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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
JWA
451
JFS Wealth Advisors
Pennsylvania
$809 -$2.6K -56 -75%
MCM
452
Manchester Capital Management
Vermont
$767
SL
453
Salomon & Ludwin
Virginia
$767
KFG
454
Kingdom Financial Group
Arizona
$766 +$836 +18 New
LAS
455
Lloyd Advisory Services
Georgia
$766 +$836 +18 New
DPW
456
DiNuzzo Private Wealth
Pennsylvania
$681 -$279 -6 -27%
SC
457
SouthState Corp
Florida
$554 +$604 +13 New
BGAI
458
Bruce G. Allen Investments
Colorado
$553 +$604 +13 New
BFS
459
Bare Financial Services
Pennsylvania
$511 +$557 +12 New
VWM
460
Vermillion Wealth Management
Minnesota
$511 +$557 +12 New
KG
461
Kilter Group
New York
$469 +$511 +11 New
ADL
462
Asset Dedication LLC
California
$426
ACA
463
American Capital Advisory
Idaho
$426 +$464 +10 New
CH
464
Cromwell Holdings
Wyoming
$426 +$464 +10 New
TSMHT
465
Thurston Springer Miller Herd & Titak
Indiana
$424
UFF
466
USA Financial Formulas
Michigan
$383
RWM
467
Rialto Wealth Management
New York
$341 -$139 -3 -27%
AF
468
Advisornet Financial
Minnesota
$340
NB
469
NBT Bank
New York
$340 +$371 +8 New
OA
470
Operose Advisors
Wisconsin
$340 +$371 +8 New
HIA
471
HFM Investment Advisors
New Jersey
$255 -$139 -3 -33%
MCM
472
MV Capital Management
Maryland
$171
HFS
473
Hughes Financial Services
Virginia
$128 +$139 +3 New
QWM
474
Quaker Wealth Management
New Jersey
$86 +$93 +2 New
DF
475
Dunhill Financial
United Kingdom
$79 -$46 -1 -50%