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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
Brevan Howard Capital Management LP49,627$1.30M0.02%+49,627New
California State Teachers Retirement System48,941$1.29M0.00%+30.0%Added
Franklin Resources Inc48,740$1.28M0.00%+48,740New
Legato Capital Management LLC48,553$1.28M0.14%00.0%Unchanged
Pacific Ridge Capital Partners, LLC47,589$1.25M0.27%00.0%Unchanged
Capital Fund Management S.A.45,304$1.19M0.01%+45,304New
Creative Planning44,650$1.17M0.00%+4,456+11.1%Added
Allspring Global Investments Holdings, LLC42,212$1.14M0.00%+42,212New
Voya Investment Management LLC41,457$1.09M0.00%−7,267−14.9%Reduced
Jain Global LLC40,094$1.05M0.01%+5,076+14.5%Added
Stifel Financial Corp39,140$1.03M0.00%−18,154−31.7%Reduced
Cookson Peirce & Co Inc37,466$984.6K0.04%+37,466New
Globeflex Capital L P35,201$925.1K0.14%+29,911+565.4%Added
Picton Mahoney Asset Management35,088$922.0K0.01%+35,088New
Thrivent Financial for Lutherans34,401$904.0K0.00%+34,401New
MetLife Investment Management31,284$822.1K0.00%+12,541+66.9%Added
Balyasny Asset Management LLC30,213$794.0K0.00%+30,213New
Pathstone Holdings, LLC26,649$700.3K0.00%−1,145−4.1%Reduced
Los Angeles Capital Management LLC26,589$698.8K0.00%+26,589New
Illinois Municipal Retirement Fund25,912$681.0K0.01%+999+4.0%Added
Martingale Asset Management L P25,220$662.8K0.02%+25,220New
Hennion & Walsh Asset Management, Inc.24,646$647.7K0.02%−64−0.3%Reduced
Citigroup Inc24,461$642.8K0.00%−47,673−66.1%Reduced
Janus Henderson Group PLC24,238$637.1K0.00%+24,238New
Mirae Asset Global ETFs Holdings Ltd.24,190$635.7K0.00%−5,039−17.2%Reduced
State of Alaska, Department of Revenue23,994$630.0K0.01%−7,389−23.5%Reduced
Quantinno Capital Management LP23,047$605.7K0.00%+2,843+14.1%Added
Manufacturers Life Insurance Company, The22,851$600.5K0.00%−2,986−11.6%Reduced
State of Tennessee, Treasury Department22,837$600.2K0.00%+10,512+85.3%Added
Danske Bank A/S22,150$582.1K0.00%+22,150New
CWM Advisors, LLC21,953$576.9K0.06%−2,340−9.6%Reduced
Toroso Investments, LLC21,947$576.8K0.00%+11,709+114.4%Added
Louisiana State Employees Retirement System21,900$575.5K0.01%−2,700−11.0%Reduced
Janney Montgomery Scott LLC20,097$528.0K0.00%+20,097New
Headlands Technologies LLC19,488$512.1K0.04%+19,488New
Sterling Capital Management LLC19,016$499.7K0.01%+17,559+1,205.1%Added
Intech Investment Management LLC18,949$498.0K0.00%+18,949New
Truvestments Capital LLC18,870$495.9K0.09%−2,462−11.5%Reduced
State of Wyoming18,773$493.4K0.06%+18,773New
Man Group plc18,019$473.5K0.00%+7,741+75.3%Added
Verdence Capital Advisors LLC20,724$472.1K0.03%+10,653+105.8%Added
Susquehanna International Group, LLP17,665$464.2K0.00%−49,754−73.8%Reduced
Optivise Advisory Services LLC17,572$461.8K0.27%+17,572New
Hancock Whitney Corp17,366$456.4K0.01%+17,366New
Universal- Beteiligungs- und Servicegesellschaft mbH16,904$444.2K0.00%+4,239+33.5%Added
Entropy Technologies, LP16,683$438.4K0.03%−1,991−10.7%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)15,671$411.8K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky14,926$392.0K0.00%−1,298−8.0%Reduced
