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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, Q2 2023

Institutional positions in Penguin Solutions, Inc. as of Jun 30, 2023. 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
194
+21 vs. Q1 2023
Shares held
53.3M
+3.36M (+6.7%) vs. Q1 2023
Total value
$1.55B
+$685.6M (+79.6%) vs. Q1 2023
New holders
47
70 more added
Sold out
26
57 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 194 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 heldQ2 2023: $1.55B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Penguin Solutions, Inc.; share changes are against Q1 2023.

Institutions holding PENG in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
EverSource Wealth Advisors, LLC2$580.00%00.0%Unchanged
25 LLC32$8860.00%00.0%Unchanged
Farmers & Merchants Investments Inc32$9280.00%00.0%Unchanged
Ronald Blue Trust, Inc.32$1.00K0.00%00.0%Unchanged
Gradient Investments LLC38$1.10K0.00%+32+533.3%Added
Creative Financial Designs Inc38$1.10K0.00%+38New
Fifth Third Bancorp39$1.13K0.00%00.0%Unchanged
Allworth Financial LP51$1.48K0.00%+29+131.8%Added
Glassman Wealth Services54$1.57K0.00%00.0%Unchanged
Bessemer Group Inc54$2.00K0.00%+54New
First Horizon Advisors, Inc.91$2.64K0.00%00.0%Unchanged
Stone House Investment Management, LLC100$2.90K0.00%+100New
Parkside Financial Bank & Trust102$2.96K0.00%−1,435−93.4%Reduced
Federation des caisses Desjardins du Quebec124$3.60K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC152$4.41K0.00%−14−8.4%Reduced
Whittier Trust Co of Nevada Inc232$6.73K0.00%00.0%Unchanged
Parallel Advisors, LLC246$7.14K0.00%+246New
Lindbrook Capital, LLC277$8.04K0.00%+124+81.0%Added
Versant Capital Management, Inc292$8.47K0.00%+116+65.9%Added
Adirondack Trust Co340$9.04K0.00%00.0%Unchanged
Raleigh Capital Management Inc.330$9.57K0.00%+330New
Global Retirement Partners, LLC331$9.60K0.00%00.0%Unchanged
Massmutual Trust Co FSB342$9.92K0.00%+342New
Signaturefd, LLC344$9.98K0.00%+175+103.6%Added
US Bancorp399$11.6K0.00%+333+504.5%Added
Private Trust Co NA480$13.9K0.00%00.0%Unchanged
Gladius Capital Management LP525$15.2K0.01%−313−37.4%Reduced
Nisa Investment Advisors, LLC902$26.2K0.00%+860+2,047.6%Added
Public Employees Retirement System of Ohio930$27.0K0.00%+59+6.8%Added
Advisor Group Holdings, Inc.1,026$29.8K0.00%−4,706−82.1%Reduced
Cutler Group LP1,689$48.0K0.01%+700+70.8%Added
CWM, LLC1,803$52.0K0.00%+46+2.6%Added
Quadrant Capital Group LLC1,848$53.6K0.01%+235+14.6%Added
Migdal Insurance & Financial Holdings Ltd.2,047$55.0K0.00%−4,097−66.7%Reduced
Metropolitan Life Insurance Co2,604$75.5K0.00%+2,604New
FNY Investment Advisers, LLC3,204$92.0K0.12%+3,204New
KBC Group NV3,525$102.0K0.00%−555−13.6%Reduced
Ameritas Investment Partners, Inc.3,784$109.8K0.00%00.0%Unchanged
Counterpoint Mutual Funds LLC4,067$118.0K0.11%+4,067New
Point72 Asset Management, L.P.4,113$119.3K0.00%+3,105+308.0%Added
The PNC Financial Services Group, Inc.4,223$122.5K0.00%+383+10.0%Added
Point72 Middle East FZE4,529$131.4K0.01%−1,984−30.5%Reduced
Tower Research Capital LLC (TRC)4,840$140.4K0.00%+3,610+293.5%Added
Allspring Global Investments Holdings, LLC6,822$197.9K0.00%−4,233−38.3%Reduced
Cresset Asset Management, LLC7,233$209.8K0.00%+7,233New
Symmetry Peak Management LLC7,500$217.6K0.46%+7,500New
