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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; 358 institutions reported holding it in 13F filings for Q2 2026, worth $4.87B in total; no superinvestor holds it.

13F holders, Q2 2024

Institutional positions in Penguin Solutions, Inc. as of Jun 30, 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
198
−10 vs. Q1 2024
Shares held
56.1M
−2.29M (−3.9%) vs. Q1 2024
Total value
$1.28B
−$256.6M (−16.7%) vs. Q1 2024
New holders
32
87 more added
Sold out
42
63 more reduced

2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 2024: 198 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: 261 institutionsQ4 2025: 240 institutionsQ1 2026: 236 institutionsQ2 2026: 358 institutions
Value heldQ2 2024: $1.28B
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: $1.75BQ4 2025: $1.29BQ1 2026: $1.18BQ2 2026: $4.87B
Institutions holding PENG and their total value by quarter
QuarterHoldersValue
Q2 2026358$4.87B
Q1 2026236$1.18B
Q4 2025240$1.29B
Q3 2025261$1.75B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Penguin Solutions, Inc.; share changes are against Q1 2024.

Institutions holding PENG in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.8,273,914$189.2M0.00%−150,075−1.8%Reduced
Vanguard Group Inc6,899,028$157.8M0.00%−139,177−2.0%Reduced
FMR LLC3,892,120$89.0M0.01%+1,270,604+48.5%Added
State Street Corp3,059,901$70.0M0.00%−590,505−16.2%Reduced
Crosslink Capital Inc2,142,645$49.0M6.84%+883,248+70.1%Added
Alliancebernstein L.P.1,707,195$39.0M0.01%+202,758+13.5%Added
Dimensional Fund Advisors LP1,665,769$38.1M0.01%+186,958+12.6%Added
Ophir Asset Management Pty Ltd1,501,654$34.3M6.09%+812,055+117.8%Added
Jacobs Levy Equity Management, Inc1,248,741$28.6M0.12%+239,668+23.8%Added
Geode Capital Management, LLC1,204,668$27.6M0.00%+30,068+2.6%Added
Bank of America Corp956,551$21.9M0.00%+282,873+42.0%Added
LSV Asset Management881,200$20.2M0.04%+6,900+0.8%Added
American Century Companies Inc802,527$18.4M0.01%+328,934+69.5%Added
Wellington Management Group LLP797,470$18.2M0.00%+374,400+88.5%Added
UBS Group AG777,150$17.8M0.01%+64,044+9.0%Added
Charles Schwab Investment Management Inc762,853$17.4M0.00%+41,561+5.8%Added
Kennedy Capital Management, Inc.746,145$17.1M0.36%+266,108+55.4%Added
Clearbridge Investments, LLC693,309$15.9M0.01%−14,379−2.0%Reduced
ArrowMark Colorado Holdings LLC690,000$15.8M0.19%00.0%Unchanged
Marshall Wace, LLP666,490$15.2M0.02%−30,917−4.4%Reduced
Morgan Stanley624,173$14.3M0.00%−2,946,802−82.5%Reduced
Boston Partners601,076$13.8M0.02%+402,713+203.0%Added
JPMorgan Chase & Co600,804$13.7M0.00%−249,806−29.4%Reduced
Deutsche Bank AG552,295$12.6M0.01%−343,735−38.4%Reduced
Northern Trust Corp535,880$12.3M0.00%−16,133−2.9%Reduced
First Eagle Investment Management, LLC478,344$10.9M0.02%+67,300+16.4%Added
Foundry Partners, LLC469,484$10.7M0.58%+44,503+10.5%Added
Russell Investments Group, Ltd.455,337$10.4M0.02%+195,626+75.3%Added
Portolan Capital Management, LLC441,815$10.1M0.83%−251,241−36.3%Reduced
Hennessy Advisors Inc402,500$9.21M0.35%+402,500New
Silvercrest Asset Management Group LLC398,747$9.12M0.06%+5,151+1.3%Added
CastleKnight Management LP394,600$9.02M1.21%+180,900+84.7%Added
Peregrine Capital Management LLC384,471$8.79M0.26%−1,335−0.3%Reduced
Bank of New York Mellon Corp376,909$8.62M0.00%+14,907+4.1%Added
Nomura Holdings Inc348,984$7.98M0.05%+147,028+72.8%Added
Citadel Advisors LLC345,158$7.89M0.01%+261,350+311.8%Added
Invesco Ltd.322,849$7.38M0.00%−22,736−6.6%Reduced
Jane Street Group, LLC320,235$7.32M0.01%+207,896+185.1%Added
Goldman Sachs Group Inc319,247$7.30M0.00%+189,314+145.7%Added
Barclays PLC311,309$7.12M0.00%−67,756−17.9%Reduced
Royce & Associates LP296,683$6.79M0.06%+296,683New
