| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.2M | $92.6M | -7.8% | 4.099% | 0.00% |
| 5 | STATE STREET CORP | 3.0M | $87.1M | -1.9% | 3.859% | 0.00% |
| 6 | AMERIPRISE FINANCIAL INC | 2.8M | $79.7M | -2.2% | 3.528% | 0.02% |
| 7 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 2.5M | $73.5M | -5.4% | 3.253% | 0.37% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2.0M | $56.8M | -3.6% | 2.514% | 0.00% |
| 9 | CITADEL ADVISORS LLC | 1.8M | $53.1M | +5729.5% | 2.352% | 0.00% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 1.7M | $48.7M | +7.3% | 2.156% | 0.01% |
| 11 | Soleus Capital Management, L.P. | 1.6M | $46.2M | -22.5% | 2.045% | 1.59% |
| 12 | MORGAN STANLEY | 1.5M | $44.3M | -32.9% | 1.961% | 0.00% |
| 13 | WELLINGTON MANAGEMENT GROUP LLP | 1.5M | $43.1M | -34.6% | 1.911% | 0.01% |
| 14 | DISCIPLINED GROWTH INVESTORS INC /MN | 1.2M | $34.1M | +105.7% | 1.508% | 0.58% |
| 15 | LOOMIS SAYLES & CO L P | 1.1M | $31.2M | +9.4% | 1.380% | 0.04% |
| 16 | BAILLIE GIFFORD & CO | 1.1M | $31.1M | -11.6% | 1.377% | 0.03% |
| 17 | JANE STREET GROUP, LLC | 1.1M | $30.7M | +568.8% | 1.357% | 0.00% |
| 18 | EASTERLY INVESTMENT PARTNERS LLC | 958K | $27.6M | +15.0% | 1.223% | 1.41% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 954K | $27.5M | +19.5% | 1.218% | 0.00% |
| 20 | NORTHERN TRUST CORP | 803K | $23.1M | -1.9% | 1.025% | 0.00% |
| 21 | AQR CAPITAL MANAGEMENT LLC | 798K | $23.0M | +21.5% | 1.018% | 0.01% |
| 22 | AMERICAN CENTURY COMPANIES INC | 779K | $22.5M | +244.9% | 0.994% | 0.01% |
| 23 | Fideuram Asset Management (Ireland) dac | 904K | $18.4M | +1018.5% | 1.154% | 0.35% |
| 24 | River Road Asset Management, LLC | 635K | $18.3M | -6.1% | 0.811% | 0.20% |
| 25 | Nuveen, LLC | 607K | $17.5M | +3.3% | 0.775% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PGNY — a direct measure of their conviction.
| 85.39% |
| 10.74 pp |
| $1.54B |
| +16% |
| Q4 2024 | 262 | 5.4% | 96.13% | +1.32 pp | $1.33B | +4.3% |
| Q3 2024 | 277 | — | 94.81% | — | $1.27B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
61 institutions opened new positions in PGNY during Q2 2026, while 42 fully exited. 208 added to existing positions and 35 trimmed.
PGNY institutional ownership fell by 0.69 percentage points quarter-over-quarter, with a net change of +23 holders.
The top 10 institutions account for 53.4% of all reported 13F value in PGNY, and the top 25 account for 73.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.