What smart money is saying about Pagaya Technologies
PGY
No fund has written a full thesis on Pagaya Technologies in our archive, but 2 fund letters report a position in it — most recently Liontrust GF High Yield Bond Fund in June 2026.
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2
Reported positions
2
Bought
0
Sold
3
Letters
Position history
Between Q3 2025 and Q2 2026, 2 fund letters reported a position in Pagaya Technologies — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
| Q3 2025 | 1 | 1 | 0 | 0 |
Fund activity · 2 positions · 2 moves
- New positionLiontrust GF High Yield Bond FundJune 2026
“New holding Pagaya was a strong contributor to returns.”
Pagaya Technologies - September 2025
“o three in financials: Pagaya Technologies, Porch Group, Accelerant Holdings”
Pagaya Technologies
Also mentioned · 1
These funds discuss Pagaya Technologies — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedDiameterDecember 2025
“Consider that Pagaya has made a business of lending to borrowers that other platforms have rejected.”
Pagaya Technologies
Read the letters behind these Pagaya Technologies positions
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