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: $1.13B
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, 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
Fisher Asset Management, LLC36,599$715.9K0.00%+36,599New
Thrivent Financial for Lutherans33,053$647.0K0.00%−1,348−3.9%Reduced
Allspring Global Investments Holdings, LLC30,422$617.0K0.00%−11,790−27.9%Reduced
MetLife Investment Management31,284$611.9K0.00%00.0%Unchanged
Toroso Investments, LLC30,472$596.0K0.00%+8,525+38.8%Added
Jane Street Group, LLC29,801$582.9K0.00%−386,364−92.8%Reduced
Martingale Asset Management L P28,201$551.6K0.01%+2,981+11.8%Added
Man Group plc27,952$546.7K0.00%+9,933+55.1%Added
CWM Advisors, LLC27,700$541.8K0.05%+5,747+26.2%Added
Freestone Grove Partners LP27,236$532.7K0.00%+27,236New
Engineers Gate Manager LP25,513$499.0K0.01%−105,762−80.6%Reduced
Pathstone Holdings, LLC24,979$488.6K0.00%−1,670−6.3%Reduced
Hennion & Walsh Asset Management, Inc.24,894$486.9K0.02%+248+1.0%Added
Quantinno Capital Management LP24,282$475.0K0.00%+1,235+5.4%Added
Janus Henderson Group PLC24,238$474.2K0.00%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.24,206$473.5K0.00%+16+0.1%Added
PEAK6 LLC24,116$471.7K0.01%+24,116New
Illinois Municipal Retirement Fund23,258$454.9K0.01%−2,654−10.2%Reduced
Watershed Asset Management, L.L.C.22,415$438.4K0.41%+22,415New
Russell Investments Group, Ltd.22,410$438.3K0.00%+16,856+303.5%Added
State of Tennessee, Treasury Department22,703$436.1K0.00%−134−0.6%Reduced
Manufacturers Life Insurance Company, The22,097$432.2K0.00%−754−3.3%Reduced
Louisiana State Employees Retirement System22,000$430.3K0.01%+100+0.5%Added
Los Angeles Capital Management LLC17,964$403.1K0.00%−8,625−32.4%Reduced
Guggenheim Capital LLC19,915$389.5K0.00%+6,066+43.8%Added
Citigroup Inc19,490$381.2K0.00%−4,971−20.3%Reduced
Sterling Capital Management LLC18,411$360.1K0.01%−605−3.2%Reduced
Intech Investment Management LLC18,357$359.1K0.00%−592−3.1%Reduced
Truvestments Capital LLC17,681$345.8K0.06%−1,189−6.3%Reduced
Vontobel Holding Ltd.16,993$332.4K0.00%+2,445+16.8%Added
New York State Teachers Retirement System16,850$330.0K0.00%+4,588+37.4%Added
Bridgefront Capital, LLC16,758$327.8K0.08%+16,758New
Quest Partners LLC16,703$326.7K0.02%−64,233−79.4%Reduced
Hancock Whitney Corp16,266$318.2K0.01%−1,100−6.3%Reduced
Prelude Capital Management, LLC15,992$312.8K0.02%+15,992New
Zurcher Kantonalbank (Zurich Cantonalbank)15,671$306.5K0.00%00.0%Unchanged
Covestor Ltd15,535$304.0K0.16%+695+4.7%Added
Lido Advisors, LLC12,126$301.4K0.00%+378+3.2%Added
Universal- Beteiligungs- und Servicegesellschaft mbH14,550$288.6K0.00%−2,354−13.9%Reduced
First Trust Advisors LP14,376$281.2K0.00%+14,376New
Evolve Private Wealth, LLC14,212$278.0K0.02%+14,212New
Integrated Quantitative Investments LLC14,157$276.9K0.06%+14,157New
Amalgamated Bank13,992$274.0K0.00%−9−0.1%Reduced
Algert Global LLC13,920$272.3K0.00%+13,920New
Bailard, Inc.13,900$271.9K0.01%00.0%Unchanged
Arizona State Retirement System13,846$270.8K0.00%−866−5.9%Reduced
State Board of Administration of Florida Retirement System13,792$269.8K0.00%00.0%Unchanged
Spirepoint Private Client, LLC13,676$267.5K0.03%+13,676New
