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
- 52.6M
- −5.22M (−9.0%) vs. Q1 2025
- Total value
- $1.04B
- +$40.8M (+4.1%) vs. Q1 2025
- New holders
- 54
- 65 more added
- Sold out
- 46
- 63 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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Penguin Solutions, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 33 | $0 | 0.00% | +33 | New |
| Principal Securities, Inc. | 7 | $139 | 0.00% | +7 | New |
| CIBC Private Wealth Group, LLC | 7 | $139 | 0.00% | +7 | New |
| Parkside Financial Bank & Trust | 8 | $159 | 0.00% | −61−88.4% | Reduced |
| Essential Partners LLC | 22 | $436 | 0.00% | +22 | New |
| Private Wealth Management Group, LLC | 25 | $496 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 27 | $535 | 0.00% | +27 | New |
| Bare Financial Services, Inc | 27 | $535 | 0.00% | +27 | New |
| Rialto Wealth Management, LLC | 29 | $575 | 0.00% | +29 | New |
| Farmers & Merchants Investments Inc | 32 | $634 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 32 | $634 | 0.00% | +32 | New |
| Larson Financial Group LLC | 40 | $792 | 0.00% | −5−11.1% | Reduced |
| Kilter Group LLC | 42 | $833 | 0.00% | +42 | New |
| Jones Financial Companies LLLP | 41 | $844 | 0.00% | −1,309−97.0% | Reduced |
| Rothschild Investment LLC | 50 | $991 | 0.00% | −40−44.4% | Reduced |
| Massmutual Trust Co FSB | 56 | $1.11K | 0.00% | +37+194.7% | Added |
| Financial Network Wealth Advisors LLC | 63 | $1.25K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 80 | $1.58K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 93 | $1.84K | 0.00% | +93 | New |
| Geneos Wealth Management Inc. | 94 | $1.86K | 0.00% | +40+74.1% | Added |
| HHM Wealth Advisors, LLC | 100 | $1.98K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 119 | $2.36K | 0.00% | −2,127−94.7% | Reduced |
| Brown Brothers Harriman & Co | 138 | $2.73K | 0.00% | +138 | New |
| Global Retirement Partners, LLC | 138 | $2.73K | 0.00% | +138 | New |
| Elequin Capital LP | 145 | $2.87K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 155 | $3.07K | 0.00% | +123+384.4% | Added |
| WPG Advisers, LLC | 181 | $3.59K | 0.00% | −292−61.7% | Reduced |
| Parallel Advisors, LLC | 182 | $3.60K | 0.00% | +48+35.8% | Added |
| Fifth Third Bancorp | 187 | $3.70K | 0.00% | −327−63.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 206 | $4.08K | 0.00% | −1,137−84.7% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 206 | $4.99K | 0.00% | +206 | New |
| Private Trust Co NA | 285 | $5.65K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 340 | $6.73K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 372 | $7.37K | 0.00% | −156−29.5% | Reduced |
| Farther Finance Advisors, LLC | 430 | $8.52K | 0.00% | −158−26.9% | Reduced |
| SRS Capital Advisors, Inc. | 441 | $8.74K | 0.00% | +329+293.8% | Added |
| EverSource Wealth Advisors, LLC | 492 | $9.75K | 0.00% | +342+228.0% | Added |
| Signaturefd, LLC | 528 | $10.5K | 0.00% | +275+108.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 564 | $11.2K | 0.00% | +564 | New |
| US Bancorp | 582 | $11.5K | 0.00% | +239+69.7% | Added |
| Clear Street Markets LLC | 614 | $12.2K | 0.00% | +614 | New |
| SBI Securities Co., Ltd. | 639 | $12.7K | 0.00% | −10−1.5% | Reduced |
| Smartleaf Asset Management LLC | 622 | $12.8K | 0.00% | −39−5.9% | Reduced |
| Hantz Financial Services, Inc. | 827 | $16.0K | 0.00% | +823+20,575.0% | Added |
| Russell Investments Group, Ltd. | 915 | $18.1K | 0.00% | −1,442−61.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,003 | $19.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,052 | $20.8K | 0.00% | +26+2.5% | Added |
| Allworth Financial LP | 1,267 | $25.1K | 0.00% | −22−1.7% | Reduced |
| Sterling Capital Management LLC | 1,457 | $28.9K | 0.00% | +558+62.1% | Added |
