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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
UBS Asset Management Americas Inc48,381$834.1K0.00%00.0%Unchanged
State of Alaska, Department of Revenue32,288$936.0K0.01%−1,406−4.2%Reduced
CWM Advisors, LLC35,518$1.03M0.12%+17,005+91.9%Added
UBS Group AG37,375$1.08M0.00%+12,383+49.5%Added
XTX Topco Ltd38,513$1.12M0.20%+38,513New
SummerHaven Investment Management, LLC39,063$1.13M0.72%−8,063−17.1%Reduced
LPL Financial LLC41,059$1.19M0.00%−3,682−8.2%Reduced
Texas Permanent School Fund42,890$1.24M0.01%−937−2.1%Reduced
Thrivent Financial for Lutherans46,944$1.36M0.00%−1,818−3.7%Reduced
Credit Suisse AG47,211$1.37M0.00%+9,031+23.7%Added
Seven Eight Capital, LP49,679$1.44M0.24%+49,679New
Canada Pension Plan Investment Board49,800$1.44M0.00%+49,800New
Stifel Financial Corp49,853$1.45M0.00%−3,932−7.3%Reduced
Citigroup Inc51,182$1.48M0.00%+6,570+14.7%Added
Susquehanna International Group, LLP53,521$1.55M0.00%+12,060+29.1%Added
Quantbot Technologies LP54,089$1.57M0.10%+25,445+88.8%Added
Price T Rowe Associates Inc55,410$1.61M0.00%+4,435+8.7%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys55,470$1.61M0.01%+3,372+6.5%Added
Trexquant Investment LP56,809$1.65M0.04%+56,809New
Pinnacle Associates Ltd58,328$1.69M0.03%−4,818−7.6%Reduced
California State Teachers Retirement System59,263$1.72M0.00%+627+1.1%Added
Balyasny Asset Management LLC61,814$1.79M0.01%+5,453+9.7%Added
Concentric Capital Strategies, LP63,857$1.85M0.40%+63,857New
Victory Capital Management Inc64,097$1.86M0.00%+47,264+280.8%Added
G2 Investment Partners Management LLC66,239$1.92M0.47%+66,239New
Towle & Co67,290$1.95M0.26%+6,420+10.5%Added
Engineers Gate Manager LP73,856$2.14M0.08%+15,729+27.1%Added
Dark Forest Capital Management LP79,256$2.30M0.24%+68,494+636.4%Added
Globeflex Capital L P79,341$2.30M0.26%−1,281−1.6%Reduced
Jump Financial, LLC83,045$2.41M0.09%+33,379+67.2%Added
Public Sector Pension Investment Board87,103$2.53M0.02%+564+0.7%Added
HRT Financial LP91,672$2.66M0.02%−13,998−13.2%Reduced
Bank of America Corp98,939$2.87M0.00%−41,062−29.3%Reduced
SG Americas Securities, LLC100,216$2.91M0.02%+14,700+17.2%Added
Swiss National Bank106,800$3.10M0.00%+7,100+7.1%Added
Jane Street Group, LLC111,949$3.25M0.00%+111,949New
Renaissance Technologies LLC113,472$3.29M0.00%−432,000−79.2%Reduced
Tudor Investment Corp Et Al122,441$3.55M0.06%+122,441New
State of Wisconsin Investment Board128,864$3.74M0.01%−19,837−13.3%Reduced
AQR Capital Management LLC129,002$3.74M0.01%−21,421−14.2%Reduced
Legal & General Group Plc132,545$3.84M0.00%+15,166+12.9%Added
Nomura Holdings Inc133,694$3.88M0.04%−104,884−44.0%Reduced
BNP Paribas Arbitrage, SA136,880$3.97M0.01%−69,855−33.8%Reduced
Calamos Advisors LLC138,120$4.01M0.02%+138,120New
EAM Investors, LLC140,973$4.09M0.76%+140,973New
Rhumbline Advisers151,177$4.39M0.00%+6,833+4.7%Added
Alliancebernstein L.P.166,260$4.82M0.00%−18,424−10.0%Reduced
SEI Investments Co176,603$5.12M0.01%+9,528+5.7%Added
EAM Global Investors LLC185,738$5.39M1.58%+185,738New
Two Sigma Advisers, LP190,200$5.52M0.01%+79,800+72.3%Added
