Penguin Solutions Inc (PENG)

CUSIP: 706915105 | NYSE | Technology · Information Technology Services | Small Cap | 473 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13DSK hynix Inc.	6,096,103	9.1%	New 5%+ stake	Oct 29, 2026	No 13F filer matched
13D/ASK Telecom Co., Ltd.	0	0.0%	No shares held	Oct 29, 2026

Institutional Holders — Q3 2026

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Dimensional Fund Advisors LP1,751,668

0.0% of portfolio$95.8M

Principal Financial Group Inc586,562

0.0% of portfolio$32.1M

Citigroup Inc303,998

0.0% of portfolio$16.6M

Bank of New York Mellon Corp302,494

0.0% of portfolio$16.5M

Thrivent Financial for Lutherans256,297

0.0% of portfolio$14.0K

Creative Planning68,219

0.0% of portfolio$3.7M

Mitsubishi UFJ Asset Management Co., Ltd.46,126

0.0% of portfolio$2.5M

State of Alaska, Department of Revenue31,717

0.0% of portfolio$1.7K

Simplex Trading, LLC31,328

0.0% of portfolio$1.7M

Tuttle Capital Management, LLC27,772

0.7% of portfolio$1.5M

Pinnacle Associates LTD27,079

0.0% of portfolio$1.5M

Americana Partners, LLC24,142

0.0% of portfolio$1.3M

CenterBook Partners LP24,030

0.1% of portfolio$1.3M

Illinois Municipal Retirement Fund22,821

0.0% of portfolio$1.2M

Louisiana State Employees Retirement System21,800

0.0% of portfolio$1.2M

Central Pacific Bank - Trust Division21,656

0.1% of portfolio$1.2M

Commonwealth Equity Services, LLC20,537

0.0% of portfolio$1.1M

Themes Management Co LLC16,301

0.6% of portfolio$891.5K

Lido Advisors, LLC15,675

0.0% of portfolio$857.3K

State of New Jersey Common Pension Fund D15,308

0.0% of portfolio$837.2K

Inspire Investing, LLC13,704

0.0% of portfolio$749.5K

Virginia Retirement Systems ET Al13,700

0.0% of portfolio$749.3K

Unique Wealth Strategies, LLC13,636

0.4% of portfolio$1.0M

Arizona State Retirement System13,358

0.0% of portfolio$730.5K

Amalgamated Bank13,259

0.0% of portfolio$725

Allspring Global Investments Holdings, LLC13,225

0.0% of portfolio$727.1K

Yousif Capital Management, LLC12,935

0.0% of portfolio$707.4K

New York State Teachers Retirement System12,462

0.0% of portfolio$682

Strs Ohio12,200

0.0% of portfolio$667.2K

Commonwealth of Pennsylvania Public School Empls Retrmt SYS12,074

0.0% of portfolio$660.3K

Hennion & Walsh Asset Management, Inc.12,048

0.0% of portfolio$658.9K

Oregon Public Employees Retirement Fund11,525

0.0% of portfolio$630.3K

Y-Intercept (Hong Kong) Ltd10,660

0.0% of portfolio$583.0K

Caitong International Asset Management Co., Ltd9,436

0.0% of portfolio$516.1K

Vise Technologies, Inc.8,480

0.0% of portfolio$463.8K

Wealth Enhancement Advisory Services, LLC7,997

0.0% of portfolio$572.3K

Financiere des Professionnels - Fonds d'investissement inc.7,961

0.0% of portfolio$435.4K

ProShare Advisors LLC6,912

0.0% of portfolio$378.0K

Pictet Asset Management Holding SA6,880

0.0% of portfolio$376.3K

State of Wyoming6,377

0.0% of portfolio$348.8K

IPG Investment Advisors LLC6,352

0.0% of portfolio$347.4K

Swiss Life Asset Management Ltd6,156

0.0% of portfolio$336.7K

Truist Financial Corp6,060

0.0% of portfolio$331.4K

Mutual of America Capital Management LLC5,847

0.0% of portfolio$319.8K

Xponance LLC5,638

0.0% of portfolio$308.3K

Gamma Investing LLC5,527

0.0% of portfolio$302.3K

Apollon Wealth Management, LLC5,025

0.0% of portfolio$274.8K

Farther Finance Advisors, LLC4,723

0.0% of portfolio$258.3K

Vaquero Private Wealth, LTD4,670

0.1% of portfolio$255.4K

