Disciplined Growth Investors’s Progyny PGNY Stock Holding History

Disciplined Growth Investors’s Portfolio PGNY Stock Details PGNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.76M	Sell	574,566 -47,867	-8%	-$1.03M	0.2%	49
2025 Q4	$16M	Buy	622,433 +20,624	+3%	+$474K	0.31%	46
2025 Q3	$13M	Sell	601,809 -38,028	-6%	-$864K	0.23%	47
2025 Q2	$14.1M	Sell	639,837 -13,233	-2%	-$290K	0.27%	47
2025 Q1	$14.6M	Sell	653,070 -6,917	-1%	-$149K	0.3%	49
2024 Q4	$11.4M	Sell	659,987 -166,739	-20%	-$2.59M	0.22%	48
2024 Q3	$13.9M	Buy	826,726 +298,314	+56%	+$7.16M	0.26%	49
2024 Q2	$15.1M	Buy	528,412 +9,358	+2%	+$282K	0.28%	46
2024 Q1	$19.8M	Buy	+519,054	New	+$19.6M	0.36%	42

Other funds holding PGNY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Disciplined Growth Investors's PGNY Position: Q1 2026 in Review

Disciplined Growth Investors reduced its Progyny (PGNY) stake by 7.7% in Q1 2026, selling an estimated $1.03M and leaving 574,566 shares worth $9.76M. The position accounts for 0.2% of the portfolio, ranked #49.

Disciplined Growth Investors first reported a position in PGNY in Q1 2024 and has held it in 9 quarters since. The position peaked at $19.8M in Q1 2024. 292 funds tracked by Wall St. Rank hold PGNY as of Q1 2026.

Disciplined Growth Investors held 574,566 shares of Progyny worth $9.76M as of Q1 2026.
Disciplined Growth Investors sold 47,867 Progyny shares in Q1 2026, an estimated $1.03M.
Progyny made up 0.2% of Disciplined Growth Investors's portfolio in Q1 2026, its #49 holding.
Disciplined Growth Investors first reported a position in Progyny in Q1 2024 and has held it in 9 quarters since.
Disciplined Growth Investors's Progyny position peaked at $19.8M in Q1 2024.
292 funds tracked by Wall St. Rank held Progyny as of Q1 2026.

Based on Disciplined Growth Investors's 13F filing for Q1 2026, filed 15 May 2026.