HolderBook

PAGAYA TECHNOLOGIES LTD (PGY)

Institutional ownership reported to the SEC as of Q3 2026, across 18 quarters.

6
Reporting holders
$5.3M
Reported value
0.0%
Calls
0.0%
Puts
-219
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Insight Wealth Strategies, LLC$4.4M256,1540.44%newNEW
MOODY NATIONAL BANK TRUST DIVISION$628.8K36,3020.05%5q+20.9%+$108.7K
GAMMA Investing LLC$108.1K6,2390.00%9qHELD
GK Wealth Management LLC$66.5K3,8400.04%newNEW
Farther Finance Advisors, LLC$41.7K2,4060.00%5q-8.8%-$4.0K
Versant Capital Management, Inc$27.1K1,5630.00%5qHELD

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-03Rosen TamiDirectorSold28,181$619.4K
2026-08-03DAS SANJIVPresidentSold21,289$468.4K
2026-09-12DAS SANJIVPresidentSold13,301$268.8K
2026-06-02Krubiner GalChief Executive OfficerBought16,600$250.6K
2026-06-24Krubiner GalChief Executive OfficerBought16,230$250.5K
2026-09-28DAS SANJIVPresidentSold14,300$243.7K
2026-06-25DAS SANJIVPresidentSold14,000$221.6K
2026-06-12DAS SANJIVPresidentSold13,309$216.0K
2026-06-12Perros EvangelosOtherSold11,558$187.6K
2026-09-18Rosen TamiDirectorSold8,504$173.3K
2026-06-22Rosen TamiDirectorSold9,944$151.1K
2026-04-17Rosen TamiDirectorSold9,720$147.2K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20266$5.3M306,5042110.0%
Q2 2026225$872.2M33,344,42756716130.2%
Q1 2026219$532.2M37,205,07137955218.7%
Q4 2025245$1.1B42,554,08558906616.2%
Q3 2025235$1.5B44,196,69087725712.1%
Q2 2025170$976.2M42,322,3604861367.5%
Q1 2025139$388.7M33,152,43632423710.6%
Q4 2024134$323.6M30,333,30036393412.9%
Q3 2024123$335.7M28,291,67442462010.9%
Q2 2024105$330.2M23,825,1373629257.9%
Q1 202485$241.0M21,871,63783068.3%
Q4 202383$265.1M188,105,0203119191.3%
Q3 202369$300.5M186,629,7062820111.4%
Q2 202353$291.6M207,592,387199160.5%
Q1 202341$227.5M222,366,793111280.3%
Q4 202238$287.7M231,520,68721750.2%
Q3 202228$266.6M148,011,65420150.6%
Q2 202216$292.5M74,506,07716000.0%