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
- 57.9M
- +5.26M (+10.0%) vs. Q2 2025
- Total value
- $1.52B
- +$475.9M (+45.5%) 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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Penguin Solutions, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 8 | $0 | 0.00% | +8 | New |
| Principal Securities, Inc. | 7 | $184 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 7 | $184 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8 | $211 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 10 | $263 | 0.00% | +10 | New |
| Toth Financial Advisory Corp | 20 | $526 | 0.00% | +20 | New |
| Rothschild Investment LLC | 25 | $657 | 0.00% | −25−50.0% | Reduced |
| Private Wealth Management Group, LLC | 25 | $657 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 27 | $710 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 27 | $710 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 29 | $763 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 32 | $841 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 32 | $841 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 40 | $1.05K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 45 | $1.18K | 0.00% | +23+104.5% | Added |
| Massmutual Trust Co FSB | 56 | $1.47K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 62 | $1.63K | 0.00% | +62 | New |
| J.Safra Asset Management Corp | 65 | $1.71K | 0.00% | −307−82.5% | Reduced |
| Sunbelt Securities, Inc. | 68 | $1.79K | 0.00% | +68 | New |
| Rise Advisors, LLC | 93 | $2.44K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 111 | $2.92K | 0.00% | −528−82.6% | Reduced |
| Kilter Group LLC | 112 | $2.94K | 0.00% | +70+166.7% | Added |
| Brown Brothers Harriman & Co | 138 | $3.63K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 155 | $4.07K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 182 | $4.78K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 200 | $5.26K | 0.00% | +200 | New |
| Fifth Third Bancorp | 234 | $6.15K | 0.00% | +47+25.1% | Added |
| Optiver Holding B.V. | 312 | $8.20K | 0.00% | +312 | New |
| Salomon & Ludwin, LLC | 312 | $8.66K | 0.00% | +312 | New |
| Private Trust Co NA | 343 | $9.01K | 0.00% | +58+20.4% | Added |
| WPG Advisers, LLC | 362 | $9.51K | 0.01% | +181+100.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 495 | $13.0K | 0.00% | +495 | New |
| Ramirez Asset Management, Inc. | 500 | $13.1K | 0.00% | +500 | New |
| Farther Finance Advisors, LLC | 506 | $13.3K | 0.00% | +76+17.7% | Added |
| Quarry LP | 522 | $13.7K | 0.00% | +522 | New |
| EverSource Wealth Advisors, LLC | 532 | $14.0K | 0.00% | +40+8.1% | Added |
| US Bancorp | 582 | $15.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 744 | $19.4K | 0.00% | +122+19.6% | Added |
| Caitong International Asset Management Co., Ltd | 773 | $20.3K | 0.01% | +773 | New |
| Nisa Investment Advisors, LLC | 815 | $21.4K | 0.00% | +815 | New |
| Rockefeller Capital Management L.P. | 948 | $24.9K | 0.00% | +948 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,003 | $26.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,038 | $27.3K | 0.00% | −14−1.3% | Reduced |
| Wealthspire Advisors, LLC | 1,538 | $40.4K | 0.00% | +1,538 | New |
| Crews Bank & Trust | 1,600 | $42.0K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 1,600 | $42.0K | 0.00% | +1,600 | New |
| SRS Capital Advisors, Inc. | 1,646 | $43.3K | 0.00% | +1,205+273.2% | Added |
| Quadrant Capital Group LLC | 1,677 | $44.1K | 0.00% | +1,677 | New |
| Jones Financial Companies LLLP | 1,735 | $45.5K | 0.00% | +1,694+4,131.7% | Added |
| Allworth Financial LP | 1,792 | $47.1K | 0.00% | +525+41.4% | Added |
