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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, Q2 2026

Institutional positions in Penguin Solutions, Inc. as of Jun 30, 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
353
+129 vs. Q1 2026
Shares held
57.3M
−303.9K (−0.5%) vs. Q1 2026
Total value
$4.34B
+$3.32B (+326.9%) vs. Q1 2026
New holders
151
77 more added
Sold out
22
104 more reduced

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 353 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 heldQ2 2026: $4.34B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Penguin Solutions, Inc.; share changes are against Q1 2026.

Institutions holding PENG in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Asset Management, Ltd36,062$2.74M0.00%+3,357+10.3%Added
Engineers Gate Manager LP35,111$2.67M0.03%−14,484−29.2%Reduced
Tuttle Tactical Management34,060$2.59M1.74%+34,060New
Commonwealth Equity Services, LLC33,516$2.55M0.00%+20,682+161.2%Added
Advisor Group Holdings, Inc.33,058$2.51M0.00%+31,375+1,864.2%Added
Picton Mahoney Asset Management32,930$2.50M0.02%+32,930New
Titan Global Capital Management USA LLC32,068$2.44M0.31%+32,068New
Pinnacle Associates Ltd31,199$2.37M0.03%−10,698−25.5%Reduced
RE Advisers Corp31,100$2.36M0.06%+31,100New
Alliancebernstein L.P.131,113$2.31M0.00%−1,213,079−90.2%Reduced
Caxton Associates LLP30,310$2.30M0.04%+30,310New
Credit Agricole S A30,000$2.28M0.01%+30,000New
Baader Bank INC30,000$2.28M0.19%+30,000New
Envestnet Asset Management Inc29,484$2.24M0.00%+16,370+124.8%Added
MetLife Investment Management29,283$2.23M0.01%−1,681−5.4%Reduced
Russell Investments Group, Ltd.28,956$2.20M0.00%+24,297+521.5%Added
HSBC Holdings PLC29,629$2.17M0.00%−122,183−80.5%Reduced
Polen Capital Management LLC28,293$2.15M0.02%+28,293New
J.W. Cole Advisors, Inc.27,550$2.09M0.04%+27,550New
CastleKnight Management LP26,392$2.01M0.07%−153,700−85.3%Reduced
Natixis25,950$1.97M0.01%+25,950New
Cresset Asset Management, LLC25,644$1.95M0.01%+25,644New
Renaissance Technologies LLC25,500$1.94M0.00%+25,500New
Empowered Funds, LLC24,852$1.89M0.01%+24,852New
New Age Alpha Advisors, LLC24,657$1.87M0.08%+24,657New
Fisher Asset Management, LLC24,404$1.86M0.00%−14,084−36.6%Reduced
Illinois Municipal Retirement Fund24,111$1.83M0.02%−3,330−12.1%Reduced
Allspring Global Investments Holdings, LLC26,245$1.81M0.00%−7,695−22.7%Reduced
State Board of Administration of Florida Retirement System23,703$1.80M0.00%+9,911+71.9%Added
Pathstone Holdings, LLC23,307$1.77M0.01%−136−0.6%Reduced
Mirae Asset Global ETFs Holdings Ltd.23,180$1.76M0.00%−1,233−5.1%Reduced
Intech Investment Management LLC22,802$1.73M0.02%+11,056+94.1%Added
Integrated Quantitative Investments LLC22,775$1.73M0.28%+22,775New
South Dakota Investment Council22,700$1.73M0.03%+22,700New
Spirepoint Private Client, LLC22,000$1.67M0.14%+1,823+9.0%Added
Zurcher Kantonalbank (Zurich Cantonalbank)21,965$1.67M0.00%−1,520−6.5%Reduced
Quadrature Capital Ltd21,155$1.61M0.01%+21,155New
Caitong International Asset Management Co., Ltd20,739$1.58M0.22%+20,676+32,819.0%Added
Louisiana State Employees Retirement System20,200$1.54M0.02%−1,000−4.7%Reduced
Braeburn Wealth Management LLC20,135$1.53M0.66%+20,135New
TD Asset Management Inc19,776$1.50M0.00%+19,776New
Exit Wealth Advisors, LLC.19,667$1.49M0.68%+19,667New
Vanguard Global Advisers, LLC19,058$1.45M0.00%−491−2.5%Reduced
Healthcare of Ontario Pension Plan Trust Fund19,035$1.45M0.00%+19,035New
