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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Penguin Solutions, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gilpin Wealth Management, LLC | 3 | $59 | 0.00% | +3 | New |
| Parkside Financial Bank & Trust | 8 | $157 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 11 | $215 | 0.00% | +4+57.1% | Added |
| Ankerstar Wealth, LLC | 11 | $215 | 0.00% | +11 | New |
| Optiver Holding B.V. | 20 | $391 | 0.00% | −292−93.6% | Reduced |
| Essential Partners LLC | 20 | $391 | 0.00% | −25−55.6% | Reduced |
| Toth Financial Advisory Corp | 20 | $392 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 21 | $411 | 0.00% | +11+110.0% | Added |
| Keating Financial Advisory Services, Inc. | 23 | $450 | 0.00% | +23 | New |
| Private Wealth Management Group, LLC | 25 | $489 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 25 | $489 | 0.00% | +25 | New |
| Rothschild Investment LLC | 28 | $548 | 0.00% | +3+12.0% | Added |
| Rialto Wealth Management, LLC | 29 | $568 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 32 | $626 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 32 | $626 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 38 | $744 | 0.00% | −74−66.1% | Reduced |
| Bare Financial Services, Inc | 50 | $978 | 0.00% | +23+85.2% | Added |
| Atlantic Union Bankshares Corp | 50 | $978 | 0.00% | +50 | New |
| Massmutual Trust Co FSB | 56 | $1.09K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 61 | $1.19K | 0.00% | +61 | New |
| J.Safra Asset Management Corp | 65 | $1.27K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 67 | $1.31K | 0.00% | +67 | New |
| Sunbelt Securities, Inc. | 68 | $1.33K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 78 | $1.53K | 0.00% | +38+95.0% | Added |
| WPG Advisers, LLC | 92 | $1.80K | 0.00% | −270−74.6% | Reduced |
| True Wealth Design, LLC | 123 | $2.41K | 0.00% | −32−20.6% | Reduced |
| Brown Brothers Harriman & Co | 138 | $2.70K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 145 | $2.84K | 0.00% | +145 | New |
| SBI Securities Co., Ltd. | 151 | $2.95K | 0.00% | +40+36.0% | Added |
| Umb Bank N A | 164 | $3.21K | 0.00% | +164 | New |
| Parallel Advisors, LLC | 182 | $3.56K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 200 | $3.91K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 208 | $4.07K | 0.00% | −565−73.1% | Reduced |
| Fifth Third Bancorp | 218 | $4.26K | 0.00% | −16−6.8% | Reduced |
| Salomon & Ludwin, LLC | 226 | $4.76K | 0.00% | −86−27.6% | Reduced |
| Global Retirement Partners, LLC | 295 | $5.77K | 0.00% | −9,989−97.1% | Reduced |
| Private Trust Co NA | 393 | $7.69K | 0.00% | +50+14.6% | Added |
| SRS Capital Advisors, Inc. | 411 | $8.04K | 0.00% | −1,235−75.0% | Reduced |
| Quarry LP | 489 | $9.56K | 0.00% | −33−6.3% | Reduced |
| Ramirez Asset Management, Inc. | 500 | $9.78K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 535 | $10.5K | 0.00% | +3+0.6% | Added |
| US Bancorp | 625 | $12.2K | 0.00% | +43+7.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 709 | $14.0K | 0.00% | +214+43.2% | Added |
| Nisa Investment Advisors, LLC | 746 | $14.6K | 0.00% | −69−8.5% | Reduced |
| Signaturefd, LLC | 807 | $15.8K | 0.00% | −1,205−59.9% | Reduced |
| Smartleaf Asset Management LLC | 849 | $17.0K | 0.00% | +105+14.1% | Added |
| Rockefeller Capital Management L.P. | 941 | $18.4K | 0.00% | −7−0.7% | Reduced |
| Public Employees Retirement System of Ohio | 1,018 | $19.9K | 0.00% | −20−1.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,003 | $20.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,062 | $20.8K | 0.00% | +1,062 | New |
| Allworth Financial LP | 1,382 | $27.0K | 0.00% | −410−22.9% | Reduced |