Vontobel Holding Ltd.4,307

0.0% of portfolio$235.6K

Ethic Inc.4,224

0.0% of portfolio$231.0K

Global Trust Asset Management, LLC4,194

0.1% of portfolio$229.4K

Lanark Financial, Inc.4,145

0.0% of portfolio$226.7K

Griffin Asset Management, Inc.4,004

0.0% of portfolio$219.0K

FNY Investment Advisers, LLC3,765

0.0% of portfolio$205

Revisor Wealth Management LLC3,588

0.0% of portfolio$200.4K

Quadrant Capital Group LLC2,653

0.0% of portfolio$207.5K

SBI Securities Co., Ltd.2,294

0.0% of portfolio$125.5K

Versant Capital Management, Inc1,979

0.0% of portfolio$108.2K

GK Wealth Management LLC1,852

0.1% of portfolio$101.2K

Sterling Capital Management LLC1,661

0.0% of portfolio$90.8K

Parkside Financial Bank & Trust1,554

0.0% of portfolio$85.0K

KBC Group NV1,361

0.0% of portfolio$74

Parallel Advisors, LLC1,338

0.0% of portfolio$73.2K

Nisa Investment Advisors, LLC1,247

0.0% of portfolio$68.2K

Larson Financial Group LLC1,151

0.0% of portfolio$62.9K

Signaturefd, LLC1,081

0.0% of portfolio$59.1K

Polaris Financial Partners903

0.0% of portfolio$50

Leonteq Securities AG900

0.0% of portfolio$49.2K

Pinnacle Wealth Planning Services, Inc.881

0.0% of portfolio$48.2K

Covestor Ltd748

0.0% of portfolio$41

Summit Securities Group LLC617

0.0% of portfolio$33.7K

Salomon & Ludwin, LLC576

0.0% of portfolio$31.5K

Carolina Wealth Advisors, LLC401

0.0% of portfolio$21.9K

EverSource Wealth Advisors, LLC359

0.0% of portfolio$19.6K

KFG LLC330

0.0% of portfolio$18.0K

Wolverine Asset Management LLC327

0.0% of portfolio$17.9K

J.Safra Asset Management Corp289

0.0% of portfolio$15.8K

Harbor Capital Advisors, Inc.267

0.0% of portfolio$15

Private Trust Co NA235

0.0% of portfolio$12.9K

IFP Advisors, Inc173

0.0% of portfolio$9.5K

Silver Grove Financial Group, Inc.139

0.0% of portfolio$7.6K

MTM Investment Management, LLC128

0.0% of portfolio$7.0K

Root Financial Partners, LLC109

0.0% of portfolio$6.0K

Bare Financial Services, Inc106

0.0% of portfolio$5.8K

Cassaday & Co Wealth Management LLC100

0.0% of portfolio$5.5K

WPG Advisers, LLC92

0.0% of portfolio$5.0K

Cape Investment Advisory, Inc.89

0.0% of portfolio$4.9K

True Wealth Design, LLC85

0.0% of portfolio$4.6K

Fortitude Family Office, LLC61

0.0% of portfolio$3.3K

Physician Wealth Advisors, Inc.53

0.0% of portfolio$2.9K

Farmers & Merchants Investments Inc48

0.0% of portfolio$2.6K

Provenance Wealth Advisors, LLC44

0.0% of portfolio$2.4K

Ascentis Independent Advisors40

0.0% of portfolio$2.2K

MB, Levis & Associates, LLC35

0.0% of portfolio$1.9K

Avion Wealth31

0.0% of portfolio$1

North Star Investment Management Corp.30

0.0% of portfolio$1.6K

Hughes Financial Services, LLC28

0.0% of portfolio$1.6K

Proathlete Wealth Management LLC28

0.0% of portfolio$1.5K

Clark Wealth Partners28

0.0% of portfolio$1.5K

Bullock Wealth Management Group25

0.0% of portfolio$1.4K

Toth Financial Advisory Corp20

0.0% of portfolio$1.1K

Creative Capital Management Investments LLC15

0.0% of portfolio$820

Noble Wealth Management PBC14

0.0% of portfolio$766

MassMutual Private Wealth & Trust, FSB13

0.0% of portfolio$711

Bell Investment Advisors, Inc11

0.0% of portfolio$602

Ascentis Wealth Management, LLC10

0.0% of portfolio$546

Valley National Advisers Inc10

0.0% of portfolio$547

UMB Private Wealth Management, LLC8

0.0% of portfolio$438

Cedar Mountain Advisors, LLC8

0.0% of portfolio$438

Essential Partners LLC7