| Crews Bank & Trust | 1,600 | $31.7K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,655 | $32.8K | 0.00% | +1,170+241.2% | Added |
| Raymond James Financial Inc | 1,861 | $36.9K | 0.00% | +1,861 | New |
| Acadian Asset Management LLC | 1,913 | $37.0K | 0.00% | +1,913 | New |
| IFP Advisors, Inc | 2,064 | $47.2K | 0.00% | −160−7.2% | Reduced |
| Versant Capital Management, Inc | 2,603 | $51.6K | 0.01% | +1,985+321.2% | Added |
| The PNC Financial Services Group, Inc. | 3,342 | $66.2K | 0.00% | −246−6.9% | Reduced |
| Point72 (DIFC) Ltd | 3,364 | $66.6K | 0.01% | +3,364 | New |
| Advisor Group Holdings, Inc. | 3,583 | $70.8K | 0.00% | +617+20.8% | Added |
| Canada Pension Plan Investment Board | 3,900 | $77.3K | 0.00% | −21,700−84.8% | Reduced |
| CWM, LLC | 4,111 | $81.0K | 0.00% | +1,854+82.1% | Added |
| Globeflex Capital L P | 5,290 | $104.8K | 0.01% | +5,290 | New |
| Ameritas Investment Partners, Inc. | 5,448 | $107.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,258 | $124.0K | 0.00% | +5,008+400.6% | Added |
| Aquatic Capital Management LLC | 6,389 | $126.6K | 0.00% | +6,389 | New |
| Shell Asset Management Co | 7,190 | $142.0K | 0.00% | −768−9.7% | Reduced |
| GAMMA Investing LLC | 7,959 | $157.7K | 0.01% | +957+13.7% | Added |
| KLP Kapitalforvaltning AS | 9,600 | $190.2K | 0.00% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 10,071 | $199.5K | 0.01% | +10,071 | New |
| Toroso Investments, LLC | 10,238 | $202.8K | 0.00% | +10,238 | New |
| Man Group plc | 10,278 | $203.6K | 0.00% | +10,278 | New |
| Inspire Advisors, LLC | 10,304 | $204.1K | 0.02% | +10,304 | New |
| Graham Capital Management, L.P. | 10,499 | $208.0K | 0.01% | +10,499 | New |
| Prudential Financial Inc | 10,816 | $214.3K | 0.00% | +10,816 | New |
| Cambridge Investment Research Advisors, Inc. | 10,855 | $215.0K | 0.00% | +55+0.5% | Added |
| Lingohr & Partner Asset Management GmbH | 11,000 | $218.0K | 0.40% | +11,000 | New |
| Lido Advisors, LLC | 11,632 | $230.4K | 0.00% | +11,632 | New |
| ProShare Advisors LLC | 11,897 | $235.7K | 0.00% | −389−3.2% | Reduced |
| Petrus Trust Company, LTA | 12,026 | $238.2K | 0.02% | +12,026 | New |
| Oregon Public Employees Retirement Fund | 12,125 | $240.2K | 0.00% | −100−0.8% | Reduced |
| State of Tennessee, Treasury Department | 12,325 | $244.2K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,665 | $250.9K | 0.00% | +2,619+26.1% | Added |
| New York State Teachers Retirement System | 13,162 | $261.0K | 0.00% | −1,100−7.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,545 | $268.3K | 0.00% | +792+6.2% | Added |
| State Board of Administration of Florida Retirement System | 13,792 | $273.2K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 13,816 | $274.0K | 0.00% | −2,057−13.0% | Reduced |
| Bailard, Inc. | 13,900 | $275.4K | 0.01% | +13,900 | New |
| Y-Intercept (Hong Kong) Ltd | 14,422 | $285.7K | 0.01% | +14,422 | New |
| New York State Common Retirement Fund | 14,635 | $289.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 14,846 | $294.0K | 0.17% | +1,433+10.7% | Added |
| Arizona State Retirement System | 14,858 | $294.3K | 0.00% | +380+2.6% | Added |
| Amalgamated Bank | 15,021 | $298.0K | 0.00% | −174−1.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,671 | $310.4K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 16,224 | $321.0K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 18,674 | $369.9K | 0.03% | +18,674 | New |
| MetLife Investment Management | 18,743 | $371.3K | 0.00% | −12,398−39.8% | Reduced |
| Yousif Capital Management, LLC | 19,577 | $387.8K | 0.00% | −254−1.3% | Reduced |
| Quantinno Capital Management LP | 20,204 | $400.2K | 0.00% | +20,204 | New |
| Gsa Capital Partners LLP | 20,583 | $408.0K | 0.03% | +9,944+93.5% | Added |
| Truvestments Capital LLC | 21,332 | $422.6K | 0.08% | +995+4.9% | Added |