Dimensional Fund Advisors
PENG

Dimensional Fund Advisors’s Penguin Solutions Inc PENG Stock Holding History

Dimensional Fund 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
Q1 		$42.1M Buy
2,392,417
+3,669
+0.2% +$69.8K 0.01% 1589
2025
Q4 		$46.7M Buy
2,388,748
+95,585
+4% +$2.05M 0.01% 1544
2025
Q3 		$60.3M Buy
+2,293,163
New +$56.1M 0.01% 1411
2025
Q2 		– Sell
-2,097,434
Closed -$36.4M – 3342
2025
Q1 		$36.4M Buy
2,097,434
+21,887
+1% +$430K 0.01% 1635
2024
Q4 		$39.8M Buy
2,075,547
+358,117
+21% +$6.53M 0.01% 1654
2024
Q3 		$36M Buy
1,717,430
+51,661
+3% +$1.11M 0.01% 1696
2024
Q2 		$38.1M Buy
1,665,769
+186,958
+13% +$3.89M 0.01% 1627
2024
Q1 		$38.9M Sell
1,478,811
-4,707
-0.3% -$103K 0.01% 1637
2023
Q4 		$28.1M Buy
1,483,518
+37,256
+3% +$645K 0.01% 1810
2023
Q3 		$35.2M Buy
1,446,262
+84,429
+6% +$2.13M 0.01% 1582
2023
Q2 		$39.5M Buy
1,361,833
+28,961
+2% +$581K 0.01% 1518
2023
Q1 		$23M Sell
1,332,872
-11,523
-0.9% -$192K 0.01% 1828
2022
Q4 		$20K Sell
1,344,395
-12,297
-0.9% -$188K 0.01% 1870
2022
Q3 		$21.5M Buy
1,356,692
+19,202
+1% +$350K 0.01% 1784
2022
Q2 		$21.9M Sell
1,337,490
-31,996
-2% -$729K 0.01% 1808
2022
Q1 		$35.4M Sell
1,369,486
-43,804
-3% -$1.24M 0.01% 1645
2021
Q4 		$50.2M Sell
1,413,290
-68,464
-5% -$1.94M 0.02% 1406
2021
Q3 		$33M Sell
1,481,754
-68,034
-4% -$1.63M 0.01% 1721
2021
Q2 		$36.9M Sell
1,549,788
-58,534
-4% -$1.41M 0.01% 1681
2021
Q1 		$37.2M Sell
1,608,322
-37,266
-2% -$809K 0.01% 1661
2020
Q4 		$31M Sell
1,645,588
-30,032
-2% -$449K 0.01% 1731
2020
Q3 		$22.9M Buy
1,675,620
+1,072
+0.1% +$14.3K 0.01% 1768
2020
Q2 		$22.8M Sell
1,674,548
-9,386
-0.6% -$120K 0.01% 1806
2020
Q1 		$20.5M Sell
1,683,934
-130,124
-7% -$1.9M 0.01% 1729
2019
Q4 		$34.4M Buy
1,814,058
+17,320
+1% +$268K 0.01% 1742
2019
Q3 		$22.9M Buy
1,796,738
+46,240
+3% +$671K 0.01% 1923
2019
Q2 		$20.1M Buy
1,750,498
+51,482
+3% +$521K 0.01% 2044
2019
Q1 		$16.3M Buy
1,699,016
+628,214
+59% +$8.13M 0.01% 2161
2018
Q4 		$15.9M Buy
1,070,802
+224,154
+26% +$3.39M 0.01% 2108
2018
Q3 		$12.2M Buy
+846,648
New +$13.2M ﹤0.01% 2350

Other funds holding PENG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Dimensional Fund Advisors's PENG Position: Q1 2026 in Review

Dimensional Fund Advisors increased its Penguin Solutions Inc (PENG) stake by 0.15% in Q1 2026, buying an estimated $69.8K and bringing the position to 2,392,417 shares worth $42.1M. The position accounts for 0.01% of the portfolio, ranked #1589.

Dimensional Fund Advisors first reported a position in PENG in Q3 2018 and has held it in 30 quarters since. The position peaked at $60.3M in Q3 2025. 226 funds tracked by Wall St. Rank hold PENG as of Q1 2026.

  • Dimensional Fund Advisors held 2,392,417 shares of Penguin Solutions Inc worth $42.1M as of Q1 2026.
  • Dimensional Fund Advisors bought 3,669 Penguin Solutions Inc shares in Q1 2026, an estimated $69.8K.
  • Penguin Solutions Inc made up 0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1589 holding.
  • Dimensional Fund Advisors first reported a position in Penguin Solutions Inc in Q3 2018 and has held it in 30 quarters since.
  • Dimensional Fund Advisors's Penguin Solutions Inc position peaked at $60.3M in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.