BlackRock's increased passive stake is routine for a large index fund manager. No activist intent is signaled. Monitor for any future conversion to Schedule 13D, which would indicate a shift to active engagement.
Price Chart
Executive Summary
BlackRock filed an amended Schedule 13G for Progyny (PGNY), reporting beneficial ownership of 11,294,526 common shares (14.7% of outstanding) as of September 30, 2026. This is a passive stake disclosure; BlackRock's ownership increased from the prior filing, but the filing is routine for a large asset manager.
Key Financial Metrics
Key Facts
- BlackRock reported 11,294,526 shares of PGNY common stock, representing 14.7% of outstanding shares.
- The filing is an amendment to Schedule 13G, indicating passive investment intent.
- BlackRock Fund Advisors is the entity within BlackRock that beneficially owns 5% or more of the shares.
- The filing date is October 27, 2026, with ownership as of September 30, 2026.
Financial Impact
BlackRock holds 14.7% of PGNY, valued at approximately $323 million based on the $2.2B market cap.
Risk Factors
- No material risks identified from this passive filing.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002012383-26-003832 |
| Document: Item_7.txt | 0002012383-26-003832 |
| Document: 0002012383-26-003832-index-headers.html | 0002012383-26-003832 |
| Document: 0002012383-26-003832-index.html | 0002012383-26-003832 |
| Document: 0002012383-26-003832.txt | 0002012383-26-003832 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 1d ago | SC 13G/A | $28.10 | awaiting T+60 | awaiting T+60 | $27.87 (−0.82%) |
Oct 26, 2026 2d ago | Press Release | $28.13 | awaiting T+60 | awaiting T+60 | $27.87 (−0.92%) |
Oct 21, 2026 7d ago | Press Release | $28.44 | awaiting T+60 | awaiting T+60 | $27.87 (−2.00%) |
Sep 10, 2026 6w ago | 144 | $27.08 | awaiting T+60 | awaiting T+60 | $27.87 (+2.92%) |
Jul 23, 2026 13w ago | Press Release | $30.70 $27.46 | ▼ −10.57% | ▼ −15.12% | $27.87 (−9.22%) |
Jun 12, 2026 19w ago | Institutional Cluster | $26.63 $27.15 | ▼ −1.95% | ▲ +1.31% | $27.87 (−4.66%) |
Jun 3, 2026 21w ago | Insider Cluster | $25.48 $26.00 | ▲ +2.04% | ▲ +0.16% | $27.87 (+9.38%) |
Jun 3, 2026 21w ago | Insider Cluster | $25.48 $26.00 | ▲ +2.04% | ▲ +0.16% | $27.87 (+9.38%) |
May 28, 2026 21w ago | Press Release | $25.69 $25.65 | ▲ +0.16% | ▲ +1.89% | $27.87 (−8.49%) |
May 27, 2026 22w ago | 144 | $25.48 $25.96 | ▲ +1.88% | ▲ +0.00% | $27.87 (+9.38%) |
US Market Status
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