Legato Capital Management
PENG icon

Legato Capital Management’s Penguin Solutions Inc PENG Stock Holding History

Legato Capital Management’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
2026
Q3 		$463K Sell
8,474
-6,330
-43% -$359K 0.04% 529
2026
Q2 		$1.13M Buy
+14,804
New +$673K 0.09% 312
2025
Q4 		– Sell
-48,553
Closed -$1.28M – 835
2025
Q3 		$1.28M Hold
48,553
– – 0.14% 233
2025
Q2 		$962K Sell
48,553
-114
-0.2% -$2.06K 0.11% 287
2025
Q1 		$845K Buy
+48,667
New +$957K 0.11% 297

Other funds holding PENG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return

Legato Capital Management's PENG Position: Q3 2026 in Review

Legato Capital Management reduced its Penguin Solutions Inc (PENG) stake by 43% in Q3 2026, selling an estimated $359K and leaving 8,474 shares worth $463K. The position accounts for 0.04% of the portfolio, ranked #529.

Legato Capital Management first reported a position in PENG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.28M in Q3 2025. 276 funds tracked by Wall St. Rank hold PENG as of Q3 2026.

  • Legato Capital Management held 8,474 shares of Penguin Solutions Inc worth $463K as of Q3 2026.
  • Legato Capital Management sold 6,330 Penguin Solutions Inc shares in Q3 2026, an estimated $359K.
  • Penguin Solutions Inc made up 0.04% of Legato Capital Management's portfolio in Q3 2026, its #529 holding.
  • Legato Capital Management first reported a position in Penguin Solutions Inc in Q1 2025 and has held it in 5 quarters since.
  • Legato Capital Management's Penguin Solutions Inc position peaked at $1.28M in Q3 2025.
  • 276 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q3 2026.

Based on Legato Capital Management's 13F filing for Q3 2026, filed 10 Nov 2026.