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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$384M -$24M -542,528 -5%
BlackRock
2
BlackRock
New York
$183M -$28.1M -635,864 -11%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$151M +$192M +4,348,358 New
TGA
4
TPG GP A
Texas
$141M +$7.33M +165,690 +4%
BCM
5
Bares Capital Management
Texas
$139M -$31.8M -717,918 -15%
Capital Research Global Investors
6
Capital Research Global Investors
California
$138M -$96.6M -2,184,674 -35%
Invesco
7
Invesco
Georgia
$127M -$47.8M -1,080,918 -23%
AQR Capital Management
8
AQR Capital Management
Connecticut
$81.3M +$39.9M +901,902 +60%
Mirae Asset Global ETFs Holdings
9
Mirae Asset Global ETFs Holdings
Hong Kong
$75.6M -$3.21M -72,656 -3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$71.4M +$14.8M +334,286 +19%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$71.4M +$27.7M +626,632 +44%
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$68.2M +$86.8M +1,962,866 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$60.6M +$4.08M +92,210 +6%
State Street
14
State Street
Massachusetts
$56.9M -$3.55M -80,254 -5%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$54.6M +$4.06M +91,820 +6%
Franklin Resources
16
Franklin Resources
California
$54.5M +$7.19M +162,596 +12%
RIM
17
Ranger Investment Management
Texas
$44.3M -$5.34M -120,770 -9%
SRFM
18
Shannon River Fund Management
New York
$44.1M -$14.5M -327,210 -20%
Fisher Asset Management
19
Fisher Asset Management
Washington
$43.2M -$1.43M -32,432 -3%
Norges Bank
20
Norges Bank
Norway
$42.9M +$12.5M +281,726 +30%
Teacher Retirement System of Texas
21
Teacher Retirement System of Texas
Texas
$41.9M +$39.1M +884,924 +275%
Squarepoint
22
Squarepoint
New York
$39.5M +$42.7M +964,338 +562%
UBS Group
23
UBS Group
Switzerland
$34.9M +$37.6M +849,224 +548%
First Trust Advisors
24
First Trust Advisors
Illinois
$29.6M -$5.24M -118,570 -12%
Raymond James Financial
25
Raymond James Financial
Florida
$27.5M +$8.82M +199,430 +34%

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.