Creative Planning

Position in PGNY — Progyny, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in PGNY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,787,053

+$2,027,249 QoQ

Shares Held

96,672

+116.0% QoQ

Ownership

0.126%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#92

of 309 holders

Holding Since

Mar 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Creative Planning holds $303,589,088 across 11 Healthcare Plans names. PGNY ranks #8 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	349,810	$145,391,529
2	CVS	CVS HEALTH Corp	332,113	$34,357,089
3	CI	Cigna Group	108,989	$30,046,086
4	CNC	Centene Corp	460,329	$29,548,517
5	HUM	Humana Inc	59,025	$23,445,910
6	ELV	Elevance Health, Inc.	51,889	$20,067,032
7	MOH	Molina Healthcare, Inc.	58,051	$13,276,262
8	PGNY	Progyny, Inc. This page	96,672	$2,787,053

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,787,053	96,672	+116.0%	Shares	Defined	2026-08-13
2026-03-31	$759,804	44,747	+29.5%	Shares	Sole	2026-05-12
2025-12-31	$887,500	34,560	+9.8%	Shares	Sole	2026-02-17
2025-09-30	$677,233	31,470	+34.1%	Shares	Sole	2025-11-14
2025-06-30	$516,142	23,461	-0.7%	Shares	Sole	2025-08-08
2025-03-31	$527,894	23,630	+40.7%	Shares	Sole	2025-05-15
2024-12-31	$289,696	16,794	+53.6%	Shares	Defined	2025-02-14
2024-09-30	$183,237	10,933	+3.5%	Shares	Defined	2024-10-11
2024-06-30	$302,235	10,564	+13.8%	Shares	Sole	2024-08-15
2024-03-31	$354,069	9,281	+74.8%	Shares	Defined	2024-05-13
2023-06-30	$208,816	5,308	+9.9%	Shares	Sole	2023-07-21
2021-03-31	$214,983	4,830	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.