ProShare Advisors LLC7,570$219.6K0.00%+7,570New
GTS Securities LLC8,049$233.5K0.01%+8,049New
Bailard, Inc.8,400$243.7K0.01%−5,200−38.2%Reduced
Centiva Capital, LP8,474$245.8K0.01%+8,474New
Zurcher Kantonalbank (Zurich Cantonalbank)8,710$252.7K0.00%+2,586+42.2%Added
Quantamental Technologies LLC9,337$270.9K0.11%+9,337New
Mutual of America Capital Management LLC9,585$278.1K0.00%−548−5.4%Reduced
Commonwealth Equity Services, LLC9,650$280.0K0.00%+9,650New
Weiss Multi-Strategy Advisers LLC10,000$290.0K0.01%+10,000New
Royal Bank of Canada10,491$304.0K0.00%+6,745+180.1%Added
Covestor Ltd10,844$314.0K0.24%+192+1.8%Added
Petrus Trust Company, LTA10,900$316.2K0.04%+10,900New
M&T Bank Corp11,256$326.6K0.00%−5,227−31.7%Reduced
Forefront Wealth Management Inc.11,395$330.6K0.44%+11,395New
Thompson Siegel & Walmsley LLC12,081$350.0K0.01%+12,081New
Perpetual Ltd12,081$350.5K0.00%+12,081New
Boothbay Fund Management, LLC12,378$359.1K0.01%+12,378New
Shell Asset Management Co12,486$362.0K0.01%−71−0.6%Reduced
Raymond James & Associates12,688$368.1K0.00%+219+1.8%Added
CenterBook Partners LP12,986$376.7K0.05%+12,986New
Integrated Wealth Concepts LLC13,269$384.9K0.01%−1,997−13.1%Reduced
State Board of Administration of Florida Retirement System13,722$398.1K0.00%+2,440+21.6%Added
Arizona State Retirement System13,783$399.8K0.00%+399+3.0%Added
Dynamic Technology Lab Private Ltd13,920$404.0K0.05%+13,920New
Gotham Asset Management, LLC15,244$442.2K0.01%+15,244New
New York State Teachers Retirement System15,262$443.0K0.00%00.0%Unchanged
Oregon Public Employees Retirement Fund15,325$444.6K0.01%−800−5.0%Reduced
Nkcfo LLC16,000$464.0K0.21%+16,000New
Teachers Retirement System of the State of Kentucky16,224$471.0K0.00%+878+5.7%Added
State of Tennessee, Treasury Department16,521$479.3K0.00%00.0%Unchanged
Truvestments Capital LLC16,608$481.8K0.24%−62−0.4%Reduced
Van Eck Associates Corp18,585$539.0K0.00%−1,064−5.4%Reduced
Manufacturers Life Insurance Company, The18,906$548.5K0.00%−13−0.1%Reduced
New York State Common Retirement Fund19,000$551.2K0.00%−4,300−18.5%Reduced
Voya Investment Management LLC19,355$561.5K0.00%+1,022+5.6%Added
Schonfeld Strategic Advisors LLC20,075$582.4K0.01%−17,125−46.0%Reduced
Amalgamated Bank20,278$588.0K0.00%−2,006−9.0%Reduced
Mirae Asset Global Investments Co., Ltd.20,931$607.2K0.00%00.0%Unchanged
Mackenzie Financial Corp21,721$610.1K0.00%+21,721New
Virginia Retirement Systems Et Al21,600$626.6K0.01%−6,000−21.7%Reduced
Means Investment Co., Inc.21,792$632.2K0.10%−3,950−15.3%Reduced
Franklin Resources Inc22,305$647.1K0.00%+22,305New
Jefferies Financial Group Inc.22,400$649.8K0.01%+22,400New
Verition Fund Management LLC23,887$693.0K0.01%+9,785+69.4%Added
New York Life Investment Management LLC23,906$693.5K0.01%−4,988−17.3%Reduced
Royce & Associates LP24,080$698.6K0.01%−29,820−55.3%Reduced
Janus Henderson Group PLC24,512$710.7K0.00%−63,251−72.1%Reduced
Federated Hermes, Inc.25,795$748.3K0.00%+25,795New
Louisiana State Employees Retirement System25,800$748.5K0.02%+2,900+12.7%Added
Yousif Capital Management, LLC25,825$749.2K0.01%−1,697−6.2%Reduced
MetLife Investment Management25,987$753.9K0.01%00.0%Unchanged
American International Group, Inc.26,000$754.3K0.00%−555−2.1%Reduced
Quadrature Capital Ltd28,142$816.4K0.02%+28,142New
Wells Fargo & Company28,458$825.6K0.00%+9,442+49.7%Added