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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
Pathstone Holdings
276
Pathstone Holdings
New Jersey
$420K +$89.6K +1,930 +24%
FPAS
277
Focus Partners Advisor Solutions
Missouri
$416K -$204K -4,403 -31%
JAM
278
Jupiter Asset Management
United Kingdom
$413K +$451K +9,715 New
OSAM
279
O'Shaughnessy Asset Management
Connecticut
$412K +$117K +2,520 +35%
OAM
280
Oppenheimer Asset Management
New York
$410K -$371 -8 -0.1%
VEA
281
Virtus ETF Advisers
New York
$408K +$8.54K +184 +2%
FFA
282
Farther Finance Advisors
California
$400K +$28.5K +613 +7%
SI
283
Stephens Inc
Arkansas
$399K +$261K +5,629 +150%
M&T Bank
284
M&T Bank
New York
$395K +$11.3K +244 +3%
SFS
285
Sowell Financial Services
Arkansas
$393K -$10.5K -226 -2%
US Bancorp
286
US Bancorp
Minnesota
$390K +$43.9K +946 +11%
XT
287
XTX Topco
Cayman Islands
$376K +$410K +8,830 New
SOADOR
288
State of Alaska Department of Revenue
Alaska
$371K -$13K -280 -3%
EC
289
EntryPoint Capital
New York
$366K +$399K +8,588 New
Marshall Wace
290
Marshall Wace
United Kingdom
$364K +$397K +8,551 New
DFCM
291
Dark Forest Capital Management
Puerto Rico
$356K -$613K -13,209 -61%
GCP
292
GSA Capital Partners
United Kingdom
$351K +$383K +8,244 New
Bessemer Group
293
Bessemer Group
New Jersey
$349K +$340K +7,332 +839%
PCM
294
Princeton Capital Management
New Jersey
$340K
PNC Financial Services Group
295
PNC Financial Services Group
Pennsylvania
$336K -$22.1K -477 -6%
SFA
296
Sequoia Financial Advisors
Ohio
$333K -$18.3K -395 -5%
CPC
297
Cookson Peirce & Co
Pennsylvania
$332K -$10.3M -222,585 -97%
HighTower Advisors
298
HighTower Advisors
Illinois
$320K +$11.9K +257 +4%
FHA
299
Flagship Harbor Advisors
Massachusetts
$310K +$304K +6,548 +880%
EPW
300
Evolve Private Wealth
California
$309K +$5.34K +115 +2%