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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, Q3 2025

Institutional positions in Penguin Solutions, Inc. as of Sep 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
253
+48 vs. Q2 2025
Shares held
59.4M
+6.32M (+11.9%) vs. Q2 2025
Total value
$1.56B
+$506.9M (+48.1%) vs. Q2 2025
New holders
72
84 more added
Sold out
24
69 more reduced

Compare with Q2 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 holdersQ3 2025: 253 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 heldQ3 2025: $1.56B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Penguin Solutions, Inc.; share changes are against Q2 2025.

Institutions holding PENG in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.7,873,804$206.9M0.00%−464,537−5.6%Reduced
Vanguard Group Inc6,592,564$173.3M0.00%+25,804+0.4%Added
FMR LLC4,220,879$110.9M0.01%−364,352−7.9%Reduced
JPMorgan Chase & Co3,089,000$81.2M0.00%+2,102,367+213.1%Added
State Street Corp2,866,133$75.3M0.00%+175,635+6.5%Added
Dimensional Fund Advisors LP2,293,163$60.3M0.01%+2,293,163New
Crosslink Capital Inc1,848,074$48.6M3.53%−1,732,703−48.4%Reduced
American Century Companies Inc1,294,279$34.0M0.02%+337,564+35.3%Added
Geode Capital Management, LLC1,237,747$32.5M0.00%+1,237,747New
Morgan Stanley1,092,851$28.7M0.00%+150,554+16.0%Added
Barclays PLC1,055,189$27.7M0.01%+336,644+46.9%Added
Kennedy Capital Management, Inc.992,168$26.1M0.58%+240,159+31.9%Added
Alliancebernstein L.P.975,239$25.6M0.01%−313,573−24.3%Reduced
Deutsche Bank AG933,694$24.5M0.01%+34,048+3.8%Added
Royce & Associates LP909,460$23.9M0.24%+6,287+0.7%Added
Charles Schwab Investment Management Inc851,053$22.4M0.00%−3,044−0.4%Reduced
Paradigm Capital Management Inc716,051$18.8M0.82%−437,049−37.9%Reduced
UBS Group AG662,149$17.4M0.00%−151,645−18.6%Reduced
Wellington Management Group LLP616,114$16.2M0.00%−74,549−10.8%Reduced
ArrowMark Colorado Holdings LLC600,782$15.8M0.29%+600,782New
Northern Trust Corp592,329$15.6M0.00%−22,273−3.6%Reduced
LSV Asset Management569,368$15.0M0.03%+439,268+337.6%Added
Nuveen, LLC490,419$12.9M0.00%+56,506+13.0%Added
Clearbridge Investments, LLC479,921$12.6M0.01%+12,124+2.6%Added
Ameriprise Financial Inc454,291$11.9M0.00%+282,852+165.0%Added
Marshall Wace, LLP452,441$11.9M0.01%−513,082−53.1%Reduced
BNP Paribas Arbitrage, SA444,230$11.7M0.01%+347,242+358.0%Added
CSM Advisors, LLC417,205$11.0M0.31%−184,307−30.6%Reduced
Jane Street Group, LLC416,165$10.9M0.01%+171,152+69.9%Added
Silvercrest Asset Management Group LLC394,231$10.4M0.07%+37,205+10.4%Added
Millennium Management LLC385,695$10.1M0.01%+385,695New
Goldman Sachs Group Inc378,327$9.94M0.00%+171,246+82.7%Added
Royal Bank of Canada365,378$9.60M0.00%−612,278−62.6%Reduced
Ophir Asset Management Pty Ltd362,434$9.52M1.18%−354,040−49.4%Reduced
Lazard Asset Management LLC355,233$9.34M0.01%+302,299+571.1%Added
Two Sigma Investments, LP323,157$8.49M0.01%+41,503+14.7%Added
Bank of New York Mellon Corp319,139$8.39M0.00%−22,226−6.5%Reduced
First Eagle Investment Management, LLC314,944$8.28M0.02%+6,200+2.0%Added
Tudor Investment Corp Et Al314,721$8.27M0.05%+76,828+32.3%Added
P.A.W. Capital Corp300,000$7.88M14.28%−170,000−36.2%Reduced
Phocas Financial Corp.296,312$7.79M1.01%+296,312New
Bank of Montreal293,426$7.71M0.00%−9,233−3.1%Reduced
Invesco Ltd.285,933$7.51M0.00%−22,579−7.3%Reduced
Trexquant Investment LP269,821$7.09M0.07%+63,003+30.5%Added
