Wedge Capital Management’s Penguin Solutions Inc PENG Stock Holding History

Wedge Capital 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 Q2	–	Sell	-140,878	Closed	-$2.48M	–	559
2026 Q1	$2.48M	Buy	+140,878	New	+$2.68M	0.05%	295
2025 Q1	–	Sell	-101,786	Closed	-$1.95M	–	545
2024 Q4	$1.95M	Sell	101,786 -2,598	-2%	-$47.4K	0.04%	331
2024 Q3	$2.19M	Buy	104,384 +25,610	+33%	+$551K	0.04%	311
2024 Q2	$1.8M	Buy	78,774 +9,309	+13%	+$194K	0.03%	322
2024 Q1	$1.83M	Buy	69,465 +12,808	+23%	+$280K	0.03%	332
2023 Q4	$1.07M	Buy	+56,657	New	+$981K	0.02%	352

Other funds holding PENG

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $274M AUM 29.58% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return