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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 2024

Institutional positions in Penguin Solutions, Inc. as of Dec 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
195
+1 vs. Q3 2024
Shares held
58.5M
+2.03M (+3.6%) vs. Q3 2024
Total value
$1.12B
−$60.2M (−5.1%) vs. Q3 2024
New holders
39
75 more added
Sold out
38
63 more reduced

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 195 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 2024: $1.12B
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 2024

Shares, value and share of portfolio for each institution holding Penguin Solutions, Inc.; share changes are against Q3 2024.

Institutions holding PENG in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.8,733,859$167.6M0.00%+225,322+2.6%Added
Vanguard Group Inc7,057,761$135.4M0.00%+5,461+0.1%Added
FMR LLC4,262,180$81.8M0.00%+256,932+6.4%Added
Crosslink Capital Inc3,133,050$60.1M8.36%+618,244+24.6%Added
State Street Corp3,001,165$57.6M0.00%−61,309−2.0%Reduced
Dimensional Fund Advisors LP2,075,547$39.8M0.01%+358,117+20.9%Added
Alliancebernstein L.P.2,011,717$38.6M0.01%+55,642+2.8%Added
Marshall Wace, LLP1,563,385$30.0M0.04%+863,950+123.5%Added
Geode Capital Management, LLC1,231,689$23.6M0.00%−2,212−0.2%Reduced
Ophir Asset Management Pty Ltd1,174,761$22.5M3.36%−526,155−30.9%Reduced
American Century Companies Inc1,137,802$21.8M0.01%−86,699−7.1%Reduced
Kennedy Capital Management, Inc.993,985$19.1M0.42%+456,875+85.1%Added
Think Investments LP904,587$17.4M3.82%+904,587New
UBS Group AG890,974$17.1M0.00%+602,043+208.4%Added
Charles Schwab Investment Management Inc829,192$15.9M0.00%+42,558+5.4%Added
ArrowMark Colorado Holdings LLC800,000$15.4M0.21%+130,000+19.4%Added
Wellington Management Group LLP782,211$15.0M0.00%+49,358+6.7%Added
Foundry Partners, LLC746,802$14.3M0.72%+171,916+29.9%Added
Deutsche Bank AG713,756$13.7M0.01%+88,504+14.2%Added
Clearbridge Investments, LLC684,421$13.1M0.01%−4,862−0.7%Reduced
Royce & Associates LP672,435$12.9M0.12%+287,862+74.9%Added
Morgan Stanley659,747$12.7M0.00%−7,504−1.1%Reduced
Barclays PLC638,994$12.3M0.01%+42,561+7.1%Added
Northern Trust Corp629,410$12.1M0.00%+89,043+16.5%Added
LSV Asset Management582,883$11.2M0.03%−375,517−39.2%Reduced
Two Sigma Investments, LP561,745$10.8M0.02%+280,518+99.7%Added
JPMorgan Chase & Co501,279$9.62M0.00%+22,930+4.8%Added
Hennessy Advisors Inc484,200$9.29M0.28%+30,900+6.8%Added
First Eagle Investment Management, LLC474,244$9.10M0.02%+474,244New
Millennium Management LLC425,132$8.16M0.01%+331,724+355.1%Added
P.A.W. Capital Corp400,000$7.68M14.64%+60,000+17.6%Added
Silvercrest Asset Management Group LLC392,278$7.53M0.05%−3,876−1.0%Reduced
Bank of New York Mellon Corp356,637$6.84M0.00%+24,311+7.3%Added
Paradigm Capital Management Inc356,000$6.83M0.32%+306,000+612.0%Added
Invesco Ltd.312,498$6.00M0.00%+11,040+3.7%Added
Davidson Kempner Capital Management LP305,345$5.86M0.10%+305,345New
LPL Financial LLC301,622$5.79M0.00%+61,928+25.8%Added
Peregrine Capital Management LLC280,260$5.38M0.16%−10,211−3.5%Reduced
Principal Financial Group Inc258,359$4.96M0.00%+8,961+3.6%Added
State of Wisconsin Investment Board252,474$4.84M0.01%+34,473+15.8%Added
Goldman Sachs Group Inc233,945$4.49M0.00%+18,469+8.6%Added
Two Sigma Advisers, LP233,400$4.48M0.01%+131,900+130.0%Added
Nomura Holdings Inc223,070$4.28M0.02%−155,538−41.1%Reduced
HSBC Holdings PLC207,672$3.92M0.00%+22,265+12.0%Added
