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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
TWD
376
True Wealth Design
Ohio
$45K -$2.6K -56 -5%
RA
377
RiverPark Advisors
New York
$43.2K -$19.2K -414 -29%
SEP
378
Signature Equity Partners
Ohio
$39.5K +$32.4K +698 +302%
ACM
379
Aster Capital Management
United Arab Emirates
$32.9K -$56.1K -1,209 -72%
SAM
380
Smartleaf Asset Management
Massachusetts
$32.1K
QL
381
Quarry LP
New York
$29.1K +$31.7K +683 New
MG
382
Mather Group
Illinois
$25.1K +$27.4K +590 New
SS
383
SBI Securities
Japan
$24.8K -$24.1K -519 -47%
HBW
384
Hazlett, Burt & Watson
West Virginia
$21K
SA
385
Strategic Advocates
Utah
$20.9K +$9.24K +199 +68%
IAIM
386
International Assets Investment Management
Florida
$19.5K
Mitsubishi UFJ Asset Management
387
Mitsubishi UFJ Asset Management
Japan
$18.8K
CA
388
CoreCap Advisors
Michigan
$18.3K -$42.4K -913 -68%
CFB
389
Cullen/Frost Bankers
Texas
$17.8K +$9.66K +208 +99%
FMP
390
Financial Management Professionals
Texas
$17.7K -$186 -4 -1%
Nisa Investment Advisors
391
Nisa Investment Advisors
Missouri
$17.2K +$15.1K +325 +406%
CPG
392
Cornerstone Planning Group
New Jersey
$16.8K +$21.1K +455 New
C
393
Covestor
United Kingdom
$16K -$5.39K -116 -24%
SSG
394
Summit Securities Group
New York
$16K +$17.4K +375 New
CA
395
Centerpoint Advisors
Massachusetts
$13K +$14.1K +304 New
RFP
396
Root Financial Partners
California
$11.9K -$5.39K -116 -29%
LSA
397
Leonteq Securities AG
Switzerland
$11.2K -$32.7K -705 -73%
CT
398
Colonial Trust
South Carolina
$11K +$6.96K +150 +139%
PG
399
Proffitt & Goodson
Tennessee
$10.6K +$11.6K +250 New
W
400
WealthCollab
Washington
$10.5K +$11.5K +247 New