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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
Victory Capital Management
76
Victory Capital Management
Texas
$6.23M +$2.59M +58,624 +49%
Wells Fargo
77
Wells Fargo
California
$6.02M +$398K +9,000 +5%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$5.68M -$3.44M -77,742 -32%
HIIFS
79
Harel Insurance Investments & Financial Services
Israel
$5.66M +$7.21M +162,940 New
Citigroup
80
Citigroup
New York
$5.35M +$5.82M +131,654 +594%
SC
81
SummitTX Capital
Texas
$5.01M +$6.37M +144,072 New
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$4.84M +$3.2M +72,342 +108%
QCM
83
Quantinno Capital Management
New York
$4.32M +$1.97M +44,462 +56%
CGH
84
Crossmark Global Holdings
Texas
$4.03M +$1.24M +28,026 +32%
SFI
85
Susquehanna Fundamental Investments
Pennsylvania
$3.98M -$1.11M -25,148 -18%
Barclays
86
Barclays
United Kingdom
$3.92M +$1.07M +24,296 +27%
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$3.76M -$78.5K -1,774 -2%
Capital Fund Management (CFM)
88
Capital Fund Management (CFM)
France
$3.62M +$3.03M +68,424 +192%
Legal & General Group
89
Legal & General Group
United Kingdom
$3.6M +$570K +12,898 +14%
IC
90
IEQ Capital
California
$3.39M +$503K +11,378 +13%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$3.33M -$4.63M -104,770 -52%
1CM
92
1492 Capital Management
Wisconsin
$3.28M +$2.06M +46,680 +98%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$3.26M +$1.03M +23,314 +33%
AFA
94
Abacus FCF Advisors
Florida
$3.22M +$2.12M +47,876 +107%
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$3.21M -$41.6K -940 -1%
California State Teachers Retirement System (CalSTRS)
96
California State Teachers Retirement System (CalSTRS)
California
$3.06M +$343K +7,764 +10%
FP
97
Foundry Partners
Minnesota
$2.96M +$50.7K +1,146 +1%
EIM
98
Essex Investment Management
Massachusetts
$2.91M -$357K -8,068 -9%
IIM
99
Ironwood Investment Management
Massachusetts
$2.87M -$27.7K -626 -0.8%
Vontobel Holding
100
Vontobel Holding
Switzerland
$2.86M +$291K +6,578 +9%

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.