PENG · NASDAQ · Semiconductors

Penguin Solutions (PENG)

Builds AI computing infrastructure alongside fault-tolerant systems, specialty memory, and LED components.

$55.37
vs last close−1.21 (−2.14%)

13F · 13D/G · Form 4

Institutions≈ 112.64%57.72M shares
377 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders4.50%2.31M shares
16 holders · as of Aug 26, 2026
Strategic holders6.11%3.13M shares
1 holder · as of Feb 14, 2025
Adds to123.25%

51.24M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 123.25%; nothing is left for Other.

13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
14.93%7.65Mas of Jun 30, 2026
FMR LLCInstitution
12.03%6.17Mas of Jun 30, 2026
Invesco Ltd.Institution
8.89%4.55Mas of Jun 30, 2026
Bank of Nova ScotiaInstitution
8.66%4.44Mfiled Jul 15, 2026
Crosslink Capital, Inc.Strategic
6.11%3.13Mfiled Feb 14, 2025
State Street CorpInstitution
6.11%3.13Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
5.83%2.98Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
4.67%2.39Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.12%2.11Mas of Jun 30, 2026
Barrow Hanley Mewhinney & Strauss LLCInstitution
3.86%1.98Mas of Jun 30, 2026
American Century Companies IncInstitution
3.83%1.96Mas of Jun 30, 2026
Boston PartnersInstitution
3.27%1.68Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.44%1.25Mas of Jun 30, 2026
T. Rowe Price Investment Management, Inc.Institution
2.40%1.23Mas of Jun 30, 2026
Mark AdamsInsiderdirector, officer: President and CEO
1.88%963,183filed Jan 21, 2026
LSV Asset ManagementInstitution
1.63%832,916as of Jun 30, 2026
Curated Wealth Partners LLCInstitution
1.45%744,658as of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
1.38%709,310as of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
1.38%709,310as of Jun 30, 2026
Paradigm Capital Management Inc/NYInstitution
1.34%685,900as of Jun 30, 2026
Driehaus Capital Management LLCInstitution
1.31%672,847as of Jun 30, 2026
Two Sigma Investments, LPInstitution
1.29%660,315as of Jun 30, 2026
Morgan StanleyInstitution
1.28%654,049as of Jun 30, 2026
Kennedy Capital Management LLCInstitution
1.19%610,743as of Jun 30, 2026
Northern Trust CorpInstitution
1.15%588,462as of Jun 30, 2026

13F, as of Jun 30, 2026

377 holders · 57.72M shares · 154 new positions · 237 increased · 100 reduced · 23 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.7.65M14.93%−70.0KAug 7, 2026
FMR LLC6.17M12.03%+1.55MAug 13, 2026
Invesco Ltd.4.55M8.89%+565.1KAug 14, 2026
State Street Corp3.13M6.11%−94.7KAug 7, 2026
Vanguard Portfolio Management LLC2.98M5.83%−618.3KAug 13, 2026
Dimensional Fund Advisors LP2.39M4.67%+1.1KAug 11, 2026
Vanguard Capital Management LLC2.11M4.12%−55.1KAug 13, 2026
Barrow Hanley Mewhinney & Strauss LLC1.98M3.86%+186.9KAug 12, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
BlackRock, Inc.14.40%7.55M13GOct 17, 2025
FMR LLC12.10%6.45M13GMar 7, 2025
Astra AI Infra LLCincl. SK Telecom Co., Ltd.10.30%6.10M13DJul 28, 2026
Bank of Nova Scotia8.52%4.44M13GJul 15, 2026
Invesco Ltd.7.60%3.99M13GAug 13, 2026
Vanguard Portfolio Management6.89%3.62M13GApr 29, 2026
Crosslink Capital, Inc.5.90%3.13M13GFeb 14, 2025
State Street Corporation5.50%2.87M13GNov 10, 2025

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Aug 24, 2026
Anne Kuykendallofficer: SVP and Chief Legal Officer
Sale · 3 lots4,000$50.58112,994
Jul 23, 2026
Joseph Gates Clarkofficer: SVP and Pres, Optimized LED
Sale1,327$57.4763,056
Jul 22, 2026
Anne Kuykendallofficer: SVP and Chief Legal Officer
Sale739$56.12116,994
Jun 15, 2026
Anne Kuykendallofficer: SVP and Chief Legal Officer
Sale · 4 lots4,000$64.38120,794
Jun 1, 2026
Joseph Gates Clarkofficer: SVP and Pres, Optimized LED
Sale · 6 lots10,351$58.8766,425
May 26, 2026
Anne Kuykendallofficer: SVP and Chief Legal Officer
Sale · 3 lots4,000$54.45124,794
May 14, 2026
Maximiliane C. Straubdirector
Sale3,000$49.0051,975
May 12, 2026
Sandeep Nayyardirector
Sale7,107$43.4825,417
May 11, 2026
Sandeep Nayyardirector
Sale12,893$45.0932,524
May 12, 2026
Maximiliane C. Straubdirector
Sale4,000$44.3454,975

House and Senate disclosures

Not reported.