Cambridge Investment Research Advisors
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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
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return