Penguin SolutionsPENG

13F holders, Q2 2026 (June 30)
353holders +126
147new positions
22sold out
8famous investors
$75.76avg. 13F price*

At the end of Q2 2026, 353 institutions reported holding Penguin Solutions Inc. (PENG) in their 13F filings, up 126 from Q1 2026. 147 opened new positions and 22 sold out. The largest holders were BlackRock, Inc. ($581.7M), FMR LLC ($468.7M) and Invesco Ltd. ($346.1M). 8 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Penguin Solutions Inc.
CUSIP
706915105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q2 2025: 22Q2 2025Q3 2025: 252Q3 2025Q4 2025: 233Q4 2025Q1 2026: 227Q1 2026Q2 2026: 353Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions147$355.0M
Exits22$47.9M

All 13F filers, Q1 2026 → Q2 2026: 11,867,735 shares bought and 12,401,483 shares sold, net −533,748 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 353 holders

BlackRock, Inc. 0.01% Reduce -0.9% 7,652,384 $581.7M
FMR LLC 0.02% Add +33.7% 6,166,682 $468.7M
Invesco Ltd. 0.03% Add +14.2% 4,553,215 $346.1M
State Street Corp. 0.01% Reduce -2.9% 3,128,616 $237.8M
Vanguard Portfolio Management LLC 0.01% Reduce -17.2% 2,984,926 $226.9M
Dimensional Fund Advisors LP 0.03% Add +0.1% 2,393,508 $181.9M
Vanguard Capital Management LLC 0.00% Reduce -2.5% 2,111,433 $160.5M
Barrow Hanley Mewhinney & Strauss LLC 0.46% Add +10.4% 1,975,948 $150.2M
American Century Companies Inc. 0.07% Add +277.2% 1,962,105 $149.1M
Boston Partners 0.11% Add +5.1% 1,677,550 $127.9M
Geode Capital Management, LLC 0.01% Reduce -0.4% 1,250,752 $95.1M
T. Rowe Price Investment Management, Inc. 0.06% New 1,230,419 $93.5M
LSV Asset Management 0.11% Reduce -16.7% 832,916 $63.3M
Charles Schwab Investment Management Inc. 0.01% Reduce -18.3% 709,310 $53.9M
Paradigm Capital Management Inc. 1.42% Reduce -57.3% 685,900 $52.1M
Driehaus Capital Management LLC 0.30% New 672,847 $51.1M
Two Sigma Investments, LP 0.04% Add +254.6% 660,315 $50.2M
Morgan Stanley 0.00% Add +9.9% 654,049 $49.7M
Kennedy Capital Management LLC 0.82% Reduce -37.6% 610,743 $46.4M
Northern Trust Corp. 0.01% Add +3.1% 588,462 $44.7M
Portolan Capital Management, LLC 1.55% New 546,173 $41.5M
BNP Paribas Financial Markets 0.02% Add +30.8% 543,480 $41.3M
T. Rowe Price Associates Inc. 0.00% Add +713.1% 521,248 $39.6M
William Blair Investment Management, LLC 0.10% Reduce -53.4% 450,030 $34.2M
Wellington Management Group LLP 0.01% Reduce -26.4% 432,722 $32.9M
Vanguard Fiduciary Trust Co. 0.01% Add +7.4% 335,288 $25.5M
Marshall Wace, LLP 0.02% Add +113.5% 315,487 $24.0M
Royce & Associates LP 0.18% Reduce -69.2% 301,775 $22.9M
Thrivent Financial for Lutherans 0.04% Add +835.9% 298,771 $22.7M
Goldman Sachs Group Inc. 0.00% Reduce -42.0% 298,415 $22.7M
Bank of New York Mellon Corp 0.00% Reduce -4.4% 296,052 $22.5M
JPMorgan Chase & Co. 0.00% Add +276.0% 327,697 $22.3M
Wells Fargo & Company 0.00% Reduce -39.5% 281,048 $21.4M
