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Yousif Capital Management’s Penumbra PEN Stock Holding History

Yousif Capital Management’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
2026
Q2 		$3.55M Sell
11,248
-681
-6% -$221K 0.04% 424
2026
Q1 		$3.92M Sell
11,929
-571
-5% -$193K 0.05% 371
2025
Q4 		$4.44M Sell
12,500
-170
-1% -$47K 0.05% 350
2025
Q3 		$3.21M Sell
12,670
-788
-6% -$199K 0.03% 489
2025
Q2 		$3.45M Sell
13,458
-170
-1% -$46.3K 0.04% 457
2025
Q1 		$3.64M Sell
13,628
-357
-3% -$96.6K 0.04% 409
2024
Q4 		$3.32M Sell
13,985
-749
-5% -$170K 0.04% 462
2024
Q3 		$2.86M Sell
14,734
-1,949
-12% -$368K 0.03% 564
2024
Q2 		$3M Sell
16,683
-1,258
-7% -$251K 0.03% 537
2024
Q1 		$4M Sell
17,941
-458
-2% -$113K 0.04% 434
2023
Q4 		$4.63M Buy
18,399
+234
+1% +$51.7K 0.05% 358
2023
Q3 		$4.39M Sell
18,165
-925
-5% -$257K 0.06% 345
2023
Q2 		$6.57M Sell
19,090
-541
-3% -$166K 0.08% 238
2023
Q1 		$5.47M Sell
19,631
-20
-0.1% -$5.11K 0.07% 275
2022
Q4 		$4.37M Buy
19,651
+280
+1% +$54.7K 0.06% 355
2022
Q3 		$3.67M Sell
19,371
-512
-3% -$82.2K 0.05% 382
2022
Q2 		$2.48M Buy
19,883
+1,420
+8% +$225K 0.03% 658
2022
Q1 		$4.1M Buy
18,463
+366
+2% +$81.3K 0.04% 460
2021
Q4 		$5.2M Buy
+18,097
New +$4.78M 0.05% 372

Other funds holding PEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Yousif Capital Management's PEN Position: Q2 2026 in Review

Yousif Capital Management reduced its Penumbra (PEN) stake by 5.7% in Q2 2026, selling an estimated $221K and leaving 11,248 shares worth $3.55M. The position accounts for 0.04% of the portfolio, ranked #424.

Yousif Capital Management first reported a position in PEN in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.57M in Q2 2023. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Yousif Capital Management held 11,248 shares of Penumbra worth $3.55M as of Q2 2026.
  • Yousif Capital Management sold 681 Penumbra shares in Q2 2026, an estimated $221K.
  • Penumbra made up 0.04% of Yousif Capital Management's portfolio in Q2 2026, its #424 holding.
  • Yousif Capital Management first reported a position in Penumbra in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Penumbra position peaked at $6.57M in Q2 2023.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.