0.0% of portfolio$383

Bay Harbor Wealth Management, LLC5

0.0% of portfolio$273

Assetmark, Inc5

0.0% of portfolio$273

SJS Investment Consulting Inc.4

0.0% of portfolio$219

Gilpin Wealth Management, LLC3

0.0% of portfolio$165

DiNuzzo Private Wealth, Inc.2

0.0% of portfolio$110

Abound Wealth Management1

0.0% of portfolio$55

DecisionPoint Financial, LLC1

0.0% of portfolio$55

				Style	Turnover	Location	Filed
Dimensional Fund Advisors LP	1,751,668	$95.8M	0.0%	Index	Low	Austin, TX	2026-11-04
Principal Financial Group Inc	586,562	$32.1M	0.0%	Core	Low	Des Moines, IA	2026-11-02
Citigroup Inc	303,998	$16.6M	0.0%	Core	Medium	New York, NY	2026-11-04
Bank of New York Mellon Corp	302,494	$16.5M	0.0%	Core	Low	New York, NY	2026-11-05
Thrivent Financial for Lutherans	256,297	$14.0K	0.0%	GARP	Medium	Minneapolis, MN	2026-11-05
Creative Planning	68,219	$3.7M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.	46,126	$2.5M	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
State of Alaska, Department of Revenue	31,717	$1.7K	0.0%	Core	Very Low	Juneau, AK	2026-10-15
Simplex Trading, LLC	31,328	$1.7M	0.0%	Core	Very High	Chicago, IL	2026-11-04
Tuttle Capital Management, LLC	27,772	$1.5M	0.7%	Growth	High	Riverside, CT	2026-10-21
Pinnacle Associates LTD	27,079	$1.5M	0.0%	Core	Low	New York, NY	2026-10-20
Americana Partners, LLC	24,142	$1.3M	0.0%	Core	Medium	Houston, TX	2026-10-28
CenterBook Partners LP	24,030	$1.3M	0.1%	Value	Very High	Greenwich, CT	2026-11-02
Illinois Municipal Retirement Fund	22,821	$1.2M	0.0%	Core	Medium	Oak Brook, IL	2026-11-05
Louisiana State Employees Retirement System	21,800	$1.2M	0.0%	Index	Low	Baton Rouge, LA	2026-10-20
Central Pacific Bank - Trust Division	21,656	$1.2M	0.1%	Core	Medium	Honolulu, HI	2026-10-06
Commonwealth Equity Services, LLC	20,537	$1.1M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Themes Management Co LLC	16,301	$891.5K	0.6%	GARP	Medium	Greenwich, CT	2026-10-29
Lido Advisors, LLC	15,675	$857.3K	0.0%	Growth	Low	Los Angeles, CA	2026-11-04
State of New Jersey Common Pension Fund D	15,308	$837.2K	0.0%	Core	Low	Trenton, NJ	2026-11-05
Inspire Investing, LLC	13,704	$749.5K	0.0%	GARP	High	Meridian, ID	2026-10-22
Virginia Retirement Systems ET Al	13,700	$749.3K	0.0%	Core	Medium	Richmond, VA	2026-10-28
Unique Wealth Strategies, LLC	13,636	$1.0M	0.4%	Core	Medium	Burr Ridge, IL	2026-10-13
Arizona State Retirement System	13,358	$730.5K	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Amalgamated Bank	13,259	$725	0.0%	Core	Very Low	New York, NY	2026-10-23
Allspring Global Investments Holdings, LLC	13,225	$727.1K	0.0%	Core	Medium	Charlotte, NC	2026-11-04
Yousif Capital Management, LLC	12,935	$707.4K	0.0%	Index	Very Low	Bloomfield Hills, MI	2026-10-22
New York State Teachers Retirement System	12,462	$682	0.0%	Core	Very Low	Albany, NY	2026-10-22
Strs Ohio	12,200	$667.2K	0.0%	Core	Medium	Columbus, OH	2026-10-30
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	12,074	$660.3K	0.0%	Core	Low	Harrisburg, PA	2026-11-03
Hennion & Walsh Asset Management, Inc.	12,048	$658.9K	0.0%	Value	Medium	Parsippany, NJ	2026-10-13
Oregon Public Employees Retirement Fund	11,525	$630.3K	0.0%	Index	Very Low	Tigard, OR	2026-10-30
Y-Intercept (Hong Kong) Ltd	10,660	$583.0K	0.0%	Value	Very High	Hong Kong, South Korea	2026-10-16
Caitong International Asset Management Co., Ltd	9,436	$516.1K	0.0%	Growth	Very High	Hong Kong, South Korea	2026-10-29
Vise Technologies, Inc.	8,480	$463.8K	0.0%	Index	Low	New York, NY	2026-10-29
