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Pegasystems

478 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, 207 increasing their positions, 132 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 207 | 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: 472478 (+6)

2.65% less ownership

Funds ownership: 57.32%54.68% (-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
478
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
207
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
OAM
526
Occidental Asset Management
California
-$252K -4,226 Closed
GCM
527
Gallacher Capital Management
Colorado
-$244K -4,093 Closed
FFM
528
Forum Financial Management
Illinois
-$237K -3,968 Closed
MG
529
Marex Group
-$235K -3,933 Closed
OL
530
Optas LLC
Texas
-$232K -3,886 Closed
MFS
531
Mirabella Financial Services
United Kingdom
-$231K -3,867 Closed
FBT
532
First Bank & Trust
South Dakota
-$224K -3,751 Closed
ProShare Advisors
533
ProShare Advisors
Maryland
-$219K -3,675 Closed
OIA
534
OneDigital Investment Advisors
Kansas
-$219K -3,669 Closed
A
535
AlphaQuest
New York
-$215K -3,599 Closed
PCM
536
Penserra Capital Management
California
-$213K -3,576 Closed
GT
537
Greenleaf Trust
Michigan
-$212K -3,546 Closed
EFG
538
Everest Financial Group
Minnesota
-$211K -3,526 Closed
FC
539
Farringdon Capital
United Kingdom
-$202K -3,390 Closed
WWC
540
Waypoint Wealth Counsel
Georgia
-$202K -3,385 Closed
DJSG
541
D.J. St. Germain
Massachusetts
-$197K -3,299 Closed
DB
542
Danske Bank
Denmark
-$59.7K -1,000 Closed
TM
543
Torren Management
California
-$55.7K -932 Closed
PIM
544
Plato Investment Management
Australia
-$52K -867 Closed
EI
545
EFG International
-$31.6K -530 Closed
ST
546
Smithfield Trust
Pennsylvania
-$22K -371 Closed
GWM
547
Greenline Wealth Management
Florida
-$18.9K -317 Closed
WETS
548
Wealth Enhancement Trust Services
South Dakota
-$18K -302 Closed
CAM
549
Chesapeake Asset Management
New York
-$15.9K -266 Closed
KFP
550
Kerr Financial Planning
California
-$7.71K -200 Closed