NIM
PENG

Needham Investment Management’s Penguin Solutions Inc PENG Stock Holding History

Needham Investment 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
Q2 		– Sell
-50,000
Closed -$880K – 186
2026
Q1 		$880K Sell
50,000
-52,500
-51% -$999K 0.05% 143
2025
Q4 		$2M Sell
102,500
-10,000
-9% -$214K 0.13% 122
2025
Q3 		$2.96M Buy
112,500
+7,500
+7% +$183K 0.21% 100
2025
Q2 		$2.08M Buy
105,000
+5,000
+5% +$90.5K 0.17% 107
2025
Q1 		$1.74M Hold
100,000
– – 0.16% 104
2024
Q4 		$1.92M Buy
+100,000
New +$1.82M 0.15% 110

Other funds holding PENG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Needham Investment Management's PENG Position: Q2 2026 in Review

Needham Investment Management sold out of Penguin Solutions Inc (PENG) in Q2 2026, closing a stake of 50,000 shares — an estimated $880K sold.

Needham Investment Management first reported a position in PENG in Q4 2024 and held it in 6 quarters. The position peaked at $2.96M in Q3 2025. 352 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • Needham Investment Management reported no remaining Penguin Solutions Inc position as of Q2 2026 after selling out during the quarter.
  • Needham Investment Management sold 50,000 Penguin Solutions Inc shares in Q2 2026, an estimated $880K.
  • Needham Investment Management first reported a position in Penguin Solutions Inc in Q4 2024 and held it in 6 quarters.
  • Needham Investment Management's Penguin Solutions Inc position peaked at $2.96M in Q3 2025.
  • 352 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on Needham Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.