Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in PENG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.7M | $135.9M | -3.1% | 12.141% | 0.00% |
| 2 | FMR LLC | 4.6M | $81.2M | -16.5% | 7.252% | 0.00% |
| 3 | Invesco Ltd. | 4.0M | $70.2M | +100.2% | 6.270% | 0.01% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.6M | $63.4M | — | 5.665% | 0.00% |
| 5 | STATE STREET CORP | 3.2M | $56.7M | +9.0% | 5.068% | 0.00% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 2.4M | $42.1M | +0.1% | 3.761% | 0.01% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 2.2M | $38.1M | — | 3.406% | 0.00% |
| 8 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.8M | $31.5M | +2932723.0% | 2.813% | 0.10% |
| 9 | Boston Partners | 1.6M | $28.9M | — | 2.509% | 0.03% |
| 10 | Ophir Asset Management Pty Ltd | 1.6M | $28.4M | +33.1% | 2.536% | 3.31% |
| 11 | PARADIGM CAPITAL MANAGEMENT INC/NY | 1.6M | $28.2M | +73.8% | 2.523% | 1.08% |
| 12 | ALLIANCEBERNSTEIN L.P. | 1.3M | $26.3M | +2.9% | 2.113% | 0.01% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 1.3M | $22.1M | +3.5% | 1.974% | 0.00% |
| 14 | ROYCE & ASSOCIATES LP | 981K | $17.3M | +18.5% | 1.542% | 0.17% |
| 15 | KENNEDY CAPITAL MANAGEMENT, INC. | 979K | $17.2M | -11.6% | 1.540% | 0.37% |
| 16 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 966K | $17.0M | +3.3% | 1.519% | 0.06% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 868K | $15.3M | +5.1% | 1.365% | 0.00% |
| 18 | BARCLAYS PLC | 635K | $11.2M | — | 0.999% | 0.00% |
| 19 | MORGAN STANLEY | 595K | $10.5M | -39.3% | 0.936% | 0.00% |
| 20 | WELLINGTON MANAGEMENT GROUP LLP | 588K | $10.3M | -4.2% | 0.924% | 0.00% |
| 21 | NORTHERN TRUST CORP | 571K | $10.0M | +2.5% | 0.897% | 0.00% |
| 22 | AMERICAN CENTURY COMPANIES INC | 520K | $9.2M | +0.6% | 0.818% | 0.00% |
| 23 | GOLDMAN SACHS GROUP INC | 515K | $9.1M | +11.0% | 0.809% | 0.00% |
| 24 | UBS Group AG | 483K | $8.5M | -12.8% | 0.760% | 0.00% |
| 25 | WELLS FARGO & COMPANY/MN | 464K | $8.2M | -7.9% | 0.730% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PENG — a direct measure of their conviction.
Filings activity in PENG during Q1 2026, grouped by how each filer changed its position.
4 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 219 | 2.7% | 24.29% | 1.53 pp | $991M | 5.9% |
| Q4 2025 | 225 | 9.3% | 25.82% | 10.60 pp | $1.05B | 29% |
| Q3 2025 | 248 | +1081% | 36.42% | +34.82 pp | $1.49B | +2170% |
| Q2 2025 | 21 | — | 1.60% | — | $65M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PENG stock.
Based on Q1 2026 13F filings, institutional ownership of Penguin Solutions, Inc. stands at 24.3%, held across 219 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of PENG, with approximately 7,722,394 shares worth $0.14B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of PENG.
Our composite Smart Money Score for PENG is 22 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
39 institutions opened new positions in PENG during Q1 2026, while 45 fully exited. 45 added to existing positions and 135 trimmed.
PENG institutional ownership fell by 1.53 percentage points quarter-over-quarter, with a net change of -6 holders.
The top 10 institutions account for 58.2% of all reported 13F value in PENG, and the top 25 account for 80.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Penguin Solutions, Inc. (PENG) Institutional Ownership