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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
BlackRock
1
BlackRock
New York
$410M +$30.6M +659,034 +7%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$271M +$295M +6,361,923 New
AQR Capital Management
3
AQR Capital Management
Connecticut
$191M +$80.8M +1,739,059 +62%
VCM
4
Vanguard Capital Management
Pennsylvania
$177M +$193M +4,160,456 New
State Street
5
State Street
Massachusetts
$122M +$4.76M +102,401 +4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$114M -$1.52M -32,833 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$107M +$8.11M +174,547 +7%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$107M -$499K -10,745 -0.4%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$101M -$118M -2,551,094 -52%
First Trust Advisors
10
First Trust Advisors
Illinois
$87.2M +$29.3M +630,023 +44%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$64.4M -$9.31M -200,570 -12%
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$62.9M -$2.11M -45,473 -3%
Boston Partners
13
Boston Partners
Massachusetts
$62M +$59M +1,270,660 +683%
Teacher Retirement System of Texas
14
Teacher Retirement System of Texas
Texas
$59.4M -$189K -4,065 -0.3%
UBS Group
15
UBS Group
Switzerland
$54.6M -$26.2M -563,694 -31%
American Century Companies
16
American Century Companies
Missouri
$51.5M -$26.5M -571,520 -32%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$48.8M +$1.55M +33,482 +3%
CCM
18
Copeland Capital Management
Pennsylvania
$47.8M +$52.2M +1,123,518 New
Fisher Asset Management
19
Fisher Asset Management
Washington
$47.2M -$2.89M -62,145 -5%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$45.6M +$11.4M +245,578 +30%
Fuller & Thaler Asset Management
21
Fuller & Thaler Asset Management
California
$45.5M +$49.6M +1,069,134 New
RIM
22
Ranger Investment Management
Texas
$44.8M +$6.59M +141,873 +16%
SEI Investments
23
SEI Investments
Pennsylvania
$44.8M +$16.9M +363,896 +53%
Invesco
24
Invesco
Georgia
$44.8M -$96.4M -2,075,752 -66%
Northern Trust
25
Northern Trust
Illinois
$43.7M +$90K +1,939 +0.2%