II
PENG

Inspire Investing’s Penguin Solutions Inc PENG Stock Holding History

Inspire Investing’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 		$616K Buy
34,997
+7,297
+26% +$139K 0.04% 428
2025
Q4 		$542K Buy
27,700
+5,747
+26% +$123K 0.05% 319
2025
Q3 		$577K Sell
21,953
-2,340
-10% -$57.2K 0.06% 261
2025
Q2 		$481K Buy
24,293
+835
+4% +$15.1K 0.05% 277
2025
Q1 		$407K Sell
23,458
-46
-0.2% -$905 0.05% 287
2024
Q4 		$451K Buy
23,504
+1,796
+8% +$32.8K 0.05% 307
2024
Q3 		$455K Sell
21,708
-30,345
-58% -$653K 0.05% 342
2024
Q2 		$1.19M Buy
52,053
+2,902
+6% +$60.4K 0.14% 179
2024
Q1 		$1.29M Buy
49,151
+26,807
+120% +$586K 0.13% 184
2023
Q4 		$423K Sell
22,344
-19,463
-47% -$337K 0.05% 405
2023
Q3 		$1.02M Buy
41,807
+6,289
+18% +$159K 0.13% 184
2023
Q2 		$1.03M Buy
35,518
+17,005
+92% +$341K 0.12% 178
2023
Q1 		$319K Buy
18,513
+2,749
+17% +$45.9K 0.04% 361
2022
Q4 		$235K Buy
15,764
+2,823
+22% +$43.2K 0.03% 690
2022
Q3 		$205K Buy
12,941
+42
+0.3% +$765 0.03% 716
2022
Q2 		$211K Buy
+12,899
New +$294K 0.03% 719

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