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 2025
Institutional positions in Penguin Solutions, Inc. as of Mar 31, 2025. 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
- 199
- +7 vs. Q4 2024
- Shares held
- 58.5M
- +162.6K (+0.3%) vs. Q4 2024
- Total value
- $1.02B
- −$103.4M (−9.2%) vs. Q4 2024
- New holders
- 34
- 71 more added
- Sold out
- 27
- 71 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 353 | $4.34B |
| Q1 2026 | 227 | $1.02B |
| Q4 2025 | 233 | $1.13B |
| Q3 2025 | 253 | $1.52B |
| Q2 2025 | 205 | $1.04B |
| Q1 2025 | 199 | $1.02B |
| Q4 2024 | 195 | $1.12B |
| Q3 2024 | 195 | $1.18B |
| Q2 2024 | 198 | $1.28B |
| Q1 2024 | 210 | $1.46B |
| Q4 2023 | 182 | $1.03B |
| Q3 2023 | 183 | $1.32B |
| Q2 2023 | 194 | $1.55B |
| Q1 2023 | 174 | $861.4M |
| Q4 2022 | 182 | $745.5M |
| Q3 2022 | 189 | $821.7M |
| Q2 2022 | 202 | $856.5M |
| Q1 2022 | 214 | $1.38B |
| Q4 2021 | 215 | $1.83B |
| Q3 2021 | 161 | $1.12B |
| Q2 2021 | 161 | $1.20B |
| Q1 2021 | 132 | $1.17B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Penguin Solutions, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 4 | $0 | 0.00% | +4 | New |
| TFC Financial Management | 1 | $18 | 0.00% | +1 | New |
| Federation des caisses Desjardins du Quebec | 10 | $174 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 17 | $295 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 19 | $330 | 0.00% | +6+46.2% | Added |
| Toth Financial Advisory Corp | 20 | $348 | 0.00% | +20 | New |
| Stephens Consulting, LLC | 20 | $348 | 0.00% | +20 | New |
| Private Wealth Management Group, LLC | 25 | $435 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 32 | $556 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 32 | $556 | 0.00% | +32 | New |
| Boston Private Wealth LLC | 42 | $730 | 0.00% | +42 | New |
| Larson Financial Group LLC | 45 | $782 | 0.00% | +42+1,400.0% | Added |
| Lindbrook Capital, LLC | 49 | $851 | 0.00% | +7+16.7% | Added |
| Geneos Wealth Management Inc. | 54 | $938 | 0.00% | −800−93.7% | Reduced |
| Financial Network Wealth Advisors LLC | 63 | $1.09K | 0.00% | +63 | New |
| Parkside Financial Bank & Trust | 69 | $1.20K | 0.00% | +60+666.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 80 | $1.39K | 0.00% | −343−81.1% | Reduced |
| Rothschild Investment LLC | 90 | $1.56K | 0.00% | +60+200.0% | Added |
| HHM Wealth Advisors, LLC | 100 | $1.74K | 0.00% | +100 | New |
| SRS Capital Advisors, Inc. | 112 | $1.95K | 0.00% | +112 | New |
| Parallel Advisors, LLC | 134 | $2.33K | 0.00% | +134 | New |
| Elequin Capital LP | 145 | $2.52K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 150 | $2.61K | 0.00% | +103+219.1% | Added |
| Caitong International Asset Management Co., Ltd | 158 | $2.74K | 0.00% | +158 | New |
| Hazlett, Burt & Watson, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 253 | $4.39K | 0.00% | −71−21.9% | Reduced |
| Nisa Investment Advisors, LLC | 266 | $4.62K | 0.00% | +11+4.3% | Added |
| Morse Asset Management, Inc | 275 | $4.78K | 0.00% | +275 | New |
| Private Trust Co NA | 285 | $4.95K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 294 | $5.11K | 0.00% | +294 | New |
| Coldstream Capital Management Inc | 324 | $5.63K | 0.00% | +324 | New |
| Adirondack Trust Co | 340 | $5.90K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 343 | $5.96K | 0.00% | +111+47.8% | Added |
| Walleye Capital LLC | 384 | $6.67K | 0.00% | −10,303−96.4% | Reduced |
| WPG Advisers, LLC | 473 | $8.22K | 0.01% | +300+173.4% | Added |
| Skopos Labs, Inc. | 485 | $8.43K | 0.00% | +484+48,400.0% | Added |
| Fifth Third Bancorp | 514 | $8.93K | 0.00% | +191+59.1% | Added |
| J.Safra Asset Management Corp | 528 | $9.17K | 0.00% | +14+2.7% | Added |
| Farther Finance Advisors, LLC | 588 | $10.2K | 0.00% | +197+50.4% | Added |
| Versant Capital Management, Inc | 618 | $10.7K | 0.00% | +428+225.3% | Added |
| SBI Securities Co., Ltd. | 649 | $11.3K | 0.00% | +110+20.4% | Added |
| Smartleaf Asset Management LLC | 661 | $11.5K | 0.00% | −181−21.5% | Reduced |
| Sterling Capital Management LLC | 899 | $15.6K | 0.00% | −769−46.1% | Reduced |
