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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
MF
326
Magnetar Financial
Illinois
$234K +$255K +5,496 New
MWM
327
Modern Wealth Management
Kansas
$230K +$88.6K +1,908 +54%
CIBC Asset Management
328
CIBC Asset Management
Ontario, Canada
$225K
PA
329
Parallel Advisors
California
$223K +$71.5K +1,540 +42%
FIA
330
Foundations Investment Advisors
Arizona
$222K +$70.1K +1,509 +41%
RGF
331
Retirement Guys Formula
Ohio
$222K +$70.3K +1,513 +41%
Mariner
332
Mariner
Kansas
$221K +$241K +5,200 New
BC
333
Bayforest Capital
United Kingdom
$218K +$205K +4,411 +627%
NAM
334
NorthCrest Asset Manangement
Minnesota
$217K -$292K -6,296 -55%
FRA
335
Frank Rimerman Advisors
California
$215K +$882 +19 +0.4%
DWM
336
Dakota Wealth Management
Florida
$214K -$12.5K -270 -5%
SAM
337
Sagewood Asset Management
New York
$213K +$233K +5,014 New
FDCDDQ
338
Federation des caisses Desjardins du Quebec
Quebec, Canada
$210K -$69.5K -1,496 -23%
CCM
339
Coldstream Capital Management
Washington
$209K +$228K +4,903 New
URS
340
Utah Retirement Systems
Utah
$209K +$14K +302 +7%
GC
341
Globeflex Capital
California
$209K
PCS
342
Personal CFO Solutions
New Jersey
$206K +$225K +4,844 New
FAM
343
Fred Alger Management
New York
$202K +$220K +4,740 New
DekaBank Deutsche Girozentrale
344
DekaBank Deutsche Girozentrale
Germany
$198K
SPIA
345
Steward Partners Investment Advisory
New York
$184K -$37.2K -802 -16%
HFS
346
Hantz Financial Services
Michigan
$182K +$98.1K +2,112 +97%
GI
347
GAMMA Investing
California
$182K +$91.2K +1,963 +85%
NICM
348
Neo Ivy Capital Management
New York
$179K +$196K +4,215 New
Northwestern Mutual Wealth Management
349
Northwestern Mutual Wealth Management
Wisconsin
$172K +$92K +1,982 +97%
IA
350
IFP Advisors
Florida
$170K -$61.6K -1,326 -25%