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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, 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
55.8M
+212.4K (+0.4%) vs. Q1 2024
Total value
$1.28B
−$186.0M (−12.7%) 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: 253 institutionsQ4 2025: 233 institutionsQ1 2026: 227 institutionsQ2 2026: 353 institutions
Value heldQ2 2024: $1.28B
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, 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
Gradient Investments LLC6$1370.00%00.0%Unchanged
Farther Finance Advisors, LLC10$2240.00%00.0%Unchanged
Abound Wealth Management10$2290.00%+10New
Parkside Financial Bank & Trust13$2980.00%+5+62.5%Added
EverSource Wealth Advisors, LLC23$5380.00%+15+187.5%Added
Private Wealth Management Group, LLC25$5720.00%00.0%Unchanged
Rothschild Investment LLC25$5720.00%+20+400.0%Added
Wetzel Investment Advisors, Inc.22$5790.00%00.0%Unchanged
Lindbrook Capital, LLC31$7090.00%+18+138.5%Added
Farmers & Merchants Investments Inc32$7320.00%00.0%Unchanged
J.Safra Asset Management Corp40$9150.00%+40New
Redwood Wealth Management Group, LLC62$1.42K0.00%+62New
Thurston, Springer, Miller, Herd & Titak, Inc.70$1.60K0.00%+70New
Ronald Blue Trust, Inc.67$1.76K0.00%+67New
Massmutual Trust Co FSB95$2.17K0.00%+49+106.5%Added
Versant Capital Management, Inc102$2.33K0.00%−59−36.6%Reduced
Quarry LP112$2.56K0.00%+112New
Global Retirement Partners, LLC138$3.16K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC149$3.41K0.00%+56+60.2%Added
Fifth Third Bancorp189$4.32K0.00%+64+51.2%Added
Huntington National Bank201$4.60K0.00%+13+6.9%Added
Signaturefd, LLC251$5.74K0.00%−44−14.9%Reduced
Private Trust Co NA261$5.97K0.00%−48−15.5%Reduced
Larson Financial Group LLC277$6.33K0.00%+148+114.7%Added
Smartleaf Asset Management LLC296$6.72K0.00%+207+232.6%Added
Adirondack Trust Co340$7.77K0.00%00.0%Unchanged
Jones Financial Companies LLLP350$8.01K0.00%+350New
Allworth Financial LP349$8.33K0.00%+164+88.6%Added
CIBC Private Wealth Group, LLC500$12.0K0.00%+500New
Walleye Capital LLC654$15.0K0.00%−19,916−96.8%Reduced
Meeder Asset Management Inc740$16.9K0.00%+740New
Federation des caisses Desjardins du Quebec974$22.3K0.00%+840+626.9%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.1,003$22.9K0.00%00.0%Unchanged
Quadrant Capital Group LLC1,286$29.4K0.00%−470−26.8%Reduced
Virtus Fund Advisers, LLC1,408$32.2K0.13%+65+4.8%Added
Catalyst Funds Management Pty Ltd1,500$34.3K0.01%+1,500New
Migdal Insurance & Financial Holdings Ltd.2,049$46.0K0.00%−1,796−46.7%Reduced
GAMMA Investing LLC2,039$46.6K0.01%+476+30.5%Added
Umb Bank N A2,068$47.3K0.00%+2,048+10,240.0%Added
Advisor Group Holdings, Inc.2,267$51.8K0.00%−159,937−98.6%Reduced
Walleye Trading LLC2,474$56.6K0.00%−6,239−71.6%Reduced
CWM, LLC2,805$64.0K0.00%−7−0.2%Reduced
Canada Pension Plan Investment Board2,900$66.3K0.00%−64,000−95.7%Reduced
The PNC Financial Services Group, Inc.3,366$77.0K0.00%+95+2.9%Added
Point72 Asia (Singapore) Pte. Ltd.4,384$100.3K0.02%+4,307+5,593.5%Added
Ameritas Investment Partners, Inc.4,804$109.9K0.00%00.0%Unchanged
EntryPoint Capital, LLC5,307$121.4K0.06%+5,307New
Royal Bank of Canada5,724$131.0K0.00%+3,156+122.9%Added
Ashton Thomas Private Wealth, LLC6,157$140.8K0.01%+6,157New
