ProgynyPGNY

13F holders, Q2 2025 (June 30)
302holders +15
46new positions
33sold out
8famous investors
$22.01avg. 13F price*

At the end of Q2 2025, 302 institutions reported holding Progyny Inc. (PGNY) in their 13F filings, up 15 from Q1 2025. 46 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($320.8M), Vanguard Group Inc. ($217.2M) and Thrivent Financial for Lutherans ($107.6M). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
Progyny Inc.
CUSIP
74340E103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 324Q1 2024Q2 2024: 325Q2 2024Q3 2024: 285Q3 2024Q4 2024: 263Q4 2024Q1 2025: 287Q1 2025Q2 2025: 302Q2 2025Q3 2025: 301Q3 2025Q4 2025: 314Q4 2025Q1 2026: 293Q1 2026Q2 2026: 311Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions46$77.4M
Exits33$22.5M

All 13F filers, Q1 2025 → Q2 2025: 12,130,473 shares bought and 7,210,599 shares sold, net +4,919,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 302 holders

BlackRock, Inc. 0.01% Add +14.2% 14,581,512 $320.8M
Vanguard Group Inc. 0.00% Add +14.5% 9,870,634 $217.2M
Thrivent Financial for Lutherans 0.24% Reduce -8.6% 4,889,180 $107.6M
FMR LLC 0.01% Add +14.7% 4,712,613 $103.7M
State Street Corp. 0.00% Reduce -1.6% 2,867,499 $63.1M
Ameriprise Financial Inc. 0.01% Add +37.6% 1,996,957 $43.9M
ArrowMark Colorado Holdings LLC 0.75% Reduce -14.4% 1,891,583 $41.6M
Fred Alger Management, LLC 0.17% Add +38.7% 1,756,056 $38.6M
Geode Capital Management, LLC 0.00% Reduce -3.3% 1,744,108 $38.4M
D. E. Shaw & Co. 0.04% Add +7.7% 1,682,850 $37.0M
Goldman Sachs Group Inc. 0.01% Add +26.4% 1,504,296 $33.1M
Marshall Wace, LLP 0.04% Reduce -6.9% 1,378,723 $30.3M
Dimensional Fund Advisors LP 0.01% Add +23.3% 1,366,642 $30.1M
Morgan Stanley 0.00% Add +4.7% 1,285,804 $28.3M
Baillie Gifford & Co. 0.02% Reduce -0.7% 1,267,134 $27.9M
Fort Washington Investment Advisors Inc. 0.16% Reduce -1.4% 1,244,163 $27.4M
JPMorgan Chase & Co. 0.00% Reduce -1.2% 1,235,308 $27.2M
Nuveen, LLC 0.01% Add +60.5% 980,221 $21.6M
Barclays PLC 0.01% Add +65.9% 879,023 $19.3M
Northern Trust Corp. 0.00% Reduce -5.6% 793,933 $17.5M
Renaissance Technologies 0.02% New 727,800 $16.0M
Voloridge Investment Management, LLC 0.06% Reduce -27.1% 698,077 $15.4M
Wellington Management Group LLP 0.00% Add +4.0% 687,459 $15.1M
Bank of America Corp. 0.00% Add +4.3% 684,133 $15.1M
Charles Schwab Investment Management Inc. 0.00% Reduce -0.9% 683,396 $15.0M
Rockefeller Capital Management L.P. 0.03% Add +15.3% 653,179 $14.4M
River Road Asset Management, LLC 0.18% Reduce -20.7% 606,752 $14.3M
Disciplined Growth Investors Inc. 0.27% Reduce -2.0% 639,837 $14.1M
Pacer Advisors, Inc. 0.03% Reduce -15.5% 538,199 $11.8M
Kornitzer Capital Management Inc. 0.23% No change 511,931 $11.3M
Bank of New York Mellon Corp 0.00% Reduce -3.3% 490,703 $10.8M
Jupiter Asset Management Ltd. 0.09% New 478,410 $10.5M
Tudor Investment Corporation 0.08% Reduce -14.6% 472,033 $10.4M
Principal Financial Group Inc. 0.01% Reduce -5.0% 448,189 $9.9M
Point72 Asset Management 0.02% New 444,739 $9.8M