Segall Bryant & Hamill, LLC271,480$6.21M0.11%+271,480New
Principal Financial Group Inc257,889$5.90M0.00%−11,388−4.2%Reduced
1492 Capital Management LLC250,398$5.73M3.24%+427+0.2%Added
Squarepoint Ops LLC240,701$5.50M0.02%+74,139+44.5%Added
Ameriprise Financial Inc238,899$5.46M0.00%−9,323−3.8%Reduced
Franklin Resources Inc236,741$5.41M0.00%−4,113−1.7%Reduced
Two Sigma Advisers, LP229,900$5.26M0.01%−135,000−37.0%Reduced
AQR Capital Management LLC229,814$5.26M0.01%−81,991−26.3%Reduced
State of Wisconsin Investment Board220,101$5.03M0.01%+91,598+71.3%Added
HRT Financial LP218,303$4.99M0.03%+218,303New
Natixis207,250$4.74M0.03%+207,250New
P.A.W. Capital Corp200,000$4.57M11.16%+75,000+60.0%Added
Frontier Capital Management Co LLC192,442$4.40M0.04%−229,674−54.4%Reduced
Wells Fargo & Company189,637$4.34M0.00%+167,952+774.5%Added
SG Americas Securities, LLC182,043$4.16M0.03%+19,392+11.9%Added
ExodusPoint Capital Management, LP175,015$4.00M0.04%+175,015New
LPL Financial LLC173,510$3.97M0.00%+139,808+414.8%Added
Millennium Management LLC156,793$3.59M0.00%+124,429+384.5%Added
Rhumbline Advisers154,867$3.54M0.00%+2,854+1.9%Added
SEI Investments Co145,916$3.34M0.00%−1,124−0.8%Reduced
Verition Fund Management LLC143,076$3.27M0.03%+131,027+1,087.5%Added
Legal & General Group Plc141,941$3.25M0.00%+2,861+2.1%Added
South Dakota Investment Council134,504$3.08M0.06%+8,904+7.1%Added
Two Sigma Investments, LP133,271$3.05M0.01%−246,661−64.9%Reduced
Nuveen Asset Management, LLC121,476$2.78M0.00%−889,059−88.0%Reduced
Public Sector Pension Investment Board115,098$2.63M0.02%+8,859+8.3%Added
UBS Asset Management Americas Inc112,281$2.57M0.00%+57,900+106.5%Added
Balyasny Asset Management LLC104,777$2.40M0.01%+71,160+211.7%Added
Swiss National Bank102,300$2.34M0.00%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund100,400$2.30M0.01%+46,187+85.2%Added
Man Group plc95,547$2.19M0.01%−162,015−62.9%Reduced
Price T Rowe Associates Inc95,135$2.18M0.00%+13,161+16.1%Added
Wedge Capital Management L L P78,774$1.80M0.03%+9,309+13.4%Added
Susquehanna International Group, LLP71,602$1.64M0.00%−12,586−14.9%Reduced
D. E. Shaw & Co., Inc.64,909$1.48M0.00%+64,909New
Schonfeld Strategic Advisors LLC64,162$1.47M0.01%+64,162New
Stifel Financial Corp63,123$1.44M0.00%+1,075+1.7%Added
Fox Run Management, L.L.C.63,057$1.44M0.27%+63,057New
Citigroup Inc58,710$1.34M0.00%+8,298+16.5%Added
Pinnacle Associates Ltd57,078$1.31M0.02%+3,200+5.9%Added
Arrowstreet Capital, Limited Partnership54,165$1.24M0.00%−123,507−69.5%Reduced
CWM Advisors, LLC52,053$1.19M0.14%+2,902+5.9%Added
California State Teachers Retirement System50,952$1.17M0.00%−858−1.7%Reduced
Davidson Kempner Capital Management LP43,725$999.6K0.02%+43,725New
Thrivent Financial for Lutherans43,414$993.0K0.00%−1,550−3.4%Reduced
Graham Capital Management, L.P.42,038$961.4K0.03%+5,712+15.7%Added
Teachers Retirement System of the State of Kentucky41,851$957.0K0.01%00.0%Unchanged
Allspring Global Investments Holdings, LLC41,260$943.6K0.00%+11,133+37.0%Added
Martingale Asset Management L P40,621$929.0K0.02%−3,818−8.6%Reduced
Mackenzie Financial Corp40,545$927.3K0.00%−9,737−19.4%Reduced
Engineers Gate Manager LP39,601$905.7K0.02%−8,722−18.0%Reduced
Public Employees Retirement System of Ohio39,409$901.3K0.00%−2,315−5.5%Reduced
Pacific Ridge Capital Partners, LLC36,062$824.7K0.20%+16,595+85.2%Added
Vestcor Inc35,317$808.0K0.03%+31,586+846.6%Added
Allianz Asset Management GmbH33,100$757.0K0.00%+33,100New
Amundi32,369$747.7K0.00%+29,424+999.1%Added
Weiss Asset Management LP31,310$716.1K0.03%+31,310New
State of Alaska, Department of Revenue30,719$702.0K0.01%−855−2.7%Reduced
Corebridge Financial, Inc.29,889$683.6K0.00%+29,889New