Jefferies Financial Group Inc.204,289$3.92M0.04%+204,289New
Wells Fargo & Company199,178$3.82M0.00%−111,852−36.0%Reduced
Royal Bank of Canada197,544$3.79M0.00%+50,342+34.2%Added
HRT Financial LP190,021$3.65M0.02%+190,021New
Citadel Advisors LLC180,508$3.46M0.00%+171,767+1,965.1%Added
Bank of Montreal162,963$3.13M0.00%−4,112−2.5%Reduced
Rhumbline Advisers159,236$3.06M0.00%+159,236New
Balyasny Asset Management LLC155,802$2.99M0.01%+155,802New
Legal & General Group Plc151,140$2.90M0.00%+950+0.6%Added
Engineers Gate Manager LP147,984$2.84M0.05%+54,654+58.6%Added
Natixis142,000$2.72M0.02%+137,500+3,055.6%Added
Price T Rowe Associates Inc140,165$2.69M0.00%+10,078+7.7%Added
Squarepoint Ops LLC136,262$2.61M0.01%−228,663−62.7%Reduced
SEI Investments Co135,366$2.60M0.00%−5,319−3.8%Reduced
Frontier Capital Management Co LLC135,303$2.60M0.02%−19,157−12.4%Reduced
Bank of America Corp134,611$2.58M0.00%−58,704−30.4%Reduced
Public Sector Pension Investment Board132,579$2.54M0.01%+20,281+18.1%Added
UBS Asset Management Americas Inc125,229$2.40M0.00%+10,371+9.0%Added
Nuveen Asset Management, LLC121,476$2.33M0.00%00.0%Unchanged
Ameriprise Financial Inc120,974$2.32M0.00%−139,922−53.6%Reduced
CastleKnight Management LP112,600$2.16M0.24%+5,600+5.2%Added
Segall Bryant & Hamill, LLC109,779$2.11M0.03%−74,577−40.5%Reduced
Swiss National Bank103,300$1.98M0.00%00.0%Unchanged
Wedge Capital Management L L P101,786$1.95M0.04%−2,598−2.5%Reduced
Needham Investment Management LLC100,000$1.92M0.15%+100,000New
Optimize Financial Inc95,966$1.84M1.38%+95,966New
Cubist Systematic Strategies, LLC94,409$1.81M0.03%−41,391−30.5%Reduced
AQR Capital Management LLC91,424$1.75M0.00%−75,761−45.3%Reduced
South Dakota Investment Council85,492$1.64M0.03%−3,412−3.8%Reduced
Russell Investments Group, Ltd.81,032$1.56M0.00%−65,332−44.6%Reduced
Citigroup Inc80,340$1.54M0.00%+4,342+5.7%Added
Susquehanna International Group, LLP76,225$1.46M0.00%+60,495+384.6%Added
BNP Paribas Arbitrage, SA72,731$1.40M0.00%+43,156+145.9%Added
North Star Investment Management Corp.70,550$1.35M0.09%+70,550New
Stifel Financial Corp68,503$1.31M0.00%−4,142−5.7%Reduced
Verition Fund Management LLC65,097$1.25M0.01%+37,313+134.3%Added
Janney Montgomery Scott LLC59,567$1.14M0.00%+59,567New
Pinnacle Associates Ltd55,453$1.06M0.01%+1,575+2.9%Added
California State Teachers Retirement System49,410$948.2K0.00%−588−1.2%Reduced
Mackenzie Financial Corp44,965$862.9K0.00%−1,370−3.0%Reduced
D. E. Shaw & Co., Inc.43,192$828.9K0.00%−47,965−52.6%Reduced
Thrivent Financial for Lutherans41,190$790.0K0.00%−364−0.9%Reduced
Pacific Ridge Capital Partners, LLC38,337$735.7K0.17%+38,337New
Point72 Asset Management, L.P.32,958$632.5K0.00%+32,958New
Quantbot Technologies LP31,853$611.3K0.02%+30,311+1,965.7%Added
MetLife Investment Management31,626$606.9K0.00%+2,020+6.8%Added
State of Alaska, Department of Revenue30,172$579.0K0.01%−25−0.1%Reduced
Mirae Asset Global ETFs Holdings Ltd.29,633$568.7K0.00%+1,369+4.8%Added
Allspring Global Investments Holdings, LLC29,363$567.3K0.00%−231−0.8%Reduced
Campbell & CO Investment Adviser LLC29,343$563.1K0.04%+29,343New
Amundi28,903$552.9K0.00%−2,122−6.8%Reduced
Corebridge Financial, Inc.27,770$532.9K0.00%−2,154−7.2%Reduced
Franklin Resources Inc27,238$522.7K0.00%−121,318−81.7%Reduced
Louisiana State Employees Retirement System25,800$495.1K0.01%+200+0.8%Added
Manufacturers Life Insurance Company, The25,583$490.9K0.00%−669−2.5%Reduced
Gsa Capital Partners LLP25,428$488.0K0.04%+25,428New