Bank of Montreal 0.01% Add +199.6% 279,319 $21.2M
D. E. Shaw & Co. 0.01% Add +10.1% 256,454 $19.5M
Susquehanna International Group, LLP 0.02% Add +1252.9% 236,030 $17.9M
Principal Financial Group Inc. 0.01% Reduce -2.8% 226,065 $17.2M
Royal Bank of Canada 0.00% Add +15.8% 222,387 $16.9M
Citadel Advisors 0.01% Reduce -38.2% 197,430 $15.0M
Deutsche Bank AG 0.00% Reduce -40.9% 193,763 $14.7M
Nomura Asset Management International Inc. 0.02% New 187,712 $14.3M
Public Sector Pension Investment Board 0.04% Reduce -20.1% 187,230 $14.2M
Thames Capital Management LLC 1.16% New 185,128 $14.1M
Nordea Investment Management AB 0.01% Reduce -3.4% 191,448 $13.4M
UBS Group AG 0.00% Reduce -63.5% 176,653 $13.4M
Clearbridge Investments, LLC 0.01% Reduce -59.5% 174,571 $13.3M
Tidal Investments LLC 0.03% Add +224.6% 165,954 $12.6M
Raymond James Financial Inc. 0.00% Add +59.4% 165,318 $12.6M
Optimize Financial Inc. 4.18% Reduce -0.3% 152,938 $11.6M
Sound Capital Solutions LLC 2.72% — 152,938 $11.6M
State of Wisconsin Investment Board 0.02% Reduce -37.8% 151,839 $11.5M
Millennium Management 0.01% Add +766.5% 150,808 $11.5M
Bessemer Group Inc. 0.01% Add +0.2% 142,366 $10.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -44.1% 139,266 $10.6M
Los Angeles Capital Management LLC 0.04% Add +314.9% 136,677 $10.4M
Rhumbline Advisers 0.01% Reduce -13.9% 125,091 $9.5M
CSM Advisors, LLC 0.20% Reduce -77.6% 122,777 $9.3M
Jump Financial, LLC 0.09% New 118,200 $9.0M
Bank of America Corp. 0.00% Add +4.4% 115,474 $8.8M
Nuveen, LLC 0.00% Add +9.9% 110,676 $8.4M
Group One Trading LLC 0.24% New 110,359 $8.4M
Lazard Asset Management LLC 0.01% Add +69.2% 109,053 $8.3M
LPL Financial LLC 0.00% Add +264.2% 105,860 $8.0M
Legal & General Group Plc 0.00% Add +0.9% 105,178 $8.0M
Ameriprise Financial Inc. 0.00% Add +19.1% 102,195 $7.8M
Barclays PLC 0.00% Reduce -84.0% 101,383 $7.7M
Phocas Financial Corp. 1.07% Reduce -56.2% 101,015 $7.7M
Divisadero Street Capital Management, LP 0.18% New 100,000 $7.6M
Susquehanna Fundamental Investments, LLC 0.14% Reduce -9.1% 96,467 $7.3M
Sei Investments Co. 0.01% Reduce -46.3% 93,401 $7.1M
Walleye Trading LLC 0.10% Add +1665.8% 92,331 $7.0M
Swiss National Bank 0.00% Reduce -6.6% 91,700 $7.0M
Weiss Asset Management LP 0.12% New 89,717 $6.8M
Segall Bryant & Hamill, LLC 0.08% Reduce -43.5% 88,429 $6.7M
Jacobs Levy Equity Management, Inc. 0.02% New 83,668 $6.4M
Peregrine Capital Management LLC 0.20% Reduce -63.5% 81,390 $6.2M
Jupiter Topco LLC 0.00% — 71,384 $5.4M
AQR Capital Management 0.00% Reduce -61.4% 66,722 $5.1M
Creative Planning 0.00% Add +25.5% 62,264 $4.7M
Kera Capital Partners, Inc. 0.45% New 61,945 $4.7M
P.A.W. Capital Corp. 3.52% Reduce -80.2% 60,400 $4.6M
Voya Investment Management LLC 0.00% Add +12.2% 60,258 $4.6M
CWA Asset Management Group, LLC 0.14% Reduce -47.3% 60,179 $4.6M
FORA Capital, LLC 0.30% New 58,166 $4.4M
VestGen Advisors, LLC 0.12% New 53,623 $4.1M