Algert Global LLC 0.20% Add +199.5% 440,875 $9.7M
Millennium Management 0.01% Reduce -67.3% 426,748 $9.4M
Nomura Holdings Inc. 0.08% New 425,812 $9.4M
Acadian Asset Management LLC 0.02% Add +101.5% 414,486 $9.1M
Invesco Ltd. 0.00% Add +37.4% 379,189 $8.3M
Citadel Advisors 0.01% Reduce -69.3% 327,391 $7.2M
AQR Capital Management 0.01% Reduce -8.7% 303,345 $6.7M
Victory Capital Management Inc. 0.00% Add +84.2% 297,314 $6.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +16.9% 294,534 $6.5M
PDT Partners, LLC 0.35% Reduce 0.0% 278,302 $6.1M
Jacobs Levy Equity Management, Inc. 0.02% New 271,055 $6.0M
Public Sector Pension Investment Board 0.02% Add +8.2% 254,208 $5.6M
Cubist Systematic Strategies, LLC 0.06% Add +432.6% 242,361 $5.3M
American Century Companies Inc. 0.00% Add +134.8% 240,509 $5.3M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +4.7% 234,400 $5.2M
First Sabrepoint Capital Management LP 2.17% Reduce -36.1% 230,000 $5.1M
Legal & General Group Plc 0.00% Add +13.0% 226,959 $5.0M
Envestnet Asset Management Inc. 0.00% Reduce -4.8% 225,876 $5.0M
Deutsche Bank AG 0.00% Reduce -6.7% 221,406 $4.9M
Voya Investment Management LLC 0.01% Add +16.6% 216,335 $4.8M
Oddo BHF Asset Management Sas 0.18% Reduce -3.1% 213,661 $4.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 212,275 $4.7M
Captrust Financial Advisors 0.01% Add +0.1% 210,098 $4.6M
Rhumbline Advisers 0.00% Reduce -2.2% 207,362 $4.6M
Man Group plc 0.01% Add +58.8% 192,515 $4.2M
Nordea Investment Management AB 0.00% Add +0.6% 183,362 $4.1M
AWM Investment Company, Inc. 0.44% No change 180,000 $4.0M
Kestrel Investment Management Corp. 2.35% Reduce -4.5% 178,650 $3.9M
Hillsdale Investment Management Inc. 0.14% Reduce -3.9% 176,700 $3.9M
Qube Research & Technologies Ltd 0.01% Add +375.2% 174,693 $3.8M
Two Sigma Investments, LP 0.01% Reduce -47.4% 169,692 $3.7M
Edgestream Partners, L.P. 0.10% Add +99.5% 162,397 $3.6M
International Assets Investment Management, LLC 0.27% New 154,464 $3.4M
First Eagle Investment Management, LLC 0.01% Reduce -7.0% 151,700 $3.3M
UBS Group AG 0.00% Add +27.5% 149,496 $3.3M
Jump Financial, LLC 0.04% New 148,260 $3.3M
Swiss National Bank 0.00% Reduce -0.9% 139,100 $3.1M
South Dakota Investment Council 0.06% No change 132,924 $2.9M
Acuitas Investments, LLC 2.31% Reduce -23.7% 131,725 $2.9M
SG Americas Securities, LLC 0.01% Add +1589.8% 131,550 $2.9M
BNP Paribas Financial Markets 0.00% Reduce -45.5% 129,966 $2.9M
Thematics Asset Management 0.12% Add +53.7% 123,967 $2.7M
Russell Investments Group, Ltd. 0.00% Add +17.4% 120,992 $2.7M
First Trust Advisors LP 0.00% Reduce -26.5% 120,322 $2.6M
Prudential Financial Inc. 0.00% Reduce -36.6% 119,266 $2.6M
State Board of Administration of Florida Retirement System 0.00% Reduce -2.5% 118,395 $2.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +34.7% 117,331 $2.6M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +357.9% 116,138 $2.6M
Quantbot Technologies LP 0.06% Reduce -20.8% 114,945 $2.5M
CenterBook Partners LP 0.14% Reduce -77.9% 113,877 $2.5M
