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Pegasystems

411 hedge funds and large institutions have $5.12B invested in Pegasystems in 2025 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 146 increasing their positions, 97 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

8.48% more ownership

Funds ownership: 102.12%110.6% (+8.5%)

27% less call options, than puts

Call options by funds: $55.9M | Put options by funds: $76.6M

Holders
411
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$55.9M
Puts
$76.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$9.13M
BA
77
Bridgewater Associates
Connecticut
$8.91M
MAM
78
Martingale Asset Management
Massachusetts
$8.81M
EF
79
Empowered Funds
Pennsylvania
$8.5M
AllianceBernstein
80
AllianceBernstein
Tennessee
$8.2M
Allspring Global Investments
81
Allspring Global Investments
North Carolina
$8.17M
Legal & General Group
82
Legal & General Group
United Kingdom
$8.13M
LP
83
LMR Partners
United Kingdom
$8.12M
HIIFS
84
Harel Insurance Investments & Financial Services
Israel
$7.86M
Boston Partners
85
Boston Partners
Massachusetts
$7.72M
CM
86
Castleark Management
Illinois
$7.58M
Barclays
87
Barclays
United Kingdom
$7.41M
Citadel Advisors
88
Citadel Advisors
Florida
$7.26M
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$7.17M
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$7M
KCM
91
Kornitzer Capital Management
Kansas
$6.49M
JAM
92
Jupiter Asset Management
United Kingdom
$6.24M
BHWA
93
Beacon Harbor Wealth Advisors
Virginia
$6.22M
Arrowstreet Capital
94
Arrowstreet Capital
Massachusetts
$5.96M
Retirement Systems of Alabama
95
Retirement Systems of Alabama
Alabama
$5.89M
Universal-Beteiligungs- und Servicegesellschaft
96
Universal-Beteiligungs- und Servicegesellschaft
Germany
$5.62M
SFI
97
Susquehanna Fundamental Investments
Pennsylvania
$5.62M
ZIM
98
Zacks Investment Management
Illinois
$5.52M
AFA
99
Abacus FCF Advisors
Florida
$5.1M
1CM
100
1492 Capital Management
Wisconsin
$5.04M