California State Teachers Retirement System 0.00% Reduce -29.5% 52,561 $4.0M
Quantinno Capital Management LP 0.00% Add +79.5% 50,825 $3.9M
Simplex Trading, LLC 0.10% Add +19460.2% 50,074 $3.8M
Prudential Financial Inc. 0.00% Reduce -3.5% 48,786 $3.7M
Brevan Howard Capital Management LP 0.05% Reduce -27.6% 48,470 $3.7M
XTX Topco Ltd 0.05% Reduce -25.3% 46,662 $3.5M
Federated Hermes, Inc. 0.00% Reduce -32.0% 44,724 $3.4M
ExodusPoint Capital Management, LP 0.03% New 44,231 $3.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +4280.0% 43,931 $3.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +237.1% 41,197 $3.1M
Virtus Advisers, LLC 1.15% Reduce -18.7% 38,681 $2.9M
State of Alaska, Department of Revenue 0.03% Reduce -18.0% 38,318 $2.9M
Citigroup Inc. 0.00% Add +102.5% 37,067 $2.8M
Stifel Financial Corp. 0.00% Reduce -7.5% 36,760 $2.8M
New York State Common Retirement Fund 0.00% Reduce -34.1% 36,199 $2.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +10.3% 36,062 $2.7M
Engineers Gate Manager LP 0.03% Reduce -29.2% 35,111 $2.7M
Tuttle Capital Management, LLC 1.74% New 34,060 $2.6M
Commonwealth Equity Services, LLC 0.00% Add +161.2% 33,516 $2.5M
Osaic Holdings, Inc. 0.00% Add +1864.2% 33,058 $2.5M
Picton Mahoney Asset Management 0.02% New 32,930 $2.5M
Titan Global Capital Management USA LLC 0.31% New 32,068 $2.4M
Pinnacle Associates Ltd. 0.03% Reduce -25.5% 31,199 $2.4M
Homestead Advisers Corp 0.06% New 31,100 $2.4M
Alliancebernstein L.P. 0.00% Reduce -90.3% 131,113 $2.3M
Caxton Associates LLP 0.04% New 30,310 $2.3M
Baader Bank Aktiengesellschaft 0.19% New 30,000 $2.3M
Credit Agricole S A 0.01% New 30,000 $2.3M
Envestnet Asset Management Inc. 0.00% Add +124.8% 29,484 $2.2M
MetLife Investment Management, LLC 0.01% Reduce -5.4% 29,283 $2.2M
Russell Investments Group, Ltd. 0.00% Add +521.5% 28,956 $2.2M
HSBC Holdings PLC 0.00% Reduce -80.5% 29,629 $2.2M
Polen Capital Management LLC 0.02% New 28,293 $2.2M
J.W. Cole Advisors, Inc. 0.04% New 27,550 $2.1M
CastleKnight Management LP 0.07% Reduce -85.3% 26,392 $2.0M
Natixis 0.01% New 25,950 $2.0M
Cresset Asset Management, LLC 0.01% New 25,644 $1.9M
Renaissance Technologies 0.00% New 25,500 $1.9M
Empowered Funds, LLC 0.01% New 24,852 $1.9M
New Age Alpha Advisors, LLC 0.08% New 24,657 $1.9M
Fisher Asset Management 0.00% Reduce -36.6% 24,404 $1.9M
Illinois Municipal Retirement Fund 0.02% Reduce -12.1% 24,111 $1.8M
Allspring Global Investments Holdings, LLC 0.00% Reduce -22.7% 26,245 $1.8M
State Board of Administration of Florida Retirement System 0.00% Add +71.9% 23,703 $1.8M
Pathstone Holdings, LLC 0.01% Reduce -0.6% 23,307 $1.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -5.0% 23,180 $1.8M
Intech Investment Management LLC 0.02% Add +94.1% 22,802 $1.7M
Integrated Quantitative Investments LLC 0.28% New 22,775 $1.7M
South Dakota Investment Council 0.03% New 22,700 $1.7M
Spirepoint Private Client, LLC 0.14% Add +9.0% 22,000 $1.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -6.5% 21,965 $1.7M
