Envestnet Asset Management
PENG

Envestnet Asset Management’s Penguin Solutions Inc PENG Stock Holding History

Envestnet Asset Management’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 		$231K Buy
+13,114
New +$250K ﹤0.01% 4433
2025
Q4 		– Sell
-13,679
Closed -$359K – 4710
2025
Q3 		$359K Buy
+13,679
New +$335K ﹤0.01% 3967
2025
Q2 		– Sell
-11,065
Closed -$192K – 4581
2025
Q1 		$192K Buy
11,065
+438
+4% +$8.61K ﹤0.01% 4150
2024
Q4 		$204K Buy
10,627
+157
+1% +$2.87K ﹤0.01% 4089
2024
Q3 		$219K Buy
10,470
+301
+3% +$6.48K ﹤0.01% 3980
2024
Q2 		$233K Sell
10,169
-497
-5% -$10.3K ﹤0.01% 3849
2024
Q1 		$281K Buy
+10,666
New +$233K ﹤0.01% 3756
2022
Q2 		– Sell
-28,943
Closed -$748K – 4093
2022
Q1 		$748K Buy
28,943
+6,965
+32% +$197K ﹤0.01% 2870
2021
Q4 		$780K Buy
+21,978
New +$624K ﹤0.01% 2793

Other funds holding PENG

BlackRock
BlackRock New York $5.7T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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