHOP |
Shopify Inc.
|
21,385 | $2,441,739 | |
| 7 | DDOG |
Datadog, Inc.
|
3,905 | $1,016,705 | |
| 8 | ADP |
Automatic Data Processing Inc
|
2,557 | $572,640 |
All Filings in PEGA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $821,961 | 19,313 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||