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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$50M +$10.8M +238,018 +35%
Northern Trust
27
Northern Trust
Illinois
$49.9M +$16.9M +372,918 +68%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$46.4M +$14.4M +318,867 +59%
Raymond James Financial
29
Raymond James Financial
Florida
$44.1M +$1.01M +22,339 +3%
Norges Bank
30
Norges Bank
Norway
$43M -$19.9M -439,140 -36%
HIM
31
Herald Investment Management
United Kingdom
$38.1M
GAM
32
Gotham Asset Management
New York
$35.9M +$8.07M +178,061 +37%
JP Morgan Chase
33
JP Morgan Chase
New York
$34M -$6.23M -137,533 -18%
Charles Schwab
34
Charles Schwab
California
$31.1M -$96.1K -2,121 -0.4%
Goldman Sachs
35
Goldman Sachs
New York
$30M +$2.58M +57,039 +11%
CIC
36
Crawford Investment Counsel
Georgia
$29.2M -$3.94M -86,964 -14%
Bank of America
37
Bank of America
North Carolina
$28.2M +$4.88M +107,745 +26%
Squarepoint
38
Squarepoint
New York
$25.4M -$30.2M -667,696 -59%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$25.1M +$155K +3,415 +0.7%
SEI Investments
40
SEI Investments
Pennsylvania
$25M +$5.75M +126,965 +38%
N
41
Nuveen
North Carolina
$23.6M +$5.04M +111,304 +34%
UBS AM
42
UBS AM
Illinois
$22.7M +$4.85M +106,952 +34%
OAM
43
Oberweis Asset Management
Illinois
$21.1M -$45.3K -1,000 -0.3%
Canada Life
44
Canada Life
Manitoba, Canada
$21.1M +$2.22M +48,975 +14%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$21M +$955K +21,084 +6%
WHG
46
Westwood Holdings Group
Texas
$19.7M +$1.22M +26,912 +8%
American Century Companies
47
American Century Companies
Missouri
$18.8M +$7.33M +161,791 +87%
SCA
48
Summit Creek Advisors
Minnesota
$17.7M -$633K -13,966 -4%
Connor, Clark & Lunn Investment Management (CC&L)
49
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$16.6M +$13.9M +307,579 New
First Trust Advisors
50
First Trust Advisors
Illinois
$16.2M -$25.1M -553,254 -65%

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.