Skip to main content

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, Q4 2025

Institutional positions in Penguin Solutions, Inc. as of Dec 31, 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
233
−14 vs. Q3 2025
Shares held
57.8M
+191.3K (+0.3%) vs. Q3 2025
Total value
$1.13B
−$383.8M (−25.3%) vs. Q3 2025
New holders
32
72 more added
Sold out
46
102 more reduced

6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 233 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 heldQ4 2025: $1.14B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Penguin Solutions, Inc.; share changes are against Q3 2025.

Institutions holding PENG in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.7,968,646$155.9M0.00%+94,842+1.2%Added
Vanguard Group Inc6,353,834$124.3M0.00%−238,730−3.6%Reduced
FMR LLC5,523,936$108.0M0.01%+1,303,057+30.9%Added
State Street Corp2,957,938$57.9M0.00%+91,805+3.2%Added
Dimensional Fund Advisors LP2,388,748$46.7M0.01%+95,585+4.2%Added
Invesco Ltd.1,992,415$39.0M0.00%+1,706,482+596.8%Added
Crosslink Capital Inc1,312,330$25.7M1.99%−535,744−29.0%Reduced
Alliancebernstein L.P.1,306,236$25.5M0.01%+330,997+33.9%Added
Geode Capital Management, LLC1,213,816$23.7M0.00%−23,931−1.9%Reduced
Ophir Asset Management Pty Ltd1,211,612$23.7M2.66%+849,178+234.3%Added
Barclays PLC1,194,594$23.4M0.01%+139,405+13.2%Added
Kennedy Capital Management, Inc.1,108,336$21.7M0.46%+116,168+11.7%Added
Morgan Stanley979,737$19.2M0.00%−113,114−10.4%Reduced
Deutsche Bank AG968,843$19.0M0.01%+35,149+3.8%Added
LSV Asset Management948,170$18.5M0.04%+378,802+66.5%Added
William Blair Investment Management, LLC935,088$18.3M0.05%+935,088New
Paradigm Capital Management Inc923,400$18.1M0.76%+207,349+29.0%Added
Royce & Associates LP827,326$16.2M0.16%−82,134−9.0%Reduced
Charles Schwab Investment Management Inc826,110$16.2M0.00%−24,943−2.9%Reduced
Wellington Management Group LLP613,478$12.0M0.00%−2,636−0.4%Reduced
ArrowMark Colorado Holdings LLC582,782$11.4M0.25%−18,000−3.0%Reduced
Northern Trust Corp557,001$10.9M0.00%−35,328−6.0%Reduced
UBS Group AG554,076$10.8M0.00%−108,073−16.3%Reduced
Ameriprise Financial Inc527,532$10.3M0.00%+73,241+16.1%Added
American Century Companies Inc517,230$10.1M0.01%−777,049−60.0%Reduced
Wells Fargo & Company504,325$9.86M0.00%+299,847+146.6%Added
Goldman Sachs Group Inc463,832$9.07M0.00%+85,505+22.6%Added
CSM Advisors, LLC446,669$8.73M0.24%+29,464+7.1%Added
Clearbridge Investments, LLC446,146$8.73M0.01%−33,775−7.0%Reduced
Trexquant Investment LP378,484$7.40M0.07%+108,663+40.3%Added
Bank of New York Mellon Corp323,240$6.32M0.00%+4,101+1.3%Added
BNP Paribas Arbitrage, SA323,062$6.32M0.00%−121,168−27.3%Reduced
Lazard Asset Management LLC319,738$6.25M0.01%−35,495−10.0%Reduced
Citadel Advisors LLC318,318$6.23M0.00%+176,328+124.2%Added
P.A.W. Capital Corp300,000$5.87M13.33%00.0%Unchanged
Phocas Financial Corp.295,583$5.78M0.75%−729−0.2%Reduced
Two Sigma Investments, LP283,966$5.55M0.01%−39,191−12.1%Reduced
Royal Bank of Canada280,196$5.48M0.00%−85,182−23.3%Reduced
Nomura Holdings Inc260,539$5.10M0.01%+51,862+24.9%Added
Bank of Montreal260,024$5.09M0.00%−33,402−11.4%Reduced
State of Wisconsin Investment Board256,103$5.01M0.01%+89,494+53.7%Added
Qube Research & Technologies Ltd254,041$4.97M0.01%+95,110+59.8%Added
UBS Asset Management Americas Inc245,282$4.80M0.00%+134,539+121.5%Added
Peregrine Capital Management LLC244,350$4.78M0.15%−12,051−4.7%Reduced