Counterpoint Mutual Funds LLC14,908$391.8K0.03%+14,908New
Covestor Ltd14,840$390.0K0.21%−60.0%Reduced
Yousif Capital Management, LLC14,760$387.9K0.00%−4,817−24.6%Reduced
Police & Firemen's Retirement System of New Jersey14,752$387.7K0.00%+14,752New
Arizona State Retirement System14,712$386.6K0.00%−146−1.0%Reduced
Comerica Bank14,575$383.0K0.00%+14,575New
Vontobel Holding Ltd.14,548$382.3K0.00%+14,548New
Aigen Investment Management, LP14,143$371.7K0.06%+14,143New
Amalgamated Bank14,001$368.0K0.00%−1,020−6.8%Reduced
Commonwealth Equity Services, LLC13,939$366.0K0.00%+123+0.9%Added
Bailard, Inc.13,900$365.3K0.01%00.0%Unchanged
Guggenheim Capital LLC13,849$364.0K0.00%+13,849New
State Board of Administration of Florida Retirement System13,792$362.5K0.00%00.0%Unchanged
Envestnet Asset Management Inc13,679$359.5K0.00%+13,679New
New York State Teachers Retirement System12,262$322.0K0.00%−900−6.8%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys12,144$319.1K0.00%−1,401−10.3%Reduced
Beacon Pointe Advisors, LLC12,110$318.3K0.00%+12,110New
Ethic Inc.12,103$318.1K0.01%−11,308−48.3%Reduced
CWM, LLC11,916$314.0K0.00%+7,805+189.9%Added
Sciencast Management LP11,802$310.2K0.06%+11,802New
Lido Advisors, LLC11,748$308.7K0.00%+116+1.0%Added
Oregon Public Employees Retirement Fund10,725$281.9K0.00%−1,400−11.5%Reduced
Global Retirement Partners, LLC10,284$270.3K0.01%+10,146+7,352.2%Added
Point72 (DIFC) Ltd10,264$269.7K0.02%+6,900+205.1%Added
Versor Investments LP10,223$268.7K0.05%−25,300−71.2%Reduced
D. E. Shaw & Co., Inc.10,218$268.5K0.00%−15,519−60.3%Reduced
Twinbeech Capital LP10,177$267.5K0.01%+10,177New
M&T Bank Corp10,145$266.3K0.00%+10,145New
Mariner, LLC10,080$264.9K0.00%+10,080New
ProShare Advisors LLC9,737$255.9K0.00%−2,160−18.2%Reduced
KLP Kapitalforvaltning AS9,600$252.3K0.00%00.0%Unchanged
Inspire Advisors, LLC9,463$248.7K0.02%−841−8.2%Reduced
Ellevest, Inc.9,382$246.6K0.04%+9,382New
Lingohr & Partner Asset Management GmbH8,492$223.0K0.39%−2,508−22.8%Reduced
CSS LLC8,365$219.8K0.01%+8,365New
GAMMA Investing LLC8,172$214.8K0.01%+213+2.7%Added
Ashton Thomas Private Wealth, LLC7,996$210.1K0.01%+7,996New
Pictet Asset Management Holding SA7,990$210.0K0.00%+7,990New
Financiere des Professionnels - Fonds d,investissement inc.7,186$188.8K0.01%+7,186New
Point72 Asia (Singapore) Pte. Ltd.7,084$186.2K0.03%+6,520+1,156.0%Added
Point72 Hong Kong Ltd6,467$169.9K0.01%+6,467New
Aquatic Capital Management LLC6,400$168.2K0.00%+11+0.2%Added
Russell Investments Group, Ltd.5,554$146.0K0.00%+4,639+507.0%Added
Aster Capital Management (DIFC) Ltd4,700$123.5K0.06%+4,700New
Advisor Group Holdings, Inc.5,536$121.0K0.00%+1,953+54.5%Added
Ameritas Investment Partners, Inc.4,350$114.3K0.00%−1,098−20.2%Reduced
The PNC Financial Services Group, Inc.3,531$92.8K0.00%+189+5.7%Added
Tower Research Capital LLC (TRC)3,410$89.6K0.00%−2,848−45.5%Reduced
Shell Asset Management Co2,798$74.0K0.01%−4,392−61.1%Reduced
Versant Capital Management, Inc2,603$68.4K0.01%00.0%Unchanged
IFP Advisors, Inc2,227$58.5K0.00%+163+7.9%Added
Signaturefd, LLC2,012$52.9K0.00%+1,484+281.1%Added