FORA Capital’s Penguin Solutions Inc PENG Stock Holding History

FORA Capital’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	$4.42M	Buy	+58,166	New	+$2.65M	0.3%	106
2021 Q2	–	Sell	-3,322	Closed	-$76K	–	1195
2021 Q1	$76K	Sell	3,322 -4,794	-59%	-$104K	0.03%	463
2020 Q4	$153K	Buy	+8,116	New	+$121K	0.02%	567
2020 Q3	–	Sell	-1,414	Closed	-$19K	–	1040
2020 Q2	$19K	Buy	+1,414	New	+$18K	0.01%	818
2020 Q1	–	Sell	-21,022	Closed	-$399K	–	1400
2019 Q4	$399K	Buy	+21,022	New	+$326K	0.04%	453

Other funds holding PENG

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

FORA Capital's PENG Position: Q2 2026 in Review

FORA Capital opened a new position in Penguin Solutions Inc (PENG) in Q2 2026: 58,166 shares worth $4.42M. The stake represents 0.3% of the portfolio and ranks #106 among its holdings. This is a return to the name: FORA Capital previously reported a position in PENG as recently as Q1 2021.

FORA Capital first reported a position in PENG in Q4 2019 and has held it in 5 quarters since. 353 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

FORA Capital held 58,166 shares of Penguin Solutions Inc worth $4.42M as of Q2 2026.
Penguin Solutions Inc was a new FORA Capital position in Q2 2026.
Penguin Solutions Inc made up 0.3% of FORA Capital's portfolio in Q2 2026, its #106 holding.
FORA Capital first reported a position in Penguin Solutions Inc in Q4 2019 and has held it in 5 quarters since.
353 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.