Wealth Enhancement Advisory Services, LLC	7,997	$572.3K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Financiere des Professionnels - Fonds d'investissement inc.	7,961	$435.4K	0.0%	Growth	High	Montreal, Austria	2026-11-03
ProShare Advisors LLC	6,912	$378.0K	0.0%	Growth	Low	Bethesda, MD	2026-10-29
Pictet Asset Management Holding SA	6,880	$376.3K	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
State of Wyoming	6,377	$348.8K	0.0%	Value	High	Cheyenne, WY	2026-10-28
IPG Investment Advisors LLC	6,352	$347.4K	0.0%	Core	Medium	San Diego, CA	2026-10-30
Swiss Life Asset Management Ltd	6,156	$336.7K	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
Truist Financial Corp	6,060	$331.4K	0.0%	Core	Low	Charlotte, NC	2026-10-30
Mutual of America Capital Management LLC	5,847	$319.8K	0.0%	Index	Low	New York, NY	2026-10-23
Xponance LLC	5,638	$308.3K	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
Gamma Investing LLC	5,527	$302.3K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Apollon Wealth Management, LLC	5,025	$274.8K	0.0%	Growth	Low	Mount Pleasant, SC	2026-10-23
Farther Finance Advisors, LLC	4,723	$258.3K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Vaquero Private Wealth, LTD	4,670	$255.4K	0.1%	ETF	N/A	Dallas, TX	2026-10-27
Vontobel Holding Ltd.	4,307	$235.6K	0.0%	Core	Medium	Zurich, Switzerland	2026-10-16
Ethic Inc.	4,224	$231.0K	0.0%	Core	Low	New York, NY	2026-11-03
Global Trust Asset Management, LLC	4,194	$229.4K	0.1%	Growth	Medium	Palm Beach Gardens, FL	2026-10-19
Lanark Financial, Inc.	4,145	$226.7K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Griffin Asset Management, Inc.	4,004	$219.0K	0.0%	Core	Low	New York, NY	2026-10-22
FNY Investment Advisers, LLC	3,765	$205	0.0%	Growth	Very High	New York, NY	2026-10-16
Revisor Wealth Management LLC	3,588	$200.4K	0.0%	Core	Low	Akron, OH	2026-10-20
Quadrant Capital Group LLC	2,653	$207.5K	0.0%	Core	Low	Cincinnati, OH	2026-10-20
SBI Securities Co., Ltd.	2,294	$125.5K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Versant Capital Management, Inc	1,979	$108.2K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
GK Wealth Management LLC	1,852	$101.2K	0.1%	GARP	Very High	Reno, NV	2026-10-09
Sterling Capital Management LLC	1,661	$90.8K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Parkside Financial Bank & Trust	1,554	$85.0K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
KBC Group NV	1,361	$74	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
Parallel Advisors, LLC	1,338	$73.2K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Nisa Investment Advisors, LLC	1,247	$68.2K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Larson Financial Group LLC	1,151	$62.9K	0.0%	Growth	Low	St Louis, MO	2026-11-05
Signaturefd, LLC	1,081	$59.1K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Polaris Financial Partners	903	$50	0.0%	Growth	N/A	Westerville, OH	2026-10-02
Leonteq Securities AG	900	$49.2K	0.0%	Core	High	Zurich, Switzerland	2026-10-29
Pinnacle Wealth Planning Services, Inc.	881	$48.2K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Covestor Ltd	748	$41	0.0%	Value	High	London, United Kingdom	2026-10-30
Summit Securities Group LLC	617	$33.7K	0.0%	Core	Very High	New York, NY	2026-11-05
Salomon & Ludwin, LLC	576	$31.5K	0.0%	ETF	Very Low	Richmond, VA	2026-10-29
Carolina Wealth Advisors, LLC	401	$21.9K	0.0%	Yield	High	Myrtle Beach, SC	2026-10-23
EverSource Wealth Advisors, LLC	359	$19.6K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