Trexquant Investment LP 0.03% Reduce -54.2% 110,446 $2.4M
Landscape Capital Management, L.L.C. 0.18% New 103,329 $2.3M
Balyasny Asset Management L.P. 0.01% Reduce -57.1% 98,350 $2.2M
Alliancebernstein L.P. 0.00% Add +0.2% 95,897 $2.1M
Mackenzie Financial Corp. 0.00% Reduce -1.6% 93,593 $2.1M
HSBC Holdings PLC 0.00% Reduce -5.2% 91,516 $2.0M
Jain Global LLC 0.03% Add +56.2% 91,634 $2.0M
Susquehanna International Group, LLP 0.00% Reduce -52.3% 91,404 $2.0M
Weiss Asset Management LP 0.04% New 85,644 $1.9M
Tocqueville Asset Management L.P. 0.03% No change 84,000 $1.8M
Sei Investments Co. 0.00% Add +68.6% 79,408 $1.7M
Jane Street Group, LLC 0.00% Reduce -82.9% 79,193 $1.7M
State of Wisconsin Investment Board 0.00% Add +6.3% 79,056 $1.7M
Cresset Asset Management, LLC 0.01% Add +642.4% 77,451 $1.7M
Norges Bank 0.00% No change 77,126 $1.7M
Capital Fund Management S.A. 0.02% Reduce -28.7% 76,791 $1.7M
Ieq Capital, LLC 0.01% Reduce -4.2% 75,682 $1.7M
CANADA LIFE ASSURANCE Co 0.00% Reduce -6.0% 75,431 $1.7M
New York State Teachers Retirement System 0.00% No change 73,200 $1.6M
Engineers Gate Manager LP 0.02% Reduce -31.0% 72,177 $1.6M
California State Teachers Retirement System 0.00% Add +0.7% 70,421 $1.5M
Nebula Research & Development LLC 0.13% Add +45.4% 69,349 $1.5M
Stifel Financial Corp. 0.00% Reduce -4.0% 68,993 $1.5M
Graham Capital Management, L.P. 0.05% Add +49.1% 68,102 $1.5M
Janus Henderson Group PLC 0.00% Reduce -69.3% 67,777 $1.5M
Citigroup Inc. 0.00% Reduce -41.1% 67,637 $1.5M
Polen Capital Management LLC 0.00% Reduce -75.3% 64,650 $1.4M
T. Rowe Price Associates Inc. 0.00% Add +7.0% 59,052 $1.3M
Twinbeech Capital LP 0.03% New 57,656 $1.3M
XTX Topco Ltd 0.05% Add +430.3% 57,142 $1.3M
Y-Intercept (Hong Kong) Ltd 0.03% Add +88.0% 56,196 $1.2M
Natixis Advisors, LLC 0.00% Add +68.9% 53,650 $1.2M
Gotham Asset Management 0.01% Add +338.1% 51,864 $1.1M
OMERS ADMINISTRATION Corp 0.01% New 49,150 $1.1M
State of Tennessee, Department of Treasury 0.00% Add +26.0% 49,150 $1.1M
Verition Fund Management LLC 0.01% Add +19.4% 48,299 $1.1M
WINTON GROUP Ltd 0.05% Reduce -23.9% 46,697 $1.0M
Leibman Financial Services, Inc. 0.78% Add +1.1% 45,946 $1.0M
Cetera Investment Advisers 0.00% Add +6.6% 45,122 $993K
State of Alaska, Department of Revenue 0.01% Add +8.2% 44,425 $976K
Franklin Resources Inc. 0.00% Add +5.3% 44,231 $973K
Brevan Howard Capital Management LP 0.01% Reduce -56.7% 43,893 $966K
MetLife Investment Management, LLC 0.01% Reduce -0.6% 43,557 $958K
Calamos Wealth Management LLC 0.04% No change 40,000 $880K
Illinois Municipal Retirement Fund 0.01% New 39,510 $869K
Gsa Capital Partners LLP 0.06% New 39,356 $866K
Intech Investment Management LLC 0.01% Reduce -18.6% 38,949 $857K
Danske Bank A/S 0.00% New 37,966 $835K
Royce & Associates LP 0.01% No change 37,901 $834K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -15.6% 37,645 $828K
Wells Fargo & Company 0.00% Reduce -2.6% 37,235 $819K
Manufacturers Life Insurance Company, The 0.00% Reduce -0.5% 36,680 $807K
Integrated Quantitative Investments LLC 0.23% New 36,029 $793K
