Janney Montgomery Scott
PENG

Janney Montgomery Scott’s Penguin Solutions Inc PENG Stock Holding History

Janney Montgomery Scott’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
-20,097
Closed -$528K – 3047
2025
Q3 		$528K Buy
+20,097
New +$492K ﹤0.01% 2110
2025
Q2 		– Sell
-35,047
Closed -$609K – 2842
2025
Q1 		$609K Sell
35,047
-24,520
-41% -$482K ﹤0.01% 1857
2024
Q4 		$1.14M Buy
+59,567
New +$1.09M ﹤0.01% 1469
2022
Q3 		– Sell
-20,928
Closed -$428K – 2624
2022
Q2 		$428K Hold
20,928
– – ﹤0.01% 1689
2022
Q1 		$541K Sell
20,928
-480
-2% -$13.6K ﹤0.01% 1571
2021
Q4 		$760K Buy
+21,408
New +$607K ﹤0.01% 1490
2020
Q1 		– Sell
-13,540
Closed -$257K – 2119
2019
Q4 		$257K Buy
+13,540
New +$210K ﹤0.01% 1790

Other funds holding PENG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return

Janney Montgomery Scott's PENG Position: Q4 2025 in Review

Janney Montgomery Scott sold out of Penguin Solutions Inc (PENG) in Q4 2025, closing a stake of 20,097 shares — an estimated $528K sold.

Janney Montgomery Scott first reported a position in PENG in Q4 2019 and held it in 7 quarters. The position peaked at $1.14M in Q4 2024. 232 funds tracked by Wall St. Rank hold PENG as of Q4 2025.

  • Janney Montgomery Scott reported no remaining Penguin Solutions Inc position as of Q4 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 20,097 Penguin Solutions Inc shares in Q4 2025, an estimated $528K.
  • Janney Montgomery Scott first reported a position in Penguin Solutions Inc in Q4 2019 and held it in 7 quarters.
  • Janney Montgomery Scott's Penguin Solutions Inc position peaked at $1.14M in Q4 2024.
  • 232 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q4 2025.

Based on Janney Montgomery Scott's 13F filing for Q4 2025, filed 11 Feb 2026.