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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
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
HI
HBK Investments
Dallas, Texas
$7.94B AUM
55.6%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Balyasny Asset Management
Chicago, Illinois
$50.9B AUM
42.89%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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