JCIA
PENG

Jackson Creek Investment Advisors’s Penguin Solutions Inc PENG Stock Holding History

Jackson Creek Investment Advisors’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
2025
Q4 		– Sell
-90,916
Closed -$2.39M – 375
2025
Q3 		$2.39M Sell
90,916
-30
-0% -$734 0.69% 14
2025
Q2 		$1.8M Buy
+90,946
New +$1.65M 0.49% 70
2024
Q2 		– Sell
-49,340
Closed -$1.3M – 364
2024
Q1 		$1.3M Buy
+49,340
New +$1.08M 0.46% 36
2022
Q2 		– Sell
-46,160
Closed -$1.19M – 390
2022
Q1 		$1.19M Buy
46,160
+3,614
+8% +$102K 0.44% 66
2021
Q4 		$1.51M Buy
+42,546
New +$1.21M 0.54% 16

Other funds holding PENG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

Jackson Creek Investment Advisors's PENG Position: Q4 2025 in Review

Jackson Creek Investment Advisors sold out of Penguin Solutions Inc (PENG) in Q4 2025, closing a stake of 90,916 shares — an estimated $2.39M sold.

Jackson Creek Investment Advisors first reported a position in PENG in Q4 2021 and held it in 5 quarters. The position peaked at $2.39M in Q3 2025. 232 funds tracked by Wall St. Rank hold PENG as of Q4 2025.

  • Jackson Creek Investment Advisors reported no remaining Penguin Solutions Inc position as of Q4 2025 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 90,916 Penguin Solutions Inc shares in Q4 2025, an estimated $2.39M.
  • Jackson Creek Investment Advisors first reported a position in Penguin Solutions Inc in Q4 2021 and held it in 5 quarters.
  • Jackson Creek Investment Advisors's Penguin Solutions Inc position peaked at $2.39M in Q3 2025.
  • 232 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q4 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.