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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
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.

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: $1.04B
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, 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
Numerai GP LLC22,884$453.3K0.07%00.0%Unchanged
CWM Advisors, LLC24,293$481.3K0.05%+835+3.6%Added
Ethic Inc.23,411$481.8K0.01%+242+1.0%Added
Louisiana State Employees Retirement System24,600$487.3K0.01%−500−2.0%Reduced
Hennion & Walsh Asset Management, Inc.24,710$489.5K0.02%−253−1.0%Reduced
Illinois Municipal Retirement Fund24,913$493.5K0.01%+24,913New
Timelo Investment Management Inc.25,000$495.3K1.71%+25,000New
D. E. Shaw & Co., Inc.25,737$509.9K0.00%+25,737New
Manufacturers Life Insurance Company, The25,837$511.8K0.00%−408−1.6%Reduced
Gotham Asset Management, LLC26,070$516.4K0.00%+26,070New
Squarepoint Ops LLC26,554$526.0K0.00%−79,589−75.0%Reduced
Nomura Holdings Inc27,332$541.4K0.00%−214,921−88.7%Reduced
ExodusPoint Capital Management, LP27,723$549.0K0.01%+27,723New
Pathstone Holdings, LLC27,794$550.6K0.00%+3,885+16.2%Added
Mirae Asset Global ETFs Holdings Ltd.29,229$579.0K0.00%−1,718−5.6%Reduced
State of Alaska, Department of Revenue31,383$621.0K0.01%+1,855+6.3%Added
HRT Financial LP32,908$651.0K0.00%+32,908New
EntryPoint Capital, LLC34,775$688.9K0.35%+34,775New
Jain Global LLC35,018$693.7K0.01%+35,018New
Versor Investments LP35,523$703.7K0.12%+35,523New
Creative Planning40,194$796.2K0.00%+17,797+79.5%Added
Verition Fund Management LLC41,280$817.8K0.00%−58,292−58.5%Reduced
Dynamic Technology Lab Private Ltd47,317$937.0K0.13%+47,317New
Pacific Ridge Capital Partners, LLC47,589$942.7K0.23%+4,654+10.8%Added
Legato Capital Management LLC48,553$961.8K0.11%−114−0.2%Reduced
Voya Investment Management LLC48,724$965.2K0.00%+19,522+66.9%Added
California State Teachers Retirement System48,938$969.5K0.00%−472−1.0%Reduced
Pinnacle Associates Ltd50,053$991.5K0.01%−1,300−2.5%Reduced
Lazard Asset Management LLC52,934$1.05M0.00%+42,859+425.4%Added
Robeco Institutional Asset Management B.V.56,631$1.12M0.00%+56,631New
Stifel Financial Corp57,294$1.13M0.00%−3,718−6.1%Reduced
Connor, Clark & Lunn Investment Management Ltd.60,418$1.20M0.00%+28,765+90.9%Added
Susquehanna International Group, LLP67,419$1.34M0.00%+2,981+4.6%Added
Campbell & CO Investment Adviser LLC68,951$1.37M0.09%+68,951New
Citigroup Inc72,134$1.43M0.00%−13,278−15.5%Reduced
Mackenzie Financial Corp72,579$1.44M0.00%+72,579New
Victory Capital Management Inc72,589$1.44M0.00%+72,589New
North Star Investment Management Corp.78,219$1.55M0.11%−72,000−47.9%Reduced
CWA Asset Management Group, LLC80,669$1.60M0.07%+80,669New
Citadel Advisors LLC86,023$1.70M0.00%−76,760−47.2%Reduced
Jackson Creek Investment Advisors LLC90,946$1.80M0.49%+90,946New
BNP Paribas Arbitrage, SA96,988$1.92M0.00%+65,219+205.3%Added
Swiss National Bank98,100$1.94M0.00%00.0%Unchanged
Optimize Financial Inc100,393$1.99M1.22%−722−0.7%Reduced
Needham Investment Management LLC105,000$2.08M0.17%+5,000+5.0%Added
CastleKnight Management LP112,600$2.23M0.15%00.0%Unchanged
Price T Rowe Associates Inc113,325$2.25M0.00%−49,929−30.6%Reduced
