Who owns Penguin Solutions (PENG)?
128 holders named in SEC filings declare between 86.9% and 131.4% of Penguin Solutions' shares outstanding, as of Sep 29, 2026. The largest are BlackRock (14.9%), Fidelity (FMR) (12.0%) and SK Telecom Co., Ltd. (11.9%); the five largest hold 58.4% together. Another 229 institutions hold small positions worth 3.1%. From Mar 31, 2026 to Jun 30, 2026, institutions that filed both quarters bought 22.7% and sold 24.1% of the shares, a net sale of 1.4%; 139 opened a position, 73 added, 98 reduced and 22 sold out. Biggest buyers: T. Rowe Price (+1.7M shares) and Fidelity (FMR) (+1.6M shares). Biggest sellers: Ophir Asset Management Pty Ltd (-1.6M) and ALLIANCEBERNSTEIN L.P. (-1.2M). Schedule 13D/G filings since Mar 31, 2026: BANK OF NOVA SCOTIA crossed 5% (8.7%) on Jun 30, 2026, FMR LLC raised its stake to 12.3% on Jun 30, 2026 and Invesco Ltd. raised its stake to 8.9% on Jun 30, 2026. Directors and officers, from their latest Form 4: Kashif Shaikh (0.84%) and Jack A. Pacheco (0.47%). Over time, 342 managers declared Penguin Solutions in their 13F for Q2 2026, against 134 for Q4 2019: together at most 112.8% of the shares outstanding, against 91.0%.
| Holder | Filing | Share of capital | As of | Holding since (13F) |
|---|---|---|---|---|
| BlackRock | 13F | 14.9% | Jun 30, 2026 | Q4 2019 or earlier |
| Fidelity (FMR) | 13F | 12.0% | Jun 30, 2026 | Q1 2020 |
| SK Telecom Co., Ltd. | 13D | 11.9% | Jul 27, 2026 | — |
| Vanguard | 13F | 10.7% | Jun 30, 2026 | Q4 2019 or earlier |
| Invesco | 13F | 8.9% | Jun 30, 2026 | Q4 2019 or earlier |
| BANK OF NOVA SCOTIA | 13G | 8.7% | Jun 30, 2026 | — |
| State Street | 13F | 6.1% | Jun 30, 2026 | Q4 2019 or earlier |
| Dimensional | 13F | 4.7% | Jun 30, 2026 | Q3 2025 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 13F | 3.9% | Jun 30, 2026 | Q4 2025 |
| American Century Companies, Inc. | 13F | 3.8% | Jun 30, 2026 | Q4 2022 |
| T. Rowe Price | 13F | 3.4% | Jun 30, 2026 | Q2 2021 |
| Boston Partners | 13F | 3.3% | Jun 30, 2026 | Q1 2026 |
| Geode Capital | 13F | 2.4% | Jun 30, 2026 | Q3 2025 |
| LSV ASSET MANAGEMENT | 13F | 1.6% | Jun 30, 2026 | Q4 2019 or earlier |
| Charles Schwab | 13F | 1.4% | Jun 30, 2026 | Q4 2019 or earlier |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 13F | 1.3% | Jun 30, 2026 | Q3 2024 |
| Driehaus Capital Management LLC | 13F | 1.3% | Jun 30, 2026 | Q2 2026 |
| Two Sigma | 13F | 1.3% | Jun 30, 2026 | Q3 2022 |
| Morgan Stanley | 13F | 1.3% | Jun 30, 2026 | Q4 2019 or earlier |
| KENNEDY CAPITAL MANAGEMENT LLC | 13F | 1.2% | Jun 30, 2026 | Q4 2020 |
| Northern Trust | 13F | 1.1% | Jun 30, 2026 | Q4 2019 or earlier |
| Portolan Capital Management, LLC | 13F | 1.1% | Jun 30, 2026 | Q2 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 13F | 1.1% | Jun 30, 2026 | Q4 2022 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 13F | 0.88% | Jun 30, 2026 | Q4 2025 |
| Wellington | 13F | 0.84% | Jun 30, 2026 | Q1 2024 |
Penguin Solutions institutional ownership over time
| Quarter | 13F managers | Share of the company (upper bound) | Value declared | Held by stock pickers |
|---|---|---|---|---|
| Q4 2019 | 134 | 91.0% | $842.8M | 74.2% |
| Q4 2020 | 122 | 104.6% | $976.4M | 72.6% |
| Q4 2021 | 209 | 103.8% | $1.8B | 55.2% |
| Q4 2022 | 178 | 101.7% | $745.0M | 48.0% |
| Q4 2023 | 176 | 105.1% | $1.0B | 44.2% |
| Q4 2024 | 192 | 109.7% | $1.1B | 56.8% |
| Q4 2025 | 230 | 107.7% | $1.1B | 53.7% |
| Q2 2026 | 342 | 112.8% | $4.3B | 53.2% |
From SEC Form 13F, every quarter since the end of 2019, read like the current quarter: entities of a house summed, a value contradicting its share count set aside. The share of the company is an upper bound — two managers can declare the same shares — over the shares outstanding at that date.