IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pagaya Technologies LTD (PGY)

CUSIP: M7S64L123 | 435 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AAndrew W. Adams
with Oak HC Partners II, L.P., Oak HC Associates II, LLC, Oak HC Associates V, L.P., +4 more
4,215,6726.0%New 5%+ stakeSep 18, 2025No 13F filer matched
13D/A

Institutional Holders — Q3 2026

Allspring Global Investments Holdings, LLC1,883,592
0.1% of portfolio›$32.8M
HS Investments IV Ltd1,097,893
19.5% of portfolio›$19.0M
Insight Wealth Strategies, LLC256,154
0.4% of portfolio›$4.4M
Jefferies Financial Group Inc.226,654
0.0% of portfolio›$3.9M
Aflac Inc130,324
2.6% of portfolio›$2.3M
Nicholas Wealth, Llc.86,845
0.8% of portfolio›$1.5M
Creative Planning74,799
0.0% of portfolio›$1.3M
Kestra Private Wealth Services, LLC71,858
0.0% of portfolio›$1.2M
Simplex Trading, LLC61,374
0.0% of portfolio›$1.1M
MacKenzie Financial Corp57,169
0.0% of portfolio›$990.2K
Citigroup Inc47,792
0.0% of portfolio›$827.8K
Kestra Advisory Services, LLC46,755
0.0% of portfolio›$809.8K
Moody National Bank Trust Division36,302
0.1% of portfolio›$628.8K
Truist Financial Corp31,528
0.0% of portfolio›$546.1K
Concurrent Investment Advisors, LLC29,984
0.0% of portfolio›$519.3K
Alps Advisors Inc27,000
0.0% of portfolio›$467.6K
Commonwealth Equity Services, LLC26,531
0.0% of portfolio›$459.5K
Cambridge Investment Research Advisors, Inc.26,029
0.0% of portfolio›$451
Oppenheimer & Co Inc23,313
0.0% of portfolio›$403.8K
State of Alaska, Department of Revenue22,746
0.0% of portfolio›$393
Wealth Enhancement Advisory Services, LLC19,369
0.0% of portfolio›$353.7K
Arizona State Retirement System16,689
0.0% of portfolio›$289.1K
Olympiad Research LP16,297
0.4% of portfolio›$282.3K
Patriot Financial Group Insurance Agency, LLC12,755
0.0% of portfolio›$220.9K
Banque Pictet & CIE SA12,657
0.0% of portfolio›$219.2K
IFP Advisors, Inc12,108
0.0% of portfolio›$209.7K
State of Wyoming7,086
0.0% of portfolio›$122.7K
SBI Securities Co., Ltd.7,023
0.0% of portfolio›$121.6K
DekaBank Deutsche Girozentrale6,389
0.0% of portfolio›$111
Gamma Investing LLC6,239
0.0% of portfolio›$108.1K
CFG Wealth Management Services, Inc.4,191
0.1% of portfolio›$73.1K
GK Wealth Management LLC3,840
0.0% of portfolio›$66.5K
KBC Group NV3,706
0.0% of portfolio›$64
University of Texas S AM Investment Management Co3,541
0.0% of portfolio›$61.3K
Archer Investment Corp2,450
0.0% of portfolio›$42.4K
Farther Finance Advisors, LLC2,406
0.0% of portfolio›$41.7K
Signature Equity Partners, LLC2,084
0.0% of portfolio›$36.1K
First Bancorp, Inc2,000
0.0% of portfolio›$34.6K
Bayforest Capital Ltd1,800
0.0% of portfolio›$31.2K
US Bancorp \de\1,574
0.0% of portfolio›$27.3K
Versant Capital Management, Inc1,563
0.0% of portfolio›$27.1K
Triumph Capital Management1,400
0.0% of portfolio›$24.2K
Arlington Trust Co LLC1,075
0.0% of portfolio›$18.6K
EverSource Wealth Advisors, LLC920
0.0% of portfolio›$15.9K
Larson Financial Group LLC828
0.0% of portfolio›$14.3K
Nova Financial LLC799
0.0% of portfolio›$13.8K
Nisa Investment Advisors, LLC781
0.0% of portfolio›$13.5K
Root Financial Partners, LLC719
0.0% of portfolio›$12.5K