Erste Asset Management GmbH 0.01% No change 35,528 $778K
Jefferies Financial Group Inc. 0.01% Reduce -37.2% 35,000 $770K
Louisiana State Employees Retirement System 0.01% Reduce -0.3% 34,800 $766K
KLP Kapitalforvaltning As 0.00% No change 32,900 $724K
Ensign Peak Advisors, Inc 0.00% Reduce -9.3% 32,616 $718K
M&G PLC 0.00% Add +2.6% 30,542 $672K
GC Wealth Management RIA, LLC 0.05% New 29,429 $647K
Centiva Capital, LP 0.04% Add +68.8% 28,837 $634K
Yousif Capital Management, LLC 0.01% Add +0.5% 28,172 $620K
Oppenheimer Asset Management Inc. 0.01% Reduce -22.0% 27,057 $595K
Cerity Partners LLC 0.00% Reduce -6.7% 26,954 $593K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +18.5% 26,897 $592K
Versor Investments LP 0.10% Reduce -43.5% 26,591 $585K
Amundi 0.00% Add +136.6% 27,012 $574K
Guidance Capital, Inc. 0.16% Add +1.4% 25,360 $570K
Comerica Bank 0.00% Add +1.1% 25,419 $559K
LPL Financial LLC 0.00% Add +9.5% 25,068 $551K
Lazard Asset Management LLC 0.00% Reduce -84.2% 24,234 $533K
Olstein Capital Management, L.P. 0.10% Add +14.3% 24,000 $528K
Truist Financial Corp. 0.00% Add +47.0% 23,470 $516K
Creative Planning 0.00% Reduce -0.7% 23,461 $516K
Teachers Retirement System of the State of Kentucky 0.00% Reduce -7.2% 23,386 $514K
Two Sigma Advisers, LP 0.00% Reduce -17.1% 23,300 $513K
Cwm, LLC 0.00% Reduce -1.0% 23,248 $511K
State of Wyoming 0.06% Add +368.8% 22,793 $501K
Maryland State Retirement & Pension System 0.01% Add +1.6% 21,916 $482K
Aviva PLC 0.00% Reduce -23.7% 21,704 $477K
Teacher Retirement System of Texas 0.00% Reduce -10.7% 21,526 $474K
Horizon Investments, LLC 0.01% New 21,474 $472K
Arizona State Retirement System 0.00% Add +2.3% 21,233 $467K
Amalgamated Bank 0.00% No change 21,175 $466K
Fox Run Management, L.L.C. 0.08% Reduce -63.5% 20,981 $462K
New York State Common Retirement Fund 0.00% Reduce -18.4% 20,870 $459K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.9% 20,471 $450K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Add +0.5% 19,700 $433K
Bridgefront Capital, LLC 0.11% Reduce -36.1% 19,441 $428K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +8.0% 19,146 $421K
PNC Financial Services Group, Inc. 0.00% Add +7.3% 18,940 $417K
Farallon Capital Management, L.L.C. 0.00% No change 18,000 $396K
Walleye Trading LLC 0.01% New 17,628 $388K
F/m Investments LLC 0.01% Reduce -1.3% 17,369 $382K
Bank of Montreal 0.00% Add +0.3% 17,277 $379K
Oregon Public Employees Retirement Fund 0.01% Add +0.3% 17,054 $375K
Handelsbanken Fonder AB 0.00% Reduce -1.8% 16,600 $365K
Group One Trading LLC 0.01% Add +100.2% 16,279 $358K
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.2% 16,197 $348K
Police & Firemen's Retirement System of New Jersey 0.00% Reduce -2.5% 15,624 $344K
ProShare Advisors LLC 0.00% Reduce -12.3% 15,440 $340K
Quadrant Capital Group LLC 0.01% Reduce -32.8% 15,143 $333K
Dark Forest Capital Management LP 0.01% Reduce -81.7% 15,022 $330K
Dynamic Technology Lab Private Ltd 0.04% New 14,875 $327K
Caxton Associates LLP 0.01% Reduce -41.2% 14,607 $321K
