Inspire Investing
PEN icon

Inspire Investing’s Penumbra PEN Stock Holding History

Inspire Investing’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
Q3 		$636K Sell
1,999
-284
-12% -$91.1K 0.03% 678
2026
Q2 		$721K Buy
+2,283
New +$740K 0.03% 485
2018
Q1 		– Sell
-577
Closed -$54K – 558
2017
Q4 		$54K Buy
+577
New +$57.2K 0.05% 688

Other funds holding PEN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Inspire Investing's PEN Position: Q3 2026 in Review

Inspire Investing reduced its Penumbra (PEN) stake by 12% in Q3 2026, selling an estimated $91.1K and leaving 1,999 shares worth $636K. The position accounts for 0.03% of the portfolio, ranked #678.

Inspire Investing first reported a position in PEN in Q4 2017 and has held it in 3 quarters since. The position peaked at $721K in Q2 2026. 323 funds tracked by Wall St. Rank hold PEN as of Q3 2026.

  • Inspire Investing held 1,999 shares of Penumbra worth $636K as of Q3 2026.
  • Inspire Investing sold 284 Penumbra shares in Q3 2026, an estimated $91.1K.
  • Penumbra made up 0.03% of Inspire Investing's portfolio in Q3 2026, its #678 holding.
  • Inspire Investing first reported a position in Penumbra in Q4 2017 and has held it in 3 quarters since.
  • Inspire Investing's Penumbra position peaked at $721K in Q2 2026.
  • 323 funds tracked by Wall St. Rank held Penumbra as of Q3 2026.

Based on Inspire Investing's 13F filing for Q3 2026, filed 22 Oct 2026.