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Penn Capital Management’s HNI Corp HNI Stock Holding History

Penn Capital Management’s Portfolio HNI Stock Details HNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-180,145
Closed -$8.88M – 185
2025
Q2 		$8.88M Buy
+180,145
New +$8.16M 0.77% 66
2016
Q4 		– Sell
-151,982
Closed -$6.05M – 295
2016
Q3 		$6.05M Sell
151,982
-34,277
-18% -$1.74M 0.41% 98
2016
Q2 		$8.71M Sell
186,259
-50,330
-21% -$2.21M 0.5% 73
2016
Q1 		$9.27M Sell
236,589
-33,085
-12% -$1.13M 0.53% 72
2015
Q4 		$9.72M Buy
269,674
+18,865
+8% +$799K 0.43% 71
2015
Q3 		$10.8M Sell
250,809
-2,076
-0.8% -$99K 0.57% 58
2015
Q2 		$12.9M Buy
+252,885
New +$13.1M 0.53% 63

Other funds holding HNI

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Penn Capital Management's HNI Position: Q3 2025 in Review

Penn Capital Management sold out of HNI Corp (HNI) in Q3 2025, closing a stake of 180,145 shares — an estimated $8.88M sold.

Penn Capital Management first reported a position in HNI in Q2 2015 and held it in 7 quarters. The position peaked at $12.9M in Q2 2015. 282 funds tracked by Wall St. Rank hold HNI as of Q3 2025.

  • Penn Capital Management reported no remaining HNI Corp position as of Q3 2025 after selling out during the quarter.
  • Penn Capital Management sold 180,145 HNI Corp shares in Q3 2025, an estimated $8.88M.
  • Penn Capital Management first reported a position in HNI Corp in Q2 2015 and held it in 7 quarters.
  • Penn Capital Management's HNI Corp position peaked at $12.9M in Q2 2015.
  • 282 funds tracked by Wall St. Rank held HNI Corp as of Q3 2025.

Based on Penn Capital Management's 13F filing for Q3 2025, filed 24 Nov 2025.