Baird Financial Group
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Baird Financial Group’s Penumbra PEN Stock Holding History

Baird Financial Group’s Portfolio PEN Stock Details PEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-145,675
Closed -$45.3M – 1893
2025
Q4 		$45.3M Sell
145,675
-30,894
-17% -$8.53M 0.07% 190
2025
Q3 		$44.7M Sell
176,569
-45,317
-20% -$11.4M 0.07% 196
2025
Q2 		$56.9M Sell
221,886
-17,606
-7% -$4.79M 0.1% 169
2025
Q1 		$64M Sell
239,492
-40,706
-15% -$11M 0.12% 140
2024
Q4 		$66.5M Buy
280,198
+85,542
+44% +$19.4M 0.13% 142
2024
Q3 		$37.8M Sell
194,656
-105,366
-35% -$19.9M 0.07% 236
2024
Q2 		$54M Buy
300,022
+128,161
+75% +$25.6M 0.11% 183
2024
Q1 		$38.4M Buy
+171,861
New +$42.5M 0.08% 230
2022
Q3 		– Sell
-1,809
Closed -$225K – 1803
2022
Q2 		$225K Buy
+1,809
New +$287K ﹤0.01% 1667

Other funds holding PEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Baird Financial Group's PEN Position: Q1 2026 in Review

Baird Financial Group sold out of Penumbra (PEN) in Q1 2026, closing a stake of 145,675 shares — an estimated $45.3M sold.

Baird Financial Group first reported a position in PEN in Q2 2022 and held it in 9 quarters. The position peaked at $66.5M in Q4 2024. 485 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

  • Baird Financial Group reported no remaining Penumbra position as of Q1 2026 after selling out during the quarter.
  • Baird Financial Group sold 145,675 Penumbra shares in Q1 2026, an estimated $45.3M.
  • Baird Financial Group first reported a position in Penumbra in Q2 2022 and held it in 9 quarters.
  • Baird Financial Group's Penumbra position peaked at $66.5M in Q4 2024.
  • 485 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.