Quadrature Capital Ltd 0.01% New 21,155 $1.6M
Caitong International Asset Management Co., Ltd 0.22% Add +32819.1% 20,739 $1.6M
Louisiana State Employees Retirement System 0.02% Reduce -4.7% 20,200 $1.5M
Braeburn Wealth Management LLC 0.66% New 20,135 $1.5M
TD Asset Management Inc 0.00% New 19,776 $1.5M
Exit Wealth Advisors, LLC. 0.68% New 19,667 $1.5M
Vanguard Global Advisers, LLC 0.00% Reduce -2.5% 19,058 $1.4M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 19,035 $1.4M
Central Pacific Bank - Trust Division 0.15% Add +31.7% 18,976 $1.4M
Hancock Whitney Corp. 0.02% Add +9.5% 18,343 $1.4M
Globeflex Capital L P 0.18% New 18,100 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% New 17,953 $1.4M
Timothy G. Youngquist 2020 Irrevocable Trust 0.27% New 17,950 $1.4M
Franklin Resources Inc. 0.00% Reduce -31.1% 17,548 $1.3M
State of Tennessee, Department of Treasury 0.00% Reduce -6.5% 17,454 $1.3M
Guggenheim Capital LLC 0.01% Reduce -27.0% 17,358 $1.3M
First Trust Advisors LP 0.00% Reduce -65.3% 17,046 $1.3M
Nomura Holdings Inc. 0.01% Reduce -94.0% 16,395 $1.2M
Evolve Private Wealth, LLC 0.07% Add +1.9% 15,931 $1.2M
New York State Teachers Retirement System 0.00% Add +3.8% 15,866 $1.2M
Manufacturers Life Insurance Company, The 0.00% Add +13.3% 15,784 $1.2M
Inspire Investing, LLC 0.05% Reduce -57.0% 15,053 $1.1M
Police & Firemen's Retirement System of New Jersey 0.01% Add +13.3% 14,923 $1.1M
Legato Capital Management LLC 0.09% New 14,804 $1.1M
State of New Jersey Common Pension Fund D 0.00% New 14,768 $1.1M
Americana Partners, LLC 0.03% New 14,692 $1.1M
Panagora Asset Management Inc. 0.00% New 14,633 $1.1M
Cetera Investment Advisers 0.00% New 14,584 $1.1M
Allstate Corp. 0.01% No change 14,554 $1.1M
Truvestments Capital LLC 0.16% Reduce -5.0% 14,328 $1.1M
Lido Advisors, LLC 0.00% Reduce -5.4% 14,141 $1.1M
CSS LLC 0.14% New 13,975 $1.1M
Unique Wealth Strategies, LLC 0.38% New 13,636 $1.0M
State of Wyoming 0.10% Add +187.4% 13,193 $1.0M
Vontobel Holding Ltd. 0.00% Reduce -8.3% 12,859 $977K
Arizona State Retirement System 0.00% Reduce -8.1% 12,602 $958K
Amalgamated Bank 0.01% Reduce -8.1% 12,518 $951K
Martingale Asset Management L P 0.02% Reduce -35.7% 12,507 $951K
Yousif Capital Management, LLC 0.01% Reduce -3.0% 12,389 $942K
Vanguard Investments Australia, Ltd. 0.00% Reduce -5.5% 12,094 $919K
Havemeyer Place LP 0.09% New 12,092 $919K
Teachers Retirement System of the State of Kentucky 0.01% No change 11,989 $911K
Fifth Third Bancorp 0.00% Reduce -79.3% 11,471 $872K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -7.4% 10,951 $832K
STRS Ohio 0.00% New 10,900 $829K
KLP Kapitalforvaltning As 0.00% No change 10,700 $813K
Natixis Advisors, LLC 0.00% New 10,673 $811K
Oregon Public Employees Retirement Fund 0.01% Reduce -4.6% 10,425 $792K
Apollon Wealth Management, LLC 0.01% New 10,302 $783K
Inspire Advisors, LLC 0.05% New 10,137 $770K
