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Penguin Solutions Inc (PENG)

CUSIP: G8232Y101 | 649 institutional holders

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

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.

HolderShares% of ClassChangeEvent Datevs 13F
13D/ASK Telecom Co., Ltd.6,096,10310.3%New 5%+ stakeJul 27, 2026No 13F filer matched
13D/ASK Telecom Co., Ltd.6,096,103
10.3% of class · Jul 27, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2025

CWA Asset Management Group, LLC86,703
0.1% of portfolio›$2.3M
Pacific Ridge Capital Partners, LLC47,589
0.3% of portfolio›$1.3M
Verdence Capital Advisors LLC10,362
0.0% of portfolio›$236.0K
Optivise Advisory Services LLC8,786
0.1% of portfolio›$230.9K
CWM, LLC5,958
0.0% of portfolio›$157
Global Retirement Partners, LLC5,142
0.0% of portfolio›$135.1K
Osaic Holdings, Inc.2,996
0.0% of portfolio›$59.3K
Signaturefd, LLC1,006
0.0% of portfolio›$26.4K
WPG Advisers, LLC181
0.0% of portfolio›$4.8K
Wealthspire Advisors, LLC38
0.0% of portfolio›$999
StyleTurnoverLocationFiled
CWA Asset Management Group, LLC
86,703$2.3M0.1%CoreMediumNaples, FL2025-10-22
Pacific Ridge Capital Partners, LLC
47,589$1.3M0.3%Deep ValueMediumLake Oswego, OR2025-11-12
Verdence Capital Advisors LLC
10,362$236.0K0.0%CoreMediumHunt Valley, MD2025-10-29
Optivise Advisory Services LLC
8,786$230.9K0.1%ETFMediumFranklin, TN2025-10-17
CWM, LLC
5,958$1570.0%GrowthVery LowOmaha, NE2025-10-15
Global Retirement Partners, LLC
5,142$135.1K0.0%CoreLowSan Rafael, CA2025-10-21
Osaic Holdings, Inc.
2,996$59.3K0.0%IndexLowScottsdale, AZ2025-11-14
Signaturefd, LLC
1,006$26.4K0.0%IndexLowAtlanta, GA2025-10-21
WPG Advisers, LLC
181$4.8K0.0%CoreLowBaltimore, MD2025-10-29
Wealthspire Advisors, LLC
38$9990.0%IndexVery LowNew York, NY2025-11-14