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Penguin Solutions, Inc.

PENG
Exchange
Nasdaq
Industry
Semiconductors & Related Devices
SEC CIK
0001616533

In the last 90 days, Penguin Solutions, Inc. insiders filed 0 open-market purchases and 3 sales; 353 institutions reported holding it in 13F filings for Q2 2026, worth $4.34B in total; no superinvestor holds it.

13F holders, Q3 2022

Institutional positions in Penguin Solutions, Inc. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
189
−11 vs. Q2 2022
Shares held
51.8M
−380.2K (−0.7%) vs. Q2 2022
Total value
$821.7M
−$34.5M (−4.0%) vs. Q2 2022
New holders
25
78 more added
Sold out
36
64 more reduced

2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PENG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2022: 189 institutions
Q1 2021: 132 institutionsQ2 2021: 161 institutionsQ3 2021: 161 institutionsQ4 2021: 215 institutionsQ1 2022: 214 institutionsQ2 2022: 202 institutionsQ3 2022: 189 institutionsQ4 2022: 182 institutionsQ1 2023: 174 institutionsQ2 2023: 194 institutionsQ3 2023: 183 institutionsQ4 2023: 182 institutionsQ1 2024: 210 institutionsQ2 2024: 198 institutionsQ3 2024: 195 institutionsQ4 2024: 195 institutionsQ1 2025: 199 institutionsQ2 2025: 205 institutionsQ3 2025: 253 institutionsQ4 2025: 233 institutionsQ1 2026: 227 institutionsQ2 2026: 353 institutions
Value heldQ3 2022: $821.7M
Q1 2021: $1.17BQ2 2021: $1.20BQ3 2021: $1.12BQ4 2021: $1.83BQ1 2022: $1.38BQ2 2022: $856.5MQ3 2022: $821.7MQ4 2022: $745.5MQ1 2023: $861.4MQ2 2023: $1.55BQ3 2023: $1.32BQ4 2023: $1.03BQ1 2024: $1.46BQ2 2024: $1.28BQ3 2024: $1.18BQ4 2024: $1.12BQ1 2025: $1.02BQ2 2025: $1.04BQ3 2025: $1.52BQ4 2025: $1.13BQ1 2026: $1.02BQ2 2026: $4.34B
Institutions holding PENG and their total value by quarter
QuarterHoldersValue
Q2 2026353$4.34B
Q1 2026227$1.02B
Q4 2025233$1.13B
Q3 2025253$1.52B
Q2 2025205$1.04B
Q1 2025199$1.02B
Q4 2024195$1.12B
Q3 2024195$1.18B
Q2 2024198$1.28B
Q1 2024210$1.46B
Q4 2023182$1.03B
Q3 2023183$1.32B
Q2 2023194$1.55B
Q1 2023174$861.4M
Q4 2022182$745.5M
Q3 2022189$821.7M
Q2 2022202$856.5M
Q1 2022214$1.38B
Q4 2021215$1.83B
Q3 2021161$1.12B
Q2 2021161$1.20B
Q1 2021132$1.17B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Penguin Solutions, Inc.; share changes are against Q2 2022.

