JFG
PENG

Jefferies Financial Group’s Penguin Solutions Inc PENG Stock Holding History

Jefferies Financial Group’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
Q1 		– Sell
-204,289
Closed -$3.92M – 2070
2024
Q4 		$3.92M Buy
+204,289
New +$3.73M 0.02% 440
2023
Q4 		– Sell
-22,100
Closed -$538K – 2051
2023
Q3 		$538K Sell
22,100
-300
-1% -$7.58K ﹤0.01% 1039
2023
Q2 		$650K Buy
+22,400
New +$449K 0.01% 1083
2023
Q1 		– Sell
-16,123
Closed -$240K – 2055
2022
Q4 		$240K Buy
+16,123
New +$247K ﹤0.01% 1255

Other funds holding PENG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 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
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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Jefferies Financial Group's PENG Position: Q1 2025 in Review

Jefferies Financial Group sold out of Penguin Solutions Inc (PENG) in Q1 2025, closing a stake of 204,289 shares — an estimated $3.92M sold.

Jefferies Financial Group first reported a position in PENG in Q4 2022 and held it in 4 quarters. The position peaked at $3.92M in Q4 2024. 199 funds tracked by Wall St. Rank hold PENG as of Q1 2025.

  • Jefferies Financial Group reported no remaining Penguin Solutions Inc position as of Q1 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 204,289 Penguin Solutions Inc shares in Q1 2025, an estimated $3.92M.
  • Jefferies Financial Group first reported a position in Penguin Solutions Inc in Q4 2022 and held it in 4 quarters.
  • Jefferies Financial Group's Penguin Solutions Inc position peaked at $3.92M in Q4 2024.
  • 199 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q1 2025.

Based on Jefferies Financial Group's 13F filing for Q1 2025, filed 8 May 2025.