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, Q1 2026
Institutional positions in Penguin Solutions, Inc. as of Mar 31, 2026. 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
- 227
- −2 vs. Q4 2025
- Shares held
- 57.6M
- +6.15M (+12.0%) vs. Q4 2025
- Total value
- $1.02B
- +$10.2M (+1.0%) vs. Q4 2025
- New holders
- 36
- 77 more added
- Sold out
- 38
- 93 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Penguin Solutions, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gilpin Wealth Management, LLC | 3 | $53 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 7 | $123 | 0.00% | −13−65.0% | Reduced |
| Cedar Mountain Advisors, LLC | 8 | $141 | 0.00% | −13−61.9% | Reduced |
| Ankerstar Wealth, LLC | 8 | $141 | 0.00% | −3−27.3% | Reduced |
| Advisory Services Network, LLC | 9 | $158 | 0.00% | +9 | New |
| Twin Peaks Wealth Advisors, LLC | 14 | $246 | 0.00% | +14 | New |
| MAI Capital Management | 19 | $335 | 0.00% | +19 | New |
| Toth Financial Advisory Corp | 20 | $352 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 24 | $422 | 0.00% | +24 | New |
| Root Financial Partners, LLC | 29 | $510 | 0.00% | +29 | New |
| Rialto Wealth Management, LLC | 29 | $511 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 30 | $528 | 0.00% | −78,189−100.0% | Reduced |
| Huntington National Bank | 32 | $563 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 32 | $563 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 37 | $651 | 0.00% | +14+60.9% | Added |
| Intentional Wealth Strategies, LLC | 38 | $669 | 0.00% | +38 | New |
| Bruce G. Allen Investments, LLC | 42 | $739 | 0.00% | +42 | New |
| Bare Financial Services, Inc | 55 | $968 | 0.00% | +5+10.0% | Added |
| Rothschild Investment LLC | 55 | $968 | 0.00% | +27+96.4% | Added |
| Massmutual Trust Co FSB | 56 | $986 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 57 | $1.00K | 0.00% | −21−26.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 63 | $1.11K | 0.00% | −145−69.7% | Reduced |
| Cornerstone Financial Management LLC | 67 | $1.18K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 68 | $1.20K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 76 | $1.34K | 0.00% | +56+280.0% | Added |
| Kilter Group LLC | 83 | $1.46K | 0.00% | +45+118.4% | Added |
| True Wealth Design, LLC | 85 | $1.50K | 0.00% | −38−30.9% | Reduced |
| WPG Advisers, LLC | 92 | $1.62K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 100 | $1.76K | 0.00% | +100 | New |
| SBI Securities Co., Ltd. | 102 | $1.79K | 0.00% | −49−32.5% | Reduced |
| Umb Bank N A | 105 | $1.85K | 0.00% | −59−36.0% | Reduced |
| SRS Capital Advisors, Inc. | 121 | $2.13K | 0.00% | −290−70.6% | Reduced |
| J.Safra Asset Management Corp | 122 | $2.15K | 0.00% | +57+87.7% | Added |
| Brown Brothers Harriman & Co | 138 | $2.43K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 150 | $2.64K | 0.00% | +150 | New |
| Parallel Advisors, LLC | 158 | $2.78K | 0.00% | −24−13.2% | Reduced |
| Rossby Financial, LCC | 177 | $3.23K | 0.00% | +177 | New |
| Steigerwald, Gordon & Koch Inc. | 200 | $3.52K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 256 | $4.50K | 0.00% | −2,415−90.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 330 | $5.81K | 0.00% | −732−68.9% | Reduced |
| Private Trust Co NA | 331 | $5.83K | 0.00% | −62−15.8% | Reduced |
| US Bancorp | 365 | $6.42K | 0.00% | −260−41.6% | Reduced |
| Smartleaf Asset Management LLC | 437 | $7.10K | 0.00% | −412−48.5% | Reduced |
| EverSource Wealth Advisors, LLC | 553 | $9.73K | 0.00% | +18+3.4% | Added |
| Farther Finance Advisors, LLC | 632 | $11.5K | 0.00% | −820−56.5% | Reduced |
| Salomon & Ludwin, LLC | 576 | $11.9K | 0.00% | +350+154.9% | Added |
| Signaturefd, LLC | 847 | $14.9K | 0.00% | +40+5.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 890 | $15.7K | 0.00% | +181+25.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,003 | $17.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,019 | $17.9K | 0.00% | +273+36.6% | Added |
