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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
Van Eck Associates Corp18,984$282.0K0.00%−496−2.5%Reduced
Voya Investment Management LLC18,333$272.8K0.00%00.0%Unchanged
State of Tennessee, Treasury Department18,092$269.0K0.00%−7,872−30.3%Reduced
Citadel Advisors LLC17,545$261.1K0.00%−165,102−90.4%Reduced
M&T Bank Corp16,704$248.2K0.00%+888+5.6%Added
Oregon Public Employees Retirement Fund16,165$240.5K0.00%−436−2.6%Reduced
Jefferies Financial Group Inc.16,123$239.9K0.00%+16,123New
SG Americas Securities, LLC15,928$237.0K0.00%−45,393−74.0%Reduced
CWM Advisors, LLC15,764$234.6K0.03%+2,823+21.8%Added
Teachers Retirement System of the State of Kentucky15,346$228.0K0.00%+4,843+46.1%Added
Covestor Ltd15,233$227.0K0.19%−1,687−10.0%Reduced
New York State Teachers Retirement System15,262$227.0K0.00%00.0%Unchanged
Susquehanna International Group, LLP15,182$225.9K0.00%−79,952−84.0%Reduced
Raymond James & Associates14,758$219.6K0.00%−18,413−55.5%Reduced
Integrated Wealth Concepts LLC14,534$216.0K0.01%+850+6.2%Added
Two Sigma Advisers, LP14,500$215.8K0.00%+14,500New
Hancock Whitney Corp13,888$207.0K0.01%−4,015−22.4%Reduced
Schroder Investment Management Group13,632$202.8K0.00%00.0%Unchanged
Arizona State Retirement System13,401$199.4K0.00%+554+4.3%Added
Shell Asset Management Co12,600$187.0K0.01%−2,689−17.6%Reduced
Truvestments Capital LLC12,472$185.6K0.10%+9,730+354.9%Added
Jump Financial, LLC12,438$185.1K0.01%−35,762−74.2%Reduced
Y-Intercept (Hong Kong) Ltd11,460$170.5K0.03%+11,460New
State Board of Administration of Florida Retirement System11,282$167.9K0.00%+490+4.5%Added
Factorial Partners, LLC11,000$163.7K0.13%−3,000−21.4%Reduced
Amundi9,804$162.4K0.00%+9,804New
Gotham Asset Management, LLC10,906$162.3K0.00%+10,906New
Allspring Global Investments Holdings, LLC10,898$162.2K0.00%−10,327−48.7%Reduced
Mutual of America Capital Management LLC10,190$151.6K0.00%+245+2.5%Added
Wells Fargo & Company9,713$144.5K0.00%−1,808−15.7%Reduced
Blue Owl Capital Holdings LP8,229$122.4K0.05%00.0%Unchanged
Royal Bank of Canada8,263$122.0K0.00%+7,158+647.8%Added
Simplex Trading, LLC6,402$95.0K0.00%+5,956+1,335.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)6,124$91.1K0.00%00.0%Unchanged
State of Wyoming5,610$83.5K0.03%+5,610New
Advisory Services Network, LLC5,157$76.7K0.00%+5,157New
Ameritas Investment Partners, Inc.3,784$65.2K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)4,147$62.0K0.00%+713+20.8%Added
KBC Group NV4,080$61.0K0.00%00.0%Unchanged
Aquatic Capital Management LLC4,000$60.0K0.00%+4,000New
Federated Hermes, Inc.3,283$48.9K0.00%+952+40.8%Added
Walleye Trading LLC3,162$47.1K0.00%+340+12.0%Added
The PNC Financial Services Group, Inc.3,161$47.0K0.00%−357−10.1%Reduced
Metropolitan Life Insurance Co3,045$45.3K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.2,402$35.0K0.00%+318+15.3%Added
Point72 Middle East FZE2,133$31.7K0.00%+2,133New
PEAK6 Investments LLC2,014$30.0K0.00%−38,895−95.1%Reduced
CWM, LLC1,928$29.0K0.00%+1,344+230.1%Added
Steward Partners Investment Advisory, LLC1,800$26.8K0.00%00.0%Unchanged
Quadrant Capital Group LLC1,646$24.5K0.00%+511+45.0%Added
Cutler Group LP1,636$24.0K0.00%+936+133.7%Added
Cornerstone Management, Inc.1,300$19.3K0.01%00.0%Unchanged
Parkside Financial Bank & Trust1,274$19.0K0.01%−90−6.6%Reduced
Gladius Capital Management LP1,003$14.9K0.00%+182+22.2%Added
IFP Advisors, Inc301$14.0K0.00%−116−27.8%Reduced
Public Employees Retirement System of Ohio718$11.0K0.00%−903−55.7%Reduced
Ronald Blue Trust, Inc.663$11.0K0.00%+597+904.5%Added
Private Trust Co NA626$9.00K0.00%−154−19.7%Reduced
Federation des caisses Desjardins du Quebec534$7.95K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.424$6.31K0.00%+424New
GWM Advisors LLC419$6.24K0.00%+419New
Global Retirement Partners, LLC371$5.52K0.00%00.0%Unchanged
Money Concepts Capital Corp364$5.42K0.00%+364New
Washington Trust Advisors, Inc.363$5.40K0.00%00.0%Unchanged
Adirondack Trust Co340$5.06K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc232$3.45K0.00%00.0%Unchanged
Signaturefd, LLC227$3.38K0.00%−409−64.3%Reduced
Institutional & Family Asset Management, LLC166$2.47K0.00%00.0%Unchanged
Versant Capital Management, Inc135$2.01K0.00%00.0%Unchanged
Proequities, Inc.135$2.01K0.00%+135New
Rockefeller Capital Management L.P.161$2.00K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC42$1.00K0.00%00.0%Unchanged
Toronto Dominion Bank36$1.00K0.00%00.0%Unchanged
US Bancorp66$9820.00%−179−73.1%Reduced
Elequin Capital LP36$5360.00%+3+9.1%Added
Wolverine Asset Management LLC36$5350.00%−2,930−98.8%Reduced
Farmers & Merchants Investments Inc32$4760.00%00.0%Unchanged
Allworth Financial LP22$3270.00%+12+120.0%Added
Sutton Wealth Advisors Inc.17$2530.00%−455−96.4%Reduced
Fifth Third Bancorp14$2080.00%−166−92.2%Reduced
Carolinas Wealth Consulting LLC13$1930.00%+13New
Northwestern Mutual Wealth Management Co2$300.00%−122−98.4%Reduced
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