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Catalyst Funds Management’s Penumbra PEN Stock Holding History

Catalyst Funds Management’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 		$348K Buy
+1,101
New +$357K 0.02% 477
2024
Q4 		– Sell
-200
Closed -$38.9K – 997
2024
Q3 		$38.9K Buy
+200
New +$37.8K 0.01% 890

Other funds holding PEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
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
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Catalyst Funds Management's PEN Position: Q2 2026 in Review

Catalyst Funds Management opened a new position in Penumbra (PEN) in Q2 2026: 1,101 shares worth $348K. The stake represents 0.02% of the portfolio and ranks #477 among its holdings. This is a return to the name: Catalyst Funds Management previously reported a position in PEN as recently as Q3 2024.

Catalyst Funds Management first reported a position in PEN in Q3 2024 and has held it in 2 quarters since. 452 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Catalyst Funds Management held 1,101 shares of Penumbra worth $348K as of Q2 2026.
  • Penumbra was a new Catalyst Funds Management position in Q2 2026.
  • Penumbra made up 0.02% of Catalyst Funds Management's portfolio in Q2 2026, its #477 holding.
  • Catalyst Funds Management first reported a position in Penumbra in Q3 2024 and has held it in 2 quarters since.
  • 452 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.