Pagaya Technologies Ltd. (PGY): A Bull Case Theory
We came across a bullish thesis on Pagaya Technologies Ltd. on Stay Invested’s Substack by Denis Gorbunov. In this article, we will summarize the bulls’ thesis on PGY.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Thames Capital Management Jay Genzer | 137,778 | $4,090,629 | 0.58% | |
| 2. | Bailard Inc Thomas Bailard | 6,900 | $204,861 | -71% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $10.52 | 23,600 | $248,170.52 | 311,637 | 2024-09-30 | Filing | |
| $10.57 | 22,727 | $240,335.75 | 22,727 | 2024-04-05 | Filing | |
| $10.47 | 10,000 | $104,723.00 | 28,818 | 2024-04-05 | Filing | |
| $10.35 | 30,000 | $310,578.00 | 35,656 | 2024-04-04 | Filing | |
| $10.17 | 60,000 | $610,062.00 | 299,699 | 2024-04-03 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $30.20 | 4,783 | $144,446.60 | 100,640 | 2025-10-01 | Filing | |
| $30.73 | 15,026 | $461,816.60 | 28,181 | 2025-10-01 | Filing | |
| $30.20 | 12,754 | $385,170.80 | 78,163 | 2025-10-01 | Filing | |
| $41.43 | 2,828 | $117,168.28 | 93,450 | 2025-09-15 | Filing | |
| $40.62 | 13,304 | $540,408.48 | 96,885 | 2025-09-15 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 407,435 | $12,096,745 | 6.96% | |
| 2. | 53,106 | $1,576,717 | 0.05% | |
| 3. | 39,080 | $1,160,285 | 0% | |
| 4. | 28,312 | $840,583 | 0.07% | |
| 5. | 27,271 | $825,217 | 0% |