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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
−1.70M (−3.3%) vs. Q3 2022
Total value
$745.5M
−$76.2M (−9.3%) 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: $1.17BQ2 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, 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
Schonfeld Strategic Advisors LLC31,400$467.2K0.00%−5,400−14.7%Reduced
Comerica Bank28,789$481.0K0.00%−9,395−24.6%Reduced
Texas Permanent School Fund32,687$486.0K0.01%−3,270−9.1%Reduced
Jane Street Group, LLC33,757$502.3K0.00%+23,737+236.9%Added
State of Alaska, Department of Revenue33,857$503.0K0.01%−754−2.2%Reduced
New York State Common Retirement Fund35,300$525.3K0.00%00.0%Unchanged
Credit Suisse AG38,168$567.9K0.00%−3,024−7.3%Reduced
Virginia Retirement Systems Et Al39,500$587.8K0.01%−2,500−6.0%Reduced
UBS Asset Management Americas Inc40,038$595.8K0.00%+3,233+8.8%Added
LPL Financial LLC42,131$626.9K0.00%−869−2.0%Reduced
SummerHaven Investment Management, LLC46,121$686.3K0.41%+665+1.5%Added
Occudo Quantitative Strategies LP49,261$733.0K0.09%+49,261New
Citigroup Inc49,593$737.9K0.00%−6,102−11.0%Reduced
Thrivent Financial for Lutherans49,873$742.0K0.00%−1,804−3.5%Reduced
Price T Rowe Associates Inc50,649$754.0K0.00%+50+0.1%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys52,035$774.0K0.01%+6,486+14.2%Added
Stifel Financial Corp52,426$780.1K0.00%+5,002+10.5%Added
Alpha Paradigm Partners, LLC53,548$797.0K0.33%+24,496+84.3%Added
California State Teachers Retirement System60,433$899.2K0.00%+312+0.5%Added
Millennium Management LLC61,545$916.0K0.00%−49,583−44.6%Reduced
Pinnacle Associates Ltd64,036$952.9K0.02%−6,160−8.8%Reduced
Towle & Co68,420$1.02M0.14%+68,420New
Mirae Asset Global Investments Co., Ltd.71,669$1.07M0.00%−2,374−3.2%Reduced
Royce & Associates LP74,173$1.10M0.01%+26,136+54.4%Added
Globeflex Capital L P80,622$1.20M0.15%00.0%Unchanged
Public Sector Pension Investment Board88,455$1.32M0.01%−3,181−3.5%Reduced
HRT Financial LP98,608$1.47M0.02%+44,652+82.8%Added
Cubist Systematic Strategies, LLC109,159$1.62M0.01%+109,159New
Swiss National Bank114,600$1.71M0.00%+2,500+2.2%Added
Legal & General Group Plc117,629$1.75M0.00%+334+0.3%Added
Nomura Holdings Inc120,532$1.80M0.02%+12,000+11.1%Added
State of Wisconsin Investment Board121,220$1.80M0.01%+15,306+14.5%Added
Goldman Sachs Group Inc126,331$1.88M0.00%+21,804+20.9%Added
Two Sigma Investments, LP128,944$1.92M0.01%+84,144+187.8%Added
Rhumbline Advisers136,705$2.03M0.00%+5,451+4.2%Added
American Century Companies Inc144,762$2.15M0.00%+144,762New
Bank of America Corp146,264$2.18M0.00%+25,801+21.4%Added
SEI Investments Co165,447$2.46M0.01%+771+0.5%Added
AQR Capital Management LLC166,184$2.47M0.01%+85,198+105.2%Added
Lazard Asset Management LLC177,697$2.64M0.00%+174,550+5,546.6%Added
NFJ Investment Group, LLC178,052$2.65M0.07%+2,725+1.6%Added
Great Lakes Advisors, LLC179,085$2.66M0.15%−7,197−3.9%Reduced
Alliancebernstein L.P.191,860$2.85M0.00%−32,568−14.5%Reduced
Paradiem, LLC194,963$2.90M1.07%+63,125+47.9%Added
P.A.W. Capital Corp200,000$2.98M8.12%−50,000−20.0%Reduced
Voloridge Investment Management, LLC203,103$3.02M0.02%−11,802−5.5%Reduced
Russell Investments Group, Ltd.218,647$3.25M0.01%−133,120−37.8%Reduced
