Polen Capital Management
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Polen Capital Management’s Pagaya Technologies PGY Stock Holding History

Polen Capital Management’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
Q1 		– Sell
-63,497
Closed -$1.33M – 274
2025
Q4 		$1.33M Sell
63,497
-12,373
-16% -$315K 0.01% 113
2025
Q3 		$2.25M Buy
75,870
+41,387
+120% +$1.34M 0.01% 93
2025
Q2 		$735K Buy
+34,483
New +$491K ﹤0.01% 167

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Polen Capital Management's PGY Position: Q1 2026 in Review

Polen Capital Management sold out of Pagaya Technologies (PGY) in Q1 2026, closing a stake of 63,497 shares — an estimated $1.33M sold.

Polen Capital Management first reported a position in PGY in Q2 2025 and held it in 3 quarters. The position peaked at $2.25M in Q3 2025. 215 funds tracked by Wall St. Rank hold PGY as of Q1 2026.

  • Polen Capital Management reported no remaining Pagaya Technologies position as of Q1 2026 after selling out during the quarter.
  • Polen Capital Management sold 63,497 Pagaya Technologies shares in Q1 2026, an estimated $1.33M.
  • Polen Capital Management first reported a position in Pagaya Technologies in Q2 2025 and held it in 3 quarters.
  • Polen Capital Management's Pagaya Technologies position peaked at $2.25M in Q3 2025.
  • 215 funds tracked by Wall St. Rank held Pagaya Technologies as of Q1 2026.

Based on Polen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.