Patriot Financial Group Insurance Agency, LLC
InsurancePosition in PGY — Pagaya Technologies Ltd.
CIK 1694883
Westborough, MA
Position in PGY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$239,403
-$212,640 QoQ
Shares Held
13,118
-66.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#140
of 221 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PGY Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $33,296,854 across 9 Software - Infrastructure names. PGY ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
52,519 | $19,590,637 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
44,402 | $5,180,381 | |
| 3 | FTNT |
Fortinet, Inc.
|
19,652 | $3,018,940 | |
| 4 | ORCL |
Oracle Corp
|
18,638 | $2,731,398 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,756 | $939,851 | |
| 6 | PATH |
UiPath, Inc.
|
85,374 | $928,015 | |
| 7 | VRSN |
Verisign Inc/Ca
|
2,400 | $603,744 | |
| 8 | PGY |
Pagaya Technologies Ltd.
This page
|
13,118 | $239,403 |
All Filings in PGY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,403 | 13,118 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $452,043 | 38,802 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||