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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: $1.17BQ2 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, 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
EverSource Wealth Advisors, LLC2$490.00%00.0%Unchanged
Tfo-TDC, LLC13$3770.00%+13New
Farmers & Merchants Investments Inc32$7790.00%00.0%Unchanged
Creative Financial Designs Inc38$9250.00%00.0%Unchanged
Gradient Investments LLC38$9250.00%00.0%Unchanged
Bessemer Group Inc54$1.00K0.00%00.0%Unchanged
Glassman Wealth Services54$1.31K0.00%00.0%Unchanged
Fifth Third Bancorp55$1.34K0.00%+16+41.0%Added
Allworth Financial LP87$2.12K0.00%+36+70.6%Added
Parkside Financial Bank & Trust90$2.19K0.00%−12−11.8%Reduced
Stone House Investment Management, LLC100$2.44K0.00%00.0%Unchanged
Denali Advisors LLC106$2.58K0.00%+106New
Federation des caisses Desjardins du Quebec129$3.14K0.00%+5+4.0%Added
Institutional & Family Asset Management, LLC152$3.70K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc232$5.64K0.00%00.0%Unchanged
Parallel Advisors, LLC240$5.84K0.00%−6−2.4%Reduced
Lindbrook Capital, LLC277$6.75K0.00%00.0%Unchanged
Raleigh Capital Management Inc.330$8.04K0.00%00.0%Unchanged
Adirondack Trust Co340$8.28K0.00%00.0%Unchanged
Massmutual Trust Co FSB342$8.33K0.00%00.0%Unchanged
Versant Capital Management, Inc350$8.52K0.00%+58+19.9%Added
Signaturefd, LLC353$8.60K0.00%+9+2.6%Added
Global Retirement Partners, LLC361$8.62K0.00%+30+9.1%Added
Private Trust Co NA388$9.45K0.00%−92−19.2%Reduced
US Bancorp399$9.72K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC902$22.0K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio932$23.0K0.00%+2+0.2%Added
Cutler Group LP1,689$41.0K0.01%00.0%Unchanged
KBC Group NV1,753$43.0K0.00%−1,772−50.3%Reduced
CWM, LLC1,776$43.0K0.00%−27−1.5%Reduced
Quadrant Capital Group LLC2,132$51.9K0.01%+284+15.4%Added
Tower Research Capital LLC (TRC)2,825$68.8K0.00%−2,015−41.6%Reduced
Metropolitan Life Insurance Co2,856$69.5K0.00%+252+9.7%Added
Point72 Asset Management, L.P.3,200$77.9K0.00%−913−22.2%Reduced
Vestcor Inc3,731$91.0K0.00%+3,731New
Migdal Insurance & Financial Holdings Ltd.3,804$93.0K0.00%+1,757+85.8%Added
The PNC Financial Services Group, Inc.4,211$102.5K0.00%−12−0.3%Reduced
Ameritas Investment Partners, Inc.4,804$117.0K0.00%+1,020+27.0%Added
Point72 Middle East FZE5,093$124.0K0.01%+564+12.5%Added
Allspring Global Investments Holdings, LLC6,143$149.6K0.00%−679−10.0%Reduced
Qube Research & Technologies Ltd6,811$165.8K0.00%+6,811New
Advisor Group Holdings, Inc.8,068$196.4K0.00%+7,042+686.4%Added
Royal Bank of Canada8,195$199.0K0.00%−2,296−21.9%Reduced
Virginia Retirement Systems Et Al8,300$202.1K0.00%−13,300−61.6%Reduced
Bailard, Inc.8,610$209.7K0.01%+210+2.5%Added
Zurcher Kantonalbank (Zurich Cantonalbank)8,710$212.1K0.00%00.0%Unchanged
Mutual of America Capital Management LLC8,776$213.7K0.00%−809−8.4%Reduced
Skandinaviska Enskilda Banken AB (publ)8,900$217.0K0.00%+8,900New
Prudential Financial Inc8,975$218.5K0.00%+8,975New
Aigen Investment Management, LP9,269$225.7K0.04%+9,269New