| Public Employees Retirement System of Ohio | 1,091 | $19.2K | 0.00% | +73+7.2% | Added |
| Rockefeller Capital Management L.P. | 1,332 | $23.4K | 0.00% | +391+41.6% | Added |
| Allworth Financial LP | 1,342 | $23.6K | 0.00% | −40−2.9% | Reduced |
| Freestone Grove Partners LP | 1,428 | $25.1K | 0.00% | −25,808−94.8% | Reduced |
| Quadrant Capital Group LLC | 1,530 | $26.9K | 0.00% | −504−24.8% | Reduced |
| Crews Bank & Trust | 1,600 | $28.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,683 | $29.6K | 0.00% | −400−19.2% | Reduced |
| Jones Financial Companies LLLP | 1,776 | $29.6K | 0.00% | +41+2.4% | Added |
| IFP Advisors, Inc | 2,172 | $38.2K | 0.00% | −51−2.3% | Reduced |
| Versant Capital Management, Inc | 2,216 | $39.0K | 0.00% | −121−5.2% | Reduced |
| CWM, LLC | 3,453 | $60.8K | 0.00% | −212−5.8% | Reduced |
| The PNC Financial Services Group, Inc. | 3,738 | $65.8K | 0.00% | +88+2.4% | Added |
| Tower Research Capital LLC (TRC) | 4,012 | $70.6K | 0.00% | +1,213+43.3% | Added |
| Morgan Dempsey Capital Management LLC | 4,013 | $70.6K | 0.03% | +27+0.7% | Added |
| Parkside Financial Bank & Trust | 4,157 | $73.2K | 0.01% | +4,149+51,862.5% | Added |
| Ameritas Investment Partners, Inc. | 4,350 | $76.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 4,591 | $80.8K | 0.01% | +4,591 | New |
| Russell Investments Group, Ltd. | 4,659 | $82.0K | 0.00% | −17,751−79.2% | Reduced |
| Walleye Trading LLC | 5,229 | $92.0K | 0.00% | +5,229 | New |
| GAMMA Investing LLC | 5,321 | $93.7K | 0.00% | −1,796−25.2% | Reduced |
| Walleye Capital LLC | 5,856 | $103.1K | 0.00% | +5,856 | New |
| SG Americas Securities, LLC | 6,859 | $121.0K | 0.00% | −87,912−92.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 8,530 | $148.2K | 0.05% | +8,530 | New |
| Parallax Volatility Advisers, L.P. | 10,000 | $176.0K | 0.01% | +10,000 | New |
| Quantbot Technologies LP | 10,331 | $181.8K | 0.01% | −64,562−86.2% | Reduced |
| KLP Kapitalforvaltning AS | 10,700 | $188.3K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 10,925 | $192.3K | 0.00% | −100−0.9% | Reduced |
| Sterling Capital Management LLC | 11,501 | $202.4K | 0.00% | −6,910−37.5% | Reduced |
| Intech Investment Management LLC | 11,746 | $206.7K | 0.00% | −6,611−36.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,828 | $208.2K | 0.00% | −80−0.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,989 | $211.0K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,221 | $215.1K | 0.00% | −2,329−16.0% | Reduced |
| Yousif Capital Management, LLC | 12,768 | $224.7K | 0.00% | −278−2.1% | Reduced |
| Vanguard Investments Australia, Ltd. | 12,803 | $225.3K | 0.00% | +12,803 | New |
| Commonwealth Equity Services, LLC | 12,834 | $225.9K | 0.00% | +15+0.1% | Added |
| Axq Capital, LP | 13,014 | $229.0K | 0.03% | +13,014 | New |
| Envestnet Asset Management Inc | 13,114 | $230.8K | 0.00% | +13,114 | New |
| Police & Firemen's Retirement System of New Jersey | 13,165 | $231.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 13,624 | $240.0K | 0.00% | −368−2.6% | Reduced |
| Arizona State Retirement System | 13,715 | $241.4K | 0.00% | −131−0.9% | Reduced |
| State Board of Administration of Florida Retirement System | 13,792 | $242.7K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 13,930 | $245.2K | 0.00% | −8,167−37.0% | Reduced |
| Vontobel Holding Ltd. | 14,019 | $246.7K | 0.00% | −2,974−17.5% | Reduced |
| Central Pacific Bank - Trust Division | 14,409 | $253.6K | 0.03% | +14,409 | New |
| Allstate Corp | 14,554 | $256.1K | 0.00% | +14,554 | New |
| Lido Advisors, LLC | 14,943 | $263.0K | 0.00% | +2,817+23.2% | Added |
| Truvestments Capital LLC | 15,081 | $265.4K | 0.05% | −2,600−14.7% | Reduced |
| New York State Teachers Retirement System | 15,279 | $269.0K | 0.00% | −1,571−9.3% | Reduced |
| Evolve Private Wealth, LLC | 15,637 | $275.2K | 0.01% | +1,425+10.0% | Added |
| Vident Advisory, LLC | 15,753 | $277.3K | 0.00% | +15,753 | New |