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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 1,889 | $49.6K | 0.00% | +1,889 | New |
| Federated Hermes, Inc. | 1,862 | $48.9K | 0.00% | +1,656+803.9% | Added |
| Allworth Financial LP | 1,792 | $47.1K | 0.00% | +525+41.4% | Added |
| Jones Financial Companies LLLP | 1,735 | $45.5K | 0.00% | +1,694+4,131.7% | Added |
| Quadrant Capital Group LLC | 1,677 | $44.1K | 0.00% | +1,677 | New |
| SRS Capital Advisors, Inc. | 1,646 | $43.3K | 0.00% | +1,205+273.2% | Added |
| Crews Bank & Trust | 1,600 | $42.0K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 1,600 | $42.0K | 0.00% | +1,600 | New |
| Wealthspire Advisors, LLC | 1,538 | $40.4K | 0.00% | +1,538 | New |
| Public Employees Retirement System of Ohio | 1,038 | $27.3K | 0.00% | −14−1.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,003 | $26.4K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 948 | $24.9K | 0.00% | +948 | New |
| Nisa Investment Advisors, LLC | 815 | $21.4K | 0.00% | +815 | New |
| Caitong International Asset Management Co., Ltd | 773 | $20.3K | 0.01% | +773 | New |
| Smartleaf Asset Management LLC | 744 | $19.4K | 0.00% | +122+19.6% | Added |
| US Bancorp | 582 | $15.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 532 | $14.0K | 0.00% | +40+8.1% | Added |
| Quarry LP | 522 | $13.7K | 0.00% | +522 | New |
| Farther Finance Advisors, LLC | 506 | $13.3K | 0.00% | +76+17.7% | Added |
| Ramirez Asset Management, Inc. | 500 | $13.1K | 0.00% | +500 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 495 | $13.0K | 0.00% | +495 | New |
| WPG Advisers, LLC | 362 | $9.51K | 0.01% | +181+100.0% | Added |
| Private Trust Co NA | 343 | $9.01K | 0.00% | +58+20.4% | Added |
| Salomon & Ludwin, LLC | 312 | $8.66K | 0.00% | +312 | New |
| Optiver Holding B.V. | 312 | $8.20K | 0.00% | +312 | New |
| Fifth Third Bancorp | 234 | $6.15K | 0.00% | +47+25.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 200 | $5.26K | 0.00% | +200 | New |
| Hazlett, Burt & Watson, Inc. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 182 | $4.78K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 155 | $4.07K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 138 | $3.63K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 112 | $2.94K | 0.00% | +70+166.7% | Added |
| SBI Securities Co., Ltd. | 111 | $2.92K | 0.00% | −528−82.6% | Reduced |
| Rise Advisors, LLC | 93 | $2.44K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 68 | $1.79K | 0.00% | +68 | New |
| J.Safra Asset Management Corp | 65 | $1.71K | 0.00% | −307−82.5% | Reduced |
| Clearstead Advisors, LLC | 62 | $1.63K | 0.00% | +62 | New |
| Massmutual Trust Co FSB | 56 | $1.47K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 45 | $1.18K | 0.00% | +23+104.5% | Added |
| Larson Financial Group LLC | 40 | $1.05K | 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 |
| Rialto Wealth Management, LLC | 29 | $763 | 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 |
| Rothschild Investment LLC | 25 | $657 | 0.00% | −25−50.0% | Reduced |
| Private Wealth Management Group, LLC | 25 | $657 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 20 | $526 | 0.00% | +20 | New |
| Cedar Mountain Advisors, LLC | 10 | $263 | 0.00% | +10 | New |
| Parkside Financial Bank & Trust | 8 | $211 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 7 | $184 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 7 | $184 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 8 | $0 | 0.00% | +8 | New |
| Think Investments LP | 0 | $0 | 0.00% | −904,587−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −68,951−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −47,317−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −34,775−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −26,554−100.0% | Sold out |
| Timelo Investment Management Inc. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −20,583−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −12,026−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −10,855−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −10,499−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,913−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −1,655−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −827−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −614−100.0% | Sold out |
| Adirondack Trust Co | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −33−100.0% | Sold out |