Franklin Resources
PENG

Franklin Resources’s Penguin Solutions Inc PENG Stock Holding History

Franklin Resources’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 		$449K Sell
25,489
-19,691
-44% -$375K ﹤0.01% 2510
2025
Q4 		$884K Sell
45,180
-3,560
-7% -$76.3K ﹤0.01% 2148
2025
Q3 		$1.28M Buy
+48,740
New +$1.19M ﹤0.01% 1975
2025
Q2 		– Sell
-24,242
Closed -$421K – 3156
2025
Q1 		$421K Sell
24,242
-2,996
-11% -$58.9K ﹤0.01% 2335
2024
Q4 		$523K Sell
27,238
-121,318
-82% -$2.21M ﹤0.01% 2267
2024
Q3 		$3.1M Sell
148,556
-88,185
-37% -$1.9M ﹤0.01% 1565
2024
Q2 		$5.41M Sell
236,741
-4,113
-2% -$85.6K ﹤0.01% 1284
2024
Q1 		$6.34M Buy
240,854
+218,612
+983% +$4.78M ﹤0.01% 1239
2023
Q4 		$421K Sell
22,242
-63
-0.3% -$1.09K ﹤0.01% 2024
2023
Q3 		$543K Hold
22,305
– – ﹤0.01% 1876
2023
Q2 		$647K Buy
+22,305
New +$447K ﹤0.01% 1850

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