GRP
PENG

Global Retirement Partners’s Penguin Solutions Inc PENG Stock Holding History

Global Retirement Partners’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
2025
Q4 		$5.77K Sell
295
-9,989
-97% -$214K ﹤0.01% 3383
2025
Q3 		$270K Buy
10,284
+10,146
+7,352% +$248K 0.01% 1025
2025
Q2 		$2.73K Buy
+138
New +$2.5K ﹤0.01% 3125
2024
Q4 		$2.65K Hold
138
– – ﹤0.01% 2975
2024
Q3 		$2.89K Hold
138
– – ﹤0.01% 2801
2024
Q2 		$3.16K Hold
138
– – ﹤0.01% 2803
2024
Q1 		$3.63K Sell
138
-286
-67% -$6.25K ﹤0.01% 2526
2023
Q4 		$9.04K Buy
424
+63
+17% +$1.09K ﹤0.01% 2105
2023
Q3 		$8.62K Buy
361
+30
+9% +$758 ﹤0.01% 2008
2023
Q2 		$9.6K Hold
331
– – ﹤0.01% 1980
2023
Q1 		$5.45K Sell
331
-40
-11% -$668 ﹤0.01% 2131
2022
Q4 		$5.52K Hold
371
– – ﹤0.01% 1996
2022
Q3 		$5K Hold
371
– – ﹤0.01% 1965
2022
Q2 		$6K Hold
371
– – ﹤0.01% 1845
2022
Q1 		$8K Buy
+371
New +$10.5K ﹤0.01% 1744
2021
Q4 		– Sell
-1,378
Closed -$31K – 1882
2021
Q3 		$31K Buy
1,378
+846
+159% +$20.2K ﹤0.01% 1041
2021
Q2 		$13K Buy
+532
New +$12.8K ﹤0.01% 1324

Other funds holding PENG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

Global Retirement Partners's PENG Position: Q4 2025 in Review

Global Retirement Partners reduced its Penguin Solutions Inc (PENG) stake by 97% in Q4 2025, selling an estimated $214K and leaving 295 shares worth $5.77K. The position accounts for ﹤0.01% of the portfolio, ranked #3383.

Global Retirement Partners first reported a position in PENG in Q2 2021 and has held it in 17 quarters since. The position peaked at $270K in Q3 2025. 232 funds tracked by Wall St. Rank hold PENG as of Q4 2025.

  • Global Retirement Partners held 295 shares of Penguin Solutions Inc worth $5.77K as of Q4 2025.
  • Global Retirement Partners sold 9,989 Penguin Solutions Inc shares in Q4 2025, an estimated $214K.
  • Penguin Solutions Inc made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3383 holding.
  • Global Retirement Partners first reported a position in Penguin Solutions Inc in Q2 2021 and has held it in 17 quarters since.
  • Global Retirement Partners's Penguin Solutions Inc position peaked at $270K in Q3 2025.
  • 232 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.