Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Penguin Solutions Inc PENG Stock Holding History

Cambridge Investment Research Advisors’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 		$1.36M Buy
+17,953
New +$817K ﹤0.01% 2006
2025
Q3 		– Sell
-10,855
Closed -$215K – 3899
2025
Q2 		$215K Buy
10,855
+55
+0.5% +$995 ﹤0.01% 3291
2025
Q1 		$188K Buy
+10,800
New +$212K ﹤0.01% 3225

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 $3.38T AUM 44.17% 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

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

Cambridge Investment Research Advisors opened a new position in Penguin Solutions Inc (PENG) in Q2 2026: 17,953 shares worth $1.36M. The stake represents ﹤0.01% of the portfolio and ranks #2006 among its holdings. This is a return to the name: Cambridge Investment Research Advisors previously reported a position in PENG as recently as Q2 2025.

Cambridge Investment Research Advisors first reported a position in PENG in Q1 2025 and has held it in 3 quarters since. 353 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • Cambridge Investment Research Advisors held 17,953 shares of Penguin Solutions Inc worth $1.36M as of Q2 2026.
  • Penguin Solutions Inc was a new Cambridge Investment Research Advisors position in Q2 2026.
  • Penguin Solutions Inc made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2006 holding.
  • Cambridge Investment Research Advisors first reported a position in Penguin Solutions Inc in Q1 2025 and has held it in 3 quarters since.
  • 353 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

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