Harbor Capital Advisors, Inc.559
0.0% of portfolio›$10
Essential Partners LLC546
0.0% of portfolio›$9.5K
SJS Investment Consulting Inc.405
0.0% of portfolio›$7.0K
Wolverine Asset Management LLC403
0.0% of portfolio›$7.0K
Inspire Investing, LLC201
0.0% of portfolio›$3.5K
Provenance Wealth Advisors, LLC184
0.0% of portfolio›$3.2K
Cullen T Bankers, Inc.139
0.0% of portfolio›$2.4K
Signaturefd, LLC134
0.0% of portfolio›$2.3K
Fortitude Family Office, LLC128
0.0% of portfolio›$2.2K
Thurston, Springer, Miller, Herd & Titak, Inc.121
0.0% of portfolio›$2.1K
Parallel Advisors, LLC106
0.0% of portfolio›$1.8K
Financial Consulate, Inc100
0.0% of portfolio›$18
North Star Investment Management Corp.100
0.0% of portfolio›$1.7K
True Wealth Design, LLC90
0.0% of portfolio›$1.6K
Private Trust Co NA64
0.0% of portfolio›$1.1K
Silver Grove Financial Group, Inc.63
0.0% of portfolio›$1.1K
Valued Wealth Advisors LLC53
0.0% of portfolio›$918
Bell Investment Advisors, Inc24
0.0% of portfolio›$416
StyleTurnoverLocationFiled
Allspring Global Investments Holdings, LLC
1,883,592$32.8M0.1%CoreMediumCharlotte, NC2026-11-04
HS Investments IV Ltd
1,097,893$19.0M19.5%Agg GrowthN/ASt Peter Port, Uruguay2026-10-22
Insight Wealth Strategies, LLC
256,154$4.4M0.4%ETFHighSan Ramon, CA2026-10-09
Jefferies Financial Group Inc.
226,654$3.9M0.0%CoreVery HighNew York, NY2026-11-05
Aflac Inc
130,324$2.3M2.6%ValueVery LowColumbus, GA2026-11-05
Nicholas Wealth, Llc.
86,845$1.5M0.8%GrowthMediumMarietta, GA2026-10-26
Creative Planning
74,799$1.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Kestra Private Wealth Services, LLC
71,858$1.2M0.0%GrowthLowAustin, TX2026-10-30
Simplex Trading, LLC
61,374$1.1M0.0%CoreVery HighChicago, IL2026-11-04
MacKenzie Financial Corp
57,169$990.2K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Citigroup Inc
47,792$827.8K0.0%CoreMediumNew York, NY2026-11-04
Kestra Advisory Services, LLC
46,755$809.8K0.0%CoreLowAustin, TX2026-11-02
Moody National Bank Trust Division
36,302$628.8K0.1%CoreMediumGalveston, TX2026-10-06
Truist Financial Corp
31,528$546.1K0.0%CoreLowCharlotte, NC2026-10-30
Concurrent Investment Advisors, LLC
29,984$519.3K0.0%GrowthMediumTampa, FL2026-10-16
Alps Advisors Inc
27,000$467.6K0.0%YieldLowDenver, CO2026-11-03
Commonwealth Equity Services, LLC
26,531$459.5K0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
26,029$4510.0%ETFLowFairfield, IA2026-11-02
Oppenheimer & Co Inc
23,313$403.8K0.0%CoreLowNew York, NY2026-10-26
State of Alaska, Department of Revenue
22,746$3930.0%CoreVery LowJuneau, AK2026-10-15
Wealth Enhancement Advisory Services, LLC
19,369$353.7K0.0%CoreLowPlymouth, MN2026-10-13
Arizona State Retirement System
16,689$289.1K0.0%IndexVery LowPhoenix, AZ2026-11-03
Olympiad Research LP
16,297$282.3K0.4%Deep ValueVery HighStamford, CT2026-11-04
Patriot Financial Group Insurance Agency, LLC
12,755$220.9K0.0%GrowthLowWalpole, MA2026-10-14
Banque Pictet & CIE SA
12,657$219.2K0.0%CoreMediumGeneva 73, Switzerland2026-10-16
IFP Advisors, Inc
12,108$209.7K0.0%GrowthLowTampa, FL2026-10-16
State of Wyoming
7,086$122.7K0.0%ValueHighCheyenne, WY2026-10-28
SBI Securities Co., Ltd.
