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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
EI
301
Ethic Inc
New York
$232K +$197K +4,348 New
MYAM
302
Meiji Yasuda Asset Management
Japan
$231K +$193K +4,268 New
GSC
303
Ground Swell Capital
South Carolina
$231K +$193K +4,263 New
MSRPS
304
Maryland State Retirement & Pension System
Maryland
$229K +$191K +4,226 New
EWM
305
Empirical Wealth Management
Washington
$227K +$190K +4,195 New
OL
306
Optas LLC
Texas
$224K +$188K +4,140 New
MG
307
Marex Group
$222K +$185K +4,092 New
DO
308
denkapparat Operations
Germany
$220K +$184K +4,060 New
ProShare Advisors
309
ProShare Advisors
Maryland
$214K +$179K +3,946 New
SCM
310
Sterling Capital Management
North Carolina
$212K +$164K +3,620 +1,240%
FSC
311
Full Sail Capital
Oklahoma
$210K +$175K +3,872 New
Baird Financial Group
312
Baird Financial Group
Wisconsin
$209K +$175K +3,867 New
FFM
313
Forum Financial Management
Illinois
$209K +$174K +3,852 New
PA
314
Parallel Advisors
California
$198K +$76.5K +1,688 +86%
PAS
315
Point72 Asia (Singapore)
Singapore
$194K +$163K +3,590 New
IA
316
IFP Advisors
Florida
$179K +$62.5K +1,379 +71%
SG Americas Securities
317
SG Americas Securities
New York
$176K -$844K -18,624 -85%
HAI
318
Hennessy Advisors Inc
California
$160K +$134K +2,964 New
Asset Management One
319
Asset Management One
Japan
$132K -$19.5K -430 -15%
KBC Group
320
KBC Group
Belgium
$130K -$54.5K -1,203 -33%
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
$123K -$9.06K -200 -8%
VCM
322
Versant Capital Management
Arizona
$106K +$33.4K +738 +60%
DZ Bank
323
DZ Bank
Germany
$100K
CA
324
CoreCap Advisors
Michigan
$95.4K +$79.8K +1,762 New
CA
325
Clearstead Advisors
Ohio
$94.4K +$21.3K +470 +37%

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.