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Pegasystems
PEGA

Overview Fund Activity

327 hedge funds and large institutions have $3.05B invested in Pegasystems in 2025 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 129 increasing their positions, 82 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+9
Holders Change %
+2.83%
% of All Funds
4.44%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
84
Increased
129
Reduced
82
Closed
68
Calls
$6.62M
Puts
$7.2M
Net Calls
-$584K
Net Calls Change
-$12.5M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$151M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$68.2M
3
Squarepoint
Squarepoint
New York
$39.5M
4
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$41.9M
5
AQR Capital Management
AQR Capital Management
Connecticut
$81.3M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$138M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$35.7K
3
Invesco
Invesco
Georgia
$127M
4
BCM
Bares Capital Management
Texas
$139M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Teachers Retirement System (NYSTRS)
201
New York State Teachers Retirement System (NYSTRS)
New York
$285K – – –
JFG
202
Jefferies Financial Group
New York
$281K +$281K +8,090 New
NRD
203
Nebula Research & Development
New York
$281K -$1.69M -48,522 -86%
PCM
204
Princeton Capital Management
New Jersey
$278K – – –
CGIM
205
Cannon Global Investment Management
Florida
$278K +$278K +8,000 New
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$278K +$278K +7,992 New
Bank of Nova Scotia
207
Bank of Nova Scotia
Ontario, Canada
$274K +$6.26K +180 +2%
Commonwealth Equity Services
208
Commonwealth Equity Services
Massachusetts
$267K +$103K +2,956 +62%
FPAS
209
Focus Partners Advisor Solutions
Missouri
$265K +$265K +7,618 New
VC
210
Veracity Capital
Georgia
$257K +$257K +7,392 New
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$251K -$20.2K -582 -7%
BC
212
Bayforest Capital
United Kingdom
$250K +$250K +7,178 New
WSFS
213
Wilmington Savings Fund Society
Delaware
$231K -$74.2K -2,136 -24%
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$229K -$14.5K -416 -6%
FAM
215
Fred Alger Management
New York
$227K +$227K +6,526 New
P
216
&Partners
Tennessee
$224K +$224K +6,454 New
AB
217
Amalgamated Bank
New York
$213K +$10.7K +306 +5%
Principal Financial Group
218
Principal Financial Group
Iowa
$211K -$66.7K -1,918 -24%
ULWM
219
Upper Left Wealth Management
Florida
$209K – – –
Cambridge Investment Research Advisors
220
Cambridge Investment Research Advisors
Iowa
$207K +$207K +5,958 New
Osaic Holdings
221
Osaic Holdings
Arizona
$206K -$1.12M -32,236 -84%
IPW
222
Impact Partnership Wealth
Georgia
$204K +$33.6K +968 +20%
FFA
223
Farther Finance Advisors
California
$204K +$68.7K +1,948 +51%
BAM
224
Blueshift Asset Management
New Jersey
$203K +$203K +5,836 New
Walleye Trading
225
Walleye Trading
New York
$182K +$182K +5,236 New
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