Advisory Services Network, LLC 0.01% Add +112166.7% 10,104 $768K
Tactive Advisors, LLC 0.18% New 9,822 $747K
Jackson Creek Investment Advisors LLC 0.24% New 13,780 $725K
FNY Investment Advisers, LLC 0.26% New 9,396 $714K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% New 9,300 $707K
Jones Financial Companies LLLP 0.00% Add +528.4% 11,160 $695K
Truist Financial Corp. 0.00% New 8,994 $684K
Sanctuary Advisors, LLC 0.00% New 8,882 $675K
Occudo Quantitative Strategies LP 0.04% New 8,867 $674K
Gotham Asset Management 0.00% New 8,767 $666K
J. Safra Sarasin Holding AG 0.01% New 8,498 $646K
Wealth Enhancement Advisory Services, LLC 0.00% New 8,197 $642K
Sender Co & Partners, Inc. 0.26% New 8,104 $616K
Financiere des Professionnels - Fonds d'investissement inc. 0.03% New 7,961 $605K
Vident Advisory, LLC 0.00% Reduce -49.7% 7,929 $603K
Squarepoint Ops LLC 0.00% New 7,849 $597K
VARCOV Co. 0.23% New 7,843 $596K
Victory Capital Management Inc. 0.00% Reduce -93.4% 7,791 $592K
Regal Partners Ltd 0.03% New 7,427 $565K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +712.9% 7,235 $550K
ProShare Advisors LLC 0.00% New 7,129 $542K
Pictet Asset Management Holding SA 0.00% New 6,880 $523K
Quantbot Technologies LP 0.02% Reduce -34.3% 6,788 $516K
Maryland State Retirement & Pension System 0.01% New 6,737 $512K
SummitTX Capital, L.P. 0.01% New 6,647 $505K
Altshuler Shaham Ltd 0.01% New 41,984 $482K
Xponance LLC 0.00% New 6,160 $468K
Merit Financial Group, LLC 0.00% New 6,152 $468K
CIBC Bancorp USA Inc. 0.00% New 6,111 $464K
Neuberger Berman Group LLC 0.00% New 5,951 $452K
Swiss Life Asset Management Ltd 0.00% Reduce -68.5% 5,944 $452K
SG Americas Securities, LLC 0.00% Reduce -15.0% 5,832 $443K
CenterBook Partners LP 0.02% New 5,761 $438K
O'shaughnessy Asset Management, LLC 0.00% New 5,716 $434K
Amundi 0.00% Reduce -67.7% 5,603 $426K
Pacer Advisors, Inc. 0.00% Reduce -97.9% 5,582 $424K
Farther Finance Advisors, LLC 0.00% Add +772.5% 5,514 $419K
Vanguard Personalized Indexing Management, LLC 0.00% New 5,411 $411K
Headlands Technologies LLC 0.04% New 5,357 $407K
Mutual of America Capital Management LLC 0.00% New 5,290 $402K
Caprock Group, LLC 0.01% New 5,223 $397K
Integrated Wealth Concepts LLC 0.00% New 5,195 $395K
Ethic Inc. 0.00% New 5,090 $387K
GAMMA Investing LLC 0.01% Reduce -4.8% 5,065 $385K
Tower Research Capital LLC (TRC) 0.01% Add +25.4% 5,031 $382K
Scientech Research LLC 0.31% New 5,020 $382K
Tudor Investment Corporation 0.00% New 5,013 $381K
Performance Wealth Partners, LLC 0.01% New 5,008 $381K
Vise Technologies, Inc. 0.00% New 4,935 $375K
Vaquero Private Wealth, Ltd. 0.07% — 4,670 $355K
Vestcor Inc 0.01% New 4,598 $349K
Ameritas Investment Partners, Inc. 0.01% Add +5.0% 4,568 $347K
Fieldview Capital Management, LLC 0.10% New 4,552 $346K
Plan A Wealth LLC 0.14% New 4,402 $335K
Mercer Global Advisors Inc. 0.00% New 4,307 $327K
Prudent Man Advisors, LLC 0.07% New 4,121 $313K