Wolverine Asset Management LLC7,750$177.2K0.00%00.0%Unchanged
Centiva Capital, LP9,114$208.4K0.01%−5,248−36.5%Reduced
Entropy Technologies, LP9,177$209.9K0.02%−1,722−15.8%Reduced
M&T Bank Corp9,368$214.1K0.00%−149−1.6%Reduced
Envestnet Asset Management Inc10,169$232.6K0.00%−497−4.7%Reduced
Versor Investments LP10,178$232.8K0.04%−13,722−57.4%Reduced
Commonwealth Equity Services, LLC10,288$235.0K0.00%+12+0.1%Added
Cubist Systematic Strategies, LLC10,554$241.4K0.00%−234,000−95.7%Reduced
Griffin Asset Management, Inc.10,618$242.8K0.03%00.0%Unchanged
Victory Capital Management Inc10,947$250.4K0.00%−21,341−66.1%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys11,269$257.7K0.00%+76+0.7%Added
Brevan Howard Capital Management LP11,984$274.1K0.02%+11,984New
Gotham Asset Management, LLC12,218$279.4K0.00%−68,976−85.0%Reduced
Point72 (DIFC) Ltd12,281$280.9K0.02%+8,205+201.3%Added
Oregon Public Employees Retirement Fund12,725$291.0K0.01%−1,200−8.6%Reduced
Covestor Ltd12,905$295.0K0.19%−435−3.3%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)12,963$296.5K0.00%00.0%Unchanged
Creative Planning13,237$302.7K0.00%−1,313−9.0%Reduced
State Board of Administration of Florida Retirement System13,792$315.4K0.00%+2,510+22.2%Added
Smith Group Asset Management, LLC14,046$321.2K0.03%+83+0.6%Added
New York State Teachers Retirement System14,462$331.0K0.00%00.0%Unchanged
Arizona State Retirement System14,640$334.8K0.00%+396+2.8%Added
Teza Capital Management LLC14,827$339.1K0.04%−21,866−59.6%Reduced
Hennion & Walsh Asset Management, Inc.15,448$353.3K0.02%+15,448New
Van Eck Associates Corp15,623$357.0K0.00%−2,993−16.1%Reduced
Amalgamated Bank15,924$364.0K0.00%−302−1.9%Reduced
Point72 Asset Management, L.P.16,000$365.9K0.00%+16,000New
Ellevest, Inc.16,475$376.8K0.02%+16,475New
Dark Forest Capital Management LP17,103$391.1K0.07%+843+5.2%Added
Voya Investment Management LLC17,160$392.4K0.00%+1,189+7.4%Added
BNP Paribas Arbitrage, SA18,380$420.4K0.00%−108,873−85.6%Reduced
Susquehanna Fundamental Investments, LLC18,560$424.5K0.01%+18,560New
Ethic Inc.19,667$449.8K0.01%+19,667New
Yousif Capital Management, LLC20,880$477.5K0.01%−2,439−10.5%Reduced
Truvestments Capital LLC21,082$482.1K0.19%+1,604+8.2%Added
US Bancorp21,791$498.4K0.00%−62−0.3%Reduced
Cornercap Investment Counsel Inc23,175$530.0K0.09%−8,531−26.9%Reduced
New York State Common Retirement Fund24,082$550.8K0.00%+435+1.8%Added
Simplex Trading, LLC24,238$554.0K0.02%+12,745+110.9%Added
Janus Henderson Group PLC24,238$554.2K0.00%−262−1.1%Reduced
Mirae Asset Global ETFs Holdings Ltd.26,032$595.4K0.00%+26,032New
Manufacturers Life Insurance Company, The26,274$600.9K0.00%+1,333+5.3%Added
Louisiana State Employees Retirement System26,300$601.5K0.01%+600+2.3%Added
Tower Research Capital LLC (TRC)27,237$622.9K0.01%+26,688+4,861.2%Added
Prudential Financial Inc27,695$633.4K0.00%−16,010−36.6%Reduced
SummerHaven Investment Management, LLC27,784$635.4K0.42%+723+2.7%Added
Gsa Capital Partners LLP27,988$640.0K0.04%+11,313+67.8%Added
MetLife Investment Management29,606$677.1K0.00%+3,619+13.9%Added
State of Tennessee, Treasury Department29,644$678.0K0.00%−12,281−29.3%Reduced
Corebridge Financial, Inc.29,889$683.6K0.00%+29,889New
State of Alaska, Department of Revenue30,719$702.0K0.01%−855−2.7%Reduced