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Concurrent Investment Advisors’s Pagaya Technologies PGY Stock Holding History

Concurrent Investment Advisors’s Portfolio PGY Stock Details PGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$527K Buy
28,903
+1,403
+5% +$19.9K ﹤0.01% 1374
2026
Q1 		$320K Sell
27,500
-5,677
-17% -$89.8K ﹤0.01% 1458
2025
Q4 		$693K Buy
+33,177
New +$845K 0.01% 1003

Other funds holding PGY

FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AF
Aquamarine Financial George Town $1.81B AUM 38.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HIIL
HS Investments IV Ltd St Peter Port $112M AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concurrent Investment Advisors's PGY Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Pagaya Technologies (PGY) stake by 5.1% in Q2 2026, buying an estimated $19.9K and bringing the position to 28,903 shares worth $527K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Concurrent Investment Advisors first reported a position in PGY in Q4 2025 and has held it in 3 quarters since. The position peaked at $693K in Q4 2025. 222 funds tracked by Wall St. Rank hold PGY as of Q2 2026.

  • Concurrent Investment Advisors held 28,903 shares of Pagaya Technologies worth $527K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,403 Pagaya Technologies shares in Q2 2026, an estimated $19.9K.
  • Pagaya Technologies made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1374 holding.
  • Concurrent Investment Advisors first reported a position in Pagaya Technologies in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Pagaya Technologies position peaked at $693K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held Pagaya Technologies as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.