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Sheets Smith Investment Management’s Penumbra PEN Stock Holding History

Sheets Smith Investment Management’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
2025
Q3 		$1.12M Buy
4,407
+120
+3% +$30.3K 0.72% 55
2025
Q2 		$1.1M Buy
4,287
+1,398
+48% +$381K 0.97% 58
2025
Q1 		$773K Buy
+2,889
New +$781K 0.77% 35

Other funds holding PEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Sheets Smith Investment Management's PEN Position: Q3 2025 in Review

Sheets Smith Investment Management increased its Penumbra (PEN) stake by 2.8% in Q3 2025, buying an estimated $30.3K and bringing the position to 4,407 shares worth $1.12M. The position accounts for 0.72% of the portfolio, ranked #55.

Sheets Smith Investment Management first reported a position in PEN in Q1 2025 and has held it in 3 quarters since. 420 funds tracked by Wall St. Rank hold PEN as of Q3 2025.

  • Sheets Smith Investment Management held 4,407 shares of Penumbra worth $1.12M as of Q3 2025.
  • Sheets Smith Investment Management bought 120 Penumbra shares in Q3 2025, an estimated $30.3K.
  • Penumbra made up 0.72% of Sheets Smith Investment Management's portfolio in Q3 2025, its #55 holding.
  • Sheets Smith Investment Management first reported a position in Penumbra in Q1 2025 and has held it in 3 quarters since.
  • 420 funds tracked by Wall St. Rank held Penumbra as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.