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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 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.

Institutional holdersQ1 2025: 199 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 2025: $1.02B
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 2025

Shares, value and share of portfolio for each institution holding Penguin Solutions, Inc.; share changes are against Q4 2024.

Institutions holding PENG in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Canada Pension Plan Investment Board25,600$444.7K0.00%+25,600New
Mirabella Financial Services LLP26,280$453.9K0.02%+932+3.7%Added
Manufacturers Life Insurance Company, The26,245$455.9K0.00%+662+2.6%Added
Corebridge Financial, Inc.27,232$473.0K0.00%−538−1.9%Reduced
Voya Investment Management LLC29,202$507.2K0.00%+7,421+34.1%Added
State of Alaska, Department of Revenue29,528$512.0K0.01%−644−2.1%Reduced
Intech Investment Management LLC29,709$516.0K0.01%+9,887+49.9%Added
Mirae Asset Global ETFs Holdings Ltd.30,947$537.5K0.00%+1,314+4.4%Added
MetLife Investment Management31,141$540.9K0.00%−485−1.5%Reduced
Connor, Clark & Lunn Investment Management Ltd.31,653$549.8K0.00%+31,653New
BNP Paribas Arbitrage, SA31,769$551.8K0.00%−40,962−56.3%Reduced
SG Americas Securities, LLC34,665$602.0K0.00%+16,374+89.5%Added
Janney Montgomery Scott LLC35,047$609.0K0.00%−24,520−41.2%Reduced
Pacific Ridge Capital Partners, LLC42,935$745.8K0.20%+4,598+12.0%Added
Allspring Global Investments Holdings, LLC45,085$778.6K0.00%+15,722+53.5%Added
Cubist Systematic Strategies, LLC46,240$803.2K0.01%−48,169−51.0%Reduced
Legato Capital Management LLC48,667$845.3K0.11%+48,667New
California State Teachers Retirement System49,410$858.3K0.00%00.0%Unchanged
Fox Run Management, L.L.C.50,467$876.6K0.14%+50,467New
Pinnacle Associates Ltd51,353$892.0K0.01%−4,100−7.4%Reduced
Schonfeld Strategic Advisors LLC55,458$963.3K0.01%+55,458New
Point72 Asset Management, L.P.59,308$1.03M0.00%+26,350+80.0%Added
Stifel Financial Corp61,012$1.06M0.00%−7,491−10.9%Reduced
AQR Capital Management LLC61,943$1.08M0.00%−29,481−32.2%Reduced
Susquehanna International Group, LLP64,438$1.12M0.00%−11,787−15.5%Reduced
South Dakota Investment Council65,792$1.14M0.02%−19,700−23.0%Reduced
Bastion Asset Management Inc.69,301$1.32M0.71%+69,301New
Citigroup Inc85,412$1.48M0.00%+5,072+6.3%Added
Swiss National Bank98,100$1.70M0.00%−5,200−5.0%Reduced
Verition Fund Management LLC99,572$1.73M0.01%+34,475+53.0%Added
Needham Investment Management LLC100,000$1.74M0.16%00.0%Unchanged
Optimize Financial Inc101,115$1.76M0.66%+5,149+5.4%Added
Squarepoint Ops LLC106,143$1.84M0.00%−30,119−22.1%Reduced
Segall Bryant & Hamill, LLC109,373$1.90M0.03%−406−0.4%Reduced
Bank of America Corp110,554$1.92M0.00%−24,057−17.9%Reduced
CastleKnight Management LP112,600$1.96M0.21%00.0%Unchanged
Davidson Kempner Capital Management LP113,709$1.98M0.03%−191,636−62.8%Reduced
Ameriprise Financial Inc115,800$2.01M0.00%−5,174−4.3%Reduced
Engineers Gate Manager LP117,671$2.04M0.03%−30,313−20.5%Reduced
Jane Street Group, LLC122,726$2.13M0.00%+102,258+499.6%Added
LSV Asset Management123,300$2.14M0.01%−459,583−78.8%Reduced
UBS Asset Management Americas Inc129,421$2.25M0.00%+4,192+3.3%Added
SEI Investments Co133,099$2.31M0.00%−2,267−1.7%Reduced
Balyasny Asset Management LLC133,738$2.32M0.01%−22,064−14.2%Reduced
