We are live on ! Find out more
PEGA icon

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
SIC
426
SJS Investment Consulting
Ohio
$3.02K +$2.74K +59 +492%
IPS
427
Investors Portfolio Services
Washington
$2.75K +$743 +16 +33%
CFD
428
Creative Financial Designs
Indiana
$2.55K +$836 +18 +43%
SS
429
Sunbelt Securities
Texas
$2.47K
II
430
IFM Investors
Australia
$2.26K +$2.46K +53 New
SWM
431
SHP Wealth Management
Massachusetts
$2.21K +$2.42K +52 New
EWP
432
Elevation Wealth Partners
California
$2.09K +$2.27K +49 New
BWL
433
Bogart Wealth LLC
Virginia
$1.92K +$1.67K +36 +400%
CT
434
Clearstead Trust
Maine
$1.79K +$1.95K +42 New
PWA
435
Physician Wealth Advisors
Utah
$1.75K +$139 +3 +8%
MWA
436
Medallion Wealth Advisors
Connecticut
$1.71K
BOJHT
437
Bank of Jackson Hole Trust
Wyoming
$1.49K -$3.2K -69 -66%
MAM
438
Marquette Asset Management
Minnesota
$1.45K +$1.58K +34 New
WIM
439
Westside Investment Management
California
$1.45K
TPWA
440
Twin Peaks Wealth Advisors
California
$1.45K +$1.58K +34 New
KFAS
441
Keating Financial Advisory Services
Kansas
$1.36K -$93 -2 -6%
CA
442
Clearstead Advisors
Ohio
$1.28K -$14.6K -314 -91%
FFO
443
Fortitude Family Office
Arizona
$1.28K +$371 +8 +36%
VWA
444
Valued Wealth Advisors
Utah
$1.24K +$1.35K +29 New
CFM
445
Cornerstone Financial Management
Massachusetts
$1.11K +$743 +16 +160%
PPC
446
Park Place Capital
Alabama
$936
ZBNA
447
Zions Bancorporation, National Association
Utah
$936 +$1.02K +22 New
PWPS
448
Pinnacle Wealth Planning Services
Ohio
$894 +$232 +5 +31%
BHWM
449
Bay Harbor Wealth Management
Maryland
$893 +$557 +12 +133%
GSEP
450
Golden State Equity Partners
California
$851 +$929 +20 New