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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 2025

Institutional positions in Penguin Solutions, Inc. as of Jun 30, 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
205
+8 vs. Q1 2025
Shares held
53.1M
−4.79M (−8.3%) vs. Q1 2025
Total value
$1.05B
+$49.6M (+4.9%) vs. Q1 2025
New holders
54
63 more added
Sold out
46
65 more reduced

2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 2025: 205 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 2025: $1.05B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Penguin Solutions, Inc.; share changes are against Q1 2025.

Institutions holding PENG in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.8,338,341$165.2M0.00%−225,037−2.6%Reduced
Vanguard Group Inc6,566,760$130.1M0.00%+150,064+2.3%Added
FMR LLC4,585,231$90.8M0.01%−1,922,925−29.5%Reduced
Crosslink Capital Inc3,580,777$70.9M4.04%+136,487+4.0%Added
State Street Corp2,690,498$53.3M0.00%−245,768−8.4%Reduced
Alliancebernstein L.P.1,288,812$25.5M0.01%−376,058−22.6%Reduced
Paradigm Capital Management Inc1,153,100$22.8M1.11%+27,900+2.5%Added
JPMorgan Chase & Co986,633$19.5M0.00%+411,527+71.6%Added
Royal Bank of Canada977,656$19.4M0.00%+560,251+134.2%Added
Marshall Wace, LLP965,523$19.1M0.02%−251,176−20.6%Reduced
American Century Companies Inc956,715$19.0M0.01%+156,361+19.5%Added
Morgan Stanley942,297$18.7M0.00%+204,048+27.6%Added
Think Investments LP904,587$17.9M3.11%00.0%Unchanged
Royce & Associates LP903,173$17.9M0.18%+96,048+11.9%Added
Deutsche Bank AG899,646$17.8M0.01%+137,948+18.1%Added
Ophir Asset Management Pty Ltd716,474$17.2M2.73%−84,227−10.5%Reduced
Charles Schwab Investment Management Inc854,097$16.9M0.00%+2,869+0.3%Added
UBS Group AG813,794$16.1M0.00%+41,050+5.3%Added
Kennedy Capital Management, Inc.752,009$14.9M0.36%−33,111−4.2%Reduced
Barclays PLC718,545$14.2M0.01%+61,390+9.3%Added
Wellington Management Group LLP690,663$13.7M0.00%−88,305−11.3%Reduced
Northern Trust Corp614,602$12.2M0.00%−9,262−1.5%Reduced
CSM Advisors, LLC601,512$11.9M0.35%+601,512New
P.A.W. Capital Corp470,000$9.31M17.93%+20,000+4.4%Added
Clearbridge Investments, LLC467,797$9.27M0.01%−97,854−17.3%Reduced
Nuveen, LLC433,913$8.60M0.00%+267,965+161.5%Added
Pacer Advisors, Inc.388,370$7.69M0.02%+388,370New
Cubist Systematic Strategies, LLC386,566$7.66M0.08%+340,326+736.0%Added
Silvercrest Asset Management Group LLC357,026$7.07M0.05%00.0%Unchanged
Bank of New York Mellon Corp341,365$6.76M0.00%−1,676−0.5%Reduced
LPL Financial LLC316,108$6.26M0.00%+1,590+0.5%Added
First Eagle Investment Management, LLC308,744$6.12M0.01%−184,000−37.3%Reduced
Invesco Ltd.308,512$6.11M0.00%−21,962−6.6%Reduced
Bank of Montreal302,659$6.00M0.00%−9,715−3.1%Reduced
Two Sigma Investments, LP281,654$5.58M0.01%−178,661−38.8%Reduced
Principal Financial Group Inc261,628$5.18M0.00%−3,684−1.4%Reduced
Peregrine Capital Management LLC257,166$5.09M0.15%−8,595−3.2%Reduced
Jane Street Group, LLC245,013$4.85M0.01%+122,287+99.6%Added
Wells Fargo & Company241,202$4.78M0.00%+31,840+15.2%Added
Tudor Investment Corp Et Al237,893$4.71M0.04%+237,893New
HSBC Holdings PLC224,100$4.49M0.00%+34,856+18.4%Added
Goldman Sachs Group Inc207,081$4.10M0.00%+19,451+10.4%Added
Trexquant Investment LP206,818$4.10M0.05%+206,818New
Two Sigma Advisers, LP191,300$3.79M0.01%−79,700−29.4%Reduced
Bank of America Corp186,636$3.70M0.00%+76,082+68.8%Added
