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
Q2 		$2.24M Buy
29,484
+16,370
+125% +$745K ﹤0.01% 3066
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management's PENG Position: Q2 2026 in Review

Envestnet Asset Management increased its Penguin Solutions Inc (PENG) stake by 125% in Q2 2026, buying an estimated $745K and bringing the position to 29,484 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #3066.

Envestnet Asset Management first reported a position in PENG in Q4 2021 and has held it in 10 quarters since. 352 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • Envestnet Asset Management held 29,484 shares of Penguin Solutions Inc worth $2.24M as of Q2 2026.
  • Envestnet Asset Management bought 16,370 Penguin Solutions Inc shares in Q2 2026, an estimated $745K.
  • Penguin Solutions Inc made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3066 holding.
  • Envestnet Asset Management first reported a position in Penguin Solutions Inc in Q4 2021 and has held it in 10 quarters since.
  • 352 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.