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Pegasystems

465 hedge funds and large institutions have $5.8B invested in Pegasystems in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 165 increasing their positions, 163 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 163

0.49% more ownership

Funds ownership: 56.77%57.26% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
465
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.6M
Puts
$10.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
251
Oppenheimer Asset Management
New York
$576K
SFS
252
Sowell Financial Services
Arkansas
$565K
VEA
253
Virtus ETF Advisers
New York
$562K
BF
254
BOK Financial
Oklahoma
$550K
M&T Bank
255
M&T Bank
New York
$540K
FCM
256
Fieldview Capital Management
Michigan
$539K
SOADOR
257
State of Alaska Department of Revenue
Alaska
$537K
FFA
258
Farther Finance Advisors
California
$528K
BCP
259
Blackhawk Capital Partners
Wisconsin
$526K
SCA
260
Snowden Capital Advisors
New York
$504K
PNC Financial Services Group
261
PNC Financial Services Group
Pennsylvania
$500K
IPW
262
Impact Partnership Wealth
Georgia
$499K
US Bancorp
263
US Bancorp
Minnesota
$491K
SFA
264
Sequoia Financial Advisors
Ohio
$491K
SA
265
Sanctuary Advisors
Indiana
$489K
NYLIM
266
New York Life Investment Management
New York
$479K
PCM
267
Princeton Capital Management
New Jersey
$478K
Pathstone Holdings
268
Pathstone Holdings
New Jersey
$474K
AA
269
ALPS Advisors
Colorado
$473K
SLAM
270
Swiss Life Asset Management
$472K
Truist Financial
271
Truist Financial
North Carolina
$457K
KF
272
Krilogy Financial
Missouri
$457K
HighTower Advisors
273
HighTower Advisors
Illinois
$434K
OSAM
274
O'Shaughnessy Asset Management
Connecticut
$427K
EPW
275
Evolve Private Wealth
California
$426K