FORA Capital’s Penumbra PEN Stock Holding History

FORA Capital’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 Q1	–	Sell	-1,604	Closed	-$499K	–	563
2025 Q4	$499K	Buy	+1,604	New	+$443K	0.06%	298
2024 Q3	–	Sell	-7,967	Closed	-$1.43M	–	534
2024 Q2	$1.43M	Buy	+7,967	New	+$1.59M	0.17%	176
2023 Q3	–	Sell	-7,448	Closed	-$2.56M	–	555
2023 Q2	$2.56M	Buy	7,448 +2,846	+62%	+$874K	0.36%	82
2023 Q1	$1.28M	Sell	4,602 -134	-3%	-$34.2K	0.13%	219
2022 Q4	$1.05M	Buy	+4,736	New	+$926K	0.17%	159
2022 Q3	–	Sell	-2,835	Closed	-$353K	–	527
2022 Q2	$353K	Buy	2,835 +568	+25%	+$90.1K	0.07%	309
2022 Q1	$492K	Buy	+2,267	New	+$504K	0.09%	288
2020 Q4	–	Sell	-288	Closed	-$56K	–	1090
2020 Q3	$56K	Buy	288 +109	+61%	+$22.9K	0.04%	418
2020 Q2	$32K	Buy	+179	New	+$31.1K	0.01%	732
2020 Q1	–	Sell	-1,586	Closed	-$261K	–	1260
2019 Q4	$261K	Buy	+1,586	New	+$252K	0.03%	555

Other funds holding PEN

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

FORA Capital's PEN Position: Q1 2026 in Review

FORA Capital sold out of Penumbra (PEN) in Q1 2026, closing a stake of 1,604 shares — an estimated $499K sold.

FORA Capital first reported a position in PEN in Q4 2019 and held it in 10 quarters. The position peaked at $2.56M in Q2 2023. 485 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

FORA Capital reported no remaining Penumbra position as of Q1 2026 after selling out during the quarter.
FORA Capital sold 1,604 Penumbra shares in Q1 2026, an estimated $499K.
FORA Capital first reported a position in Penumbra in Q4 2019 and held it in 10 quarters.
FORA Capital's Penumbra position peaked at $2.56M in Q2 2023.
485 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.