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PENG

Penguin Solutions Inc

227 hedge funds and large institutions have $1.02B invested in Penguin Solutions Inc in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 76 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 37

0.38% less ownership

Funds ownership: 110%109.62% (-0.38%)

2% less funds holding

Funds holding: 232227 (-5)

10% less capital invested

Capital invested by funds: $1.13B → $1.02B (-$112M)

11% less call options, than puts

Call options by funds: $8.56M | Put options by funds: $9.61M

18% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 93

Holders
227
Holders Change
-5
Holders Change %
-2.16%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
76
Reduced
93
Closed
37
Calls
$8.56M
Puts
$9.61M
Net Calls
-$1.05M
Net Calls Change
-$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$136M -$4.69M -246,252 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$81.2M -$17.3M -911,215 -16%
Invesco
3
Invesco
Georgia
$70.2M +$38M +1,995,725 +100%
VPM
4
Vanguard Portfolio Management
Pennsylvania
$63.4M +$68.6M +3,603,237 New
State Street
5
State Street
Massachusetts
$56.7M +$5.05M +265,361 +9%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$42.1M +$69.8K +3,669 +0.2%
VCM
7
Vanguard Capital Management
Pennsylvania
$38.1M +$41.2M +2,166,581 New
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$31.5M +$34M +1,788,961 +2,932,723%
Boston Partners
9
Boston Partners
Massachusetts
$28.9M +$30.4M +1,595,983 New
OAM
10
Ophir Asset Management
Australia
$28.4M +$7.64M +401,557 +33%
PCMI
11
Paradigm Capital Management Inc
New York
$28.2M +$13M +681,700 +74%
AllianceBernstein
12
AllianceBernstein
Tennessee
$26.3M +$722K +37,956 +3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$22.1M +$797K +41,906 +3%
LSV Asset Management
14
LSV Asset Management
Illinois
$17.6M +$990K +52,000 +5%
RA
15
Royce & Associates
New York
$17.3M +$2.92M +153,423 +19%
KCM
16
Kennedy Capital Management
Missouri
$17.2M -$2.45M -128,844 -12%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$17M +$591K +31,076 +3%
Charles Schwab
18
Charles Schwab
California
$15.3M +$800K +42,026 +5%
Barclays
19
Barclays
United Kingdom
$11.2M -$10.6M -559,441 -47%
Morgan Stanley
20
Morgan Stanley
New York
$10.5M -$7.32M -384,650 -39%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$10.3M -$490K -25,727 -4%
Northern Trust
22
Northern Trust
Illinois
$10M +$262K +13,756 +2%
CA
23
CSM Advisors
Pennsylvania
$9.63M +$1.92M +100,713 +23%
American Century Companies
24
American Century Companies
Missouri
$9.15M +$55.6K +2,923 +0.6%
Goldman Sachs
25
Goldman Sachs
New York
$9.06M +$970K +50,972 +11%