P.A.W. Capital Corp200,000$5.80M11.91%00.0%Unchanged
Goldman Sachs Group Inc205,474$5.96M0.00%+117,213+132.8%Added
American Century Companies Inc205,881$5.97M0.00%+23,345+12.8%Added
Barclays PLC228,375$6.63M0.00%−105,693−31.6%Reduced
Squarepoint Ops LLC243,385$7.06M0.04%+99,916+69.6%Added
Davidson Kempner Capital Management LP250,000$7.25M0.15%+250,000New
Kennedy Capital Management, Inc.267,577$7.76M0.18%−143,712−34.9%Reduced
Silvercrest Asset Management Group LLC269,365$7.81M0.06%+269,365New
Bank of Montreal277,839$8.07M0.00%−101,870−26.8%Reduced
Principal Financial Group Inc279,048$8.10M0.01%−17,933−6.0%Reduced
Foundry Partners, LLC287,516$8.34M0.51%+27,509+10.6%Added
Russell Investments Group, Ltd.288,835$8.38M0.02%+76,718+36.2%Added
D. E. Shaw & Co., Inc.290,258$8.42M0.01%−31,449−9.8%Reduced
Voloridge Investment Management, LLC290,671$8.43M0.04%+115,848+66.3%Added
Cubist Systematic Strategies, LLC294,121$8.53M0.09%+177,545+152.3%Added
Deutsche Bank AG330,049$9.57M0.01%−291,126−46.9%Reduced
First Eagle Investment Management, LLC344,911$10.0M0.03%+36,580+11.9%Added
Bank of New York Mellon Corp396,528$11.5M0.00%+6,068+1.6%Added
Invesco Ltd.396,922$11.5M0.00%−65,387−14.1%Reduced
JPMorgan Chase & Co410,512$11.9M0.00%+106,355+35.0%Added
Millennium Management LLC425,994$12.4M0.01%+234,311+122.2%Added
Two Sigma Investments, LP470,110$13.6M0.04%+158,010+50.6%Added
Citadel Advisors LLC501,773$14.6M0.02%+117,248+30.5%Added
Northern Trust Corp551,703$16.0M0.00%−8,660−1.5%Reduced
ArrowMark Colorado Holdings LLC568,000$16.5M0.18%00.0%Unchanged
Charles Schwab Investment Management Inc596,575$17.3M0.00%+28,214+5.0%Added
Peregrine Capital Management LLC632,431$18.3M0.50%+48,020+8.2%Added
Driehaus Capital Management LLC700,782$20.3M0.26%+700,782New
Nuveen Asset Management, LLC747,668$21.7M0.01%−143,239−16.1%Reduced
Jacobs Levy Equity Management, Inc826,697$24.0M0.14%−49,536−5.7%Reduced
LSV Asset Management863,500$25.1M0.06%+133,700+18.3%Added
Geode Capital Management, LLC996,067$28.9M0.00%+50,049+5.3%Added
Portolan Capital Management, LLC1,120,186$32.5M2.88%+1,120,186New
Morgan Stanley1,163,350$33.7M0.00%+339,704+41.2%Added
Marshall Wace, LLP1,193,880$34.6M0.07%+1,193,880New
FMR LLC1,328,676$38.5M0.00%+92,022+7.4%Added
Dimensional Fund Advisors LP1,361,833$39.5M0.01%+28,961+2.2%Added
Clearbridge Investments, LLC1,696,609$49.2M0.04%−344,752−16.9%Reduced
Crosslink Capital Inc1,923,010$55.8M9.22%+238,130+14.1%Added
Yiheng Capital Management, L.P.2,085,602$60.5M5.26%−868,390−29.4%Reduced
State Street Corp2,754,136$79.9M0.00%−212,527−7.2%Reduced
Vanguard Group Inc5,421,692$157.3M0.00%+683,709+14.4%Added
Ameriprise Financial Inc6,469,615$187.7M0.06%+340,183+5.5%Added
BlackRock Inc.7,914,779$229.6M0.01%−51,490−0.6%Reduced
Boston Partners0$00.00%−1,109,685−100.0%Sold out
NFJ Investment Group, LLC0$00.00%−229,757−100.0%Sold out
Great Lakes Advisors, LLC0$00.00%−172,321−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−142,305−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−58,952−100.0%Sold out
Inspire Advisors, LLC0$00.00%−26,939−100.0%Sold out