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Pegasystems

415 hedge funds and large institutions have $5.12B invested in Pegasystems in 2025 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 145 increasing their positions, 99 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 54

66% more capital invested

Capital invested by funds: $3.09B → $5.12B (+$2.03B)

46% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 99

27% more funds holding

Funds holding: 328415 (+87)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7.03% more ownership

Funds ownership: 103.58%110.6% (+7%)

27% less call options, than puts

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

Holders
415
Holders Change
+87
Holders Change %
+26.52%
% of All Funds
5.46%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
144
Increased
145
Reduced
99
Closed
54
Calls
$55.9M
Puts
$76.6M
Net Calls
-$20.7M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$598M +$441K +9,734 +0.1%
BlackRock
2
BlackRock
New York
$490M +$171M +3,778,044 +72%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$219M -$13.5M -298,283 -7%
AQR Capital Management
4
AQR Capital Management
Connecticut
$218M +$74.1M +1,635,914 +68%
Capital Research Global Investors
5
Capital Research Global Investors
California
$215M
BCM
6
Bares Capital Management
Texas
$192M -$21.3M -469,264 -12%
State Street
7
State Street
Massachusetts
$157M +$57.6M +1,271,073 +78%
Jacobs Levy Equity Management
8
Jacobs Levy Equity Management
New Jersey
$139M +$27.3M +601,593 +31%
Invesco
9
Invesco
Georgia
$132M -$54.5M -1,202,905 -33%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$124M +$10.5M +231,881 +11%
Mirae Asset Global ETFs Holdings
11
Mirae Asset Global ETFs Holdings
Hong Kong
$118M +$630K +13,908 +0.6%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$103M -$6.91M -152,606 -7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$96.3M +$1.6M +35,359 +2%
Morgan Stanley
14
Morgan Stanley
New York
$95.7M +$51.8M +1,142,519 +183%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$88.4M +$2.83M +62,569 +4%
Teacher Retirement System of Texas
16
Teacher Retirement System of Texas
Texas
$82.1M +$14.1M +310,166 +26%
UBS Group
17
UBS Group
Switzerland
$80M +$21.4M +472,971 +47%
SRFM
18
Shannon River Fund Management
New York
$74.3M +$4.67M +103,063 +8%
Fisher Asset Management
19
Fisher Asset Management
Washington
$64.6M -$2.28M -50,331 -4%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$63.4M +$23M +508,350 +77%
Franklin Resources
21
Franklin Resources
California
$63M -$18.3M -404,209 -26%
RIM
22
Ranger Investment Management
Texas
$60.7M -$6.97M -153,860 -12%
NPCM
23
North Peak Capital Management
New York
$57.2M +$47.9M +1,056,961 New
Russell Investments Group
24
Russell Investments Group
United Kingdom
$54.8M +$10.8M +237,590 +31%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$52.4M +$36.5M +805,395 +493%

PEGA Hedge Fund Activity: Q2 2025 in Review

415 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q2 2025, worth a combined $5.12B — up 66% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new PEGA positions and 54 closed out — a net gain of 90 holders — while 145 added to existing stakes and 99 trimmed.

The largest buyer was BlackRock, adding an estimated $171M. The largest seller was TPG GP A, exiting entirely with an estimated $141M sold.

  • 415 institutional investors held Pegasystems (PEGA) as of Q2 2025, up from 328 in Q1 2025.
  • Funds reported $5.12B of Pegasystems stock for Q2 2025, up 66% quarter-over-quarter.
  • 144 funds opened new Pegasystems positions in Q2 2025 and 54 closed out, a net change of +90 holders.
  • The largest Pegasystems buyer in Q2 2025 was BlackRock, an estimated $171M added.
  • The largest Pegasystems seller in Q2 2025 was TPG GP A, an estimated $141M sold.

Based on aggregated 13F filings for Q2 2025.