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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
NA
201
NewEdge Advisors
Louisiana
$296K +$377K +8,514 +141,900%
OAM
202
Oppenheimer Asset Management
New York
$289K +$367K +8,300 New
New York State Teachers Retirement System (NYSTRS)
203
New York State Teachers Retirement System (NYSTRS)
New York
$285K
JFG
204
Jefferies Financial Group
New York
$281K +$358K +8,090 New
NRD
205
Nebula Research & Development
New York
$281K -$2.15M -48,522 -86%
PCM
206
Princeton Capital Management
New Jersey
$278K
CGIM
207
Cannon Global Investment Management
Florida
$278K +$354K +8,000 New
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$278K +$353K +7,992 New
Bank of Nova Scotia
209
Bank of Nova Scotia
Ontario, Canada
$274K +$7.96K +180 +2%
Commonwealth Equity Services
210
Commonwealth Equity Services
Massachusetts
$267K +$131K +2,956 +62%
FPAS
211
Focus Partners Advisor Solutions
Missouri
$265K +$337K +7,618 New
VC
212
Veracity Capital
Georgia
$257K +$327K +7,392 New
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$251K -$25.7K -582 -7%
BC
214
Bayforest Capital
United Kingdom
$250K +$317K +7,178 New
WSFS
215
Wilmington Savings Fund Society
Delaware
$231K -$94.5K -2,136 -24%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$229K -$18.4K -416 -6%
FAM
217
Fred Alger Management
New York
$227K +$289K +6,526 New
P
218
&Partners
Tennessee
$224K +$285K +6,454 New
AB
219
Amalgamated Bank
New York
$213K +$13.5K +306 +5%
Principal Financial Group
220
Principal Financial Group
Iowa
$211K -$84.8K -1,918 -24%
ULWM
221
Upper Left Wealth Management
Florida
$209K
Cambridge Investment Research Advisors
222
Cambridge Investment Research Advisors
Iowa
$207K +$264K +5,958 New
Osaic Holdings
223
Osaic Holdings
Arizona
$206K -$1.43M -32,236 -84%
IPW
224
Impact Partnership Wealth
Georgia
$204K +$42.8K +968 +20%
FFA
225
Farther Finance Advisors
California
$204K +$86.2K +1,948 +51%

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.