PGNY

Progyny Inc

2 super-investor ownerscombined $4Mlargest position 0.2%

1 EXIT

2 super-investors hold PGNY worth a combined $4M. The largest position: Robert Olstein at 0.2% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 7 — ranked #723 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.

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Why super-investors own PGNY

Interest in PGNY among tracked super-investors has effectively collapsed. The most notable move this quarter was Stanley Druckenmiller exiting his position entirely, continuing a steady decline in cohort ownership that has dropped from one holder to zero over the past eight quarters — with only Robert Olstein (0.2% of portfolio, ~$951K) and First Eagle Investment Management (~$3M, negligible portfolio weight) remaining, neither of whom added to their stakes. Combined cohort exposure sits at just $4M, and the highest single-portfolio concentration is a modest 0.2%. The data signal fading rather than building conviction, with no new entrants and the cohort's most prominent former holder now fully out.

AI-synthesized from 13F filings. Not investment advice.