| Farther Finance Advisors, LLC | 1,452 | $28.4K | 0.00% | +946+187.0% | Added |
| Kestra Advisory Services, LLC | 1,498 | $29.3K | 0.00% | +1,498 | New |
| Crews Bank & Trust | 1,600 | $31.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,735 | $33.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,034 | $39.8K | 0.00% | +357+21.3% | Added |
| Advisor Group Holdings, Inc. | 2,083 | $40.7K | 0.00% | −3,453−62.4% | Reduced |
| IFP Advisors, Inc | 2,223 | $43.5K | 0.00% | −4−0.2% | Reduced |
| Versant Capital Management, Inc | 2,337 | $45.7K | 0.01% | −266−10.2% | Reduced |
| Torren Management, LLC | 2,446 | $47.8K | 0.02% | +2,446 | New |
| Simplex Trading, LLC | 2,671 | $52.2K | 0.00% | +2,671 | New |
| Tower Research Capital LLC (TRC) | 2,799 | $54.7K | 0.00% | −611−17.9% | Reduced |
| The PNC Financial Services Group, Inc. | 3,650 | $71.4K | 0.00% | +119+3.4% | Added |
| CWM, LLC | 3,665 | $72.0K | 0.00% | −8,251−69.2% | Reduced |
| Morgan Dempsey Capital Management LLC | 3,986 | $78.0K | 0.04% | +3,986 | New |
| Ameritas Investment Partners, Inc. | 4,350 | $85.1K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 5,584 | $109.0K | 0.00% | +5,584 | New |
| GAMMA Investing LLC | 7,117 | $139.2K | 0.01% | −1,055−12.9% | Reduced |
| ProShare Advisors LLC | 10,071 | $197.0K | 0.00% | +334+3.4% | Added |
| CSS LLC | 10,175 | $199.0K | 0.01% | +1,810+21.6% | Added |
| Gotham Asset Management, LLC | 10,497 | $205.3K | 0.00% | −72,698−87.4% | Reduced |
| KLP Kapitalforvaltning AS | 10,700 | $209.3K | 0.00% | +1,100+11.5% | Added |
| M&T Bank Corp | 10,851 | $212.2K | 0.00% | +706+7.0% | Added |
| Graham Capital Management, L.P. | 10,883 | $212.9K | 0.01% | +10,883 | New |
| Campbell & CO Investment Adviser LLC | 11,006 | $215.3K | 0.01% | +11,006 | New |
| Oregon Public Employees Retirement Fund | 11,025 | $215.6K | 0.00% | +300+2.8% | Added |
| FourThought Financial Partners, LLC | 11,792 | $230.7K | 0.02% | +11,792 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,908 | $232.9K | 0.00% | −236−1.9% | Reduced |
| Comerica Bank | 11,977 | $234.3K | 0.00% | −2,598−17.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,989 | $235.0K | 0.00% | −2,937−19.7% | Reduced |
| Commonwealth Equity Services, LLC | 12,819 | $250.7K | 0.00% | −1,120−8.0% | Reduced |
| Yousif Capital Management, LLC | 13,046 | $257.4K | 0.00% | −1,714−11.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,165 | $257.5K | 0.00% | −1,587−10.8% | Reduced |
| Balyasny Asset Management LLC | 13,648 | $267.0K | 0.00% | −16,565−54.8% | Reduced |
| Spirepoint Private Client, LLC | 13,676 | $267.5K | 0.03% | +13,676 | New |
| State Board of Administration of Florida Retirement System | 13,792 | $269.8K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,846 | $270.8K | 0.00% | −866−5.9% | Reduced |
| Bailard, Inc. | 13,900 | $271.9K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 13,920 | $272.3K | 0.00% | +13,920 | New |
| Amalgamated Bank | 13,992 | $274.0K | 0.00% | −9−0.1% | Reduced |
| Integrated Quantitative Investments LLC | 14,157 | $276.9K | 0.06% | +14,157 | New |
| Evolve Private Wealth, LLC | 14,212 | $278.0K | 0.02% | +14,212 | New |
| First Trust Advisors LP | 14,376 | $281.2K | 0.00% | +14,376 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 14,550 | $288.6K | 0.00% | −2,354−13.9% | Reduced |
| Lido Advisors, LLC | 12,126 | $301.4K | 0.00% | +378+3.2% | Added |
| Covestor Ltd | 15,535 | $304.0K | 0.16% | +695+4.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,671 | $306.5K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 15,992 | $312.8K | 0.02% | +15,992 | New |
| Hancock Whitney Corp | 16,266 | $318.2K | 0.01% | −1,100−6.3% | Reduced |