Neuberger Berman Group’s Penumbra PEN Stock Holding History

Neuberger Berman Group’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	$99.7M	Buy	303,621 +298,578	+5,921%	+$101M	0.08%	321
2025 Q4	$1.57M	Buy	5,043 +44	+0.9%	+$12.2K	﹤0.01%	1260
2025 Q3	$1.27M	Buy	4,999 +47	+0.9%	+$11.9K	﹤0.01%	1291
2025 Q2	$1.27M	Buy	4,952 +1,990	+67%	+$542K	﹤0.01%	1275
2025 Q1	$792K	Sell	2,962 -7,777	-72%	-$2.1M	﹤0.01%	1395
2024 Q4	$2.55M	Sell	10,739 -3,067	-22%	-$697K	﹤0.01%	1081
2024 Q3	$2.68M	Buy	13,806 +5,154	+60%	+$974K	﹤0.01%	1065
2024 Q2	$1.56M	Sell	8,652 -3,617	-29%	-$722K	﹤0.01%	1156
2024 Q1	$2.74M	Sell	12,269 -50,066	-80%	-$12.4M	﹤0.01%	1054
2023 Q4	$15.7M	Sell	62,335 -2,121	-3%	-$469K	0.01%	675
2023 Q3	$15.6M	Buy	64,456 +721	+1%	+$200K	0.01%	648
2023 Q2	$21.9M	Sell	63,735 -23,258	-27%	-$7.14M	0.02%	595
2023 Q1	$24.2M	Sell	86,993 -118,916	-58%	-$30.4M	0.02%	577
2022 Q4	$45.8M	Buy	205,909 +4,931	+2%	+$964K	0.04%	426
2022 Q3	$38.1M	Buy	200,978 +17,124	+9%	+$2.75M	0.04%	472
2022 Q2	$22.9M	Buy	183,854 +38,841	+27%	+$6.16M	0.02%	594
2022 Q1	$32.2M	Sell	145,013 -214	-0.1%	-$47.5K	0.03%	570
2021 Q4	$41.7M	Buy	145,227 +3	+0%	+$793	0.03%	519
2021 Q3	$38.7M	Buy	145,224 +34,554	+31%	+$9.29M	0.03%	524
2021 Q2	$30.3M	Buy	110,670 +60,339	+120%	+$16.5M	0.03%	584
2021 Q1	$13.6M	Sell	50,331 -49,269	-49%	-$12.7M	0.01%	768
2020 Q4	$17.4M	Sell	99,600 -11,900	-11%	-$2.61M	0.02%	679
2020 Q3	$21.7M	Hold	111,500	–	–	0.03%	564
2020 Q2	$19.9M	Hold	111,500	–	–	0.02%	570
2020 Q1	$18M	Sell	111,500 -12,600	-10%	-$2.12M	0.03%	521
2019 Q4	$20.4M	Sell	124,100 -4,400	-3%	-$700K	0.02%	588
2019 Q3	$17.3M	Hold	128,500	–	–	0.02%	609
2019 Q2	$20.6M	Hold	128,500	–	–	0.02%	592
2019 Q1	$18.9M	Sell	128,500 -8,000	-6%	-$1.14M	0.02%	619
2018 Q4	$16.7M	Buy	136,500 +129,500	+1,850%	+$17.3M	0.02%	606
2018 Q3	$1.05M	Buy	+7,000	New	+$981K	﹤0.01%	1177
2018 Q1	–	Sell	-13,505	Closed	-$1.27M	–	1727
2017 Q4	$1.27M	Sell	13,505 -236,995	-95%	-$23.5M	﹤0.01%	1123
2017 Q3	$22.6M	Buy	250,500 +2,000	+0.8%	+$172K	0.03%	581
2017 Q2	$21.8M	Sell	248,500 -3,500	-1%	-$297K	0.03%	586
2017 Q1	$21M	Buy	252,000 +26,000	+12%	+$1.97M	0.03%	582
2016 Q4	$14.4M	Buy	226,000 +86,000	+61%	+$5.75M	0.02%	672
2016 Q3	$10.6M	Buy	140,000 +121,500	+657%	+$8.38M	0.01%	726
2016 Q2	$1.1M	Buy	18,500 +13,500	+270%	+$727K	﹤0.01%	1076
2016 Q1	$230K	Buy	+5,000	New	+$234K	﹤0.01%	1407

Other funds holding PEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group's PEN Position: Q1 2026 in Review

Neuberger Berman Group increased its Penumbra (PEN) stake by 5,921% in Q1 2026, buying an estimated $101M and bringing the position to 303,621 shares worth $99.7M. The position accounts for 0.08% of the portfolio, ranked #321.

Neuberger Berman Group first reported a position in PEN in Q1 2016 and has held it in 39 quarters since. 482 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

Neuberger Berman Group held 303,621 shares of Penumbra worth $99.7M as of Q1 2026.
Neuberger Berman Group bought 298,578 Penumbra shares in Q1 2026, an estimated $101M.
Penumbra made up 0.08% of Neuberger Berman Group's portfolio in Q1 2026, its #321 holding.
Neuberger Berman Group first reported a position in Penumbra in Q1 2016 and has held it in 39 quarters since.
482 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.