Cambridge Investment Research Advisors’s Penumbra PEN Stock Holding History

Cambridge Investment Research Advisors’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 Q2	$350K	Sell	1,108 -58	-5%	-$18.8K	﹤0.01%	3308
2026 Q1	$383K	Buy	1,166 +109	+10%	+$36.9K	﹤0.01%	3051
2025 Q4	$329K	Buy	+1,057	New	+$292K	﹤0.01%	3107
2025 Q3	–	Sell	-9,710	Closed	-$2.49M	–	3822
2025 Q2	$2.49M	Sell	9,710 -67	-0.7%	-$18.2K	0.01%	1263
2025 Q1	$2.61M	Buy	+9,777	New	+$2.64M	0.01%	1183
2023 Q3	–	Sell	-3,678	Closed	-$1.26M	–	3235
2023 Q2	$1.26M	Buy	+3,678	New	+$1.13M	0.01%	1455
2022 Q1	–	Sell	-2,455	Closed	-$705K	–	3266
2021 Q4	$705K	Buy	2,455 +24	+1%	+$6.34K	﹤0.01%	1826
2021 Q3	$648K	Buy	2,431 +34	+1%	+$9.14K	﹤0.01%	1844
2021 Q2	$657K	Buy	+2,397	New	+$654K	﹤0.01%	1845
2021 Q1	–	Sell	-1,249	Closed	-$219K	–	2965
2020 Q4	$219K	Buy	+1,249	New	+$274K	﹤0.01%	2405

Other funds holding PEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ECM

ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Cambridge Investment Research Advisors's PEN Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Penumbra (PEN) stake by 5% in Q2 2026, selling an estimated $18.8K and leaving 1,108 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #3308.

Cambridge Investment Research Advisors first reported a position in PEN in Q4 2020 and has held it in 10 quarters since. The position peaked at $2.61M in Q1 2025. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

Cambridge Investment Research Advisors held 1,108 shares of Penumbra worth $350K as of Q2 2026.
Cambridge Investment Research Advisors sold 58 Penumbra shares in Q2 2026, an estimated $18.8K.
Penumbra made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3308 holding.
Cambridge Investment Research Advisors first reported a position in Penumbra in Q4 2020 and has held it in 10 quarters since.
Cambridge Investment Research Advisors's Penumbra position peaked at $2.61M in Q1 2025.
451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.