Parkside Financial Bank & Trust 0.02% Reduce -2.7% 4,044 $307K
Van Diest Capital, LLC 0.27% New 4,023 $306K
Griffin Asset Management, Inc. 0.03% New 4,004 $304K
HighTower Advisors, LLC 0.00% New 4,001 $304K
Independent Family Office, LLC 0.12% New 4,000 $304K
Aigen Investment Management, LP 0.08% New 3,986 $303K
M&T Bank Corp 0.00% New 3,829 $291K
Greenleaf Trust 0.00% New 3,552 $270K
Verdence Capital Advisors LLC 0.01% New 3,535 $269K
Polymer Capital Management (US) LLC 0.04% New 3,497 $266K
Mackenzie Financial Corp. 0.00% Reduce -94.3% 3,493 $266K
Fulcrum Asset Management LLP 0.03% New 3,888 $264K
Snowden Capital Advisors LLC 0.01% New 3,474 $264K
PNC Financial Services Group, Inc. 0.00% Reduce -8.9% 3,407 $259K
Captrust Financial Advisors 0.00% New 3,303 $251K
Mangrove Partners Im, LLC 0.02% New 3,285 $250K
Perigon Wealth Management, LLC 0.00% New 3,227 $245K
Lanark Financial, Inc. 0.02% New 3,206 $244K
Mirabella Financial Services LLP 0.03% New 3,205 $244K
Ritholtz Wealth Management 0.00% New 3,201 $243K
CIBC Asset Management Inc 0.00% New 3,102 $236K
Connors Investor Services Inc. 0.02% New 3,000 $228K
Joel Isaacson & Co., LLC 0.01% New 2,944 $224K
IPG Investment Advisors LLC 0.03% New 2,913 $221K
Revisor Wealth Management LLC 0.05% New 2,902 $221K
Foundations Investment Advisors, LLC 0.00% New 2,900 $220K
Jasper Ridge Partners, L.P. 0.00% New 2,808 $213K
AE Wealth Management LLC 0.00% New 2,805 $213K
Graham Capital Management, L.P. 0.01% New 2,787 $212K
Quadrant Capital Group LLC 0.01% Add +80.9% 2,768 $210K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 2,119 $161K
Versant Capital Management, Inc 0.01% Reduce -8.5% 2,027 $154K
Arax Advisory Partners 0.00% Add +1435.5% 1,858 $141K
Rockefeller Capital Management L.P. 0.00% Add +25.1% 1,666 $127K
Freestone Grove Partners LP 0.00% Add +14.2% 1,631 $124K
Crews Bank & Trust 0.02% No change 1,600 $122K
SBI Securities Co., Ltd. 0.00% Add +1337.3% 1,466 $111K
KBC Group NV 0.00% New 1,361 $103K
Meeder Asset Management Inc. 0.00% New 1,214 $92K
Nisa Investment Advisors, LLC 0.00% Add +14.2% 1,164 $88K
Bayforest Capital Ltd 0.08% New 1,073 $82K
Elequin Capital, LP 0.01% New 974 $74K
Public Employees Retirement System of Ohio 0.00% Reduce -11.2% 969 $74K
Concurrent Investment Advisors, LLC 0.00% New 961 $73K
Summit Securities Group LLC 0.01% New 916 $70K
Leonteq Securities AG 0.00% New 900 $68K
Signaturefd, LLC 0.00% Add +1.9% 863 $66K
Covestor Ltd 0.04% Reduce -94.7% 851 $65K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +158.8% 854 $65K
Nykredit A/S 0.00% — 557 $42K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 550 $42K
Salomon & Ludwin, LLC 0.00% No change 576 $40K
Allworth Financial LP 0.00% Reduce -63.7% 487 $37K
Kemnay Advisory Services Inc. 0.00% New 395 $30K
Smartleaf Asset Management LLC 0.00% No change 437 $30K
Global Retirement Partners, LLC 0.00% — 342 $26K