Natixis116,500$2.31M0.01%−45,500−28.1%Reduced
Segall Bryant & Hamill, LLC122,754$2.43M0.03%+13,381+12.2%Added
AQR Capital Management LLC125,127$2.48M0.00%+63,184+102.0%Added
LSV Asset Management130,100$2.58M0.01%+6,800+5.5%Added
Engineers Gate Manager LP139,653$2.77M0.03%+21,982+18.7%Added
Legal & General Group Plc140,365$2.78M0.00%−2,696−1.9%Reduced
Nordea Investment Management AB140,498$2.85M0.00%+140,498New
Essex Investment Management Co LLC162,516$3.22M0.59%−1,057−0.6%Reduced
State of Wisconsin Investment Board165,318$3.27M0.01%−2,374−1.4%Reduced
Rhumbline Advisers166,820$3.30M0.00%+14,912+9.8%Added
Ameriprise Financial Inc171,439$3.40M0.00%+55,639+48.0%Added
Public Sector Pension Investment Board179,843$3.56M0.02%+10,874+6.4%Added
UBS Asset Management Americas Inc180,505$3.58M0.00%+51,084+39.5%Added
Bank of America Corp186,636$3.70M0.00%+76,082+68.8%Added
Two Sigma Advisers, LP191,300$3.79M0.01%−79,700−29.4%Reduced
Trexquant Investment LP206,818$4.10M0.05%+206,818New
Goldman Sachs Group Inc207,081$4.10M0.00%+19,451+10.4%Added
HSBC Holdings PLC224,100$4.49M0.00%+34,856+18.4%Added
Tudor Investment Corp Et Al237,893$4.71M0.04%+237,893New
Wells Fargo & Company241,202$4.78M0.00%+31,840+15.2%Added
Jane Street Group, LLC245,013$4.85M0.01%+122,287+99.6%Added
Peregrine Capital Management LLC257,166$5.09M0.15%−8,595−3.2%Reduced
Principal Financial Group Inc261,628$5.18M0.00%−3,684−1.4%Reduced
Two Sigma Investments, LP281,654$5.58M0.01%−178,661−38.8%Reduced
Bank of Montreal302,659$6.00M0.00%−9,715−3.1%Reduced
Invesco Ltd.308,512$6.11M0.00%−21,962−6.6%Reduced
First Eagle Investment Management, LLC308,744$6.12M0.01%−184,000−37.3%Reduced
LPL Financial LLC316,108$6.26M0.00%+1,590+0.5%Added
Bank of New York Mellon Corp341,365$6.76M0.00%−1,676−0.5%Reduced
Silvercrest Asset Management Group LLC357,026$7.07M0.05%00.0%Unchanged
Cubist Systematic Strategies, LLC386,566$7.66M0.08%+340,326+736.0%Added
Pacer Advisors, Inc.388,370$7.69M0.02%+388,370New
Nuveen, LLC433,913$8.60M0.00%+267,965+161.5%Added
Clearbridge Investments, LLC467,797$9.27M0.01%−97,854−17.3%Reduced
P.A.W. Capital Corp470,000$9.31M17.93%+20,000+4.4%Added
Royal Bank of Canada488,828$9.68M0.00%+71,423+17.1%Added
CSM Advisors, LLC601,512$11.9M0.35%+601,512New
Northern Trust Corp614,602$12.2M0.00%−9,262−1.5%Reduced
Wellington Management Group LLP690,663$13.7M0.00%−88,305−11.3%Reduced
Barclays PLC718,545$14.2M0.01%+61,390+9.3%Added
Kennedy Capital Management, Inc.752,009$14.9M0.36%−33,111−4.2%Reduced
UBS Group AG813,794$16.1M0.00%+41,050+5.3%Added
Charles Schwab Investment Management Inc854,097$16.9M0.00%+2,869+0.3%Added
Ophir Asset Management Pty Ltd716,474$17.2M2.73%−84,227−10.5%Reduced
Deutsche Bank AG899,646$17.8M0.01%+137,948+18.1%Added
Royce & Associates LP903,173$17.9M0.18%+96,048+11.9%Added
Think Investments LP904,587$17.9M3.11%00.0%Unchanged
Morgan Stanley942,297$18.7M0.00%+204,048+27.6%Added
American Century Companies Inc956,715$19.0M0.01%+156,361+19.5%Added
Marshall Wace, LLP965,523$19.1M0.02%−251,176−20.6%Reduced
JPMorgan Chase & Co986,633$19.5M0.00%+411,527+71.6%Added
Paradigm Capital Management Inc1,153,100$22.8M1.11%+27,900+2.5%Added
Alliancebernstein L.P.1,288,812$25.5M0.01%−376,058−22.6%Reduced