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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, Q3 2023

Institutional positions in Penguin Solutions, Inc. as of Sep 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
183
−11 vs. Q2 2023
Shares held
54.3M
+924.0K (+1.7%) vs. Q2 2023
Total value
$1.32B
−$225.6M (−14.6%) vs. Q2 2023
New holders
23
61 more added
Sold out
34
74 more reduced

Compare with Q2 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 holdersQ3 2023: 183 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 heldQ3 2023: $1.32B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Penguin Solutions, Inc.; share changes are against Q2 2023.

Institutions holding PENG in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.7,790,283$189.7M0.01%−124,496−1.6%Reduced
Ameriprise Financial Inc6,432,993$156.6M0.05%−36,622−0.6%Reduced
Vanguard Group Inc6,024,986$146.7M0.00%+603,294+11.1%Added
State Street Corp3,420,275$83.3M0.00%+666,139+24.2%Added
FMR LLC2,209,647$53.8M0.00%+880,971+66.3%Added
Yiheng Capital Management, L.P.2,079,047$50.6M4.57%−6,555−0.3%Reduced
Clearbridge Investments, LLC1,639,549$39.9M0.04%−57,060−3.4%Reduced
Dimensional Fund Advisors LP1,446,262$35.2M0.01%+84,429+6.2%Added
Alliancebernstein L.P.1,256,382$30.6M0.01%+1,090,122+655.7%Added
Crosslink Capital Inc1,171,323$28.5M5.38%−751,687−39.1%Reduced
Geode Capital Management, LLC1,039,242$25.3M0.00%+43,175+4.3%Added
Marshall Wace, LLP925,938$22.5M0.05%−267,942−22.4%Reduced
Morgan Stanley845,261$20.6M0.00%−318,089−27.3%Reduced
Jacobs Levy Equity Management, Inc832,795$20.3M0.12%+6,098+0.7%Added
Driehaus Capital Management LLC825,662$20.1M0.26%+124,880+17.8%Added
LSV Asset Management745,500$18.2M0.04%−118,000−13.7%Reduced
Nuveen Asset Management, LLC653,220$15.9M0.01%−94,448−12.6%Reduced
ArrowMark Colorado Holdings LLC628,000$15.3M0.19%+60,000+10.6%Added
Charles Schwab Investment Management Inc625,358$15.2M0.00%+28,783+4.8%Added
Two Sigma Investments, LP621,225$15.1M0.04%+151,115+32.1%Added
Peregrine Capital Management LLC606,482$14.8M0.44%−25,949−4.1%Reduced
Portolan Capital Management, LLC600,086$14.6M1.37%−520,100−46.4%Reduced
Northern Trust Corp550,042$13.4M0.00%−1,661−0.3%Reduced
CastleKnight Management LP539,172$13.1M2.24%+539,172New
Deutsche Bank AG482,967$11.8M0.01%+152,918+46.3%Added
Two Sigma Advisers, LP418,400$10.2M0.03%+228,200+120.0%Added
Invesco Ltd.414,990$10.1M0.00%+18,068+4.6%Added
Bank of New York Mellon Corp379,953$9.25M0.00%−16,575−4.2%Reduced
Millennium Management LLC349,059$8.50M0.01%−76,935−18.1%Reduced
JPMorgan Chase & Co338,702$8.25M0.00%−71,810−17.5%Reduced
First Eagle Investment Management, LLC336,529$8.19M0.02%−8,382−2.4%Reduced
Renaissance Technologies LLC322,272$7.85M0.01%+208,800+184.0%Added
Foundry Partners, LLC300,951$7.33M0.46%+13,435+4.7%Added
Bank of Montreal304,617$7.22M0.00%+26,778+9.6%Added
American Century Companies Inc292,916$7.13M0.01%+87,035+42.3%Added
Principal Financial Group Inc269,331$6.56M0.00%−9,717−3.5%Reduced
Silvercrest Asset Management Group LLC268,698$6.54M0.05%−667−0.2%Reduced
Barclays PLC267,639$6.52M0.00%+39,264+17.2%Added
Kennedy Capital Management, Inc.267,022$6.50M0.16%−555−0.2%Reduced
BNP Paribas Arbitrage, SA245,156$5.97M0.01%+108,276+79.1%Added
Cubist Systematic Strategies, LLC219,647$5.35M0.07%−74,474−25.3%Reduced
Voloridge Investment Management, LLC216,037$5.26M0.03%−74,634−25.7%Reduced
Castleark Management LLC214,930$5.23M0.27%+214,930New
