Dmitry Balyasny’s Penumbra PEN Stock Holding History

Dmitry Balyasny’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
2024 Q1	–	Sell	-40,000	Closed	-$10.1M	–	2993
2023 Q4	$10.1M	Sell	40,000 -38,000	-49%	-$8.4M	0.02%	861
2023 Q3	$18.9M	Buy	+78,000	New	+$21.7M	0.04%	588
2022 Q4	–	Sell	-13,000	Closed	-$2.46M	–	3124
2022 Q3	$2.46M	Buy	+13,000	New	+$2.09M	0.01%	1390

Other funds holding PEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dmitry Balyasny's PEN Position: Q2 2026 in Review

Dmitry Balyasny increased its Penumbra (PEN) stake by 43% in Q2 2026, buying an estimated $106M and bringing the position to 1,090,163 shares worth $344M. The position accounts for 0.43% of the portfolio, ranked #30.

Dmitry Balyasny first reported a position in PEN in Q3 2016 and has held it in 22 quarters since. 448 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

Dmitry Balyasny held 1,090,163 shares of Penumbra worth $344M as of Q2 2026.
Dmitry Balyasny bought 328,067 Penumbra shares in Q2 2026, an estimated $106M.
Penumbra made up 0.43% of Dmitry Balyasny's portfolio in Q2 2026, its #30 holding.
Dmitry Balyasny first reported a position in Penumbra in Q3 2016 and has held it in 22 quarters since.
448 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.