13FPulse
中
PG

PGNY PROGYNY INC

2026Q2 · CUSIP 74340E103 · Sector: Healthcare & Biotech

Piling in

Net holder growth ranks near the top of the market

Funds that own it
303
Institutions that reported holding it to the SEC
Net increase in holders
+19
Last quarter 284 → now 303
How unusual is that
Top 20%
Stronger buying than 82% of US stocks
What the filings say, in one paragraph

303 funds held PGNY at the end of 2026Q2, up 19 from the quarter before. That is stronger buying than 82.3% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $1.3B(YoY +5.5%), the P/E is 27.9x, return on equity is 17.3%. PGNY has had 11 buying rushes in its history, and the price moved +14.1% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Healthcare & Biotech sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2020Q1: holders=83 2020Q2: holders=124 2020Q3: holders=144 2020Q4: holders=185 2021Q1: holders=209 2021Q2: holders=274 2021Q3: holders=261 2021Q4: holders=259 2022Q1: holders=253 2022Q2: holders=245 2022Q3: holders=281 2022Q4: holders=266 2023Q1: holders=272 2023Q2: holders=308 2023Q3: holders=320 2023Q4: holders=316 2024Q1: holders=326 2024Q2: holders=325 2024Q3: holders=283 2024Q4: holders=265 2025Q1: holders=288 2025Q2: holders=303 2025Q3: holders=302 2025Q4: holders=313 2026Q1: holders=284 2026Q2: holders=303 -65 -32.5 +0 +32.5 +65 74209343 20Q120Q421Q322Q223Q123Q424Q325Q226Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 11 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20% — —
2025Q1 Top 10% -0.2% +5.8%
2023Q3 Top 20% +15.4% +28.7%
2023Q2 Top 5% -11.3% -17.0%
2022Q3 Top 5% -11.0% -2.2%
2021Q2 Top 5% +28.5% +44.6%
2021Q1 Top 20% +8.0% -19.7%
2020Q4 Top 20% -6.0% +13.0%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
169
Change in large funds
+22
Total value they hold
$2.2B
Funds buying for the first time
72
Funds that sold out entirely
53
Price change that quarter
+6.7%
Funds holding puts (bearish)
2
Funds holding calls (bullish)
3

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
27.9
EPS (TTM)
$0.92
EPS YoY
+55.9%
Revenue (TTM)
$1.3B
Revenue YoY
+5.5%
Net margin
6.0%
ROE
17.3%
Debt ratio
36.7%
FCF (TTM)
$178M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.17 2021-12-31: EPS 0.15 2022-03-31: EPS 0.05 2022-06-30: EPS 0.09 2022-09-30: EPS 0.13 2022-12-31: EPS 0.03 2023-03-31: EPS 0.18 2023-06-30: EPS 0.15 2023-09-30: EPS 0.16 2023-12-31: EPS 0.13 2024-03-31: EPS 0.17 2024-06-30: EPS 0.17 2024-09-30: EPS 0.11 2024-12-31: EPS 0.12 2025-03-31: EPS 0.17 2025-06-30: EPS 0.19 2025-09-30: EPS 0.15 2025-12-31: EPS 0.14 2026-03-31: EPS 0.29 2026-06-30: EPS 0.34 0M 175M 351M $M 0.00 0.19 0.37 20182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 40 21 69 117 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-12M32M75M 201820192020202120222023202420252026
Latest quarter $40M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.