| Hollencrest Capital Management | 1,000 | $17.4K | 0.00% | +1,000 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,003 | $17.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,026 | $17.8K | 0.00% | +71+7.4% | Added |
| Tower Research Capital LLC (TRC) | 1,250 | $21.7K | 0.00% | −10,405−89.3% | Reduced |
| Allworth Financial LP | 1,289 | $21.9K | 0.00% | +1,005+353.9% | Added |
| Simplex Trading, LLC | 1,276 | $22.0K | 0.00% | +1,276 | New |
| Federated Hermes, Inc. | 1,343 | $23.3K | 0.00% | +1,343 | New |
| Jones Financial Companies LLLP | 1,350 | $23.6K | 0.00% | +1,000+285.7% | Added |
| Quadrant Capital Group LLC | 1,465 | $25.4K | 0.00% | +17+1.2% | Added |
| Crews Bank & Trust | 1,600 | $27.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,224 | $38.6K | 0.00% | +13+0.6% | Added |
| CWM, LLC | 2,257 | $39.0K | 0.00% | +2+0.1% | Added |
| Umb Bank N A | 2,246 | $39.0K | 0.00% | +165+7.9% | Added |
| Russell Investments Group, Ltd. | 2,357 | $40.9K | 0.00% | −78,675−97.1% | Reduced |
| Advisor Group Holdings, Inc. | 2,966 | $51.5K | 0.00% | +392+15.2% | Added |
| The PNC Financial Services Group, Inc. | 3,588 | $62.3K | 0.00% | −8−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 5,448 | $94.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 7,002 | $121.6K | 0.01% | +5,042+257.2% | Added |
| Shell Asset Management Co | 7,958 | $138.0K | 0.01% | −139−1.7% | Reduced |
| Virtus ETF Advisers LLC | 9,063 | $157.4K | 0.10% | +9,063 | New |
| KLP Kapitalforvaltning AS | 9,600 | $166.8K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 10,075 | $173.0K | 0.00% | +4,889+94.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,046 | $174.5K | 0.00% | +10,046 | New |
| Police & Firemen's Retirement System of New Jersey | 10,534 | $183.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 10,639 | $185.0K | 0.02% | −14,789−58.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,800 | $188.0K | 0.00% | +10,800 | New |
| Envestnet Asset Management Inc | 11,065 | $192.2K | 0.00% | +438+4.1% | Added |
| CIBC World Markets Corp | 11,555 | $200.7K | 0.00% | +11,555 | New |
| Bayesian Capital Management, LP | 12,000 | $208.4K | 0.03% | +12,000 | New |
| Oregon Public Employees Retirement Fund | 12,225 | $212.3K | 0.00% | −300−2.4% | Reduced |
| ProShare Advisors LLC | 12,286 | $213.4K | 0.00% | −3,432−21.8% | Reduced |
| State of Tennessee, Treasury Department | 12,325 | $214.1K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,753 | $221.5K | 0.00% | +1,376+12.1% | Added |
| Covestor Ltd | 13,413 | $233.0K | 0.16% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 13,792 | $239.6K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 14,262 | $248.0K | 0.00% | −200−1.4% | Reduced |
| Arizona State Retirement System | 14,478 | $251.5K | 0.00% | −878−5.7% | Reduced |
| New York State Common Retirement Fund | 14,635 | $254.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 15,195 | $264.0K | 0.00% | −321−2.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,671 | $272.2K | 0.00% | +2,708+20.9% | Added |
| Commonwealth Equity Services, LLC | 15,873 | $276.0K | 0.00% | −5,238−24.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,224 | $282.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 17,323 | $300.9K | 0.00% | −1,728−9.1% | Reduced |
| SummitTX Capital, L.P. | 19,187 | $333.3K | 0.01% | +19,187 | New |
| Yousif Capital Management, LLC | 19,831 | $344.5K | 0.00% | −269−1.3% | Reduced |
| Truvestments Capital LLC | 20,337 | $353.3K | 0.08% | +3,526+21.0% | Added |
| Ellevest, Inc. | 20,818 | $361.6K | 0.02% | +713+3.5% | Added |
| Amundi | 23,041 | $373.0K | 0.00% | −5,862−20.3% | Reduced |
| Creative Planning | 22,397 | $389.0K | 0.00% | +5,388+31.7% | Added |
| Numerai GP LLC | 22,884 | $397.5K | 0.07% | +22,884 | New |
| Ethic Inc. | 23,169 | $400.1K | 0.01% | +16+0.1% | Added |
| CWM Advisors, LLC | 23,458 | $407.5K | 0.05% | −46−0.2% | Reduced |
| Pathstone Holdings, LLC | 23,909 | $415.3K | 0.00% | +23,909 | New |
| Franklin Resources Inc | 24,242 | $421.1K | 0.00% | −2,996−11.0% | Reduced |
| Janus Henderson Group PLC | 24,238 | $423.1K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 24,963 | $433.6K | 0.02% | −267−1.1% | Reduced |
| Louisiana State Employees Retirement System | 25,100 | $436.0K | 0.01% | −700−2.7% | Reduced |