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Pegasystems
PEGA

Overview Fund Activity

327 hedge funds and large institutions have $3.05B invested in Pegasystems in 2025 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 129 increasing their positions, 82 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+9
Holders Change %
+2.83%
% of All Funds
4.44%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
84
Increased
129
Reduced
82
Closed
68
Calls
$6.62M
Puts
$7.2M
Net Calls
-$584K
Net Calls Change
-$12.5M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$151M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$68.2M
3
Squarepoint
Squarepoint
New York
+$33.5M
4
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
+$30.8M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$30.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$75.9M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$56.1M
3
Invesco
Invesco
Georgia
-$37.6M
4
BCM
Bares Capital Management
Texas
-$25M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
251
SignatureFD
Georgia
$38.3K -$1.6K -46 -4%
SS
252
SBI Securities
Japan
$38.2K +$22.2K +640 +140%
CI Investments Inc
253
CI Investments Inc
Ontario, Canada
$37K +$3.71K +106 +11%
CI
254
CX Institutional
Indiana
$36K +$36K +1,022 New
Fuller & Thaler Asset Management
255
Fuller & Thaler Asset Management
California
$35.7K -$56.1M -1,614,316 -100%
LC
256
Lindbrook Capital
California
$32.5K +$15.3K +440 +89%
QC
257
Quent Capital
New York
$32.1K -$18.3K -526 -36%
SAM
258
Smartleaf Asset Management
Massachusetts
$31.4K -$105K -3,024 -77%
EWA
259
EverSource Wealth Advisors
Alabama
$28.5K +$6.05K +174 +27%
TWD
260
True Wealth Design
Ohio
$26.4K +$278 +8 +1%
PS
261
Principal Securities
Iowa
$25.9K – – –
QCG
262
Quadrant Capital Group
Ohio
$24.7K -$487 -14 -2%
CIBC Private Wealth Group
263
CIBC Private Wealth Group
Georgia
$23.1K +$6.87K +220 +42%
MCM
264
MAI Capital Management
Ohio
$21.6K -$2.85K -82 -12%
MG
265
Mather Group
Illinois
$19.7K – – –
UB
266
UMB Bank
Missouri
$19.5K – – –
TC
267
Truvestments Capital
Florida
$18.6K +$18.6K +536 New
AAP
268
Arax Advisory Partners
Colorado
$14.7K -$16.8K -484 -53%
PP
269
PFS Partners
New Jersey
$13.9K – – –
PTC
270
Private Trust Company
Ohio
$12.5K – – –
BIG
271
Brooklyn Investment Group
New York
$12K +$1.11K +32 +10%
FHA
272
First Horizon Advisors
Tennessee
$11.7K +$11.7K +336 New
PFBT
273
Parkside Financial Bank & Trust
Missouri
$10.6K – – –
SWM
274
Spire Wealth Management
Virginia
$10.5K +$10.5K +302 New
SCM
275
Sterling Capital Management
North Carolina
$10.2K -$39.9K -1,148 -80%
9 10
11
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