ECM
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Evergreen Capital Management’s Penumbra PEN Stock Holding History

Evergreen Capital Management’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
2026
Q2 		$677K Buy
2,143
+13
+0.6% +$4.21K 0.01% 727
2026
Q1 		$699K Buy
2,130
+678
+47% +$230K 0.02% 617
2025
Q4 		$451K Sell
1,452
-186
-11% -$51.4K 0.01% 801
2025
Q3 		$415K Buy
1,638
+665
+68% +$168K 0.01% 747
2025
Q2 		$250K Sell
973
-92
-9% -$25K 0.01% 891
2025
Q1 		$285K Buy
1,065
+123
+13% +$33.3K 0.01% 777
2024
Q4 		$224K Buy
+942
New +$214K 0.01% 913

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 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

Evergreen Capital Management's PEN Position: Q2 2026 in Review

Evergreen Capital Management increased its Penumbra (PEN) stake by 0.61% in Q2 2026, buying an estimated $4.21K and bringing the position to 2,143 shares worth $677K. The position accounts for 0.01% of the portfolio, ranked #727.

Evergreen Capital Management first reported a position in PEN in Q4 2024 and has held it in 7 quarters since. The position peaked at $699K in Q1 2026. 452 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Evergreen Capital Management held 2,143 shares of Penumbra worth $677K as of Q2 2026.
  • Evergreen Capital Management bought 13 Penumbra shares in Q2 2026, an estimated $4.21K.
  • Penumbra made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #727 holding.
  • Evergreen Capital Management first reported a position in Penumbra in Q4 2024 and has held it in 7 quarters since.
  • Evergreen Capital Management's Penumbra position peaked at $699K in Q1 2026.
  • 452 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.