Pacer Advisors, Inc.264,261$6.94M0.02%−124,109−32.0%Reduced
Peregrine Capital Management LLC256,401$6.74M0.20%−765−0.3%Reduced
Arrowstreet Capital, Limited Partnership242,160$6.36M0.00%+242,160New
HRT Financial LP241,787$6.35M0.02%+208,879+634.7%Added
Amundi212,920$6.24M0.00%+212,920New
Nordea Investment Management AB234,984$6.13M0.01%+94,486+67.3%Added
Public Sector Pension Investment Board232,924$6.12M0.02%+53,081+29.5%Added
Principal Financial Group Inc230,559$6.06M0.00%−31,069−11.9%Reduced
AQR Capital Management LLC213,659$5.61M0.00%+88,532+70.8%Added
Nomura Holdings Inc208,677$5.48M0.02%+181,345+663.5%Added
Wells Fargo & Company204,478$5.37M0.00%−36,724−15.2%Reduced
Segall Bryant & Hamill, LLC196,515$5.16M0.07%+73,761+60.1%Added
HSBC Holdings PLC195,806$5.10M0.00%−28,294−12.6%Reduced
Cubist Systematic Strategies, LLC178,980$4.70M0.07%−207,586−53.7%Reduced
Bank of America Corp176,444$4.64M0.00%−10,192−5.5%Reduced
CWA Asset Management Group, LLC173,406$4.56M0.17%+92,737+115.0%Added
Essex Investment Management Co LLC168,126$4.42M0.68%+5,610+3.5%Added
State of Wisconsin Investment Board166,609$4.38M0.01%+1,291+0.8%Added
Natixis160,450$4.22M0.02%+43,950+37.7%Added
Qube Research & Technologies Ltd158,931$4.18M0.01%+158,931New
Rhumbline Advisers156,563$4.11M0.00%−10,257−6.1%Reduced
SG Americas Securities, LLC149,173$3.92M0.01%+149,173New
Price T Rowe Associates Inc145,106$3.81M0.00%+31,781+28.0%Added
Citadel Advisors LLC141,990$3.73M0.00%+55,967+65.1%Added
Two Sigma Advisers, LP140,500$3.69M0.01%−50,800−26.6%Reduced
Engineers Gate Manager LP131,275$3.45M0.04%−8,378−6.0%Reduced
Legal & General Group Plc126,370$3.32M0.00%−13,995−10.0%Reduced
SEI Investments Co126,205$3.32M0.00%+126,205New
ExodusPoint Capital Management, LP118,956$3.13M0.04%+91,233+329.1%Added
Quantbot Technologies LP117,069$3.08M0.08%+117,069New
CastleKnight Management LP112,600$2.96M0.16%00.0%Unchanged
Needham Investment Management LLC112,500$2.96M0.21%+7,500+7.1%Added
Raymond James Financial Inc111,073$2.92M0.00%+109,212+5,868.5%Added
UBS Asset Management Americas Inc110,743$2.91M0.00%−69,762−38.6%Reduced
Victory Capital Management Inc97,901$2.57M0.00%+25,312+34.9%Added
Swiss National Bank96,500$2.54M0.00%−1,600−1.6%Reduced
Jackson Creek Investment Advisors LLC90,916$2.39M0.69%−300.0%Reduced
XTX Topco Ltd89,752$2.36M0.12%+89,752New
LPL Financial LLC89,592$2.35M0.00%−226,516−71.7%Reduced
Gotham Asset Management, LLC83,195$2.19M0.01%+57,125+219.1%Added
Quest Partners LLC80,936$2.13M0.14%+80,936New
Numerai GP LLC80,831$2.12M0.30%+57,947+253.2%Added
Castlekeep Investment Advisors LLC80,635$2.12M0.99%+80,635New
North Star Investment Management Corp.78,219$2.06M0.13%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.73,970$1.94M0.01%+13,552+22.4%Added
Robeco Institutional Asset Management B.V.69,477$1.83M0.00%+12,846+22.7%Added
Mackenzie Financial Corp66,809$1.76M0.00%−5,770−7.9%Reduced
Verition Fund Management LLC66,746$1.75M0.01%+25,466+61.7%Added
Virtus ETF Advisers LLC65,596$1.72M0.95%+65,596New
Schonfeld Strategic Advisors LLC65,361$1.72M0.01%+65,361New
New York State Common Retirement Fund59,102$1.55M0.00%+44,467+303.8%Added
Optimize Financial Inc55,546$1.46M0.76%−44,847−44.7%Reduced
Jump Financial, LLC52,946$1.39M0.02%+52,946New
Prudential Financial Inc50,926$1.34M0.00%+40,110+370.8%Added
Pinnacle Associates Ltd49,853$1.31M0.02%−200−0.4%Reduced
Y-Intercept (Hong Kong) Ltd49,729$1.31M0.03%+35,307+244.8%Added