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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
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$9.13M +$1.33M +29,424 +21%
BA
77
Bridgewater Associates
Connecticut
$8.91M +$7.45M +164,560 New
MAM
78
Martingale Asset Management
Massachusetts
$8.81M -$749K -16,533 -9%
EF
79
Empowered Funds
Pennsylvania
$8.5M +$7.12M +157,157 New
AllianceBernstein
80
AllianceBernstein
Tennessee
$8.2M +$4.64M +102,488 +209%
Allspring Global Investments
81
Allspring Global Investments
North Carolina
$8.17M -$7.35M -162,252 -51%
Legal & General Group
82
Legal & General Group
United Kingdom
$8.13M +$2.11M +46,505 +45%
LP
83
LMR Partners
United Kingdom
$8.12M +$6.8M +150,000 New
HIIFS
84
Harel Insurance Investments & Financial Services
Israel
$7.86M -$803K -17,734 -11%
Boston Partners
85
Boston Partners
Massachusetts
$7.72M +$6.46M +142,610 New
CM
86
Castleark Management
Illinois
$7.58M -$3.5M -77,348 -36%
Barclays
87
Barclays
United Kingdom
$7.41M +$1.1M +24,207 +21%
Citadel Advisors
88
Citadel Advisors
Florida
$7.26M +$6.08M +134,205 +6,710,250%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$7.17M +$1.75M +38,527 +41%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$7M +$1.52M +33,560 +35%
KCM
91
Kornitzer Capital Management
Kansas
$6.49M -$5.41M -119,530 -50%
JAM
92
Jupiter Asset Management
United Kingdom
$6.24M -$4.45M -98,218 -46%
BHWA
93
Beacon Harbor Wealth Advisors
Virginia
$6.22M +$5.21M +114,952 New
Arrowstreet Capital
94
Arrowstreet Capital
Massachusetts
$5.96M -$5.26M -116,198 -51%
Retirement Systems of Alabama
95
Retirement Systems of Alabama
Alabama
$5.89M +$4.93M +108,785 New
Universal-Beteiligungs- und Servicegesellschaft
96
Universal-Beteiligungs- und Servicegesellschaft
Germany
$5.62M +$1.34M +29,540 +40%
SFI
97
Susquehanna Fundamental Investments
Pennsylvania
$5.62M -$480K -10,600 -9%
ZIM
98
Zacks Investment Management
Illinois
$5.52M +$4.62M +102,046 New
AFA
99
Abacus FCF Advisors
Florida
$5.1M +$72.9K +1,610 +2%
1CM
100
1492 Capital Management
Wisconsin
$5.04M -$54.1K -1,194 -1%

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.