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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
CFM
176
Catalyst Funds Management
Australia
$1.4M +$1.52M +32,800 New
VPIM
177
Vanguard Personalized Indexing Management
California
$1.38M +$466K +10,037 +45%
LPL Financial
178
LPL Financial
California
$1.38M +$36.4K +783 +2%
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$1.37M +$1.47M +31,567 +5,116%
Ohio Public Employees Retirement System (OPERS)
180
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.37M +$173K +3,727 +13%
WorldQuant Millennium Advisors
181
WorldQuant Millennium Advisors
New York
$1.36M -$1.21M -26,145 -45%
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$1.27M +$745K +16,042 +116%
MML Investors Services
183
MML Investors Services
Massachusetts
$1.26M +$840K +18,087 +155%
Mercer Global Advisors
184
Mercer Global Advisors
Colorado
$1.26M +$227K +4,886 +20%
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$1.22M +$275K +5,924 +26%
KK
186
KLP Kapitalforvaltning
Norway
$1.21M +$23.2K +500 +2%
P
187
&Partners
Tennessee
$1.21M +$384K +8,280 +41%
TAL
188
TIG Advisors LLC
New York
$1.19M +$1.29M +27,845 New
TRSOTSOK
189
Teachers Retirement System of the State of Kentucky
Kentucky
$1.18M
SGAM
190
Smith Group Asset Management
Texas
$1.15M -$73.6K -1,584 -6%
YCM
191
Yousif Capital Management
Michigan
$1.14M -$72K -1,551 -5%
PNC
192
Point Nemo Capital
Texas
$1.13M +$1.23M +26,594 New
ASN
193
Advisory Services Network
Georgia
$1.13M +$63.1K +1,358 +5%
LSERS
194
Louisiana State Employees Retirement System
Louisiana
$1.13M +$51.1K +1,100 +4%
AssetMark Inc
195
AssetMark Inc
California
$1.12M -$215K -4,635 -15%
CB
196
Commerce Bank
Missouri
$1.11M -$2.18K -47 -0.2%
BHCM
197
Brevan Howard Capital Management
Jersey
$1.1M +$325K +7,005 +37%
VOYA Investment Management
198
VOYA Investment Management
Georgia
$1.1M +$866K +18,652 +262%
WG
199
Winton Group
United Kingdom
$1.09M +$473K +10,194 +66%
ASRS
200
Arizona State Retirement System
Arizona
$1.09M -$20.6K -444 -2%