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, 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.

Institutional holdersQ1 2026: 227 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 heldQ1 2026: $1.02B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Penguin Solutions, Inc.; share changes are against Q4 2025.

Institutions holding PENG in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
UBS Group AG483,408$8.51M0.00%−70,668−12.8%Reduced
Goldman Sachs Group Inc514,804$9.06M0.00%+50,972+11.0%Added
American Century Companies Inc520,153$9.15M0.00%+2,923+0.6%Added
CSM Advisors, LLC547,382$9.63M0.24%+100,713+22.5%Added
Northern Trust Corp570,757$10.0M0.00%+13,756+2.5%Added
Wellington Management Group LLP587,751$10.3M0.00%−25,727−4.2%Reduced
Morgan Stanley595,087$10.5M0.00%−384,650−39.3%Reduced
Barclays PLC635,153$11.2M0.00%−559,441−46.8%Reduced
Charles Schwab Investment Management Inc868,136$15.3M0.00%+42,026+5.1%Added
William Blair Investment Management, LLC966,164$17.0M0.06%+31,076+3.3%Added
Kennedy Capital Management, Inc.979,492$17.2M0.37%−128,844−11.6%Reduced
Royce & Associates LP980,749$17.3M0.17%+153,423+18.5%Added
LSV Asset Management1,000,170$17.6M0.04%+52,000+5.5%Added
Geode Capital Management, LLC1,255,722$22.1M0.00%+41,906+3.5%Added
Alliancebernstein L.P.1,344,192$26.3M0.01%+37,956+2.9%Added
Paradigm Capital Management Inc1,605,100$28.2M1.08%+681,700+73.8%Added
Ophir Asset Management Pty Ltd1,613,169$28.4M3.31%+401,557+33.1%Added
Boston Partners1,595,983$28.9M0.03%+1,595,983New
Barrow Hanley Mewhinney & Strauss LLC1,789,022$31.5M0.10%+1,788,961+2,932,723.0%Added
Vanguard Capital Management LLC2,166,581$38.1M0.00%+2,166,581New
Dimensional Fund Advisors LP2,392,417$42.1M0.01%+3,669+0.2%Added
State Street Corp3,223,299$56.7M0.00%+265,361+9.0%Added
Vanguard Portfolio Management LLC3,603,237$63.4M0.00%+3,603,237New
Invesco Ltd.3,988,140$70.2M0.01%+1,995,725+100.2%Added
FMR LLC4,612,721$81.2M0.00%−911,215−16.5%Reduced
BlackRock, Inc.7,722,394$135.9M0.00%−246,252−3.1%Reduced
Swiss Life Asset Management Ltd18,886––+18,886New
Crosslink Capital Inc0$00.00%−1,312,330−100.0%Sold out
Trexquant Investment LP0$00.00%−378,484−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−254,041−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−233,893−100.0%Sold out
HRT Financial LP0$00.00%−142,107−100.0%Sold out
Squarepoint Ops LLC0$00.00%−131,112−100.0%Sold out
Natixis0$00.00%−121,450−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−102,999−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−92,300−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−89,962−100.0%Sold out
Verition Fund Management LLC0$00.00%−87,162−100.0%Sold out
Castlekeep Investment Advisors LLC0$00.00%−80,635−100.0%Sold out
Twinbeech Capital LP0$00.00%−43,200−100.0%Sold out
Jane Street Group, LLC0$00.00%−29,801−100.0%Sold out
Watershed Asset Management, L.L.C.0$00.00%−22,415−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−16,758−100.0%Sold out
Quest Partners LLC0$00.00%−16,703−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−15,992−100.0%Sold out
Integrated Quantitative Investments LLC0$00.00%−14,157−100.0%Sold out
Algert Global LLC0$00.00%−13,920−100.0%Sold out
Bailard, Inc.0$00.00%−13,900−100.0%Sold out
FourThought Financial Partners, LLC0$00.00%−11,792−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−11,006−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−10,883−100.0%Sold out
M&T Bank Corp0$00.00%−10,851−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−10,497−100.0%Sold out
CSS LLC0$00.00%−10,175−100.0%Sold out
ProShare Advisors LLC0$00.00%−10,071−100.0%Sold out
Acadian Asset Management LLC0$00.00%−5,584−100.0%Sold out
Torren Management, LLC0$00.00%−2,446−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−1,498−100.0%Sold out
Ramirez Asset Management, Inc.0$00.00%−500−100.0%Sold out
Quarry LP0$00.00%−489−100.0%Sold out
Hazlett, Burt & Watson, Inc.0$00.00%−200−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−145−100.0%Sold out
Atlantic Union Bankshares Corp0$00.00%−50−100.0%Sold out
Private Wealth Management Group, LLC0$00.00%−25−100.0%Sold out
Optima Capital LLC0$00.00%−25−100.0%Sold out
Vanguard Group Inc––––Not filed
Comerica Bank––––Not filed
Global Retirement Partners, LLC––––Not filed
CIBC Private Wealth Group, LLC––––Not filed