Nisa Investment Advisors
PENG

Nisa Investment Advisors’s Penguin Solutions Inc PENG Stock Holding History

Nisa Investment Advisors’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 		$88.5K Buy
1,164
+145
+14% +$6.6K ﹤0.01% 1605
2026
Q1 		$17.9K Buy
1,019
+273
+37% +$5.2K ﹤0.01% 2051
2025
Q4 		$14.6K Sell
746
-69
-8% -$1.48K ﹤0.01% 2072
2025
Q3 		$21.4K Buy
+815
New +$19.9K ﹤0.01% 1964
2025
Q2 		– Sell
-266
Closed -$4.62K – 3110
2025
Q1 		$4.62K Buy
266
+11
+4% +$216 ﹤0.01% 2273
2024
Q4 		$4.89K Sell
255
-299
-54% -$5.46K ﹤0.01% 2281
2024
Q3 		$11.6K Buy
554
+405
+272% +$8.72K ﹤0.01% 2071
2024
Q2 		$3.41K Buy
149
+56
+60% +$1.17K ﹤0.01% 2313
2024
Q1 		$2.45K Buy
93
+51
+121% +$1.11K ﹤0.01% 2202
2023
Q4 		$795 Sell
42
-860
-95% -$14.9K ﹤0.01% 2305
2023
Q3 		$22K Hold
902
– – ﹤0.01% 1991
2023
Q2 		$26.2K Buy
902
+860
+2,048% +$17.2K ﹤0.01% 1994
2023
Q1 		$1K Hold
42
– – ﹤0.01% 2485
2022
Q4 		$1K Hold
42
– – ﹤0.01% 2536
2022
Q3 		$1K Buy
+42
New +$765 ﹤0.01% 2535

Other funds holding PENG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Nisa Investment Advisors's PENG Position: Q2 2026 in Review

Nisa Investment Advisors increased its Penguin Solutions Inc (PENG) stake by 14% in Q2 2026, buying an estimated $6.6K and bringing the position to 1,164 shares worth $88.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

Nisa Investment Advisors first reported a position in PENG in Q3 2022 and has held it in 15 quarters since. 144 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • Nisa Investment Advisors held 1,164 shares of Penguin Solutions Inc worth $88.5K as of Q2 2026.
  • Nisa Investment Advisors bought 145 Penguin Solutions Inc shares in Q2 2026, an estimated $6.6K.
  • Penguin Solutions Inc made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1605 holding.
  • Nisa Investment Advisors first reported a position in Penguin Solutions Inc in Q3 2022 and has held it in 15 quarters since.
  • 144 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.