IIM
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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
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 $5.7T 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 $7.94B 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 $134B 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 $50.9B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return