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Pegasystems

412 hedge funds and large institutions have $5.12B invested in Pegasystems in 2025 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 146 increasing their positions, 97 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

8.49% more ownership

Funds ownership: 102.12%110.6% (+8.5%)

27% less call options, than puts

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

Holders
412
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$55.9M
Puts
$76.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
226
Nisa Investment Advisors
Missouri
$667K
ACA
227
Atlas Capital Advisors
Wyoming
$637K
Public Employees Retirement Association of Colorado
228
Public Employees Retirement Association of Colorado
Colorado
$609K
AAS
229
Avantax Advisory Services
Texas
$608K
WG
230
Winton Group
United Kingdom
$608K
DT
231
Diversified Trust
Tennessee
$595K
Cetera Investment Advisers
232
Cetera Investment Advisers
Illinois
$582K
SOADOR
233
State of Alaska Department of Revenue
Alaska
$542K
OAM
234
Oppenheimer Asset Management
New York
$540K
TRCT
235
Tower Research Capital (TRC)
New York
$528K
MML Investors Services
236
MML Investors Services
Massachusetts
$521K
CFM
237
Catalyst Funds Management
Australia
$509K
VF
238
Virtu Financial
New York
$508K
AI
239
Atria Investments
North Carolina
$486K
SCA
240
Snowden Capital Advisors
New York
$485K
NYLIM
241
New York Life Investment Management
New York
$462K
Deutsche Bank
242
Deutsche Bank
Germany
$459K
GCP
243
GSA Capital Partners
United Kingdom
$453K
Prudential Financial
244
Prudential Financial
New Jersey
$452K
LCM
245
Legato Capital Management
California
$445K
Commonwealth Equity Services
246
Commonwealth Equity Services
Massachusetts
$442K
VC
247
Veracity Capital
Georgia
$435K
PCM
248
Princeton Capital Management
New Jersey
$433K
Truist Financial
249
Truist Financial
North Carolina
$427K
CMF
250
Counterpoint Mutual Funds
California
$425K