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Pegasystems

328 hedge funds and large institutions have $3.09B invested in Pegasystems in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 129 increasing their positions, 83 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 83

17% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 71

4.67% more ownership

Funds ownership: 98.91%103.58% (+4.7%)

2% more funds holding

Funds holding: 321328 (+7)

8% less call options, than puts

Call options by funds: $6.62M | Put options by funds: $7.2M

22% less capital invested

Capital invested by funds: $3.95B → $3.09B (-$862M)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
328
Holders Change
+7
Holders Change %
+2.18%
% of All Funds
4.4%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
83
Increased
129
Reduced
83
Closed
71
Calls
$6.62M
Puts
$7.2M
Net Calls
-$584K
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$27M +$17.5M +396,052 +104%
JP Morgan Chase
27
JP Morgan Chase
New York
$26.6M +$12.3M +278,856 +57%
HIM
28
Herald Investment Management
United Kingdom
$24.4M +$380K +8,600 +1%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$23.9M +$1.72M +38,970 +6%
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$23M -$31.2M -705,402 -52%
CIC
31
Crawford Investment Counsel
Georgia
$21.8M +$877K +19,834 +3%
Morgan Stanley
32
Morgan Stanley
New York
$21.7M -$5.61M -126,930 -17%
BBCM
33
Broad Bay Capital Management
New York
$21.5M +$27.4M +619,460 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$21M +$12.8M +290,298 +92%
Charles Schwab
35
Charles Schwab
California
$20M -$2.05M -46,280 -7%
Northern Trust
36
Northern Trust
Illinois
$19.1M +$1.34M +30,312 +6%
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$18.8M +$4.56M +103,066 +24%
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
$18.7M +$23.8M +538,398 New
Adage Capital Partners
39
Adage Capital Partners
Massachusetts
$17.4M +$11.9M +270,000 +117%
Goldman Sachs
40
Goldman Sachs
New York
$17.3M +$1.16M +26,150 +6%
GAM
41
Gotham Asset Management
New York
$16.9M +$4.4M +99,546 +26%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$16M -$15.7M -354,738 -44%
Bank of America
43
Bank of America
North Carolina
$14.4M +$8.21M +185,696 +81%
HAM
44
Harber Asset Management
North Carolina
$14.3M +$3.86M +87,224 +27%
OAM
45
Oberweis Asset Management
Illinois
$13.6M +$4.41M +99,800 +34%
LCG
46
Luxor Capital Group
New York
$13.5M -$17.8M -403,078 -51%
Federated Hermes
47
Federated Hermes
Pennsylvania
$12.9M -$2.8M -63,318 -15%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$12.7M +$4.01M +90,568 +33%
Mackenzie Financial
49
Mackenzie Financial
Ontario, Canada
$12.1M +$7.17M +162,110 +88%
SCA
50
Summit Creek Advisors
Minnesota
$11.9M +$4.24M +95,764 +39%

PEGA Hedge Fund Activity: Q1 2025 in Review

328 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q1 2025, worth a combined $3.09B — down 22% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new PEGA positions and 71 closed out — a net gain of 12 holders — while 129 added to existing stakes and 83 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $192M. The largest seller was Capital Research Global Investors, cutting an estimated $96.6M.

  • 328 institutional investors held Pegasystems (PEGA) as of Q1 2025, up from 321 in Q4 2024.
  • Funds reported $3.09B of Pegasystems stock for Q1 2025, down 22% quarter-over-quarter.
  • 83 funds opened new Pegasystems positions in Q1 2025 and 71 closed out, a net change of +12 holders.
  • The largest Pegasystems buyer in Q1 2025 was Massachusetts Financial Services, an estimated $192M added.
  • The largest Pegasystems seller in Q1 2025 was Capital Research Global Investors, an estimated $96.6M sold.

Based on aggregated 13F filings for Q1 2025.