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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, Q4 2022

Institutional positions in Penguin Solutions, Inc. as of Dec 31, 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
182
−7 vs. Q3 2022
Shares held
50.1M
−3.17M (−6.0%) vs. Q3 2022
Total value
$745.5M
−$99.5M (−11.8%) vs. Q3 2022
New holders
24
64 more added
Sold out
31
68 more reduced

Compare with Q3 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 holdersQ4 2022: 182 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 heldQ4 2022: $745.5M
Q1 2021: $1.18BQ2 2021: $1.20BQ3 2021: $1.12BQ4 2021: $1.84BQ1 2022: $1.38BQ2 2022: $857.8MQ3 2022: $845.1MQ4 2022: $745.5MQ1 2023: $882.8MQ2 2023: $1.55BQ3 2023: $1.32BQ4 2023: $1.07BQ1 2024: $1.54BQ2 2024: $1.28BQ3 2024: $1.19BQ4 2024: $1.12BQ1 2025: $1.02BQ2 2025: $1.05BQ3 2025: $1.56BQ4 2025: $1.14BQ1 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$1.14B
Q3 2025253$1.56B
Q2 2025205$1.05B
Q1 2025199$1.02B
Q4 2024195$1.12B
Q3 2024195$1.19B
Q2 2024198$1.28B
Q1 2024210$1.54B
Q4 2023182$1.07B
Q3 2023183$1.32B
Q2 2023194$1.55B
Q1 2023174$882.8M
Q4 2022182$745.5M
Q3 2022189$845.1M
Q2 2022202$857.8M
Q1 2022214$1.38B
Q4 2021215$1.84B
Q3 2021161$1.12B
Q2 2021161$1.20B
Q1 2021132$1.18B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Penguin Solutions, Inc.; share changes are against Q3 2022.

