TC
PEN icon

TwinBeech Capital’s Penumbra PEN Stock Holding History

TwinBeech Capital’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
Q4 		– Sell
-1,393
Closed -$353K – 792
2025
Q3 		$353K Sell
1,393
-45,840
-97% -$11.6M 0.01% 441
2025
Q2 		$12.1M Buy
47,233
+32,057
+211% +$8.73M 0.27% 102
2025
Q1 		$4.06M Buy
+15,176
New +$4.11M 0.07% 281
2024
Q2 		– Sell
-67,759
Closed -$15.1M – 733
2024
Q1 		$15.1M Buy
+67,759
New +$16.8M 0.31% 89
2022
Q2 		– Sell
-3,550
Closed -$789K – 672
2022
Q1 		$789K Buy
+3,550
New +$789K 0.03% 352
2021
Q4 		– Sell
-1,376
Closed -$367K – 751
2021
Q3 		$367K Buy
+1,376
New +$370K 0.03% 479
2021
Q2 		– Sell
-2,498
Closed -$676K – 599
2021
Q1 		$676K Sell
2,498
-906
-27% -$234K 0.1% 254
2020
Q4 		$596K Buy
+3,404
New +$746K 0.1% 262

Other funds holding PEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TwinBeech Capital's PEN Position: Q4 2025 in Review

TwinBeech Capital sold out of Penumbra (PEN) in Q4 2025, closing a stake of 1,393 shares — an estimated $353K sold.

TwinBeech Capital first reported a position in PEN in Q4 2020 and held it in 8 quarters. The position peaked at $15.1M in Q1 2024. 439 funds tracked by Wall St. Rank hold PEN as of Q4 2025.

  • TwinBeech Capital reported no remaining Penumbra position as of Q4 2025 after selling out during the quarter.
  • TwinBeech Capital sold 1,393 Penumbra shares in Q4 2025, an estimated $353K.
  • TwinBeech Capital first reported a position in Penumbra in Q4 2020 and held it in 8 quarters.
  • TwinBeech Capital's Penumbra position peaked at $15.1M in Q1 2024.
  • 439 funds tracked by Wall St. Rank held Penumbra as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.