Balyasny Asset Management LLC13,648$267.0K0.00%−16,565−54.8%Reduced
Police & Firemen's Retirement System of New Jersey13,165$257.5K0.00%−1,587−10.8%Reduced
Yousif Capital Management, LLC13,046$257.4K0.00%−1,714−11.6%Reduced
Commonwealth Equity Services, LLC12,819$250.7K0.00%−1,120−8.0%Reduced
Teachers Retirement System of the State of Kentucky11,989$235.0K0.00%−2,937−19.7%Reduced
Comerica Bank11,977$234.3K0.00%−2,598−17.8%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys11,908$232.9K0.00%−236−1.9%Reduced
FourThought Financial Partners, LLC11,792$230.7K0.02%+11,792New
Oregon Public Employees Retirement Fund11,025$215.6K0.00%+300+2.8%Added
Campbell & CO Investment Adviser LLC11,006$215.3K0.01%+11,006New
Graham Capital Management, L.P.10,883$212.9K0.01%+10,883New
M&T Bank Corp10,851$212.2K0.00%+706+7.0%Added
KLP Kapitalforvaltning AS10,700$209.3K0.00%+1,100+11.5%Added
Gotham Asset Management, LLC10,497$205.3K0.00%−72,698−87.4%Reduced
CSS LLC10,175$199.0K0.01%+1,810+21.6%Added
ProShare Advisors LLC10,071$197.0K0.00%+334+3.4%Added
GAMMA Investing LLC7,117$139.2K0.01%−1,055−12.9%Reduced
Acadian Asset Management LLC5,584$109.0K0.00%+5,584New
Ameritas Investment Partners, Inc.4,350$85.1K0.00%00.0%Unchanged
Morgan Dempsey Capital Management LLC3,986$78.0K0.04%+3,986New
CWM, LLC3,665$72.0K0.00%−8,251−69.2%Reduced
The PNC Financial Services Group, Inc.3,650$71.4K0.00%+119+3.4%Added
Tower Research Capital LLC (TRC)2,799$54.7K0.00%−611−17.9%Reduced
Simplex Trading, LLC2,671$52.2K0.00%+2,671New
Torren Management, LLC2,446$47.8K0.02%+2,446New
Versant Capital Management, Inc2,337$45.7K0.01%−266−10.2%Reduced
IFP Advisors, Inc2,223$43.5K0.00%−4−0.2%Reduced
Advisor Group Holdings, Inc.2,083$40.7K0.00%−3,453−62.4%Reduced
Quadrant Capital Group LLC2,034$39.8K0.00%+357+21.3%Added
Jones Financial Companies LLLP1,735$33.9K0.00%00.0%Unchanged
Crews Bank & Trust1,600$31.3K0.00%00.0%Unchanged
Kestra Advisory Services, LLC1,498$29.3K0.00%+1,498New
Farther Finance Advisors, LLC1,452$28.4K0.00%+946+187.0%Added
Allworth Financial LP1,382$27.0K0.00%−410−22.9%Reduced
Pinnacle Wealth Planning Services, Inc.1,062$20.8K0.00%+1,062New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.1,003$20.3K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio1,018$19.9K0.00%−20−1.9%Reduced
Rockefeller Capital Management L.P.941$18.4K0.00%−7−0.7%Reduced
Smartleaf Asset Management LLC849$17.0K0.00%+105+14.1%Added
Signaturefd, LLC807$15.8K0.00%−1,205−59.9%Reduced
Nisa Investment Advisors, LLC746$14.6K0.00%−69−8.5%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.709$14.0K0.00%+214+43.2%Added
US Bancorp625$12.2K0.00%+43+7.4%Added
EverSource Wealth Advisors, LLC535$10.5K0.00%+3+0.6%Added
Ramirez Asset Management, Inc.500$9.78K0.00%00.0%Unchanged
Quarry LP489$9.56K0.00%−33−6.3%Reduced
SRS Capital Advisors, Inc.411$8.04K0.00%−1,235−75.0%Reduced
Private Trust Co NA393$7.69K0.00%+50+14.6%Added
Global Retirement Partners, LLC295$5.77K0.00%−9,989−97.1%Reduced
Salomon & Ludwin, LLC226$4.76K0.00%−86−27.6%Reduced
Fifth Third Bancorp218$4.26K0.00%−16−6.8%Reduced
Caitong International Asset Management Co., Ltd208$4.07K0.00%−565−73.1%Reduced