Central Pacific Bank - Trust Division18,976$1.44M0.15%+4,567+31.7%Added
Hancock Whitney Corp18,343$1.39M0.02%+1,591+9.5%Added
Globeflex Capital L P18,100$1.38M0.18%+18,100New
Cambridge Investment Research Advisors, Inc.17,953$1.36M0.00%+17,953New
Timothy G. Youngquist 2020 Irrevocable Trust17,950$1.36M0.27%+17,950New
Franklin Resources Inc17,548$1.33M0.00%−7,941−31.2%Reduced
State of Tennessee, Treasury Department17,454$1.33M0.00%−1,210−6.5%Reduced
Guggenheim Capital LLC17,358$1.32M0.01%−6,422−27.0%Reduced
First Trust Advisors LP17,046$1.30M0.00%−32,021−65.3%Reduced
Nomura Holdings Inc16,395$1.25M0.01%−255,605−94.0%Reduced
Evolve Private Wealth, LLC15,931$1.21M0.07%+294+1.9%Added
New York State Teachers Retirement System15,866$1.21M0.00%+587+3.8%Added
Manufacturers Life Insurance Company, The15,784$1.20M0.00%+1,854+13.3%Added
CWM Advisors, LLC15,053$1.14M0.05%−19,944−57.0%Reduced
Police & Firemen's Retirement System of New Jersey14,923$1.13M0.01%+1,758+13.4%Added
Legato Capital Management LLC14,804$1.13M0.09%+14,804New
State of New Jersey Common Pension Fund D14,768$1.12M0.00%+14,768New
Americana Partners, LLC14,692$1.12M0.03%+14,692New
Panagora Asset Management Inc14,633$1.11M0.00%+14,633New
Cetera Investment Advisers14,584$1.11M0.00%+14,584New
Allstate Corp14,554$1.11M0.01%00.0%Unchanged
Truvestments Capital LLC14,328$1.09M0.16%−753−5.0%Reduced
Lido Advisors, LLC14,141$1.07M0.00%−802−5.4%Reduced
CSS LLC13,975$1.06M0.05%+13,975New
Unique Wealth Strategies, LLC13,636$1.04M0.38%+13,636New
State of Wyoming13,193$1.00M0.10%+8,602+187.4%Added
Vontobel Holding Ltd.12,859$977.4K0.00%−1,160−8.3%Reduced
Arizona State Retirement System12,602$957.9K0.00%−1,113−8.1%Reduced
Amalgamated Bank12,518$951.0K0.01%−1,106−8.1%Reduced
Martingale Asset Management L P12,507$950.7K0.02%−6,955−35.7%Reduced
Yousif Capital Management, LLC12,389$941.7K0.01%−379−3.0%Reduced
Vanguard Investments Australia, Ltd.12,094$919.3K0.00%−709−5.5%Reduced
Havemeyer Place LP12,092$919.1K0.09%+12,092New
Teachers Retirement System of the State of Kentucky11,989$911.0K0.01%00.0%Unchanged
Fifth Third Bancorp11,471$871.9K0.00%−44,008−79.3%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys10,951$832.4K0.00%−877−7.4%Reduced
STRS Ohio10,900$828.5K0.00%+10,900New
KLP Kapitalforvaltning AS10,700$813.3K0.00%00.0%Unchanged
Natixis Advisors, L.P.10,673$811.0K0.00%+10,673New
Oregon Public Employees Retirement Fund10,425$792.4K0.01%−500−4.6%Reduced
Apollon Wealth Management, LLC10,302$783.1K0.01%+10,302New
Inspire Advisors, LLC10,137$770.5K0.05%+10,137New
Advisory Services Network, LLC10,104$768.0K0.01%+10,095+112,166.7%Added
Tactive Advisors, LLC9,822$746.6K0.18%+9,822New
Jackson Creek Investment Advisors LLC13,780$725.0K0.24%+13,780New
FNY Investment Advisers, LLC9,396$714.0K0.26%+9,396New
Virginia Retirement Systems Et Al9,300$706.9K0.00%+9,300New
Jones Financial Companies LLLP11,160$695.0K0.00%+9,384+528.4%Added
Truist Financial Corp8,994$683.6K0.00%+8,994New
Sanctuary Advisors, LLC8,882$675.1K0.00%+8,882New
Occudo Quantitative Strategies LP8,867$674.0K0.04%+8,867New
Gotham Asset Management, LLC8,767$666.4K0.00%+8,767New
J. Safra Sarasin Holding AG8,498$646.1K0.01%+8,498New
Wealth Enhancement Advisory Services, LLC8,197$642.2K0.00%+8,197New
Sender Co & Partners, Inc.8,104$616.0K0.26%+8,104New
Financiere des Professionnels - Fonds d,investissement inc.7,961$605.1K0.03%+7,961New