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Free · no sign-up · Q2 2026

Which funds own PGNY

Progyny in the Q2 2026 filings. At least 3 of the 91 current managers on file reported a position, worth $47m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding
3
at least, of 91 current
Combined value
$47m
as reported
Opened
1
new this quarter
Added to
1
already held
Trimmed or sold out
2
1 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

ManagerValueWeightSharesChange on the quarterAction
Baillie Gifford & Co
Long-only · $110bn book
$31m0.0%1,078,629+$10m-142,100Trimmed
Caxton Associates LLP
Macro · $5.3bn book
$8.5m0.2%293,287opened293,287New
Winton Group Ltd
Quantitative · $3.1bn book
$7.3m0.2%251,834+$6.1m+183,163Added

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Ownership through time

At least 4 of the 95 managers whose filings are on file listed PGNY in Q2 2026, against 1 in Q1 2020. 1 manager more than in Q1 2026: 1 started a position; 1 listed it again; 1 sold out, by its own filing.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it
0612Q1 2020: 120Q2 2020: 4Q4 2020: 3Q1 2021: 521Q2 2021: 8Q3 2021: 5Q4 2021: 4Q1 2022: 322Q2 2022: 2Q3 2022: 5Q4 2022: 3Q1 2023: 623Q2 2023: 6Q3 2023: 9Q4 2023: 5Q1 2024: 524Q2 2024: 6Q3 2024: 5Q4 2024: 9Q1 2025: 1225Q2 2025: 10Q3 2025: 7Q4 2025: 6Q1 2026: 326Q2 2026: 4
  • Q1 2020: 1
  • Q2 2020: 4
  • Q4 2020: 3
  • Q1 2021: 5
  • Q2 2021: 8
  • Q3 2021: 5
  • Q4 2021: 4
  • Q1 2022: 3
  • Q2 2022: 2
  • Q3 2022: 5
  • Q4 2022: 3
  • Q1 2023: 6
  • Q2 2023: 6
  • Q3 2023: 9
  • Q4 2023: 5
  • Q1 2024: 5
  • Q2 2024: 6
  • Q3 2024: 5
  • Q4 2024: 9
  • Q1 2025: 12
  • Q2 2025: 10
  • Q3 2025: 7
  • Q4 2025: 6
  • Q1 2026: 3
  • Q2 2026: 4
Their combined reported value
$0$61m$122mQ1 2020: $432k20Q2 2020: $19mQ4 2020: $21mQ1 2021: $15m21Q2 2021: $74mQ3 2021: $35mQ4 2021: $21mQ1 2022: $89m22Q2 2022: $57mQ3 2022: $75mQ4 2022: $61mQ1 2023: $101m23Q2 2023: $121mQ3 2023: $122mQ4 2023: $76mQ1 2024: $101m24Q2 2024: $98mQ3 2024: $39mQ4 2024: $58mQ1 2025: $119m25Q2 2025: $98mQ3 2025: $61mQ4 2025: $53mQ1 2026: $24m26Q2 2026: $53m
  • Q1 2020: $432k
  • Q2 2020: $19m
  • Q4 2020: $21m
  • Q1 2021: $15m
  • Q2 2021: $74m
  • Q3 2021: $35m
  • Q4 2021: $21m
  • Q1 2022: $89m
  • Q2 2022: $57m
  • Q3 2022: $75m
  • Q4 2022: $61m
  • Q1 2023: $101m
  • Q2 2023: $121m
  • Q3 2023: $122m
  • Q4 2023: $76m
  • Q1 2024: $101m
  • Q2 2024: $98m
  • Q3 2024: $39m
  • Q4 2024: $58m
  • Q1 2025: $119m
  • Q2 2025: $98m
  • Q3 2025: $61m
  • Q4 2025: $53m
  • Q1 2026: $24m
  • Q2 2026: $53m

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Largest increases, by shares

Largest decreases, by shares

ManagerValue over timeFirst listedLargestQ2 2026
Baillie Gifford & CoQ4 2020$69m$31m
Caxton Associates LLPQ1 2021$8.5m$8.5m
Winton Group LtdQ2 2023$7.3m$7.3m
First Eagle Investment Management LLCQ4 2024$6.1m$6.1m
Man Group PLCQ1 2023$38mlast listed Q2 2024
Farallon Capital Management LLCQ1 2024$37mlast listed Q1 2026
Marshall Wace LLPQ2 2020$33mlast listed Q2 2025
Element Capital Management LLCQ2 2021$24mlast listed Q2 2021
Voloridge Investment Management LLCQ2 2021$21mlast listed Q3 2025
Point72 Asset Management LPQ1 2024$21mlast listed Q1 2024
Woodline Partners LPQ2 2020$20mlast listed Q3 2023
Polen Capital Management LLCQ1 2021$19mlast listed Q2 2025
Two Sigma Investments LPQ1 2023$16mlast listed Q1 2023
Tudor Investment CorpQ2 2020$12mlast listed Q1 2025

What PGNY is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around PGNY →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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The holdings, every quarter, and the week between

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