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Cape Investment Advisory’s Penguin Solutions Inc PENG Stock Holding History

Cape Investment Advisory’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
Q3 		$4.87K Buy
89
+29
+48% +$1.65K ﹤0.01% 1036
2026
Q2 		$4.56K Buy
+60
New +$2.73K ﹤0.01% 1055

Other funds holding PENG

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

Cape Investment Advisory's PENG Position: Q3 2026 in Review

Cape Investment Advisory increased its Penguin Solutions Inc (PENG) stake by 48% in Q3 2026, buying an estimated $1.65K and bringing the position to 89 shares worth $4.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Cape Investment Advisory first reported a position in PENG in Q2 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold PENG as of Q3 2026.

  • Cape Investment Advisory held 89 shares of Penguin Solutions Inc worth $4.87K as of Q3 2026.
  • Cape Investment Advisory bought 29 Penguin Solutions Inc shares in Q3 2026, an estimated $1.65K.
  • Penguin Solutions Inc made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #1036 holding.
  • Cape Investment Advisory first reported a position in Penguin Solutions Inc in Q2 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.