D. E. Shaw & Co., Inc.224,384$3.34M0.01%+192,303+599.4%Added
BNP Paribas Arbitrage, SA230,818$3.43M0.01%+230,818New
First Eagle Investment Management, LLC244,483$3.64M0.01%+244,483New
Foundry Partners, LLC249,945$3.72M0.21%+24,585+10.9%Added
Pacer Advisors, Inc.292,565$4.35M0.02%−53,211−15.4%Reduced
Principal Financial Group Inc299,936$4.46M0.00%−33,161−10.0%Reduced
Manufacturers Life Insurance Company, The335,054$4.99M0.00%−798,093−70.4%Reduced
JPMorgan Chase & Co351,644$5.23M0.00%+36,789+11.7%Added
Bank of Montreal374,890$5.61M0.00%−2,059−0.5%Reduced
Bank of New York Mellon Corp394,863$5.88M0.00%−21,700−5.2%Reduced
Invesco Ltd.397,540$5.92M0.00%+50,471+14.5%Added
Renaissance Technologies LLC403,172$6.00M0.01%−28,700−6.6%Reduced
Barclays PLC428,492$6.38M0.01%+24,479+6.1%Added
Charles Schwab Investment Management Inc522,892$7.78M0.00%+47,611+10.0%Added
Northern Trust Corp540,136$8.04M0.00%+5,383+1.0%Added
ArrowMark Colorado Holdings LLC568,000$8.45M0.10%−279,000−32.9%Reduced
Nuveen Asset Management, LLC571,159$8.50M0.00%+266,981+87.8%Added
Morgan Stanley578,439$8.61M0.00%−32,502−5.3%Reduced
Peregrine Capital Management LLC612,209$9.11M0.29%−6,149−1.0%Reduced
Kennedy Capital Management, Inc.665,009$9.90M0.28%−401,720−37.7%Reduced
LSV Asset Management719,200$10.7M0.02%+500+0.1%Added
Deutsche Bank AG772,151$11.5M0.01%+236,113+44.0%Added
Jacobs Levy Equity Management, Inc836,919$12.5M0.08%−15,305−1.8%Reduced
Janus Henderson Group PLC898,559$13.4M0.01%−558,140−38.3%Reduced
Geode Capital Management, LLC914,448$13.6M0.00%+13,200+1.5%Added
FMR LLC1,122,488$16.7M0.00%−668,003−37.3%Reduced
Dimensional Fund Advisors LP1,344,395$20.0M0.01%−12,297−0.9%Reduced
Crosslink Capital Inc1,578,422$23.5M5.66%−129,520−7.6%Reduced
Boston Partners1,539,803$23.5M0.03%−59,985−3.7%Reduced
Clearbridge Investments, LLC1,986,340$29.6M0.03%+8,024+0.4%Added
State Street Corp2,609,928$38.8M0.00%−212,502−7.5%Reduced
Yiheng Capital Management, L.P.2,953,992$44.0M3.41%00.0%Unchanged
Vanguard Group Inc4,714,468$70.2M0.00%+174,056+3.8%Added
Ameriprise Financial Inc6,104,637$90.8M0.03%+107,352+1.8%Added
BlackRock Inc.8,128,978$121.0M0.00%+383,042+4.9%Added
First Trust Advisors LP0$00.00%−169,728−100.0%Sold out
Driehaus Capital Management LLC0$00.00%−161,547−100.0%Sold out
B. Riley Asset Management, LLC0$00.00%−94,467−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−83,518−100.0%Sold out
Oberweis Asset Management Inc0$00.00%−63,000−100.0%Sold out
Prudential Financial Inc0$00.00%−50,605−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−40,965−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−37,595−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−31,346−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−23,075−100.0%Sold out
Ensign Peak Advisors, Inc0$00.00%−18,090−100.0%Sold out
Versor Investments LP0$00.00%−16,626−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−16,311−100.0%Sold out
Watershed Asset Management, L.L.C.0$00.00%−14,112−100.0%Sold out
Verition Fund Management LLC0$00.00%−13,224−100.0%Sold out
Everence Capital Management Inc0$00.00%−11,870−100.0%Sold out
Winton Group Ltd0$00.00%−11,625−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−11,488−100.0%Sold out