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Pegasystems

477 hedge funds and large institutions have $3.93B invested in Pegasystems in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 206 increasing their positions, 132 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 132

18% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 82

1% more funds holding

Funds holding: 471477 (+6)

2.65% less ownership

Funds ownership: 57.32%54.67% (-2.6%)

20% less call options, than puts

Call options by funds: $5.84M | Put options by funds: $7.27M

32% less capital invested

Capital invested by funds: $5.81B → $3.93B (-$1.88B)

75% less funds holding in top 10

Funds holding in top 10: 82 (-6)

Holders
477
Holders Change
+6
Holders Change %
+1.27%
% of All Funds
5.88%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
97
Increased
206
Reduced
132
Closed
82
Calls
$5.84M
Puts
$7.27M
Net Calls
-$1.43M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
226
Focus Partners Wealth
Massachusetts
$798K +$227K +4,882 +35%
OPERF
227
Oregon Public Employees Retirement Fund
Oregon
$796K +$18.6K +400 +2%
Truist Financial
228
Truist Financial
North Carolina
$770K +$485K +10,443 +137%
MFG
229
Merit Financial Group
Georgia
$770K +$23.1K +497 +3%
NMERB
230
New Mexico Educational Retirement Board
New Mexico
$766K
Natixis Advisors
231
Natixis Advisors
Massachusetts
$749K +$817K +17,604 New
HW
232
Hancock Whitney
Mississippi
$729K +$45.4K +978 +5%
AIP
233
Ameritas Investment Partners
Nebraska
$715K
SG Americas Securities
234
SG Americas Securities
New York
$713K -$214K -4,598 -22%
AI
235
Atria Investments
North Carolina
$709K +$4.88K +105 +0.6%
Jones Financial Companies
236
Jones Financial Companies
Missouri
$707K +$629K +13,550 +340%
LCG
237
Lisanti Capital Growth
New York
$699K -$3.58M -77,111 -82%
SCA
238
Snowden Capital Advisors
New York
$696K +$367K +7,905 +94%
GC
239
Guggenheim Capital
Illinois
$694K +$535K +11,531 +241%
OL
240
Odyssean LLC
Connecticut
$693K +$191K +4,110 +34%
WWA
241
WCG Wealth Advisors
Nevada
$682K -$14.4K -310 -2%
Pictet Asset Management
242
Pictet Asset Management
Switzerland
$670K +$41.4K +892 +6%
HI
243
Horizon Investments
North Carolina
$666K +$583K +12,556 +406%
X
244
Xponance
Pennsylvania
$657K +$148K +3,193 +26%
I
245
InceptionR
California
$618K +$674K +14,525 New
PCS
246
Private Client Services
Kentucky
$613K -$761K -16,394 -53%
YIH
247
Y-Intercept (HK)
Hong Kong
$601K +$655K +14,115 New
SAM
248
Silvercrest Asset Management
New York
$596K +$5.48K +118 +0.9%
IPW
249
Impact Partnership Wealth
Georgia
$580K +$245K +5,267 +63%
Osaic Holdings
250
Osaic Holdings
Arizona
$573K -$269K -5,789 -30%