UBS Asset Management Americas Inc180,505$3.58M0.00%+51,084+39.5%Added
Public Sector Pension Investment Board179,843$3.56M0.02%+10,874+6.4%Added
Ameriprise Financial Inc171,439$3.40M0.00%+55,639+48.0%Added
Rhumbline Advisers166,820$3.30M0.00%+14,912+9.8%Added
State of Wisconsin Investment Board165,318$3.27M0.01%−2,374−1.4%Reduced
Essex Investment Management Co LLC162,516$3.22M0.59%−1,057−0.6%Reduced
Nordea Investment Management AB140,498$2.85M0.00%+140,498New
Legal & General Group Plc140,365$2.78M0.00%−2,696−1.9%Reduced
Engineers Gate Manager LP139,653$2.77M0.03%+21,982+18.7%Added
LSV Asset Management130,100$2.58M0.01%+6,800+5.5%Added
AQR Capital Management LLC125,127$2.48M0.00%+63,184+102.0%Added
Segall Bryant & Hamill, LLC122,754$2.43M0.03%+13,381+12.2%Added
Natixis116,500$2.31M0.01%−45,500−28.1%Reduced
Price T Rowe Associates Inc113,325$2.25M0.00%−49,929−30.6%Reduced
CastleKnight Management LP112,600$2.23M0.15%00.0%Unchanged
Needham Investment Management LLC105,000$2.08M0.17%+5,000+5.0%Added
Optimize Financial Inc100,393$1.99M1.22%−722−0.7%Reduced
Swiss National Bank98,100$1.94M0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA96,988$1.92M0.00%+65,219+205.3%Added
Jackson Creek Investment Advisors LLC90,946$1.80M0.49%+90,946New
Citadel Advisors LLC86,023$1.70M0.00%−76,760−47.2%Reduced
CWA Asset Management Group, LLC80,669$1.60M0.07%+80,669New
North Star Investment Management Corp.78,219$1.55M0.11%−72,000−47.9%Reduced
Victory Capital Management Inc72,589$1.44M0.00%+72,589New
Mackenzie Financial Corp72,579$1.44M0.00%+72,579New
Citigroup Inc72,134$1.43M0.00%−13,278−15.5%Reduced
Campbell & CO Investment Adviser LLC68,951$1.37M0.09%+68,951New
Susquehanna International Group, LLP67,419$1.34M0.00%+2,981+4.6%Added
Connor, Clark & Lunn Investment Management Ltd.60,418$1.20M0.00%+28,765+90.9%Added
Stifel Financial Corp57,294$1.13M0.00%−3,718−6.1%Reduced
Robeco Institutional Asset Management B.V.56,631$1.12M0.00%+56,631New
Lazard Asset Management LLC52,934$1.05M0.00%+42,859+425.4%Added
Pinnacle Associates Ltd50,053$991.5K0.01%−1,300−2.5%Reduced
California State Teachers Retirement System48,938$969.5K0.00%−472−1.0%Reduced
Voya Investment Management LLC48,724$965.2K0.00%−9,680−16.6%Reduced
Legato Capital Management LLC48,553$961.8K0.11%−114−0.2%Reduced
Pacific Ridge Capital Partners, LLC47,589$942.7K0.23%+4,654+10.8%Added
Dynamic Technology Lab Private Ltd47,317$937.0K0.13%+47,317New
Verition Fund Management LLC41,280$817.8K0.00%−58,292−58.5%Reduced
Creative Planning40,194$796.2K0.00%+17,797+79.5%Added
Versor Investments LP35,523$703.7K0.12%+35,523New
Jain Global LLC35,018$693.7K0.01%+35,018New
EntryPoint Capital, LLC34,775$688.9K0.35%+34,775New
HRT Financial LP32,908$651.0K0.00%+32,908New
State of Alaska, Department of Revenue31,383$621.0K0.01%+1,855+6.3%Added
Mirae Asset Global ETFs Holdings Ltd.29,229$579.0K0.00%−1,718−5.6%Reduced
Pathstone Holdings, LLC27,794$550.6K0.00%+3,885+16.2%Added
ExodusPoint Capital Management, LP27,723$549.0K0.01%+27,723New
Nomura Holdings Inc27,332$541.4K0.00%−214,921−88.7%Reduced
Squarepoint Ops LLC26,554$526.0K0.00%−79,589−75.0%Reduced
Gotham Asset Management, LLC26,070$516.4K0.00%+26,070New
Manufacturers Life Insurance Company, The25,837$511.8K0.00%−408−1.6%Reduced
D. E. Shaw & Co., Inc.25,737$509.9K0.00%+25,737New
Timelo Investment Management Inc.25,000$495.3K1.71%+25,000New
Illinois Municipal Retirement Fund24,913$493.5K0.01%+24,913New