KFG LLC	330	$18.0K	0.0%	ETF	N/A	Rapid City, SD	2026-11-02
Wolverine Asset Management LLC	327	$17.9K	0.0%	Deep Value	Very High	Chicago, IL	2026-11-02
J.Safra Asset Management Corp	289	$15.8K	0.0%	ETF	Low	New York, NY	2026-11-03
Harbor Capital Advisors, Inc.	267	$15	0.0%	Value	High	Chicago, IL	2026-10-22
Private Trust Co NA	235	$12.9K	0.0%	Core	Low	Cleveland, OH	2026-10-20
IFP Advisors, Inc	173	$9.5K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Silver Grove Financial Group, Inc.	139	$7.6K	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
MTM Investment Management, LLC	128	$7.0K	0.0%	Core	Very Low	Spartanburg, SC	2026-10-30
Root Financial Partners, LLC	109	$6.0K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Bare Financial Services, Inc	106	$5.8K	0.0%	ETF	Very Low	Gap, PA	2026-11-04
Cassaday & Co Wealth Management LLC	100	$5.5K	0.0%	ETF	Very Low	Mclean, VA	2026-10-27
WPG Advisers, LLC	92	$5.0K	0.0%	Core	Low	Baltimore, MD	2026-10-27
Cape Investment Advisory, Inc.	89	$4.9K	0.0%	ETF	Low	Mcdonough, GA	2026-10-13
True Wealth Design, LLC	85	$4.6K	0.0%	ETF	Medium	Akron, OH	2026-10-13
Fortitude Family Office, LLC	61	$3.3K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Physician Wealth Advisors, Inc.	53	$2.9K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Farmers & Merchants Investments Inc	48	$2.6K	0.0%	Core	Very Low	Lincoln, NE	2026-10-22
Provenance Wealth Advisors, LLC	44	$2.4K	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Ascentis Independent Advisors	40	$2.2K	0.0%	ETF	Low	Dallas, TX	2026-11-03
MB, Levis & Associates, LLC	35	$1.9K	0.0%	ETF	Very Low	Center Valley, PA	2026-10-16
Avion Wealth	31	$1	0.0%	ETF	Low	The Woodlands, TX	2026-11-04
North Star Investment Management Corp.	30	$1.6K	0.0%	Core	Low	Chicago, IL	2026-10-27
Hughes Financial Services, LLC	28	$1.6K	0.0%	ETF	Low	Herndon, VA	2026-10-30
Proathlete Wealth Management LLC	28	$1.5K	0.0%	ETF	Very Low	Boca Raton, FL	2026-10-15
Clark Wealth Partners	28	$1.5K	0.0%	ETF	Very Low	O'Fallon, IL	2026-10-19
Bullock Wealth Management Group	25	$1.4K	0.0%	Growth	Low	Bloomington, IN	2026-10-09
Toth Financial Advisory Corp	20	$1.1K	0.0%	Core	Low	Leesburg, VA	2026-10-08
Creative Capital Management Investments LLC	15	$820	0.0%	ETF	Low	San Diego, CA	2026-10-28
Noble Wealth Management PBC	14	$766	0.0%	Yield	Medium	Greenwood Village, CO	2026-10-01
MassMutual Private Wealth & Trust, FSB	13	$711	0.0%	Core	Low	Springfield, MA	2026-10-05
Bell Investment Advisors, Inc	11	$602	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
Ascentis Wealth Management, LLC	10	$546	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
Valley National Advisers Inc	10	$547	0.0%	ETF	Low	Bethlehem, PA	2026-10-23
UMB Private Wealth Management, LLC	8	$438	0.0%	Growth	N/A	Kansas City, MO	2026-10-19
Cedar Mountain Advisors, LLC	8	$438	0.0%	ETF	Very Low	Lake Oswego, OR	2026-10-15
Essential Partners LLC	7	$383	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Bay Harbor Wealth Management, LLC	5	$273	0.0%	ETF	Medium	Hunt Valley, MD	2026-11-03
Assetmark, Inc	5	$273	0.0%	ETF	Low	Concord, CA	2026-10-21
SJS Investment Consulting Inc.	4	$219	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Gilpin Wealth Management, LLC	3	$165	0.0%	Growth	Low	Denver, CO	2026-10-09
DiNuzzo Private Wealth, Inc.	2	$110	0.0%	ETF	Low	Beaver, PA	2026-10-16
Abound Wealth Management	1	$55	0.0%	ETF	Very Low	Franklin, TN	2026-10-26
DecisionPoint Financial, LLC	1	$55	0.0%	ETF	Very Low	Mesa, AZ	2026-10-27