BFS
PENG

Bare Financial Services’s Penguin Solutions Inc PENG Stock Holding History

Bare Financial Services’s Portfolio PENG Stock Details PENG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.06K Buy
106
+51
+93% +$2.32K ﹤0.01% 671
2026
Q1 		$968 Buy
55
+5
+10% +$95 ﹤0.01% 1266
2025
Q4 		$978 Buy
50
+23
+85% +$493 ﹤0.01% 1151
2025
Q3 		$710 Hold
27
– – ﹤0.01% 1121
2025
Q2 		$535 Buy
+27
New +$489 ﹤0.01% 1101

Other funds holding PENG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bare Financial Services's PENG Position: Q2 2026 in Review

Bare Financial Services increased its Penguin Solutions Inc (PENG) stake by 93% in Q2 2026, buying an estimated $2.32K and bringing the position to 106 shares worth $8.06K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Bare Financial Services first reported a position in PENG in Q2 2025 and has held it in 5 quarters since. 352 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • Bare Financial Services held 106 shares of Penguin Solutions Inc worth $8.06K as of Q2 2026.
  • Bare Financial Services bought 51 Penguin Solutions Inc shares in Q2 2026, an estimated $2.32K.
  • Penguin Solutions Inc made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #671 holding.
  • Bare Financial Services first reported a position in Penguin Solutions Inc in Q2 2025 and has held it in 5 quarters since.
  • 352 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.