Jim Simons
PEN icon

Jim Simons’s Penumbra PEN Stock Holding History

Jim Simons’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 		$709K Buy
+2,160
New +$731K ﹤0.01% 2436
2025
Q3 		– Sell
-13,100
Closed -$3.36M – 3801
2025
Q2 		$3.36M Buy
+13,100
New +$3.57M ﹤0.01% 1773
2025
Q1 		– Sell
-8,100
Closed -$1.92M – 3750
2024
Q4 		$1.92M Sell
8,100
-81,900
-91% -$18.6M ﹤0.01% 2078
2024
Q3 		$17.5M Sell
90,000
-9,700
-10% -$1.83M 0.03% 746
2024
Q2 		$17.9M Buy
+99,700
New +$19.9M 0.03% 645
2023
Q3 		– Sell
-1,500
Closed -$516K – 3984
2023
Q2 		$516K Buy
+1,500
New +$461K ﹤0.01% 2855
2022
Q4 		– Sell
-136,400
Closed -$25.9M – 4324
2022
Q3 		$25.9M Sell
136,400
-21,500
-14% -$3.45M 0.04% 551
2022
Q2 		$19.7M Buy
157,900
+126,500
+403% +$20.1M 0.02% 740
2022
Q1 		$6.97M Buy
+31,400
New +$6.98M 0.01% 1364
2021
Q4 		– Sell
-7,700
Closed -$2.05M – 4147
2021
Q3 		$2.05M Sell
7,700
-33,100
-81% -$8.9M ﹤0.01% 2067
2021
Q2 		$11.2M Buy
+40,800
New +$11.1M 0.01% 1098
2019
Q3 		– Sell
-30,300
Closed -$4.85M – 3635
2019
Q2 		$4.85M Buy
+30,300
New +$4.38M ﹤0.01% 1835
2019
Q1 		– Sell
-15,800
Closed -$1.93M – 3634
2018
Q4 		$1.93M Sell
15,800
-33,200
-68% -$4.45M ﹤0.01% 2255
2018
Q3 		$7.33M Sell
49,000
-76,700
-61% -$10.7M 0.01% 1554
2018
Q2 		$17.4M Buy
+125,700
New +$17.9M 0.02% 1010
2016
Q4 		– Sell
-186,500
Closed -$14.2M – 3399
2016
Q3 		$14.2M Buy
186,500
+27,900
+18% +$1.93M 0.03% 938
2016
Q2 		$9.44M Buy
+158,600
New +$8.55M 0.02% 1184

Other funds holding PEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $77.1B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jim Simons's PEN Position: Q1 2026 in Review

Jim Simons opened a new position in Penumbra (PEN) in Q1 2026: 2,160 shares worth $709K. The stake represents ﹤0.01% of the portfolio and ranks #2436 among its holdings. This is a return to the name: Jim Simons previously reported a position in PEN as recently as Q2 2025.

Jim Simons first reported a position in PEN in Q2 2016 and has held it in 17 quarters since. The position peaked at $25.9M in Q3 2022. 483 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

  • Jim Simons held 2,160 shares of Penumbra worth $709K as of Q1 2026.
  • Penumbra was a new Jim Simons position in Q1 2026.
  • Penumbra made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2436 holding.
  • Jim Simons first reported a position in Penumbra in Q2 2016 and has held it in 17 quarters since.
  • Jim Simons's Penumbra position peaked at $25.9M in Q3 2022.
  • 483 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.