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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
CM
101
Capula Management
Cayman Islands
$2.76M +$3.51M +79,344 New
Balyasny Asset Management
102
Balyasny Asset Management
Illinois
$2.7M +$3.44M +77,700 New
Universal-Beteiligungs- und Servicegesellschaft
103
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.58M +$3.29M +74,324 New
AM
104
AGF Management
Ontario, Canada
$2.38M +$597K +13,506 +25%
XT
105
XTX Topco
Cayman Islands
$2.35M +$2.56M +57,914 +604%
Cerity Partners
106
Cerity Partners
New York
$1.99M +$840K +18,988 +50%
CP
107
CenterBook Partners
Connecticut
$1.98M +$2.51M +56,854 New
IA
108
Icon Advisers
Colorado
$1.95M
Ameriprise
109
Ameriprise
Minnesota
$1.83M +$849K +19,186 +57%
PGCM
110
Prescott Group Capital Management
Oklahoma
$1.81M +$708K +16,000 +44%
TC
111
TwinBeech Capital
New York
$1.8M +$2.29M +51,666 New
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$1.72M +$26.4K +596 +1%
AllianceBernstein
113
AllianceBernstein
Tennessee
$1.7M -$893K -20,188 -29%
Calamos Advisors
114
Calamos Advisors
Illinois
$1.67M -$679K -15,362 -24%
LAM
115
LECAP Asset Management
United Kingdom
$1.62M +$2.06M +46,640 New
OAM
116
OP Asset Management
$1.59M +$2.03M +45,794 New
LRPA
117
L. Roy Papp & Associates
Arizona
$1.55M -$93.8K -2,120 -5%
D.E. Shaw & Co
118
D.E. Shaw & Co
New York
$1.48M -$5.83M -131,726 -76%
TRSOTSOK
119
Teachers Retirement System of the State of Kentucky
Kentucky
$1.43M -$149K -3,372 -8%
Treasurer of the State of North Carolina
120
Treasurer of the State of North Carolina
North Carolina
$1.42M +$70.8K +1,600 +4%
Janus Henderson Group
121
Janus Henderson Group
United Kingdom
$1.38M -$146K -3,304 -8%
Amundi
122
Amundi
France
$1.34M +$268K +6,066 +18%
VOYA Investment Management
123
VOYA Investment Management
Georgia
$1.33M -$63.6K -1,438 -4%
VRS
124
Virginia Retirement Systems
Virginia
$1.31M +$1.67M +37,800 New
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$1.29M +$257K +5,808 +19%

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.