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Pegasystems
PEGA

426 hedge funds and large institutions have $5.58B invested in Pegasystems in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 162 increasing their positions, 135 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $10.5M

27% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 62

20% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 135

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

9% more capital invested

Capital invested by funds: $5.12B → $5.58B (+$461M)

3% more funds holding

Funds holding: 415 → 426 (+11)

53.84% less ownership

Funds ownership: 110.6% → 56.76% (-54%)

Holders
426
Holders Change
+11
Holders Change %
+2.65%
% of All Funds
5.59%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
79
Increased
162
Reduced
135
Closed
62
Calls
$20.1M
Puts
$10.5M
Net Calls
+$9.55M
Net Calls Change
+$30.3M

Top Buyers

1
HRCM
Hood River Capital Management
Florida
+$87M
2
NPCM
North Peak Capital Management
New York
+$71.1M
3
American Century Companies
American Century Companies
Missouri
+$68.3M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$51.6M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$45.7M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$80.2M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$45.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$35.6M
4
Squarepoint
Squarepoint
New York
-$25.4M
5
Morgan Stanley
Morgan Stanley
New York
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
276
O'Shaughnessy Asset Management
Connecticut
$291K +$26.2K +475 +10%
FRA
277
Frank Rimerman Advisors
California
$289K – – –
CPIG
278
Chicago Partners Investment Group
Illinois
$288K -$11.5K -208 -5%
GC
279
Globeflex Capital
California
$282K – – –
SFA
280
Sequoia Financial Advisors
Ohio
$280K +$269K +4,873 New
CL
281
CSS LLC
Illinois
$280K +$268K +4,870 New
DekaBank Deutsche Girozentrale
282
DekaBank Deutsche Girozentrale
Germany
$278K – – –
EWA
283
EverSource Wealth Advisors
Alabama
$276K +$12.6K +228 +5%
RCM
284
Requisite Capital Management
Texas
$274K +$262K +4,760 New
GCM
285
Gallacher Capital Management
Colorado
$265K +$254K +4,610 New
URS
286
Utah Retirement Systems
Utah
$265K – – –
IC
287
Inscription Capital
Texas
$263K +$252K +4,570 New
CL
288
Choreo LLC
Illinois
$262K -$25.5K -463 -9%
WorldQuant Millennium Advisors
289
WorldQuant Millennium Advisors
New York
$260K +$249K +4,520 New
SI
290
Stephens Inc
Arkansas
$255K +$244K +4,427 New
Baird Financial Group
291
Baird Financial Group
Wisconsin
$248K +$24.8K +450 +12%
FFM
292
Forum Financial Management
Illinois
$248K +$25.5K +462 +12%
KCP
293
Kera Capital Partners
California
$248K +$237K +4,308 New
KRW
294
Kaufman Rossin Wealth
Florida
$247K -$1.54K -28 -0.6%
SLAM
295
Swiss Life Asset Management
$246K +$235K +4,274 New
CW
296
CreativeOne Wealth
Kansas
$245K -$27.1K -491 -10%
MSRPS
297
Maryland State Retirement & Pension System
Maryland
$243K – – –
OL
298
Optas LLC
Texas
$238K – – –
DO
299
denkapparat Operations
Germany
$233K – – –
EI
300
Ethic Inc
New York
$233K -$16.1K -292 -7%
10 11
12
13 14

PEGA Hedge Fund Activity: Q3 2025 in Review

426 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q3 2025, worth a combined $5.58B — up 9% from $5.12B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new PEGA positions and 62 closed out — a net gain of 17 holders — while 162 added to existing stakes and 135 trimmed.

The largest buyer was Hood River Capital Management, opening a new position worth an estimated $87M. The largest seller was Capital Research Global Investors, cutting an estimated $80.2M.

  • 426 institutional investors held Pegasystems (PEGA) as of Q3 2025, up from 415 in Q2 2025.
  • Funds reported $5.58B of Pegasystems stock for Q3 2025, up 9% quarter-over-quarter.
  • 79 funds opened new Pegasystems positions in Q3 2025 and 62 closed out, a net change of +17 holders.
  • The largest Pegasystems buyer in Q3 2025 was Hood River Capital Management, an estimated $87M added.
  • The largest Pegasystems seller in Q3 2025 was Capital Research Global Investors, an estimated $80.2M sold.

Based on aggregated 13F filings for Q3 2025.