YCM
PENG

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

Yousif 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 		$942K Sell
12,389
-379
-3% -$17.2K 0.01% 1093
2026
Q1 		$225K Sell
12,768
-278
-2% -$5.29K ﹤0.01% 1730
2025
Q4 		$257K Sell
13,046
-1,714
-12% -$36.7K ﹤0.01% 1696
2025
Q3 		$388K Sell
14,760
-4,817
-25% -$118K ﹤0.01% 1532
2025
Q2 		$388K Sell
19,577
-254
-1% -$4.6K ﹤0.01% 1573
2025
Q1 		$344K Sell
19,831
-269
-1% -$5.29K ﹤0.01% 1597
2024
Q4 		$386K Sell
20,100
-634
-3% -$11.6K ﹤0.01% 1584
2024
Q3 		$434K Sell
20,734
-146
-0.7% -$3.14K ﹤0.01% 1558
2024
Q2 		$478K Sell
20,880
-2,439
-10% -$50.8K 0.01% 1492
2024
Q1 		$614K Sell
23,319
-2,180
-9% -$47.6K 0.01% 1432
2023
Q4 		$483K Buy
25,499
+695
+3% +$12K 0.01% 1550
2023
Q3 		$604K Sell
24,804
-1,021
-4% -$25.8K 0.01% 1399
2023
Q2 		$749K Sell
25,825
-1,697
-6% -$34K 0.01% 1301
2023
Q1 		$474K Sell
27,522
-3,330
-11% -$55.6K 0.01% 1508
2022
Q4 		$459K Sell
30,852
-9,400
-23% -$144K 0.01% 1540
2022
Q3 		$639K Buy
40,252
+1,670
+4% +$30.4K 0.01% 1411
2022
Q2 		$632K Sell
38,582
-3,445
-8% -$78.5K 0.01% 1454
2022
Q1 		$1.09M Buy
42,027
+135
+0.3% +$3.81K 0.01% 1318
2021
Q4 		$1.49M Buy
+41,892
New +$1.19M 0.02% 1175

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 $3.37T AUM 44.26% 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

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

Yousif Capital Management reduced its Penguin Solutions Inc (PENG) stake by 3% in Q2 2026, selling an estimated $17.2K and leaving 12,389 shares worth $942K. The position accounts for 0.01% of the portfolio, ranked #1093.

Yousif Capital Management first reported a position in PENG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.49M in Q4 2021. 352 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • Yousif Capital Management held 12,389 shares of Penguin Solutions Inc worth $942K as of Q2 2026.
  • Yousif Capital Management sold 379 Penguin Solutions Inc shares in Q2 2026, an estimated $17.2K.
  • Penguin Solutions Inc made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1093 holding.
  • Yousif Capital Management first reported a position in Penguin Solutions Inc in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Penguin Solutions Inc position peaked at $1.49M in Q4 2021.
  • 352 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

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