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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
Lazard Asset Management
51
Lazard Asset Management
New York
$16.1M +$4.31M +95,057 +47%
Federated Hermes
52
Federated Hermes
Pennsylvania
$15.8M -$3.63M -80,221 -22%
Citigroup
53
Citigroup
New York
$15.1M +$5.67M +125,221 +81%
LCG
54
Luxor Capital Group
New York
$14.6M -$5.43M -119,925 -31%
Canada Pension Plan Investment Board
55
Canada Pension Plan Investment Board
Ontario, Canada
$13.8M +$11.5M +254,700 New
TI
56
Trexquant Investment
Connecticut
$13.7M -$1.78M -39,286 -13%
IC
57
IEQ Capital
California
$13.1M +$6.5M +143,547 +147%
Allianz Asset Management
58
Allianz Asset Management
Germany
$13M -$2.69M -59,417 -20%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$12.9M +$5.94M +131,039 +121%
PI
60
PineBridge Investments
New York
$12.7M +$806K +17,795 +8%
HAM
61
Harber Asset Management
North Carolina
$12.4M -$8.34M -184,197 -45%
Janus Henderson Group
62
Janus Henderson Group
United Kingdom
$12.2M +$8.41M +185,704 +466%
PCM
63
Penn Capital Management
Pennsylvania
$12M -$3.98M -87,791 -28%
Wells Fargo
64
Wells Fargo
California
$11.4M +$1.7M +37,554 +22%
Principal Financial Group
65
Principal Financial Group
Iowa
$10.9M +$8.87M +195,716 +3,225%
QCM
66
Quantinno Capital Management
New York
$10.9M +$3.48M +76,892 +62%
Mackenzie Financial
67
Mackenzie Financial
Ontario, Canada
$10.7M -$6.74M -148,751 -43%
Nordea Investment Management
68
Nordea Investment Management
Sweden
$10.5M +$39.5K +871 +0.4%
Fidelity International
69
Fidelity International
Bermuda
$10.5M -$18.1K -400 -0.2%
SPS
70
Susquehanna Portfolio Strategies
Pennsylvania
$9.92M +$8.3M +183,182 New
Swiss National Bank
71
Swiss National Bank
Switzerland
$9.73M -$136K -3,000 -2%
PAM
72
Panagora Asset Management
Massachusetts
$9.71M -$1.39M -30,590 -15%
State of Wisconsin Investment Board
73
State of Wisconsin Investment Board
Wisconsin
$9.4M -$570K -12,590 -7%
Victory Capital Management
74
Victory Capital Management
Texas
$9.2M -$423K -9,328 -5%
Ameriprise
75
Ameriprise
Minnesota
$9.18M +$5.3M +116,956 +222%

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.