Pagaya (PGY) reported third-quarter 2026 GAAP net income attributable to shareholders of $49.7 million, compared with $22.5 million in the prior-year quarter. Revenue from fees was $362.2 million, while total revenue and other income reached $390.5 million.
Basic earnings per share were $0.58 and diluted earnings per share were $0.52 for the quarter ended September 30, 2026. Network volume rose 29% year over year to $3.6 billion.
- Operating income was $112.5 million, versus $80.0 million a year earlier.
- Adjusted EBITDA, a non-GAAP measure, was $130.3 million.
- Pagaya raised full-year 2026 GAAP net income guidance to a range of $162 million to $182 million.
- Fourth-quarter total revenue and other income is expected to be between $355 million and $405 million.
- The company said it onboarded Citizens Financial Group and First National Bank of Omaha for personal loans and point-of-sale products.
$PGYWW Hedge Fund Activity
We have seen 4 institutional investors add shares of $PGYWW stock to their portfolio, and 4 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- HS INVESTMENTS IV LTD removed 1,097,894 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $57,639
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 138,826 shares (-42.5%) from their portfolio in Q2 2026, for an estimated $7,288
- VIRTU FINANCIAL LLC removed 29,430 shares (-45.7%) from their portfolio in Q2 2026, for an estimated $1,545
- CREATIVE PLANNING added 20,000 shares (+40.0%) to their portfolio in Q2 2026, for an estimated $1,050
- OASIS MANAGEMENT CO LTD. added 8,333 shares (+inf%) to their portfolio in Q2 2026, for an estimated $437
- MORGAN STANLEY added 3,000 shares (+inf%) to their portfolio in Q2 2026, for an estimated $157
- JANE STREET GROUP, LLC removed 2,716 shares (-4.3%) from their portfolio in Q2 2026, for an estimated $142
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