Institutions holding PENG in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.8,128,978$121.0M0.00%+383,042+4.9%Added
Ameriprise Financial Inc6,104,637$90.8M0.03%+107,352+1.8%Added
Vanguard Group Inc4,714,468$70.2M0.00%+174,056+3.8%Added
Yiheng Capital Management, L.P.2,953,992$44.0M3.41%00.0%Unchanged
State Street Corp2,609,928$38.8M0.00%−212,502−7.5%Reduced
Clearbridge Investments, LLC1,986,340$29.6M0.03%+8,024+0.4%Added
Boston Partners1,539,803$23.5M0.03%−59,985−3.7%Reduced
Crosslink Capital Inc1,578,422$23.5M5.66%−129,520−7.6%Reduced
Dimensional Fund Advisors LP1,344,395$20.0M0.01%−12,297−0.9%Reduced
FMR LLC1,122,488$16.7M0.00%−668,003−37.3%Reduced
Geode Capital Management, LLC914,448$13.6M0.00%+13,200+1.5%Added
Janus Henderson Group PLC898,559$13.4M0.01%−2,014,839−69.2%Reduced
Jacobs Levy Equity Management, Inc836,919$12.5M0.08%−15,305−1.8%Reduced
Deutsche Bank AG772,151$11.5M0.01%+236,113+44.0%Added
LSV Asset Management719,200$10.7M0.02%+500+0.1%Added
Kennedy Capital Management, Inc.665,009$9.90M0.28%−401,720−37.7%Reduced
Peregrine Capital Management LLC612,209$9.11M0.29%−6,149−1.0%Reduced
Morgan Stanley578,439$8.61M0.00%−32,502−5.3%Reduced
Nuveen Asset Management, LLC571,159$8.50M0.00%+266,981+87.8%Added
ArrowMark Colorado Holdings LLC568,000$8.45M0.10%−279,000−32.9%Reduced
Northern Trust Corp540,136$8.04M0.00%+5,383+1.0%Added
Charles Schwab Investment Management Inc522,892$7.78M0.00%+47,611+10.0%Added
Barclays PLC428,492$6.38M0.01%+24,479+6.1%Added
Renaissance Technologies LLC403,172$6.00M0.01%−28,700−6.6%Reduced
Invesco Ltd.397,540$5.92M0.00%+50,471+14.5%Added
Bank of New York Mellon Corp394,863$5.88M0.00%−21,700−5.2%Reduced
Bank of Montreal374,890$5.61M0.00%−2,059−0.5%Reduced
JPMorgan Chase & Co351,644$5.23M0.00%+36,789+11.7%Added
Manufacturers Life Insurance Company, The335,054$4.99M0.00%−798,093−70.4%Reduced
Principal Financial Group Inc299,936$4.46M0.00%−33,161−10.0%Reduced
Pacer Advisors, Inc.292,565$4.35M0.02%−53,211−15.4%Reduced
Foundry Partners, LLC249,945$3.72M0.21%+24,585+10.9%Added
First Eagle Investment Management, LLC244,483$3.64M0.01%+244,483New
BNP Paribas Arbitrage, SA230,818$3.43M0.01%+230,818New
D. E. Shaw & Co., Inc.224,384$3.34M0.01%+192,303+599.4%Added
Russell Investments Group, Ltd.218,647$3.25M0.01%−133,120−37.8%Reduced
Voloridge Investment Management, LLC203,103$3.02M0.02%−11,802−5.5%Reduced
P.A.W. Capital Corp200,000$2.98M8.12%−50,000−20.0%Reduced
Paradiem, LLC194,963$2.90M1.07%+63,125+47.9%Added
Alliancebernstein L.P.191,860$2.85M0.00%−32,568−14.5%Reduced
Great Lakes Advisors, LLC179,085$2.66M0.15%−7,197−3.9%Reduced
NFJ Investment Group, LLC178,052$2.65M0.07%+2,725+1.6%Added
Lazard Asset Management LLC177,697$2.64M0.00%+174,550+5,546.6%Added
AQR Capital Management LLC166,184$2.47M0.01%+85,198+105.2%Added
SEI Investments Co165,447$2.46M0.01%+771+0.5%Added
Bank of America Corp146,264$2.18M0.00%+25,801+21.4%Added
American Century Companies Inc144,762$2.15M0.00%+144,762New
Rhumbline Advisers136,705$2.03M0.00%+5,451+4.2%Added
Two Sigma Investments, LP128,944$1.92M0.01%+84,144+187.8%Added
Goldman Sachs Group Inc126,331$1.88M0.00%+21,804+20.9%Added
State of Wisconsin Investment Board121,220$1.80M0.01%+15,306+14.5%Added
Nomura Holdings Inc120,532$1.80M0.02%+12,000+11.1%Added
Legal & General Group Plc117,629$1.75M0.00%+334+0.3%Added
Swiss National Bank114,600$1.71M0.00%+2,500+2.2%Added
Cubist Systematic Strategies, LLC109,159$1.62M0.01%+109,159New
HRT Financial LP98,608$1.47M0.02%+44,652+82.8%Added
Public Sector Pension Investment Board88,455$1.32M0.01%−3,181−3.5%Reduced
Globeflex Capital L P80,622$1.20M0.15%00.0%Unchanged
Royce & Associates LP74,173$1.10M0.01%+26,136+54.4%Added
Mirae Asset Global Investments Co., Ltd.71,669$1.07M0.00%−2,374−3.2%Reduced
Towle & Co68,420$1.02M0.14%+68,420New
Pinnacle Associates Ltd64,036$952.9K0.02%−6,160−8.8%Reduced
Millennium Management LLC61,545$916.0K0.00%−49,583−44.6%Reduced
California State Teachers Retirement System60,433$899.2K0.00%+312+0.5%Added
Alpha Paradigm Partners, LLC53,548$797.0K0.33%+24,496+84.3%Added
Stifel Financial Corp52,426$780.1K0.00%+5,002+10.5%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys52,035$774.0K0.01%+6,486+14.2%Added
Price T Rowe Associates Inc50,649$754.0K0.00%+50+0.1%Added
Thrivent Financial for Lutherans49,873$742.0K0.00%−1,804−3.5%Reduced
Citigroup Inc49,593$737.9K0.00%−6,102−11.0%Reduced
Occudo Quantitative Strategies LP49,261$733.0K0.09%+49,261New
SummerHaven Investment Management, LLC46,121$686.3K0.41%+665+1.5%Added
LPL Financial LLC42,131$626.9K0.00%−869−2.0%Reduced
UBS Asset Management Americas Inc40,038$595.8K0.00%+3,233+8.8%Added
Virginia Retirement Systems Et Al39,500$587.8K0.01%−2,500−6.0%Reduced
Credit Suisse AG38,168$567.9K0.00%−3,024−7.3%Reduced
New York State Common Retirement Fund35,300$525.3K0.00%00.0%Unchanged
State of Alaska, Department of Revenue33,857$503.0K0.01%−754−2.2%Reduced
Jane Street Group, LLC33,757$502.3K0.00%+23,737+236.9%Added
Texas Permanent School Fund32,687$486.0K0.01%−3,270−9.1%Reduced
Comerica Bank28,789$481.0K0.00%−9,395−24.6%Reduced
Schonfeld Strategic Advisors LLC31,400$467.2K0.00%−5,400−14.7%Reduced
Yousif Capital Management, LLC30,852$459.1K0.01%−9,400−23.4%Reduced
Squarepoint Ops LLC30,333$451.4K0.00%+30,333New
Dynamic Technology Lab Private Ltd30,225$450.0K0.04%−25,812−46.1%Reduced
Quantbot Technologies LP29,157$433.9K0.03%+26,973+1,235.0%Added
Campbell & CO Investment Adviser LLC28,959$430.9K0.10%+7,062+32.3%Added
Victory Capital Management Inc28,339$421.7K0.00%−11,289−28.5%Reduced
Engineers Gate Manager LP27,259$405.6K0.02%+27,259New
Means Investment Co., Inc.26,142$389.0K0.08%−1,200−4.4%Reduced
American International Group, Inc.26,129$388.8K0.00%−843−3.1%Reduced
MetLife Investment Management25,987$386.7K0.00%00.0%Unchanged
Brown Advisory Inc24,688$367.4K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC23,892$355.5K0.01%+1,179+5.2%Added
Amalgamated Bank23,677$352.0K0.00%−439−1.8%Reduced
Louisiana State Employees Retirement System23,100$344.0K0.01%−800−3.3%Reduced
Balyasny Asset Management LLC22,892$340.6K0.00%+22,892New
New York Life Investment Management LLC21,961$326.8K0.00%+2,477+12.7%Added
XTX Topco Ltd21,131$314.4K0.07%+21,131New
UBS Group AG19,198$285.7K0.00%+17,680+1,164.7%Added