Blueshift Asset Management, LLC 0.10% New 14,076 $310K
Schonfeld Strategic Advisors LLC 0.00% Reduce -83.8% 13,609 $299K
Sterling Capital Management LLC 0.00% Add +17531.2% 13,576 $299K
Mariner, LLC 0.00% Reduce -30.9% 13,109 $288K
Oxford Asset Management LLP 0.09% Add +4.3% 12,918 $284K
Raymond James Financial Inc. 0.00% New 12,504 $275K
Quadrature Capital Ltd 0.00% Reduce -0.1% 12,173 $268K
Walleye Capital LLC 0.00% New 12,080 $266K
Corton Capital Inc. 0.31% New 11,955 $263K
Pictet Asset Management Holding SA 0.00% No change 11,856 $261K
Nisa Investment Advisors, LLC 0.00% Add +249.3% 11,613 $255K
Yorktown Management & Research Co Inc 0.24% New 11,500 $253K
Aristides Capital LLC 0.08% New 11,410 $251K
Ballentine Partners, LLC 0.00% Add +1.8% 11,371 $250K
Central Pacific Bank - Trust Division 0.03% Reduce -5.0% 10,802 $238K
Quantinno Capital Management LP 0.00% New 10,776 $237K
Polymer Capital Management (US) LLC 0.04% New 10,458 $230K
EP Wealth Advisors, LLC 0.00% Reduce -2.1% 10,331 $227K
Royal Bank of Canada 0.00% Reduce -21.7% 10,202 $224K
Teza Capital Management LLC 0.17% Add +5.4% 10,068 $221K
STRS Ohio 0.00% New 9,900 $218K
Sherbrooke Park Advisers LLC 0.09% New 9,734 $214K
Public Employees Retirement Association of Colorado 0.00% No change 9,725 $214K
Mutual of America Capital Management LLC 0.00% Reduce -11.2% 9,580 $211K
Tower Research Capital LLC (TRC) 0.00% Add +203.6% 7,021 $154K
Ameritas Investment Partners, Inc. 0.00% Reduce -7.3% 7,013 $154K
DekaBank Deutsche Girozentrale 0.00% No change 4,253 $152K
Vestcor Inc 0.00% No change 6,057 $133K
Meeder Asset Management Inc. 0.01% Add +3.0% 4,714 $104K
Point72 (DIFC) Ltd 0.01% Add +293.1% 4,615 $102K
GAMMA Investing LLC 0.01% Reduce -22.4% 4,175 $92K
SBI Securities Co., Ltd. 0.00% Reduce -6.8% 4,075 $90K
Canada Pension Plan Investment Board 0.00% New 3,500 $77K
KBC Group NV 0.00% Reduce -31.6% 3,194 $70K
Lanark Financial, Inc. 0.01% Reduce -87.2% 2,996 $65K
Simplex Trading, LLC 0.00% New 2,557 $56K
Bayforest Capital Ltd 0.02% Reduce -89.7% 1,589 $35K
Point72 Asia (Singapore) Pte. Ltd. 0.01% Add +1567.0% 1,517 $33K
Signaturefd, LLC 0.00% Add +1.4% 1,493 $33K
Versant Capital Management, Inc 0.00% Add +3.4% 1,446 $32K
US Bancorp \de 0.00% Add +37.1% 1,435 $32K
1620 Investment Advisors, Inc. 0.02% Reduce -0.7% 1,398 $31K
Brooklyn Investment Group 0.00% Reduce -57.0% 1,396 $31K
Cetera Trust Company, N.A 0.02% Add +303.1% 1,310 $29K
Osaic Holdings, Inc. 0.00% Reduce -28.0% 1,186 $26K
GeoWealth Management, LLC 0.00% New 1,165 $26K
Covestor Ltd 0.01% Reduce -10.9% 985 $22K
Estabrook Capital Management 0.00% No change 1,000 $22K
Eastern Bank 0.00% No change 1,000 $22K
National Bank of Canada 0.00% Add +9.0% 919 $20K
a16z Perennial Management, L.P. 0.00% Add +60.4% 908 $20K
Allworth Financial LP 0.00% Add +56.8% 906 $20K
Larson Financial Group LLC 0.00% Reduce -7.8% 902 $20K
Fifth Third Bancorp 0.00% Reduce -34.6% 877 $19K
First Horizon Advisors, Inc. 0.00% Add +14.9% 819 $18K