NinePointTwo Capital9,818$239.0K0.10%+9,818New
Covestor Ltd10,705$261.0K0.20%−139−1.3%Reduced
M&T Bank Corp11,341$276.3K0.00%+85+0.8%Added
Jane Street Group, LLC11,535$280.9K0.00%−100,414−89.7%Reduced
Graham Capital Management, L.P.11,652$283.7K0.01%+11,652New
Nkcfo LLC12,000$292.0K0.16%−4,000−25.0%Reduced
UBS Group AG12,022$292.7K0.00%−25,353−67.8%Reduced
Shell Asset Management Co12,295$299.0K0.01%−191−1.5%Reduced
Raymond James & Associates12,343$300.6K0.00%−345−2.7%Reduced
Twinbeech Capital LP12,864$313.2K0.01%+12,864New
Sciencast Management LP13,129$319.7K0.14%+13,129New
Thompson Siegel & Walmsley LLC13,200$321.0K0.01%+1,119+9.3%Added
Perpetual Ltd13,200$321.4K0.00%+1,119+9.3%Added
State Board of Administration of Florida Retirement System13,792$335.8K0.00%+70+0.5%Added
Group One Trading, L.P.14,144$344.4K0.01%+14,144New
Arizona State Retirement System14,255$347.1K0.00%+472+3.4%Added
New York State Teachers Retirement System14,462$352.0K0.00%−800−5.2%Reduced
Oregon Public Employees Retirement Fund14,925$363.4K0.01%−400−2.6%Reduced
Schonfeld Strategic Advisors LLC16,023$390.2K0.00%−4,052−20.2%Reduced
Petrus Trust Company, LTA16,042$390.6K0.04%+5,142+47.2%Added
Teachers Retirement System of the State of Kentucky16,224$395.0K0.00%00.0%Unchanged
State of Tennessee, Treasury Department16,521$402.3K0.00%00.0%Unchanged
Truvestments Capital LLC16,606$404.4K0.21%−20.0%Reduced
Shay Capital LLC17,500$426.1K0.13%+17,500New
New York State Common Retirement Fund19,000$462.6K0.00%00.0%Unchanged
Van Eck Associates Corp19,320$470.0K0.00%+735+4.0%Added
Voya Investment Management LLC19,355$471.3K0.00%00.0%Unchanged
Amalgamated Bank20,278$494.0K0.00%00.0%Unchanged
New York Life Investment Management LLC20,620$502.1K0.01%−3,286−13.7%Reduced
Mirae Asset Global Investments Co., Ltd.20,931$509.7K0.00%00.0%Unchanged
Mackenzie Financial Corp21,651$513.3K0.00%−70−0.3%Reduced
Means Investment Co., Inc.21,688$528.1K0.09%−104−0.5%Reduced
Jefferies Financial Group Inc.22,100$538.1K0.01%−300−1.3%Reduced
Franklin Resources Inc22,305$543.1K0.00%00.0%Unchanged
Janus Henderson Group PLC24,521$597.2K0.00%+90.0%Added
Manufacturers Life Insurance Company, The24,709$601.7K0.00%+5,803+30.7%Added
Yousif Capital Management, LLC24,804$604.0K0.01%−1,021−4.0%Reduced
Louisiana State Employees Retirement System25,500$620.9K0.01%−300−1.2%Reduced
MetLife Investment Management25,987$632.8K0.00%00.0%Unchanged
SummerHaven Investment Management, LLC26,036$634.0K0.47%−13,027−33.3%Reduced
American International Group, Inc.26,609$647.9K0.00%+609+2.3%Added
Walleye Trading LLC27,651$673.3K0.02%+27,651New
Illinois Municipal Retirement Fund28,848$702.0K0.01%+28,848New
STRS Ohio30,800$749.0K0.00%+30,800New
Quantbot Technologies LP31,125$757.9K0.05%−22,964−42.5%Reduced
State of Alaska, Department of Revenue31,173$759.0K0.01%−1,115−3.5%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys33,473$815.1K0.01%−21,997−39.7%Reduced
Simplex Trading, LLC36,613$891.0K0.03%+36,613New
LPL Financial LLC37,648$916.7K0.00%−3,411−8.3%Reduced
HN Saltoro Capital, LP38,000$925.3K2.38%+38,000New