7,023$121.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
DekaBank Deutsche Girozentrale
6,389$1110.0%CoreLowFrankfurt, Hong Kong2026-10-27
Gamma Investing LLC
6,239$108.1K0.0%IndexVery LowFoster City, CA2026-10-08
CFG Wealth Management Services, Inc.
4,191$73.1K0.1%ETFLowIndianapolis, XX2026-10-21
GK Wealth Management LLC
3,840$66.5K0.0%GARPVery HighReno, NV2026-10-09
KBC Group NV
3,706$640.0%CoreMediumBrussels, Czech Republic2026-10-22
University of Texas S AM Investment Management Co
3,541$61.3K0.0%CoreHighAustin, TX2026-11-03
Archer Investment Corp
2,450$42.4K0.0%CoreMediumCarmel, IN2026-11-05
Farther Finance Advisors, LLC
2,406$41.7K0.0%IndexLowSan Francisco, CA2026-10-08
Signature Equity Partners, LLC
2,084$36.1K0.0%GrowthMediumColumbus, OH2026-10-29
First Bancorp, Inc
2,000$34.6K0.0%ValueVery LowDamariscotta, ME2026-10-26
Bayforest Capital Ltd
1,800$31.2K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
US Bancorp \de\
1,574$27.3K0.0%IndexLowMinneapolis, MN2026-11-05
Versant Capital Management, Inc
1,563$27.1K0.0%GARPLowPhoenix, AZ2026-10-02
Triumph Capital Management
1,400$24.2K0.0%ETFMediumDenver, CO2026-10-14
Arlington Trust Co LLC
1,075$18.6K0.0%ETFMediumBirmingham, AL2026-10-20
EverSource Wealth Advisors, LLC
920$15.9K0.0%CoreMediumBirmingham, AL2026-11-04
Larson Financial Group LLC
828$14.3K0.0%GrowthLowSt Louis, MO2026-11-05
Nova Financial LLC
799$13.8K0.0%N/AN/ATucson, AZ2026-11-04
Nisa Investment Advisors, LLC
781$13.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
Root Financial Partners, LLC
719$12.5K0.0%ETFMediumEncinitas, CA2026-10-21
Harbor Capital Advisors, Inc.
559$100.0%ValueHighChicago, IL2026-10-22
Essential Partners LLC
546$9.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
SJS Investment Consulting Inc.
405$7.0K0.0%ETFVery LowSylvania, OH2026-10-26
Wolverine Asset Management LLC
403$7.0K0.0%Deep ValueVery HighChicago, IL2026-11-02
Inspire Investing, LLC
201$3.5K0.0%GARPHighMeridian, ID2026-10-22
Provenance Wealth Advisors, LLC
184$3.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Cullen T Bankers, Inc.
139$2.4K0.0%GrowthLowSan Antonio, TX2026-10-28
Signaturefd, LLC
134$2.3K0.0%IndexLowAtlanta, GA2026-10-23
Fortitude Family Office, LLC
128$2.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
121$2.1K0.0%GrowthMediumIndianapolis, IN2026-10-14
Parallel Advisors, LLC
106$1.8K0.0%IndexLowSan Francisco, CA2026-11-03
Financial Consulate, Inc
100$180.0%ETFLowHunt Valley, MD2026-10-23
North Star Investment Management Corp.
100$1.7K0.0%CoreLowChicago, IL2026-10-27
True Wealth Design, LLC
90$1.6K0.0%ETFMediumAkron, OH2026-10-13
Private Trust Co NA
64$1.1K0.0%CoreLowCleveland, OH2026-10-20
Silver Grove Financial Group, Inc.
63$1.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Valued Wealth Advisors LLC
53$9180.0%IndexVery LowHolladay, UT2026-11-05
Bell Investment Advisors, Inc
24$4160.0%ETFVery LowOrinda, CA2026-10-29
Andrew W. Adams
4,215,672
6.0% of class · Sep 18, 2025New 5%+ stake
with Oak HC Partners II, L.P., Oak HC Associates II, LLC, Oak HC Associates V, L.P., +4 more
No 13F filer matched