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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 2023

Institutional positions in Penguin Solutions, Inc. as of Dec 31, 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
182
0 vs. Q3 2023
Shares held
54.6M
+305.0K (+0.6%) vs. Q3 2023
Total value
$1.03B
−$287.8M (−21.8%) vs. Q3 2023
New holders
33
69 more added
Sold out
33
64 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 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 2023: $1.07B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Penguin Solutions, Inc.; share changes are against Q3 2023.

Institutions holding PENG in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.8,277,124$156.7M0.00%+486,841+6.2%Added
Vanguard Group Inc6,835,008$129.4M0.00%+810,022+13.4%Added
Ameriprise Financial Inc4,772,421$90.3M0.03%−1,660,572−25.8%Reduced
State Street Corp3,394,101$64.3M0.00%−26,174−0.8%Reduced
FMR LLC2,382,102$45.1M0.00%+172,455+7.8%Added
Alliancebernstein L.P.2,227,172$42.2M0.02%+970,790+77.3%Added
Clearbridge Investments, LLC1,612,785$30.5M0.03%−26,764−1.6%Reduced
Dimensional Fund Advisors LP1,483,518$28.1M0.01%+37,256+2.6%Added
Morgan Stanley1,336,652$25.3M0.00%+491,391+58.1%Added
Geode Capital Management, LLC1,104,427$20.9M0.00%+65,185+6.3%Added
Crosslink Capital Inc1,088,643$20.6M3.06%−82,680−7.1%Reduced
Deutsche Bank AG1,021,465$19.3M0.01%+538,498+111.5%Added
Jacobs Levy Equity Management, Inc1,014,906$19.2M0.10%+182,111+21.9%Added
Bank of America Corp940,572$17.8M0.00%+823,897+706.1%Added
UBS Group AG862,786$16.3M0.01%+850,764+7,076.7%Added
ArrowMark Colorado Holdings LLC809,000$15.3M0.17%+181,000+28.8%Added
LSV Asset Management692,100$13.1M0.03%−53,400−7.2%Reduced
Marshall Wace, LLP682,982$12.9M0.02%−242,956−26.2%Reduced
Charles Schwab Investment Management Inc655,702$12.4M0.00%+30,344+4.9%Added
Portolan Capital Management, LLC608,408$11.5M1.01%+8,322+1.4%Added
Northern Trust Corp545,435$10.3M0.00%−4,607−0.8%Reduced
Peregrine Capital Management LLC520,719$9.86M0.30%−85,763−14.1%Reduced
Two Sigma Investments, LP504,439$9.55M0.02%−116,786−18.8%Reduced
Invesco Ltd.430,050$8.14M0.00%+15,060+3.6%Added
Two Sigma Advisers, LP423,700$8.02M0.02%+5,300+1.3%Added
JPMorgan Chase & Co421,789$7.98M0.00%+83,087+24.5%Added
Barclays PLC395,198$7.48M0.00%+127,559+47.7%Added
Bank of New York Mellon Corp382,674$7.24M0.00%+2,721+0.7%Added
CastleKnight Management LP368,200$6.97M1.12%−170,972−31.7%Reduced
Kennedy Capital Management, Inc.360,004$6.81M0.15%+92,982+34.8%Added
Nuveen Asset Management, LLC355,129$6.72M0.00%−298,091−45.6%Reduced
Silvercrest Asset Management Group LLC333,922$6.32M0.04%+65,224+24.3%Added
Foundry Partners, LLC328,458$6.22M0.37%+27,507+9.1%Added
Squarepoint Ops LLC306,584$5.80M0.02%+126,859+70.6%Added
First Eagle Investment Management, LLC303,194$5.74M0.01%−33,335−9.9%Reduced
Bank of Montreal294,886$5.74M0.00%−9,731−3.2%Reduced
Principal Financial Group Inc270,169$5.11M0.00%+838+0.3%Added
American Century Companies Inc246,015$4.66M0.00%−46,901−16.0%Reduced
SG Americas Securities, LLC234,927$4.45M0.05%+101,159+75.6%Added
Nomura Holdings Inc234,662$4.44M0.04%+68,315+41.1%Added
Putnam Investments LLC230,113$4.36M0.01%+230,113New
AQR Capital Management LLC221,340$4.19M0.01%+105,514+91.1%Added
1492 Capital Management LLC219,400$4.15M2.36%+219,400New
BNP Paribas Arbitrage, SA205,179$3.88M0.01%−39,977−16.3%Reduced
Citadel Advisors LLC202,538$3.83M0.00%+132,044+187.3%Added