Legal & General Group Plc143,061$2.48M0.00%−8,079−5.3%Reduced
Millennium Management LLC146,744$2.55M0.00%−278,388−65.5%Reduced
North Star Investment Management Corp.150,219$2.61M0.19%+79,669+112.9%Added
Rhumbline Advisers151,908$2.64M0.00%−7,328−4.6%Reduced
Natixis162,000$2.72M0.02%+20,000+14.1%Added
Citadel Advisors LLC162,783$2.83M0.00%−17,725−9.8%Reduced
Price T Rowe Associates Inc163,254$2.84M0.00%+23,089+16.5%Added
Essex Investment Management Co LLC163,573$2.84M0.59%+163,573New
Nuveen, LLC165,948$2.88M0.00%+165,948New
State of Wisconsin Investment Board167,692$2.91M0.01%−84,782−33.6%Reduced
Public Sector Pension Investment Board168,969$2.93M0.01%+36,390+27.4%Added
HSBC Holdings PLC189,244$3.17M0.00%−18,428−8.9%Reduced
Goldman Sachs Group Inc187,630$3.26M0.00%−46,315−19.8%Reduced
Wells Fargo & Company209,362$3.64M0.00%+10,184+5.1%Added
Nomura Holdings Inc242,253$4.21M0.02%+19,183+8.6%Added
Principal Financial Group Inc265,312$4.61M0.00%+6,953+2.7%Added
Peregrine Capital Management LLC265,761$4.62M0.15%−14,499−5.2%Reduced
Two Sigma Advisers, LP271,000$4.71M0.01%+37,600+16.1%Added
Bank of Montreal312,374$5.43M0.00%+149,411+91.7%Added
LPL Financial LLC314,518$5.46M0.00%+12,896+4.3%Added
Invesco Ltd.330,474$5.74M0.00%+17,976+5.8%Added
Bank of New York Mellon Corp343,041$5.96M0.00%−13,596−3.8%Reduced
Silvercrest Asset Management Group LLC357,026$6.20M0.04%−35,252−9.0%Reduced
Invenomic Capital Management LP364,632$6.33M0.32%+364,632New
Royal Bank of Canada417,405$7.25M0.00%+219,861+111.3%Added
Hennessy Advisors Inc434,600$7.55M0.25%−49,600−10.2%Reduced
P.A.W. Capital Corp450,000$7.82M19.33%+50,000+12.5%Added
Two Sigma Investments, LP460,315$8.00M0.02%−101,430−18.1%Reduced
First Eagle Investment Management, LLC492,744$8.56M0.02%+18,500+3.9%Added
Clearbridge Investments, LLC565,651$9.83M0.01%−118,770−17.4%Reduced
JPMorgan Chase & Co575,106$9.99M0.00%+73,827+14.7%Added
Northern Trust Corp623,864$10.8M0.00%−5,546−0.9%Reduced
Barclays PLC657,155$11.4M0.01%+18,161+2.8%Added
Foundry Partners, LLC690,214$12.0M0.63%−56,588−7.6%Reduced
Morgan Stanley738,249$12.8M0.00%+78,502+11.9%Added
ArrowMark Colorado Holdings LLC739,782$12.9M0.21%−60,218−7.5%Reduced
Deutsche Bank AG761,698$13.2M0.01%+47,942+6.7%Added
UBS Group AG772,744$13.4M0.00%−118,230−13.3%Reduced
Wellington Management Group LLP778,968$13.5M0.00%−3,243−0.4%Reduced
Kennedy Capital Management, Inc.785,120$13.6M0.33%−208,865−21.0%Reduced
American Century Companies Inc800,354$13.9M0.01%−337,448−29.7%Reduced
Ophir Asset Management Pty Ltd800,701$13.9M2.43%−374,060−31.8%Reduced
Royce & Associates LP807,125$14.0M0.15%+134,690+20.0%Added
Charles Schwab Investment Management Inc851,228$14.8M0.00%+22,036+2.7%Added
Think Investments LP904,587$15.7M3.06%00.0%Unchanged
Paradigm Capital Management Inc1,125,200$19.5M1.09%+769,200+216.1%Added
Marshall Wace, LLP1,216,699$21.1M0.03%−346,686−22.2%Reduced
Geode Capital Management, LLC1,270,180$22.1M0.00%+38,491+3.1%Added
Alliancebernstein L.P.1,664,870$28.9M0.01%−346,847−17.2%Reduced
Dimensional Fund Advisors LP2,097,434$36.4M0.01%+21,887+1.1%Added
State Street Corp2,936,266$51.0M0.00%−64,899−2.2%Reduced
Crosslink Capital Inc3,444,290$59.8M9.30%+311,240+9.9%Added
Vanguard Group Inc6,416,696$111.5M0.00%−641,065−9.1%Reduced
FMR LLC6,508,156$113.0M0.01%+2,245,976+52.7%Added
BlackRock, Inc.8,563,378$148.7M0.00%−170,481−2.0%Reduced
Jefferies Financial Group Inc.0$00.00%−204,289−100.0%Sold out