Who owns Penguin Solutions (PENG)
Which tracked institutional funds hold PENG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PENG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on PENG is one-sided between 2026-Q1 and 2026-Q2: 193 added or opened and 26 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PENG’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes PENG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PENG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 332 tracked filers holding PENG, 217 increased or opened the position and 130 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PENG between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 66
- Driehaus Capital Management LLC$51M
- Portolan Capital Management, LLC$42M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$14M
- ABSOLUTE INVESTMENT ADVISERS, LLC$14M
- THAMES CAPITAL MANAGEMENT LLC$14M
- Sound Capital Solutions LLC$12M
Full exits 15
- Ophir Asset Management Pty Ltd$28M
- LSV ASSET MANAGEMENT$18M
- CSM Advisors, LLC$10M
- Alyeska Investment Group, L.P.$5M
- ArrowMark Colorado Holdings LLC$3M
- BESSEMER GROUP INC$2M
Largest adds
- BlackRock, Inc.$446M
- FMR LLC$393M
- Invesco Ltd.$282M
- STATE STREET CORP$181M
- VANGUARD PORTFOLIO MANAGEMENT LLC$163M
- AMERICAN CENTURY COMPANIES INC$140M
Largest trims
- ALLIANCEBERNSTEIN L.P.$24M
- NOMURA HOLDINGS INC$4M
- BARCLAYS PLC$3M
- VICTORY CAPITAL MANAGEMENT INC$1M
- CastleKnight Management LP$1M
- Swiss Life Asset Management Ltd$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 7,652,384 | $582M | 14.6% | 2026-Q2 |
| FMR LLC added | 6,166,682 | $469M | 11.7% | 2026-Q2 |
| ABSOLUTE INVESTMENT ADVISERS, LLC new | 5,000,000 | $14M | 0.4% | 2026-Q2 |
| Invesco Ltd. added | 4,553,215 | $346M | 8.7% | 2026-Q2 |
| STATE STREET CORP trimmed | 3,128,616 | $238M | 6.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 2,984,926 | $227M | 5.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,393,508 | $182M | 4.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 2,111,433 | $160M | 4.0% | 2026-Q2 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC added | 1,975,948 | $150M | 3.8% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 1,962,105 | $149M | 3.7% | 2026-Q2 |
| Boston Partners added | 1,677,550 | $128M | 3.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,250,752 | $95M | 2.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 709,310 | $54M | 1.4% | 2026-Q2 |
| PARADIGM CAPITAL MANAGEMENT INC/NY trimmed | 685,900 | $52M | 1.3% | 2026-Q2 |
| Driehaus Capital Management LLC new | 672,847 | $51M | 1.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 660,315 | $50M | 1.3% | 2026-Q2 |
| MORGAN STANLEY added | 654,049 | $50M | 1.2% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 610,743 | $46M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 588,462 | $45M | 1.1% | 2026-Q2 |
| Portolan Capital Management, LLC added | 546,173 | $42M | 1.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 543,480 | $41M | 1.0% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 521,248 | $40M | 1.0% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 450,030 | $34M | 0.9% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 432,722 | $33M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 335,288 | $25M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 327,697 | $22M | 0.6% | 2026-Q2 |
| MARSHALL WACE, LLP added | 315,487 | $24M | 0.6% | 2026-Q2 |
| ROYCE & ASSOCIATES LP trimmed | 301,775 | $23M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 298,415 | $23M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 296,052 | $23M | 0.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 281,048 | $21M | 0.5% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 279,319 | $21M | 0.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 256,454 | $19M | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 236,030 | $18M | 0.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 226,065 | $17M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 222,387 | $17M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 197,430 | $15M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 193,763 | $15M | 0.4% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 191,448 | $13M | 0.3% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 187,712 | $14M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 187,230 | $14M | 0.4% | 2026-Q2 |
| THAMES CAPITAL MANAGEMENT LLC new | 185,128 | $14M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 176,653 | $13M | 0.3% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 174,571 | $13M | 0.3% | 2026-Q2 |
| Tidal Investments LLC added | 165,954 | $13M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 165,318 | $13M | 0.3% | 2026-Q2 |
| Sound Capital Solutions LLC new | 152,938 | $12M | 0.3% | 2026-Q2 |
| OPTIMIZE FINANCIAL INC. trimmed | 152,938 | $12M | 0.3% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 151,839 | $12M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 150,808 | $11M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 139,266 | $11M | 0.3% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 136,677 | $10M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 125,091 | $10M | 0.2% | 2026-Q2 |
| Jump Financial, LLC added | 118,200 | $9M | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 115,474 | $9M | 0.2% | 2026-Q2 |
| Nuveen, LLC added | 110,676 | $8M | 0.2% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 110,359 | $8M | 0.2% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 109,053 | $8M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 105,860 | $8M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 105,178 | $8M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 102,195 | $8M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 101,383 | $8M | 0.2% | 2026-Q2 |
| Phocas Financial Corp. trimmed | 101,015 | $8M | 0.2% | 2026-Q2 |
| Divisadero Street Capital Management, LP new | 100,000 | $8M | 0.2% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 96,467 | $7M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 93,401 | $7M | 0.2% | 2026-Q2 |
| Walleye Trading LLC added | 92,331 | $7M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 91,700 | $7M | 0.2% | 2026-Q2 |
| Weiss Asset Management LP new | 89,717 | $7M | 0.2% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 88,429 | $7M | 0.2% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 83,668 | $6M | 0.2% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 81,390 | $6M | 0.2% | 2026-Q2 |
| Jupiter Topco LLC new | 71,384 | $5M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 66,722 | $5M | 0.1% | 2026-Q2 |
| Creative Planning added | 62,264 | $5M | 0.1% | 2026-Q2 |
| Kera Capital Partners, Inc. new | 61,945 | $5M | 0.1% | 2026-Q2 |
| P.A.W. CAPITAL CORP trimmed | 60,400 | $5M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 60,258 | $5M | 0.1% | 2026-Q2 |
| CWA Asset Management Group, LLC trimmed | 60,179 | $5M | 0.1% | 2026-Q2 |
| FORA Capital, LLC new | 58,166 | $4M | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC new | 53,623 | $4M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 52,561 | $4M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 50,825 | $4M | 0.1% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 50,074 | $4M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 48,786 | $4M | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP trimmed | 48,470 | $4M | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 46,662 | $4M | 0.1% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 44,724 | $3M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 44,231 | $3M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 43,931 | $3M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 41,197 | $3M | 0.1% | 2026-Q2 |
| VIRTUS ADVISERS, LLC trimmed | 38,681 | $3M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 37,067 | $3M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 36,760 | $3M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 36,199 | $3M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 36,062 | $3M | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 35,111 | $3M | 0.1% | 2026-Q2 |
| Tuttle Capital Management, LLC new | 34,060 | $3M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 33,516 | $3M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 33,058 | $3M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.