Vega Investment Solutions 0.00% Reduce -46.3% 749 $16K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 740 $16K
Clearstead Advisors, LLC 0.00% New 566 $12K
Federated Hermes, Inc. 0.00% Reduce -31.4% 556 $12K
EverSource Wealth Advisors, LLC 0.00% Add +231.3% 530 $12K
Pier Capital, LLC 0.00% No change 518 $11K
ORG Partners LLC 0.00% Add +71.7% 515 $11K
Bessemer Group Inc. 0.00% No change 450 $10K
Essential Partners LLC 0.00% — 432 $10K
True Wealth Design, LLC 0.00% Reduce -33.8% 419 $9K
Huntington National Bank 0.00% Reduce -2.2% 402 $9K
MAI Capital Management 0.00% Add +445.1% 387 $9K
Public Employees Retirement System of Ohio 0.00% Add +106.9% 360 $8K
MassMutual Private Wealth & Trust, FSB 0.00% Add +17.4% 350 $8K
CIBC Private Wealth Group LLC 0.00% No change 330 $7K
UMB Bank, n.a. 0.00% Reduce -22.9% 236 $5K
Parallel Advisors, LLC 0.00% Reduce -10.0% 235 $5K
Smartleaf Asset Management LLC 0.00% Add +8.7% 224 $5K
Farther Finance Advisors, LLC 0.00% Reduce -56.5% 223 $5K
Twin Peaks Wealth Advisors, LLC 0.00% New 220 $5K
IFP Advisors, Inc 0.00% Add +64.1% 215 $5K
Oliver Lagore Vanvalin Investment Group 0.00% — 200 $4K
Point72 Hong Kong Ltd 0.00% Add +124.7% 200 $4K
Caitong International Asset Management Co., Ltd 0.00% Reduce -67.9% 176 $4K
Private Wealth Management Group, LLC 0.00% No change 176 $4K
Quarry LP 0.00% New 171 $4K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 156 $3K
Atticus Wealth Management, LLC 0.00% No change 154 $3K
Arax Advisory Partners 0.00% Add +23.6% 110 $3K
Jones Financial Companies LLLP 0.00% Add +22.6% 130 $3K
Global Retirement Partners, LLC 0.00% — 128 $3K
Steward Partners Investment Advisory, LLC 0.00% No change 123 $3K
Rothschild Investment LLC 0.00% Reduce -17.9% 115 $3K
Mb, Levis & Associates, LLC 0.00% No change 100 $2K
Parkside Financial Bank & Trust 0.00% Add +106.7% 93 $2K
Harbor Capital Advisors, Inc. 0.00% No change 87 $2K
Hantz Financial Services, Inc. 0.00% Add +2075.0% 87 $2K
Hartford Financial Management Inc. 0.00% No change 55 $1K
Clearstead Trust, LLC 0.00% Reduce -33.3% 54 $1K
Assetmark, Inc. 0.00% New 47 $1K
Picton Mahoney Asset Management 0.00% No change 48 $1K
Physician Wealth Advisors, Inc. 0.00% New 44 $968
Cherry Tree Wealth Management, LLC 0.00% No change 44 $968
Fortitude Family Office, LLC 0.00% New 31 $682
Garde Capital, Inc. 0.00% No change 27 $594
Farmers & Merchants Investments Inc. 0.00% No change 25 $550
Bare Financial Services, Inc 0.00% Reduce -58.3% 20 $440
JFS Wealth Advisors, LLC 0.00% New 19 $418
CoreCap Advisors, LLC 0.00% No change 11 $242
Raleigh Capital Management Inc. 0.00% New 9 $198
Abound Wealth Management 0.00% No change 6 $132
DiNuzzo Private Wealth, Inc. 0.00% New 4 $88
SJS Investment Consulting Inc. 0.00% New 2 $44
HFM Investment Advisors, LLC 0.00% Add +100.0% 2 $44
Parkworth Wealth Management, Inc. 0.00% New 1 $22
Rialto Wealth Management, LLC 0.00% New 1 $22
Hemington Wealth Management 0.00% Add +150.0% 30 $0

"% of holder's portfolio" is PGNY's weight in each manager's 13F, not the share of Progyny Inc. the manager owns.