Lindbrook Capital’s Penguin Solutions Inc PENG Stock Holding History

Lindbrook Capital’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	$851	Buy	49 +7	+17%	+$138	﹤0.01%	2507
2024 Q4	$806	Buy	42 +24	+133%	+$438	﹤0.01%	2520
2024 Q3	$377	Sell	18 -13	-42%	-$280	﹤0.01%	2728
2024 Q2	$709	Buy	31 +18	+138%	+$375	﹤0.01%	2546
2024 Q1	$342	Buy	+13	New	+$284	﹤0.01%	2557
2023 Q4	–	Sell	-277	Closed	-$6.75K	–	2836
2023 Q3	$6.75K	Hold	277	–	–	﹤0.01%	1620
2023 Q2	$8.04K	Buy	277 +124	+81%	+$2.49K	﹤0.01%	1594
2023 Q1	$2.64K	Buy	+153	New	+$2.56K	﹤0.01%	2122
2022 Q4	–	Sell	-23	Closed	–	–	3035
2022 Q3	$0	Buy	+23	New	+$419	﹤0.01%	2953

Other funds holding PENG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Lindbrook Capital's PENG Position: Q1 2025 in Review

Lindbrook Capital increased its Penguin Solutions Inc (PENG) stake by 17% in Q1 2025, buying an estimated $138 and bringing the position to 49 shares worth $851. The position accounts for ﹤0.01% of the portfolio, ranked #2507.

Lindbrook Capital first reported a position in PENG in Q3 2022 and has held it in 9 quarters since. The position peaked at $8.04K in Q2 2023. 199 funds tracked by Wall St. Rank hold PENG as of Q1 2025.

Lindbrook Capital held 49 shares of Penguin Solutions Inc worth $851 as of Q1 2025.
Lindbrook Capital bought 7 Penguin Solutions Inc shares in Q1 2025, an estimated $138.
Penguin Solutions Inc made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2507 holding.
Lindbrook Capital first reported a position in Penguin Solutions Inc in Q3 2022 and has held it in 9 quarters since.
Lindbrook Capital's Penguin Solutions Inc position peaked at $8.04K in Q2 2023.
199 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.