US Bancorp \de 0.00% Reduce -19.4% 294 $22K
EverSource Wealth Advisors, LLC 0.00% Reduce -53.4% 258 $20K
Walleye Capital LLC 0.00% Reduce -96.0% 235 $18K
Signature Equity Partners, LLC 0.01% New 234 $18K
Larson Financial Group LLC 0.00% Add +277.2% 215 $16K
Ankerstar Wealth, LLC 0.01% Add +2500.0% 208 $16K
Steigerwald, Gordon & Koch Inc. 0.00% No change 200 $15K
Parallel Advisors, LLC 0.00% Add +21.5% 192 $15K
Clearstead Advisors, LLC 0.00% New 184 $14K
J.Safra Asset Management Corp 0.00% Add +49.2% 182 $14K
Sterling Capital Management LLC 0.00% Reduce -98.5% 177 $13K
IFP Advisors, Inc 0.00% Reduce -92.0% 173 $13K
Wolverine Asset Management LLC 0.00% Reduce -99.3% 160 $12K
Gill Capital Partners, LLC 0.00% No change 150 $11K
Private Trust Co. NA 0.00% Reduce -57.4% 141 $11K
Brown Brothers Harriman & Co. 0.00% No change 138 $10K
MTM Investment Management, LLC 0.00% New 128 $10K
UMB Bank, n.a. 0.00% Add +1.9% 107 $8K
Bare Financial Services, Inc 0.00% Add +92.7% 106 $8K
Cassaday & Co Wealth Management LLC 0.00% No change 100 $8K
WPG Advisers, LLC 0.00% No change 92 $7K
True Wealth Design, LLC 0.00% No change 85 $6K
NewEdge Advisors, LLC 0.00% New 85 $6K
Rossby Financial, LCC 0.00% Reduce -56.5% 77 $6K
Rialto Wealth Management, LLC 0.00% Add +141.4% 70 $5K
Silver Grove Financial Group, Inc. 0.00% New 69 $5K
Cornerstone Financial Management LLC 0.00% No change 67 $5K
Cape Investment Advisory, Inc. 0.00% New 60 $5K
Kilter Group LLC 0.00% Reduce -30.1% 58 $4K
Rothschild Investment LLC 0.00% Add +5.5% 58 $4K
Mb, Levis & Associates, LLC 0.00% New 50 $4K
Bruce G. Allen Investments, LLC 0.00% No change 42 $3K
Keating Financial Advisory Services, Inc. 0.00% No change 37 $3K
C M Bidwell & Associates Ltd. 0.00% New 32 $2K
Huntington National Bank 0.00% No change 32 $2K
Caitlin John, LLC 0.00% New 30 $2K
North Star Investment Management Corp. 0.00% No change 30 $2K
Federation des caisses Desjardins du Quebec 0.00% New 30 $2K
Optiver Holding B.V. 0.00% Reduce -61.8% 29 $2K
Farmers & Merchants Investments Inc. 0.00% Reduce -15.6% 27 $2K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -53.6% 26 $2K
Zions Bancorporation, National Association 0.00% No change 24 $2K
Steward Partners Investment Advisory, LLC 0.00% New 21 $2K
Toth Financial Advisory Corp. 0.00% No change 20 $2K
Physician Wealth Advisors, Inc. 0.00% New 19 $1K
Valued Wealth Advisors LLC 0.00% New 18 $1K
Raffa Wealth Management, LLC 0.00% New 12 $912
Cedar Mountain Advisors, LLC 0.00% No change 8 $608
Essential Partners LLC 0.00% No change 7 $532
Stone House Investment Management, LLC 0.00% New 6 $456
Plante Moran Financial Advisors, LLC 0.00% New 5 $380
Gilpin Wealth Management, LLC 0.00% Add +33.3% 4 $305
Abound Wealth Management 0.00% New 4 $305
Davis Capital Management 0.00% New 3 $228
Avion Wealth 0.00% New 6 $0

"% of holder's portfolio" is PENG's weight in each manager's 13F, not the share of Penguin Solutions Inc. the manager owns.