IIM
PEN icon

INTECH Investment Management’s Penumbra PEN Stock Holding History

INTECH Investment Management’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
Q2 		$3.95M Buy
12,500
+5,263
+73% +$1.71M 0.04% 454
2026
Q1 		$2.38M Sell
7,237
-4,484
-38% -$1.52M 0.02% 626
2025
Q4 		$3.64M Sell
11,721
-37,250
-76% -$10.3M 0.03% 484
2025
Q3 		$12.4M Buy
48,971
+5,749
+13% +$1.45M 0.11% 149
2025
Q2 		$11.1M Buy
43,222
+36,671
+560% +$9.98M 0.1% 162
2025
Q1 		$1.75M Sell
6,551
-1,416
-18% -$383K 0.02% 838
2024
Q4 		$1.89M Sell
7,967
-4,061
-34% -$923K 0.02% 742
2024
Q3 		$2.34M Sell
12,028
-7,897
-40% -$1.49M 0.03% 435
2024
Q2 		$3.59M Buy
+19,925
New +$3.98M 0.04% 319
2024
Q1 		– Sell
-1,351
Closed -$340K – 735
2023
Q4 		$340K Buy
+1,351
New +$299K 0.01% 622

Other funds holding PEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

INTECH Investment Management's PEN Position: Q2 2026 in Review

INTECH Investment Management increased its Penumbra (PEN) stake by 73% in Q2 2026, buying an estimated $1.71M and bringing the position to 12,500 shares worth $3.95M. The position accounts for 0.04% of the portfolio, ranked #454.

INTECH Investment Management first reported a position in PEN in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.4M in Q3 2025. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • INTECH Investment Management held 12,500 shares of Penumbra worth $3.95M as of Q2 2026.
  • INTECH Investment Management bought 5,263 Penumbra shares in Q2 2026, an estimated $1.71M.
  • Penumbra made up 0.04% of INTECH Investment Management's portfolio in Q2 2026, its #454 holding.
  • INTECH Investment Management first reported a position in Penumbra in Q4 2023 and has held it in 10 quarters since.
  • INTECH Investment Management's Penumbra position peaked at $12.4M in Q3 2025.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.