SI
PEN icon

Sofinnova Investments’s Penumbra PEN Stock Holding History

Sofinnova Investments’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
Q2 		– Sell
-42,936
Closed -$11.5M – 75
2025
Q1 		$11.5M Buy
+42,936
New +$11.6M 0.75% 35
2024
Q1 		– Sell
-2,000
Closed -$503K – 84
2023
Q4 		$503K Buy
+2,000
New +$442K 0.03% 55

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
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sofinnova Investments's PEN Position: Q2 2025 in Review

Sofinnova Investments sold out of Penumbra (PEN) in Q2 2025, closing a stake of 42,936 shares — an estimated $11.5M sold.

Sofinnova Investments first reported a position in PEN in Q4 2023 and held it in 2 quarters. The position peaked at $11.5M in Q1 2025. 450 funds tracked by Wall St. Rank hold PEN as of Q2 2025.

  • Sofinnova Investments reported no remaining Penumbra position as of Q2 2025 after selling out during the quarter.
  • Sofinnova Investments sold 42,936 Penumbra shares in Q2 2025, an estimated $11.5M.
  • Sofinnova Investments first reported a position in Penumbra in Q4 2023 and held it in 2 quarters.
  • Sofinnova Investments's Penumbra position peaked at $11.5M in Q1 2025.
  • 450 funds tracked by Wall St. Rank held Penumbra as of Q2 2025.

Based on Sofinnova Investments's 13F filing for Q2 2025, filed 14 Aug 2025.