We are live on ! Find out more
PEGA icon

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
RIM
26
Ranger Investment Management
Texas
$56.1M -$8.04M -145,865 -13%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$55.3M -$2.85M -51,733 -5%
Raymond James Financial
28
Raymond James Financial
Florida
$52.7M +$5.59M +101,500 +12%
Charles Schwab
29
Charles Schwab
California
$49.1M +$15.4M +279,547 +49%
Pacer Advisors
30
Pacer Advisors
Pennsylvania
$48.9M +$45.7M +828,924 +3,771%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$48.9M -$4.12M -74,715 -8%
Fiera Capital (Canada)
32
Fiera Capital (Canada)
Quebec, Canada
$48.2M -$1.01M -18,313 -2%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$45.1M -$10.1M -183,742 -19%
HIM
34
Herald Investment Management
United Kingdom
$40.4M – – –
JP Morgan Chase
35
JP Morgan Chase
New York
$35.7M -$393K -7,127 -1%
GAM
36
Gotham Asset Management
New York
$31.7M -$6.18M -112,214 -17%
CIC
37
Crawford Investment Counsel
Georgia
$30.2M -$739K -13,421 -2%
Bank of America
38
Bank of America
North Carolina
$28.4M -$1.5M -27,267 -5%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$26.9M +$257K +4,664 +1%
SEI Investments
40
SEI Investments
Pennsylvania
$26.3M -$327K -5,939 -1%
Goldman Sachs
41
Goldman Sachs
New York
$25.3M -$6.26M -113,701 -21%
OAM
42
Oberweis Asset Management
Illinois
$22.4M -$22K -400 -0.1%
WHG
43
Westwood Holdings Group
Texas
$21M +$70.3K +1,275 +0.4%
N
44
Nuveen
North Carolina
$21M -$3.9M -70,849 -16%
Canada Pension Plan Investment Board
45
Canada Pension Plan Investment Board
Ontario, Canada
$20.7M +$5.78M +104,900 +41%
Acadian Asset Management
46
Acadian Asset Management
Massachusetts
$20.2M -$45.1M -819,257 -70%
Canada Life
47
Canada Life
Manitoba, Canada
$19.6M -$3.04M -55,209 -14%
Connor, Clark & Lunn Investment Management (CC&L)
48
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$19.2M +$1.43M +25,888 +8%
Federated Hermes
49
Federated Hermes
Pennsylvania
$17.5M +$645K +11,698 +4%
SCA
50
Summit Creek Advisors
Minnesota
$17.4M -$1.34M -24,335 -7%
1
2
3 4 5

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.