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Pegasystems

415 hedge funds and large institutions have $5.12B invested in Pegasystems in 2025 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 145 increasing their positions, 99 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 54

66% more capital invested

Capital invested by funds: $3.09B → $5.12B (+$2.03B)

46% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 99

27% more funds holding

Funds holding: 328415 (+87)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7.03% more ownership

Funds ownership: 103.58%110.6% (+7%)

27% less call options, than puts

Call options by funds: $55.9M | Put options by funds: $76.6M

Holders
415
Holders Change
+87
Holders Change %
+26.52%
% of All Funds
5.46%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
144
Increased
145
Reduced
99
Closed
54
Calls
$55.9M
Puts
$76.6M
Net Calls
-$20.7M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
226
Atlas Capital Advisors
Wyoming
$637K -$132K -2,908 -20%
EP
227
Essential Partners
California
$620K +$519K +11,462 New
Public Employees Retirement Association of Colorado
228
Public Employees Retirement Association of Colorado
Colorado
$609K
AAS
229
Avantax Advisory Services
Texas
$608K +$119K +2,621 +30%
WG
230
Winton Group
United Kingdom
$608K +$509K +11,228 New
DT
231
Diversified Trust
Tennessee
$595K -$137K -3,018 -22%
Cetera Investment Advisers
232
Cetera Investment Advisers
Illinois
$582K +$94.7K +2,090 +24%
SOADOR
233
State of Alaska Department of Revenue
Alaska
$542K +$454K +10,025 New
OAM
234
Oppenheimer Asset Management
New York
$540K +$76K +1,677 +20%
TRCT
235
Tower Research Capital (TRC)
New York
$528K +$440K +9,706 +20,221%
MML Investors Services
236
MML Investors Services
Massachusetts
$521K +$436K +9,625 New
VEA
237
Virtus ETF Advisers
New York
$509K
CFM
238
Catalyst Funds Management
Australia
$509K +$426K +9,400 New
VF
239
Virtu Financial
New York
$508K +$425K +9,385 New
AI
240
Atria Investments
North Carolina
$486K +$407K +8,988 New
SCA
241
Snowden Capital Advisors
New York
$485K +$406K +8,962 New
Osaic Holdings
242
Osaic Holdings
Arizona
$481K +$128K +2,829 +48%
NYLIM
243
New York Life Investment Management
New York
$462K -$6.93K -153 -2%
Deutsche Bank
244
Deutsche Bank
Germany
$459K -$137K -3,018 -26%
GCP
245
GSA Capital Partners
United Kingdom
$453K -$1.12M -24,829 -75%
Prudential Financial
246
Prudential Financial
New Jersey
$452K +$378K +8,343 New
LCM
247
Legato Capital Management
California
$445K +$373K +8,230 New
Commonwealth Equity Services
248
Commonwealth Equity Services
Massachusetts
$442K +$22K +486 +6%
VC
249
Veracity Capital
Georgia
$435K +$28.9K +639 +9%
PCM
250
Princeton Capital Management
New Jersey
$433K

PEGA Hedge Fund Activity: Q2 2025 in Review

415 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q2 2025, worth a combined $5.12B — up 66% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new PEGA positions and 54 closed out — a net gain of 90 holders — while 145 added to existing stakes and 99 trimmed.

The largest buyer was BlackRock, adding an estimated $171M. The largest seller was TPG GP A, exiting entirely with an estimated $141M sold.

  • 415 institutional investors held Pegasystems (PEGA) as of Q2 2025, up from 328 in Q1 2025.
  • Funds reported $5.12B of Pegasystems stock for Q2 2025, up 66% quarter-over-quarter.
  • 144 funds opened new Pegasystems positions in Q2 2025 and 54 closed out, a net change of +90 holders.
  • The largest Pegasystems buyer in Q2 2025 was BlackRock, an estimated $171M added.
  • The largest Pegasystems seller in Q2 2025 was TPG GP A, an estimated $141M sold.

Based on aggregated 13F filings for Q2 2025.