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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
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.

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: $1.52B
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, 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
AQR Capital Management LLC213,659$5.61M0.00%+88,532+70.8%Added
Principal Financial Group Inc230,559$6.06M0.00%−31,069−11.9%Reduced
Public Sector Pension Investment Board232,924$6.12M0.02%+53,081+29.5%Added
Nordea Investment Management AB234,984$6.13M0.01%+94,486+67.3%Added
Amundi212,920$6.24M0.00%+212,920New
HRT Financial LP241,787$6.35M0.02%+208,879+634.7%Added
Arrowstreet Capital, Limited Partnership242,160$6.36M0.00%+242,160New
Peregrine Capital Management LLC256,401$6.74M0.20%−765−0.3%Reduced
Pacer Advisors, Inc.264,261$6.94M0.02%−124,109−32.0%Reduced
Trexquant Investment LP269,821$7.09M0.07%+63,003+30.5%Added
Invesco Ltd.285,933$7.51M0.00%−22,579−7.3%Reduced
Bank of Montreal293,426$7.71M0.00%−9,233−3.1%Reduced
Phocas Financial Corp.296,312$7.79M1.01%+296,312New
P.A.W. Capital Corp300,000$7.88M14.28%−170,000−36.2%Reduced
Tudor Investment Corp Et Al314,721$8.27M0.05%+76,828+32.3%Added
First Eagle Investment Management, LLC314,944$8.28M0.02%+6,200+2.0%Added
Bank of New York Mellon Corp319,139$8.39M0.00%−22,226−6.5%Reduced
Two Sigma Investments, LP323,157$8.49M0.01%+41,503+14.7%Added
Lazard Asset Management LLC355,233$9.34M0.01%+302,299+571.1%Added
Ophir Asset Management Pty Ltd362,434$9.52M1.18%−354,040−49.4%Reduced
Royal Bank of Canada365,378$9.60M0.00%−123,450−25.3%Reduced
Goldman Sachs Group Inc378,327$9.94M0.00%+171,246+82.7%Added
Millennium Management LLC385,695$10.1M0.01%+385,695New
Silvercrest Asset Management Group LLC394,231$10.4M0.07%+37,205+10.4%Added
Jane Street Group, LLC416,165$10.9M0.01%+171,152+69.9%Added
CSM Advisors, LLC417,205$11.0M0.31%−184,307−30.6%Reduced
BNP Paribas Arbitrage, SA444,230$11.7M0.01%+347,242+358.0%Added
Marshall Wace, LLP452,441$11.9M0.01%−513,082−53.1%Reduced
Ameriprise Financial Inc454,291$11.9M0.00%+282,852+165.0%Added
Clearbridge Investments, LLC479,921$12.6M0.01%+12,124+2.6%Added
Nuveen, LLC490,419$12.9M0.00%+56,506+13.0%Added
LSV Asset Management569,368$15.0M0.03%+439,268+337.6%Added
Northern Trust Corp592,329$15.6M0.00%−22,273−3.6%Reduced
ArrowMark Colorado Holdings LLC600,782$15.8M0.29%+600,782New
Wellington Management Group LLP616,114$16.2M0.00%−74,549−10.8%Reduced
UBS Group AG662,149$17.4M0.00%−151,645−18.6%Reduced
Paradigm Capital Management Inc716,051$18.8M0.82%−437,049−37.9%Reduced
Charles Schwab Investment Management Inc851,053$22.4M0.00%−3,044−0.4%Reduced
Royce & Associates LP909,460$23.9M0.24%+6,287+0.7%Added
Deutsche Bank AG933,694$24.5M0.01%+34,048+3.8%Added
Alliancebernstein L.P.975,239$25.6M0.01%−313,573−24.3%Reduced
Kennedy Capital Management, Inc.992,168$26.1M0.58%+240,159+31.9%Added
Barclays PLC1,055,189$27.7M0.01%+336,644+46.9%Added
Morgan Stanley1,092,851$28.7M0.00%+150,554+16.0%Added
Geode Capital Management, LLC1,237,747$32.5M0.00%+1,237,747New
American Century Companies Inc1,294,279$34.0M0.02%+337,564+35.3%Added
JPMorgan Chase & Co1,544,500$40.6M0.00%+557,867+56.5%Added
Crosslink Capital Inc1,848,074$48.6M3.53%−1,732,703−48.4%Reduced
Dimensional Fund Advisors LP2,293,163$60.3M0.01%+2,293,163New
State Street Corp2,866,133$75.3M0.00%+175,635+6.5%Added
FMR LLC4,220,879$110.9M0.01%−364,352−7.9%Reduced
Vanguard Group Inc6,592,564$173.3M0.00%+25,804+0.4%Added
BlackRock, Inc.7,873,804$206.9M0.00%−464,537−5.6%Reduced
Think Investments LP0$00.00%−904,587−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−68,951−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−47,317−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−34,775−100.0%Sold out
Squarepoint Ops LLC0$00.00%−26,554−100.0%Sold out
Timelo Investment Management Inc.0$00.00%−25,000−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−20,583−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−12,026−100.0%Sold out
Cambridge Investment Research Advisors, Inc.0$00.00%−10,855−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−10,499−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−3,900−100.0%Sold out
Acadian Asset Management LLC0$00.00%−1,913−100.0%Sold out
Skopos Labs, Inc.0$00.00%−1,655−100.0%Sold out
Hantz Financial Services, Inc.0$00.00%−827−100.0%Sold out
Clear Street Markets LLC0$00.00%−614−100.0%Sold out
Adirondack Trust Co0$00.00%−340−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−206−100.0%Sold out
Elequin Capital LP0$00.00%−145−100.0%Sold out
Umb Bank N A0$00.00%−119−100.0%Sold out
HHM Wealth Advisors, LLC0$00.00%−100−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−94−100.0%Sold out
Thurston, Springer, Miller, Herd & Titak, Inc.0$00.00%−80−100.0%Sold out
Financial Network Wealth Advisors LLC0$00.00%−63−100.0%Sold out
Avion Wealth0$00.00%−33−100.0%Sold out