PEGA icon

Pegasystems
PEGA

Overview Fund Activity

410 hedge funds and large institutions have $5.12B invested in Pegasystems in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 146 increasing their positions, 97 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+83
Holders Change %
+25.38%
% of All Funds
5.5%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
142
Increased
146
Reduced
97
Closed
55
Calls
$55.9M
Puts
$76.6M
Net Calls
-$20.7M
Net Calls Change
-$20.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$490M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$218M
3
State Street
3
State Street
Massachusetts
$157M
4
Morgan Stanley
4
Morgan Stanley
New York
$95.7M
5
NPCM
5
North Peak Capital Management
New York
$57.2M

Top Sellers

1
TGA
1
TPG GP A
Texas
$0
2
Invesco
2
Invesco
Georgia
$132M
3
Squarepoint
3
Squarepoint
New York
$25.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.34M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NICM
251
Neo Ivy Capital Management
New York
$400K +$400K +7,401 New
NFSG
252
Newbridge Financial Services Group
Florida
$380K +$380K +7,018 New
MAM
253
Meeder Asset Management
Ohio
$378K +$378K +6,988 New
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$377K +$20.7K +383 +6%
DS
255
DRW Securities
Illinois
$376K +$376K +6,942 New
SAM
256
Securian Asset Management
Minnesota
$367K +$367K +6,788 New
P
257
&Partners
Tennessee
$366K +$17K +314 +5%
M&T Bank
258
M&T Bank
New York
$347K +$347K +6,394 New
PMAM
259
Picton Mahoney Asset Management
Ontario, Canada
$340K +$338K +6,238 +18,347%
IWC
260
Integrated Wealth Concepts
Massachusetts
$339K +$339K +6,266 New
IQI
261
Integrated Quantitative Investments
Washington
$336K +$336K +6,200 New
ORG
262
Optimist Retirement Group
Washington
$334K +$334K +6,164 New
FFA
263
Farther Finance Advisors
California
$326K +$13.2K +244 +4%
ULWM
264
Upper Left Wealth Management
Florida
$325K – – –
GC
265
Guggenheim Capital
Illinois
$324K +$324K +5,985 New
IPW
266
Impact Partnership Wealth
Georgia
$308K -$10.1K -186 -3%
NAM
267
NorthCrest Asset Manangement
Minnesota
$306K +$306K +5,666 New
CFO
268
Callan Family Office
Pennsylvania
$304K +$304K +5,618 New
OF
269
Optimize Financial
California
$301K +$301K +5,564 New
LA
270
Lindenwold Advisors
Pennsylvania
$287K +$287K +5,306 New
Balyasny Asset Management
271
Balyasny Asset Management
Illinois
$287K -$3.92M -72,396 -93%
CIBC Asset Management
272
CIBC Asset Management
Ontario, Canada
$286K +$286K +5,286 New
HighTower Advisors
273
HighTower Advisors
Illinois
$285K +$285K +5,258 New
Cambridge Investment Research Advisors
274
Cambridge Investment Research Advisors
Iowa
$282K -$41K -756 -13%
Twin Tree Management
275
Twin Tree Management
Texas
$281K +$281K +5,185 New
9 10
11
12 13