| Federated Hermes, Inc. | 1,862 | $48.9K | 0.00% | +1,656+803.9% | Added |
| Advisory Services Network, LLC | 1,889 | $49.6K | 0.00% | +1,889 | New |
| Signaturefd, LLC | 2,012 | $52.9K | 0.00% | +1,484+281.1% | Added |
| IFP Advisors, Inc | 2,227 | $58.5K | 0.00% | +163+7.9% | Added |
| Versant Capital Management, Inc | 2,603 | $68.4K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,798 | $74.0K | 0.01% | −4,392−61.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,410 | $89.6K | 0.00% | −2,848−45.5% | Reduced |
| The PNC Financial Services Group, Inc. | 3,531 | $92.8K | 0.00% | +189+5.7% | Added |
| Ameritas Investment Partners, Inc. | 4,350 | $114.3K | 0.00% | −1,098−20.2% | Reduced |
| Advisor Group Holdings, Inc. | 5,536 | $121.0K | 0.00% | +1,953+54.5% | Added |
| Aster Capital Management (DIFC) Ltd | 4,700 | $123.5K | 0.06% | +4,700 | New |
| Russell Investments Group, Ltd. | 5,554 | $146.0K | 0.00% | +4,639+507.0% | Added |
| Aquatic Capital Management LLC | 6,400 | $168.2K | 0.00% | +11+0.2% | Added |
| Point72 Hong Kong Ltd | 6,467 | $169.9K | 0.01% | +6,467 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 7,084 | $186.2K | 0.03% | +6,520+1,156.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 7,186 | $188.8K | 0.01% | +7,186 | New |
| Pictet Asset Management Holding SA | 7,990 | $210.0K | 0.00% | +7,990 | New |
| Ashton Thomas Private Wealth, LLC | 7,996 | $210.1K | 0.01% | +7,996 | New |
| GAMMA Investing LLC | 8,172 | $214.8K | 0.01% | +213+2.7% | Added |
| CSS LLC | 8,365 | $219.8K | 0.01% | +8,365 | New |
| Lingohr & Partner Asset Management GmbH | 8,492 | $223.0K | 0.39% | −2,508−22.8% | Reduced |
| Ellevest, Inc. | 9,382 | $246.6K | 0.04% | +9,382 | New |
| Inspire Advisors, LLC | 9,463 | $248.7K | 0.02% | −841−8.2% | Reduced |
| KLP Kapitalforvaltning AS | 9,600 | $252.3K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 9,737 | $255.9K | 0.00% | −2,160−18.2% | Reduced |
| Mariner, LLC | 10,080 | $264.9K | 0.00% | +10,080 | New |
| M&T Bank Corp | 10,145 | $266.3K | 0.00% | +10,145 | New |
| Twinbeech Capital LP | 10,177 | $267.5K | 0.01% | +10,177 | New |
| D. E. Shaw & Co., Inc. | 10,218 | $268.5K | 0.00% | −15,519−60.3% | Reduced |
| Versor Investments LP | 10,223 | $268.7K | 0.05% | −25,300−71.2% | Reduced |
| Point72 (DIFC) Ltd | 10,264 | $269.7K | 0.02% | +6,900+205.1% | Added |
| Global Retirement Partners, LLC | 10,284 | $270.3K | 0.01% | +10,146+7,352.2% | Added |
| Oregon Public Employees Retirement Fund | 10,725 | $281.9K | 0.00% | −1,400−11.5% | Reduced |
| Lido Advisors, LLC | 11,748 | $308.7K | 0.00% | +116+1.0% | Added |
| Sciencast Management LP | 11,802 | $310.2K | 0.06% | +11,802 | New |
| CWM, LLC | 11,916 | $314.0K | 0.00% | +7,805+189.9% | Added |
| Ethic Inc. | 12,103 | $318.1K | 0.01% | −11,308−48.3% | Reduced |
| Beacon Pointe Advisors, LLC | 12,110 | $318.3K | 0.00% | +12,110 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,144 | $319.1K | 0.00% | −1,401−10.3% | Reduced |
| New York State Teachers Retirement System | 12,262 | $322.0K | 0.00% | −900−6.8% | Reduced |
| Envestnet Asset Management Inc | 13,679 | $359.5K | 0.00% | +13,679 | New |
| State Board of Administration of Florida Retirement System | 13,792 | $362.5K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 13,849 | $364.0K | 0.00% | +13,849 | New |
| Bailard, Inc. | 13,900 | $365.3K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 13,939 | $366.0K | 0.00% | +123+0.9% | Added |
| Amalgamated Bank | 14,001 | $368.0K | 0.00% | −1,020−6.8% | Reduced |
| Aigen Investment Management, LP | 14,143 | $371.7K | 0.06% | +14,143 | New |
| Vontobel Holding Ltd. | 14,548 | $382.3K | 0.00% | +14,548 | New |
| Comerica Bank | 14,575 | $383.0K | 0.00% | +14,575 | New |