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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, Q1 2024

Institutional positions in Penguin Solutions, Inc. as of Mar 31, 2024. 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
210
+29 vs. Q4 2023
Shares held
55.7M
+1.35M (+2.5%) vs. Q4 2023
Total value
$1.46B
+$435.8M (+42.4%) vs. Q4 2023
New holders
54
69 more added
Sold out
25
63 more reduced

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 210 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 heldQ1 2024: $1.46B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Penguin Solutions, Inc.; share changes are against Q4 2023.

Institutions holding PENG in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
HighTower Advisors, LLC26,570$697.0K0.00%+26,570New
SummerHaven Investment Management, LLC27,061$712.2K0.45%+437+1.6%Added
American International Group, Inc.27,847$732.9K0.00%+1,376+5.2%Added
Bayesian Capital Management, LP28,208$742.4K0.07%+28,208New
STRS Ohio29,000$763.0K0.00%−1,800−5.8%Reduced
Allspring Global Investments Holdings, LLC30,127$792.9K0.00%+26,830+813.8%Added
State of Alaska, Department of Revenue31,574$831.0K0.01%−366−1.1%Reduced
Cornercap Investment Counsel Inc31,706$834.5K0.13%+571+1.8%Added
Victory Capital Management Inc32,288$849.8K0.00%+21,294+193.7%Added
Millennium Management LLC32,364$851.8K0.00%−73,097−69.3%Reduced
Balyasny Asset Management LLC33,617$884.8K0.00%−35,176−51.1%Reduced
LPL Financial LLC33,702$887.0K0.00%−5,308−13.6%Reduced
Los Angeles Capital Management LLC34,057$896.4K0.00%+34,057New
Graham Capital Management, L.P.36,326$956.1K0.03%+3,642+11.1%Added
Teza Capital Management LLC36,693$965.8K0.13%+36,693New
Public Employees Retirement System of Ohio41,724$1.10M0.00%−1,823−4.2%Reduced
Teachers Retirement System of the State of Kentucky41,851$1.10M0.01%+25,627+158.0%Added
State of Tennessee, Treasury Department41,925$1.10M0.00%+24,949+147.0%Added
Prudential Financial Inc43,705$1.15M0.00%+43,705New
Texas Permanent School Fund44,168$1.16M0.01%−432−1.0%Reduced
Martingale Asset Management L P44,439$1.17M0.02%+44,439New
Thrivent Financial for Lutherans44,964$1.18M0.00%−1,300−2.8%Reduced
Engineers Gate Manager LP48,323$1.27M0.03%+11,329+30.6%Added
CWM Advisors, LLC49,151$1.29M0.13%+26,807+120.0%Added
Jackson Creek Investment Advisors LLC49,340$1.30M0.46%+49,340New
Mackenzie Financial Corp50,282$1.32M0.00%+50,282New
Citigroup Inc50,412$1.33M0.00%+1,813+3.7%Added
California State Teachers Retirement System51,810$1.36M0.00%−747−1.4%Reduced
Pinnacle Associates Ltd53,878$1.42M0.02%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund54,213$1.43M0.01%+12,313+29.4%Added
UBS Asset Management Americas Inc54,381$1.43M0.00%00.0%Unchanged
Towle & Co56,020$1.47M0.17%00.0%Unchanged
Stifel Financial Corp62,048$1.63M0.00%−688−1.1%Reduced
Canada Pension Plan Investment Board66,900$1.76M0.00%00.0%Unchanged
Credit Suisse AG67,819$1.78M0.00%+6,155+10.0%Added
Wedge Capital Management L L P69,465$1.83M0.03%+12,808+22.6%Added
Gotham Asset Management, LLC81,194$2.14M0.03%+60,228+287.3%Added
Price T Rowe Associates Inc81,974$2.16M0.00%+24,693+43.1%Added
Citadel Advisors LLC83,808$2.21M0.00%−118,730−58.6%Reduced
Susquehanna International Group, LLP84,188$2.22M0.00%+53,075+170.6%Added
Federated Hermes, Inc.101,272$2.67M0.01%+101,272New
Swiss National Bank102,300$2.69M0.00%+3,700+3.8%Added
Public Sector Pension Investment Board106,239$2.80M0.02%−1,500−1.4%Reduced
Renaissance Technologies LLC110,972$2.92M0.00%−61,400−35.6%Reduced
