Is Progyny (PGNY) A Smart Long-Term Buy? Polen Capital, an investment management firm, published its “Polen U.S. Small Company Growth” first quarter 2021 investor letter – a copy of which can be downloaded here. A return of 0.99% was delivered by the fund for the first quarter of 2021, trailing its Russell 2000 Growth benchmark that delivered a 4.87% gain for the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021. Polen U.S. Small Company Growth Fund, in its Q1 2021 investor letter, mentioned Progyny, Inc. (NASDAQ: PGNY), and shared their insights on the company. Progyny, Inc. is a United States-based fertility benefits management company that currently has a $5.2 billion market capitalization. Since the beginning of the year, PGNY delivered a 39.07% return, extending its 12-month gains to 145.01%. As of May 24, 2021, the stock closed at $58.95 per share.