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Pegasystems

466 hedge funds and large institutions have $5.81B invested in Pegasystems in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 165 increasing their positions, 164 reducing their positions, and 40 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: 164

0.56% more ownership

Funds ownership: 56.73%57.3% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
466
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
OL
326
Optas LLC
Texas
$232K
MFS
327
Mirabella Financial Services
United Kingdom
$231K
UCFA
328
United Capital Financial Advisors
Texas
$227K
CPIG
329
Chicago Partners Investment Group
Illinois
$226K
FBT
330
First Bank & Trust
South Dakota
$224K
SI
331
Stephens Inc
Arkansas
$224K
FIA
332
Foundations Investment Advisors
Arizona
$222K
CWM
333
Calamos Wealth Management
Illinois
$221K
RGF
334
Retirement Guys Formula
Ohio
$220K
PA
335
Parallel Advisors
California
$220K
ProShare Advisors
336
ProShare Advisors
Maryland
$219K
OIA
337
OneDigital Investment Advisors
Kansas
$219K
TC
338
Truvestments Capital
Florida
$218K
SCM
339
Sterling Capital Management
North Carolina
$218K
A
340
AlphaQuest
New York
$215K
BIG
341
Brooklyn Investment Group
New York
$215K
PCM
342
Penserra Capital Management
California
$213K
GT
343
Greenleaf Trust
Michigan
$212K
MWM
344
Modern Wealth Management
Kansas
$211K
FC
345
Farringdon Capital
United Kingdom
$202K
WWC
346
Waypoint Wealth Counsel
Georgia
$202K
DJSG
347
D.J. St. Germain
Massachusetts
$197K
Daiwa Securities Group
348
Daiwa Securities Group
Japan
$188K
HI
349
Horizon Investments
North Carolina
$185K
KBC Group
350
KBC Group
Belgium
$179K