OAS
PENG

Optivise Advisory Services’s Penguin Solutions Inc PENG Stock Holding History

Optivise Advisory Services’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
Q4 		– Sell
-17,572
Closed -$462K – 231
2025
Q3 		$462K Buy
+17,572
New +$430K 0.27% 91

Other funds holding PENG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

Optivise Advisory Services's PENG Position: Q4 2025 in Review

Optivise Advisory Services sold out of Penguin Solutions Inc (PENG) in Q4 2025, closing a stake of 17,572 shares — an estimated $462K sold.

Optivise Advisory Services first reported a position in PENG in Q3 2025 and held it in 1 quarter. The position peaked at $462K in Q3 2025. 232 funds tracked by Wall St. Rank hold PENG as of Q4 2025.

  • Optivise Advisory Services reported no remaining Penguin Solutions Inc position as of Q4 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 17,572 Penguin Solutions Inc shares in Q4 2025, an estimated $462K.
  • Optivise Advisory Services first reported a position in Penguin Solutions Inc in Q3 2025 and held it in 1 quarter.
  • Optivise Advisory Services's Penguin Solutions Inc position peaked at $462K in Q3 2025.
  • 232 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q4 2025.

Based on Optivise Advisory Services's 13F filing for Q4 2025, filed 12 Jan 2026.