Institutions holding PENG in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Exchange Traded Concepts, LLC22,713$360.0K0.01%+22,713New
Campbell & CO Investment Adviser LLC21,897$348.0K0.08%−18,671−46.0%Reduced
Allspring Global Investments Holdings, LLC21,225$336.0K0.00%−3,514−14.2%Reduced
Van Eck Associates Corp19,480$309.0K0.00%−124−0.6%Reduced
New York Life Investment Management LLC19,484$309.0K0.00%+1,430+7.9%Added
Voya Investment Management LLC18,333$290.9K0.00%+1,040+6.0%Added
Ensign Peak Advisors, Inc18,090$287.0K0.00%−3,870−17.6%Reduced
Hancock Whitney Corp17,903$284.0K0.01%−344−1.9%Reduced
Covestor Ltd16,920$269.0K0.24%+4,373+34.9%Added
Versor Investments LP16,626$264.0K0.02%−5,432−24.6%Reduced
Oregon Public Employees Retirement Fund16,601$263.0K0.00%+1,069+6.9%Added
Boothbay Fund Management, LLC16,311$259.0K0.01%−22,265−57.7%Reduced
M&T Bank Corp15,816$252.0K0.00%−2,220−12.3%Reduced
Shell Asset Management Co15,289$243.0K0.01%−3,987−20.7%Reduced
New York State Teachers Retirement System15,262$242.0K0.00%−8,034−34.5%Reduced
Watershed Asset Management, L.L.C.14,112$224.0K0.29%00.0%Unchanged
Factorial Partners, LLC14,000$222.0K0.19%00.0%Unchanged
Integrated Wealth Concepts LLC13,684$217.0K0.01%−92−0.7%Reduced
Schroder Investment Management Group13,632$216.0K0.00%−144,715−91.4%Reduced
Verition Fund Management LLC13,224$210.0K0.00%+13,224New
CWM Advisors, LLC12,941$205.0K0.03%+42+0.3%Added
Arizona State Retirement System12,847$204.0K0.00%+133+1.0%Added
Everence Capital Management Inc11,870$188.0K0.02%+11,870New
Winton Group Ltd11,625$184.0K0.01%−51,502−81.6%Reduced
Wells Fargo & Company11,521$183.0K0.00%−10,398−47.4%Reduced
ExodusPoint Capital Management, LP11,488$182.0K0.00%+11,488New
Commonwealth Equity Services, LLC11,449$181.0K0.00%+11,449New
State Board of Administration of Florida Retirement System10,792$171.0K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky10,503$166.0K0.00%+10,503New
Connor, Clark & Lunn Investment Management Ltd.10,477$166.0K0.00%+10,477New
Jane Street Group, LLC10,020$159.0K0.00%−3,997−28.5%Reduced
Mutual of America Capital Management LLC9,945$158.0K0.00%+2,005+25.3%Added
Blue Owl Capital Holdings LP8,229$131.0K0.06%00.0%Unchanged
Denali Advisors LLC6,500$103.0K0.05%+5,300+441.7%Added
Zurcher Kantonalbank (Zurich Cantonalbank)6,124$97.0K0.00%00.0%Unchanged
STRS Ohio4,600$73.0K0.00%00.0%Unchanged
Group One Trading, L.P.4,534$72.0K0.00%+4,534New
KBC Group NV4,080$65.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.3,784$60.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.3,518$57.0K0.00%−7,625−68.4%Reduced
Tower Research Capital LLC (TRC)3,434$55.0K0.00%+1,662+93.8%Added
Lazard Asset Management LLC3,147$49.0K0.00%−84,614−96.4%Reduced
Metropolitan Life Insurance Co3,045$48.3K0.00%00.0%Unchanged
Wolverine Asset Management LLC2,966$47.0K0.00%−11,472−79.5%Reduced
Walleye Trading LLC2,822$45.0K0.00%−9,398−76.9%Reduced
Truvestments Capital LLC2,742$44.0K0.03%−34−1.2%Reduced
Federated Hermes, Inc.2,331$37.0K0.00%−62,011−96.4%Reduced
Advisor Group Holdings, Inc.2,084$34.0K0.00%−248−10.6%Reduced
Quantbot Technologies LP2,184$34.0K0.00%+2,184New
Steward Partners Investment Advisory, LLC1,800$29.0K0.00%00.0%Unchanged
Riverview Trust Co1,826$29.0K0.03%+1,826New
Public Employees Retirement System of Ohio1,621$26.0K0.00%+641+65.4%Added
UBS Group AG1,518$24.0K0.00%−271−15.1%Reduced
Parkside Financial Bank & Trust1,364$21.0K0.01%+65+5.0%Added
Cornerstone Management, Inc.1,300$20.6K0.01%+1,300New
Royal Bank of Canada1,105$18.0K0.00%−5,180−82.4%Reduced
Quadrant Capital Group LLC1,135$18.0K0.00%+1,097+2,886.8%Added
Gladius Capital Management LP821$14.0K0.00%+821New
Private Trust Co NA780$12.0K0.00%+10+1.3%Added
Cutler Group LP700$11.0K0.00%−619−46.9%Reduced
Signaturefd, LLC636$10.0K0.00%−137−17.7%Reduced
CWM, LLC584$9.00K0.00%+103+21.4%Added
Federation des caisses Desjardins du Quebec534$8.47K0.00%00.0%Unchanged
Macquarie Group Ltd0$8.00K0.00%−524−100.0%Reduced
Sutton Wealth Advisors Inc.472$7.49K0.00%−156−24.8%Reduced
Simplex Trading, LLC446$7.00K0.00%−788−63.9%Reduced
Washington Trust Advisors, Inc.363$6.00K0.00%+99+37.5%Added
Adirondack Trust Co340$5.00K0.00%00.0%Unchanged
Global Retirement Partners, LLC371$5.00K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc232$4.00K0.00%00.0%Unchanged
US Bancorp245$4.00K0.00%+168+218.2%Added
Howe & Rusling Inc205$3.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC166$3.00K0.00%00.0%Unchanged
Fifth Third Bancorp180$3.00K0.00%+180New
Versant Capital Management, Inc135$2.00K0.00%−204−60.2%Reduced
Rockefeller Capital Management L.P.161$2.00K0.00%−24−13.0%Reduced
Meeder Asset Management Inc128$2.00K0.00%+4+3.2%Added
Northwestern Mutual Wealth Management Co124$2.00K0.00%+124New
Massmutual Trust Co FSB40$1.00K0.00%−41−50.6%Reduced
Roble, Belko & Company, Inc80$1.00K0.00%00.0%Unchanged
Elequin Capital LP33$1.00K0.00%−20−37.7%Reduced
Toronto Dominion Bank36$1.00K0.00%+24+200.0%Added
Nisa Investment Advisors, LLC42$1.00K0.00%+42New
Farmers & Merchants Investments Inc32$1.00K0.00%+32New
Ronald Blue Trust, Inc.66$1.00K0.00%+66New
Allworth Financial LP10$00.00%−10−50.0%Reduced
Parallel Advisors, LLC13$00.00%+13New
Lindbrook Capital, LLC23$00.00%+23New
IFP Advisors, Inc417––+8+2.0%Added
Proequities, Inc.0$00.00%−164−100.0%Sold out
Westfield Capital Management Co LP0$00.00%−796,390−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−232,667−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−134,086−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−67,800−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−60,693−100.0%Sold out
D.A. Davidson & Co.0$00.00%−60,005−100.0%Sold out
Jefferies Group LLC0$00.00%−35,331−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−20,928−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−23,510−100.0%Sold out
Truist Financial Corp0$00.00%−23,502−100.0%Sold out