Penguin Solutions Ownership | Who Owns Penguin Solutions?
Penguin Solutions Ownership Summary
Penguin Solutions is owned by 111.93% institutional investors, 3.27% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.64% of PENG shares. Invesco Small Cap Value A is the top mutual fund, with 7.61% of its assets in Penguin Solutions shares.
PENG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Penguin Solutions | 111.93% | 3.27% | -15.20% |
| Sector | Technology Stocks | 51.87% | 15.02% | 33.11% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 7.65M | 14.64% | $581.66M |
| Vanguard group | 6.35M | 12.01% | $124.28M |
| Fmr | 6.17M | 11.79% | $468.73M |
| Invesco | 4.55M | 8.71% | $346.09M |
| State street | 3.13M | 5.98% | $237.81M |
| Dimensional fund advisors lp | 2.39M | 4.58% | $181.89M |
| Vanguard capital management | 2.11M | 4.04% | $160.49M |
| Barrow hanley mewhinney & strauss | 1.98M | 3.78% | $150.19M |
| American century companies | 1.96M | 3.75% | $149.14M |
| Boston partners | 1.68M | 3.21% | $127.91M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| P.a.w. capital | 60.40K | 3.52% | $4.59M |
| Tuttle capital management | 34.06K | 1.74% | $2.59M |
| Portolan capital management | 546.17K | 1.55% | $41.51M |
| Paradigm capital management inc/ny | 685.90K | 1.42% | $52.14M |
| Optimize financial | 153.47K | 1.33% | $2.70M |
| Thames capital management | 185.13K | 1.16% | $14.07M |
| Virtus etf advisers | 38.68K | 1.13% | $2.94M |
| Phocas financial | 101.02K | 1.07% | $7.68M |
| Kennedy capital management | 610.74K | 0.82% | $46.42M |
| Barrow hanley mewhinney & strauss | 1.98M | 0.46% | $150.19M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 6.17M | 0.02% | 1.55M |
| American century companies | 1.96M | 0.07% | 1.44M |
| T. rowe price investment management | 1.23M | 0.06% | 1.23M |
| Curated wealth partners | 744.66K | 0.10% | 744.66K |
| Sixth street partners management company | 709.31K | 0.01% | 709.31K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ophir asset management pty | - | - | -1.61M |
| Crosslink capital | - | - | -1.31M |
| Alliancebernstein | 131.11K | 0.00% | -1.21M |
| Paradigm capital management inc/ny | 685.90K | 1.42% | -919.20K |
| Royce & associates lp | 301.77K | 0.18% | -678.97K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| T. rowe price investment management | 1.23M | 0.06% | 1.23M | $93.53M |
| Curated wealth partners | 744.66K | 0.10% | 744.66K | $744.66K |
| Sixth street partners management company | 709.31K | 0.01% | 709.31K | $53.91M |
| Driehaus capital management | 672.85K | 0.30% | 672.85K | $51.14M |
| Portolan capital management | 546.17K | 1.55% | 546.17K | $41.51M |
Sold Out
| Holder | Change |
|---|---|
| Principal securities | -7.00 |
| Twin peaks wealth advisors | -14.00 |
| Mai capital management | -19.00 |
| Private wealth management group | -25.00 |
| Optima capital | -25.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 371 | 54.58% | 58,521,074 | 1.57% | 111 | 0.92% | 235 | 106.14% | 97 | 4.30% |
| Mar 31, 2026 | 110 | -55.28% | 16,506,827 | -71.46% | 31 | 0.26% | 47 | -54.37% | 43 | -58.25% |
| Dec 31, 2025 | 157 | -38.43% | 36,759,151 | -35.80% | 69 | 0.60% | 66 | -72.15% | 62 | 785.71% |
| Sep 30, 2025 | 246 | 1071.43% | 57,200,237 | 1646.01% | 107 | 283.03% | 228 | 985.71% | 7 | - |
| Jun 30, 2025 | 21 | - | 3,276,054 | - | 6 | - | 21 | - | - | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Invesco Small Cap Value A | 3.90M | 7.61% | -84.74K |
| iShares Core S&P Small-Cap ETF | 2.81M | 5.48% | -3.93K |
| Fidelity Small Cap Value Fund | 2.15M | 4.19% | 157.64K |
| Vanguard Total Stock Mkt Idx Inv | 1.53M | 2.99% | -47.61K |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.53M | 2.99% | -47.61K |
| iShares Russell 2000 ETF | 1.29M | 2.51% | -22.85K |
| State Street® SPDR® S&P® Smcndctr ETF | 1.25M | 2.44% | - |
| Vanguard Information Technology ETF | 1.19M | 2.32% | 8.53K |
| Strategic Advisers Fidelity US TtlStk | 926.05K | 1.81% | 23.21K |
| Avantis US Small Cap Value ETF | 856.41K | 1.67% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 23, 2026 | Clark Joseph Gates | SVP and Pres, Optimized LED | Sell | $76.26K |
| Jul 22, 2026 | Kuykendall Anne | SVP and Chief Legal Officer | Sell | $41.47K |
| Jun 15, 2026 | Kuykendall Anne | SVP and Chief Legal Officer | Sell | $6.56K |
| Jun 15, 2026 | Kuykendall Anne | SVP and Chief Legal Officer | Sell | $134.98K |
| Jun 15, 2026 | Kuykendall Anne | SVP and Chief Legal Officer | Sell | $12.50K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 1 |
| 2026 Q2 | - | 25 |
| 2026 Q1 | - | 4 |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 2 |
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