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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
2019
Q2 		– Sell
-30,000
Closed -$4.41M – 1673
2019
Q1 		$4.41M Buy
+30,000
New +$4.29M 0.03% 595
2018
Q3 		– Sell
-23,000
Closed -$3.18M – 1953
2018
Q2 		$3.18M Buy
+23,000
New +$3.27M 0.01% 795

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
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
Geode Capital Management
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.