Jane Street Group, LLC112,339$2.96M0.00%+36,618+48.4%Added
P.A.W. Capital Corp125,000$3.29M7.22%−25,000−16.7%Reduced
South Dakota Investment Council125,600$3.31M0.07%+125,600New
BNP Paribas Arbitrage, SA127,253$3.35M0.00%−77,926−38.0%Reduced
State of Wisconsin Investment Board128,503$3.38M0.01%−15,499−10.8%Reduced
Goldman Sachs Group Inc129,933$3.42M0.00%+28,521+28.1%Added
Legal & General Group Plc139,080$3.66M0.00%+1,308+0.9%Added
SEI Investments Co147,040$3.87M0.01%−41,442−22.0%Reduced
Rhumbline Advisers152,013$4.00M0.00%+3,022+2.0%Added
Advisor Group Holdings, Inc.162,204$4.27M0.01%+161,308+18,003.1%Added
SG Americas Securities, LLC162,651$4.28M0.02%−72,276−30.8%Reduced
Squarepoint Ops LLC166,562$4.38M0.02%−140,022−45.7%Reduced
Tudor Investment Corp Et Al170,474$4.49M0.05%+108,187+173.7%Added
Arrowstreet Capital, Limited Partnership177,672$4.68M0.00%+177,672New
Boston Partners198,363$5.20M0.01%+198,363New
Nomura Holdings Inc201,956$5.32M0.04%−32,706−13.9%Reduced
CastleKnight Management LP213,700$5.62M0.83%−154,500−42.0%Reduced
Franklin Resources Inc240,854$6.34M0.00%+218,612+982.9%Added
Cubist Systematic Strategies, LLC244,554$6.44M0.07%+48,793+24.9%Added
Ameriprise Financial Inc248,222$6.53M0.00%−4,524,199−94.8%Reduced
1492 Capital Management LLC249,971$6.58M3.66%+30,571+13.9%Added
Man Group plc257,562$6.78M0.02%+213,520+484.8%Added
Russell Investments Group, Ltd.259,711$6.84M0.01%+199,585+331.9%Added
Principal Financial Group Inc269,277$7.09M0.00%−892−0.3%Reduced
Bank of Montreal284,052$7.55M0.00%−10,834−3.7%Reduced
Qube Research & Technologies Ltd292,722$7.70M0.01%+204,221+230.8%Added
AQR Capital Management LLC311,805$8.21M0.01%+90,465+40.9%Added
Invesco Ltd.345,585$9.10M0.00%−84,465−19.6%Reduced
Bank of New York Mellon Corp362,002$9.53M0.00%−20,672−5.4%Reduced
Two Sigma Advisers, LP364,900$9.60M0.02%−58,800−13.9%Reduced
Barclays PLC379,065$9.98M0.00%−16,133−4.1%Reduced
Two Sigma Investments, LP379,932$10.0M0.02%−124,507−24.7%Reduced
Peregrine Capital Management LLC385,806$10.2M0.29%−134,913−25.9%Reduced
Silvercrest Asset Management Group LLC393,596$10.4M0.07%+59,674+17.9%Added
First Eagle Investment Management, LLC411,044$10.8M0.02%+107,850+35.6%Added
Frontier Capital Management Co LLC422,116$11.1M0.10%+422,116New
Wellington Management Group LLP423,070$11.1M0.00%+423,070New
Foundry Partners, LLC424,981$11.2M0.60%+96,523+29.4%Added
JPMorgan Chase & Co425,305$11.2M0.00%+3,516+0.8%Added
American Century Companies Inc473,593$12.5M0.01%+227,578+92.5%Added
Kennedy Capital Management, Inc.480,037$12.6M0.26%+120,033+33.3%Added
Honeycomb Asset Management LP499,000$13.1M2.52%+499,000New
Northern Trust Corp552,013$14.5M0.00%+6,578+1.2%Added
Bank of America Corp673,678$17.7M0.00%−266,894−28.4%Reduced
Ophir Asset Management Pty Ltd689,599$18.2M3.18%+689,599New
ArrowMark Colorado Holdings LLC690,000$18.2M0.21%−119,000−14.7%Reduced
Portolan Capital Management, LLC693,056$18.2M1.39%+84,648+13.9%Added
Marshall Wace, LLP697,407$18.4M0.03%+14,425+2.1%Added
Clearbridge Investments, LLC707,688$18.6M0.01%−905,097−56.1%Reduced
UBS Group AG713,106$18.8M0.01%−149,680−17.3%Reduced
Charles Schwab Investment Management Inc721,292$19.0M0.00%+65,590+10.0%Added
LSV Asset Management874,300$23.0M0.05%+182,200+26.3%Added
Deutsche Bank AG896,030$23.6M0.01%−125,435−12.3%Reduced
Jacobs Levy Equity Management, Inc1,009,073$26.6M0.12%−5,833−0.6%Reduced
Nuveen Asset Management, LLC1,010,535$26.6M0.01%+655,406+184.6%Added
Geode Capital Management, LLC1,174,600$30.9M0.00%+70,173+6.4%Added