SEI Investments Co187,552$4.57M0.01%+10,949+6.2%Added
Russell Investments Group, Ltd.183,827$4.48M0.01%−105,008−36.4%Reduced
Squarepoint Ops LLC179,725$4.38M0.02%−63,660−26.2%Reduced
Nomura Holdings Inc166,347$4.05M0.04%+32,653+24.4%Added
P.A.W. Capital Corp155,000$3.77M10.20%−45,000−22.5%Reduced
D. E. Shaw & Co., Inc.154,881$3.77M0.01%−135,377−46.6%Reduced
Rhumbline Advisers151,964$3.70M0.00%+787+0.5%Added
Goldman Sachs Group Inc140,332$3.42M0.00%−65,142−31.7%Reduced
Legal & General Group Plc136,976$3.34M0.00%+4,431+3.3%Added
SG Americas Securities, LLC133,768$3.26M0.04%+33,552+33.5%Added
Globeflex Capital L P126,967$3.09M0.36%+47,626+60.0%Added
Bank of America Corp116,675$2.84M0.00%+17,736+17.9%Added
AQR Capital Management LLC115,826$2.82M0.01%−13,176−10.2%Reduced
Swiss National Bank110,000$2.68M0.00%+3,200+3.0%Added
PEAK6 Investments LLC105,094$2.56M0.12%+105,094New
State of Wisconsin Investment Board92,105$2.24M0.01%−36,759−28.5%Reduced
Susquehanna International Group, LLP89,123$2.17M0.00%+35,602+66.5%Added
Victory Capital Management Inc87,469$2.13M0.00%+23,372+36.5%Added
Healthcare of Ontario Pension Plan Trust Fund81,900$1.99M0.01%+81,900New
Calamos Advisors LLC76,376$1.86M0.01%−61,744−44.7%Reduced
Dark Forest Capital Management LP72,783$1.77M0.15%−6,473−8.2%Reduced
Citadel Advisors LLC70,494$1.72M0.00%−431,279−86.0%Reduced
Engineers Gate Manager LP70,262$1.71M0.06%−3,594−4.9%Reduced
Jump Financial, LLC68,150$1.66M0.06%−14,895−17.9%Reduced
Towle & Co65,720$1.60M0.22%−1,570−2.3%Reduced
Public Sector Pension Investment Board61,884$1.51M0.01%−25,219−29.0%Reduced
Price T Rowe Associates Inc58,959$1.44M0.00%+3,549+6.4%Added
Pinnacle Associates Ltd58,578$1.43M0.03%+250+0.4%Added
California State Teachers Retirement System54,904$1.34M0.00%−4,359−7.4%Reduced
Wells Fargo & Company52,547$1.28M0.00%+24,089+84.6%Added
Federated Hermes, Inc.52,250$1.27M0.00%+26,455+102.6%Added
Gotham Asset Management, LLC51,766$1.26M0.03%+36,522+239.6%Added
Campbell & CO Investment Adviser LLC49,058$1.19M0.14%+49,058New
Stifel Financial Corp49,031$1.19M0.00%−822−1.6%Reduced
UBS Asset Management Americas Inc47,942$1.17M0.00%−439−0.9%Reduced
Credit Suisse AG47,543$1.16M0.00%+332+0.7%Added
Thrivent Financial for Lutherans45,802$1.11M0.00%−1,142−2.4%Reduced
Texas Permanent School Fund42,504$1.03M0.01%−386−0.9%Reduced
CWM Advisors, LLC41,807$1.02M0.13%+6,289+17.7%Added
Citigroup Inc41,581$1.01M0.00%−9,601−18.8%Reduced
HN Saltoro Capital, LP38,000$925.3K2.38%+38,000New
LPL Financial LLC37,648$916.7K0.00%−3,411−8.3%Reduced
Simplex Trading, LLC36,613$891.0K0.03%+36,613New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys33,473$815.1K0.01%−21,997−39.7%Reduced
State of Alaska, Department of Revenue31,173$759.0K0.01%−1,115−3.5%Reduced
Quantbot Technologies LP31,125$757.9K0.05%−22,964−42.5%Reduced
STRS Ohio30,800$749.0K0.00%+30,800New
Illinois Municipal Retirement Fund28,848$702.0K0.01%+28,848New
Walleye Trading LLC27,651$673.3K0.02%+27,651New
American International Group, Inc.26,609$647.9K0.00%+609+2.3%Added
SummerHaven Investment Management, LLC26,036$634.0K0.47%−13,027−33.3%Reduced
MetLife Investment Management25,987$632.8K0.00%00.0%Unchanged
Louisiana State Employees Retirement System25,500$620.9K0.01%−300−1.2%Reduced
Yousif Capital Management, LLC24,804$604.0K0.01%−1,021−4.0%Reduced
Manufacturers Life Insurance Company, The24,709$601.7K0.00%+5,803+30.7%Added
Janus Henderson Group PLC24,521$597.2K0.00%+90.0%Added
Franklin Resources Inc22,305$543.1K0.00%00.0%Unchanged