SAM
PENG

Smartleaf Asset Management’s Penguin Solutions Inc PENG Stock Holding History

Smartleaf Asset Management’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
Q1 		$7.1K Sell
437
-412
-49% -$7.84K ﹤0.01% 2484
2025
Q4 		$17K Buy
849
+105
+14% +$2.25K ﹤0.01% 2119
2025
Q3 		$19.4K Buy
744
+122
+20% +$2.98K ﹤0.01% 1823
2025
Q2 		$12.8K Sell
622
-39
-6% -$706 ﹤0.01% 1735
2025
Q1 		$11.5K Sell
661
-181
-21% -$3.56K ﹤0.01% 1874
2024
Q4 		$15.9K Buy
842
+465
+123% +$8.48K ﹤0.01% 1779
2024
Q3 		$8.03K Buy
377
+81
+27% +$1.74K ﹤0.01% 1888
2024
Q2 		$6.72K Buy
296
+207
+233% +$4.31K ﹤0.01% 1643
2024
Q1 		$2.36K Buy
+89
New +$1.95K ﹤0.01% 1433

Other funds holding PENG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return