Cubist Systematic Strategies, LLC195,761$3.71M0.05%−23,886−10.9%Reduced
SEI Investments Co188,482$3.57M0.01%+930+0.5%Added
Renaissance Technologies LLC172,372$3.26M0.01%−149,900−46.5%Reduced
P.A.W. Capital Corp150,000$2.84M6.89%−5,000−3.2%Reduced
Rhumbline Advisers148,991$2.82M0.00%−2,973−2.0%Reduced
State of Wisconsin Investment Board144,002$2.73M0.01%+51,897+56.3%Added
Legal & General Group Plc137,772$2.61M0.00%+796+0.6%Added
Twinbeech Capital LP137,562$2.60M0.04%+124,698+969.4%Added
First Trust Advisors LP113,552$2.15M0.00%+113,552New
Public Sector Pension Investment Board107,739$2.04M0.02%+45,855+74.1%Added
Millennium Management LLC105,461$2.00M0.00%−243,598−69.8%Reduced
Goldman Sachs Group Inc101,412$1.92M0.00%−38,920−27.7%Reduced
Swiss National Bank98,600$1.87M0.00%−11,400−10.4%Reduced
ExodusPoint Capital Management, LP98,302$1.86M0.02%+98,302New
Natixis93,250$1.77M0.01%+93,250New
Qube Research & Technologies Ltd88,501$1.68M0.00%+81,690+1,199.4%Added
Jane Street Group, LLC75,721$1.43M0.00%+64,186+556.4%Added
National Bank of Canada72,700$1.33M0.00%+72,700New
Balyasny Asset Management LLC68,793$1.30M0.00%+68,793New
Canada Pension Plan Investment Board66,900$1.27M0.00%+66,900New
Stifel Financial Corp62,736$1.19M0.00%+13,705+28.0%Added
Tudor Investment Corp Et Al62,287$1.18M0.02%+62,287New
Credit Suisse AG61,664$1.17M0.00%+14,121+29.7%Added
Russell Investments Group, Ltd.60,126$1.14M0.00%−123,701−67.3%Reduced
Price T Rowe Associates Inc57,281$1.09M0.00%−1,678−2.8%Reduced
Wedge Capital Management L L P56,657$1.07M0.02%+56,657New
Towle & Co56,020$1.06M0.12%−9,700−14.8%Reduced
D. E. Shaw & Co., Inc.55,992$1.06M0.00%−98,889−63.8%Reduced
UBS Asset Management Americas Inc54,381$1.03M0.00%+6,439+13.4%Added
Pinnacle Associates Ltd53,878$1.02M0.02%−4,700−8.0%Reduced
Quantbot Technologies LP53,484$1.01M0.06%+22,359+71.8%Added
California State Teachers Retirement System52,557$994.9K0.00%−2,347−4.3%Reduced
Citigroup Inc48,599$920.0K0.00%+7,018+16.9%Added
Thrivent Financial for Lutherans46,264$876.0K0.00%+462+1.0%Added
Texas Permanent School Fund44,600$844.3K0.01%+2,096+4.9%Added
Man Group plc44,042$833.7K0.00%+44,042New
Public Employees Retirement System of Ohio43,547$824.3K0.00%+42,615+4,572.4%Added
Healthcare of Ontario Pension Plan Trust Fund41,900$793.2K0.00%−40,000−48.8%Reduced
LPL Financial LLC39,010$738.5K0.00%+1,362+3.6%Added
Engineers Gate Manager LP36,994$700.3K0.02%−33,268−47.3%Reduced
Graham Capital Management, L.P.32,684$618.7K0.02%+21,032+180.5%Added
State of Alaska, Department of Revenue31,940$604.0K0.01%+767+2.5%Added
Cornercap Investment Counsel Inc31,135$589.4K0.10%+31,135New
Susquehanna International Group, LLP31,113$589.0K0.00%−58,010−65.1%Reduced
STRS Ohio30,800$583.0K0.00%00.0%Unchanged
SummerHaven Investment Management, LLC26,624$504.0K0.32%+588+2.3%Added
American International Group, Inc.26,471$501.1K0.00%−138−0.5%Reduced
Verition Fund Management LLC26,146$494.9K0.01%+26,146New
Louisiana State Employees Retirement System26,000$492.2K0.01%+500+2.0%Added
MetLife Investment Management25,987$491.9K0.00%00.0%Unchanged
Yousif Capital Management, LLC25,499$482.7K0.01%+695+2.8%Added
Manufacturers Life Insurance Company, The24,888$471.1K0.00%+179+0.7%Added
Pacific Ridge Capital Partners, LLC24,573$465.2K0.09%+24,573New
Janus Henderson Group PLC24,494$463.9K0.00%−27−0.1%Reduced
New York State Common Retirement Fund23,647$447.6K0.00%+4,647+24.5%Added