Arrowstreet Capital, Limited Partnership233,893$4.57M0.00%−8,267−3.4%Reduced
Principal Financial Group Inc229,431$4.49M0.00%−1,128−0.5%Reduced
Public Sector Pension Investment Board222,943$4.36M0.01%−9,981−4.3%Reduced
Marshall Wace, LLP216,346$4.23M0.00%−236,095−52.2%Reduced
HSBC Holdings PLC211,373$4.17M0.00%+15,567+8.0%Added
Nordea Investment Management AB205,577$4.10M0.00%−29,407−12.5%Reduced
Segall Bryant & Hamill, LLC208,127$4.07M0.06%+11,612+5.9%Added
Pacer Advisors, Inc.195,316$3.82M0.01%−68,945−26.1%Reduced
CastleKnight Management LP194,787$3.81M0.22%+82,187+73.0%Added
AQR Capital Management LLC176,728$3.46M0.00%−36,931−17.3%Reduced
JPMorgan Chase & Co170,217$3.33M0.00%−1,374,283−89.0%Reduced
Amundi151,443$2.96M0.00%−61,477−28.9%Reduced
Rhumbline Advisers142,825$2.79M0.00%−13,738−8.8%Reduced
SEI Investments Co142,769$2.79M0.00%+16,564+13.1%Added
HRT Financial LP142,107$2.78M0.01%−99,680−41.2%Reduced
Bessemer Group Inc142,049$2.78M0.00%+142,041+1,775,512.5%Added
Squarepoint Ops LLC131,112$2.56M0.01%+131,112New
Natixis121,450$2.38M0.01%−39,000−24.3%Reduced
Bank of America Corp120,936$2.37M0.00%−55,508−31.5%Reduced
D. E. Shaw & Co., Inc.114,368$2.24M0.00%+104,150+1,019.3%Added
Legal & General Group Plc114,255$2.23M0.00%−12,115−9.6%Reduced
Victory Capital Management Inc113,276$2.22M0.00%+15,375+15.7%Added
Raymond James Financial Inc107,462$2.10M0.00%−3,611−3.3%Reduced
Nuveen, LLC103,451$2.02M0.00%−386,968−78.9%Reduced
Tudor Investment Corp Et Al102,999$2.01M0.01%−211,722−67.3%Reduced
Needham Investment Management LLC102,500$2.00M0.13%−10,000−8.9%Reduced
Swiss National Bank98,200$1.92M0.00%+1,700+1.8%Added
SG Americas Securities, LLC94,771$1.85M0.00%−54,402−36.5%Reduced
Two Sigma Advisers, LP92,300$1.81M0.00%−48,200−34.3%Reduced
ExodusPoint Capital Management, LP89,962$1.76M0.02%−28,994−24.4%Reduced
LPL Financial LLC88,661$1.73M0.00%−931−1.0%Reduced
CWA Asset Management Group, LLC88,297$1.73M0.06%−85,109−49.1%Reduced
Verition Fund Management LLC87,162$1.70M0.01%+20,416+30.6%Added
Castlekeep Investment Advisors LLC80,635$1.58M0.71%00.0%Unchanged
North Star Investment Management Corp.78,219$1.53M0.10%00.0%Unchanged
XTX Topco Ltd77,478$1.52M0.04%−12,274−13.7%Reduced
Quantbot Technologies LP74,893$1.46M0.05%−42,176−36.0%Reduced
Brevan Howard Capital Management LP68,902$1.35M0.03%+19,275+38.8%Added
Federated Hermes, Inc.66,012$1.29M0.00%+64,150+3,445.2%Added
Virtus ETF Advisers LLC65,596$1.28M0.61%00.0%Unchanged
Millennium Management LLC62,404$1.22M0.00%−323,291−83.8%Reduced
Pacific Ridge Capital Partners, LLC60,830$1.19M0.26%+13,241+27.8%Added
Voya Investment Management LLC59,533$1.16M0.00%+18,076+43.6%Added
Optimize Financial Inc56,354$1.10M0.56%+808+1.5%Added
New York State Common Retirement Fund54,908$1.07M0.00%−4,194−7.1%Reduced
Price T Rowe Associates Inc54,711$1.07M0.00%−90,395−62.3%Reduced
Mackenzie Financial Corp51,349$1.03M0.00%−15,460−23.1%Reduced
Susquehanna Fundamental Investments, LLC51,976$1.02M0.03%+51,976New
California State Teachers Retirement System48,817$954.9K0.00%−124−0.3%Reduced
State of Alaska, Department of Revenue47,576$930.0K0.01%+23,582+98.3%Added
Pinnacle Associates Ltd46,893$917.2K0.01%−2,960−5.9%Reduced
Prudential Financial Inc45,616$892.2K0.00%−5,310−10.4%Reduced
Franklin Resources Inc45,180$883.7K0.00%−3,560−7.3%Reduced
Twinbeech Capital LP43,200$845.0K0.06%+33,023+324.5%Added
Creative Planning40,663$795.4K0.00%−3,987−8.9%Reduced
Stifel Financial Corp38,704$757.1K0.00%−436−1.1%Reduced