HI
PEN icon

Horizon Investments’s Penumbra PEN Stock Holding History

Horizon Investments’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 		$1.31K Sell
4
-14,636
-100% -$4.96M ﹤0.01% 1299
2025
Q4 		$4.55M Buy
14,640
+10,595
+262% +$2.93M 0.06% 260
2025
Q3 		$1.02M Sell
4,045
-1,633
-29% -$412K 0.01% 618
2025
Q2 		$1.46M Buy
+5,678
New +$1.55M 0.02% 471

Other funds holding PEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Horizon Investments's PEN Position: Q1 2026 in Review

Horizon Investments reduced its Penumbra (PEN) stake by 100% in Q1 2026, selling an estimated $4.96M and leaving 4 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Horizon Investments first reported a position in PEN in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.55M in Q4 2025. 483 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

  • Horizon Investments held 4 shares of Penumbra worth $1.31K as of Q1 2026.
  • Horizon Investments sold 14,636 Penumbra shares in Q1 2026, an estimated $4.96M.
  • Penumbra made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1299 holding.
  • Horizon Investments first reported a position in Penumbra in Q2 2025 and has held it in 4 quarters since.
  • Horizon Investments's Penumbra position peaked at $4.55M in Q4 2025.
  • 483 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.