SummitTX Capital
PENG icon

SummitTX Capital’s Penguin Solutions Inc PENG Stock Holding History

SummitTX Capital’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
Q2 		$505K Buy
+6,647
New +$302K 0.01% 584
2025
Q2 		– Sell
-19,187
Closed -$333K – 1062
2025
Q1 		$333K Buy
+19,187
New +$377K 0.01% 640

Other funds holding PENG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SummitTX Capital's PENG Position: Q2 2026 in Review

SummitTX Capital opened a new position in Penguin Solutions Inc (PENG) in Q2 2026: 6,647 shares worth $505K. The stake represents 0.01% of the portfolio and ranks #584 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in PENG as recently as Q1 2025.

SummitTX Capital first reported a position in PENG in Q1 2025 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • SummitTX Capital held 6,647 shares of Penguin Solutions Inc worth $505K as of Q2 2026.
  • Penguin Solutions Inc was a new SummitTX Capital position in Q2 2026.
  • Penguin Solutions Inc made up 0.01% of SummitTX Capital's portfolio in Q2 2026, its #584 holding.
  • SummitTX Capital first reported a position in Penguin Solutions Inc in Q1 2025 and has held it in 2 quarters since.
  • 353 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.