Joel Greenblatt's PENG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 8,767 shares of Penguin Solutions, Inc. (PENG) worth $666,380, representing 0.00% of the portfolio. First purchased in 2017-Q4, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in PENG, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2018, adding 422,970 shares. Largest reduction occurred in Q4 2018, reducing 474,042 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Penguin Solutions (PENG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Penguin Solutions (PENG) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +8,767 | New Buy | 8,767 | $76.01 |
| Q1 2026 | -10,497 | Sold Out | 0 | $0.00 |
| Q4 2025 | -72,698 | Reduce 87.38% | 10,497 | $19.56 |
| Q3 2025 | +57,125 | Add 219.12% | 83,195 | $26.28 |
| Q2 2025 | +26,070 | New Buy | 26,070 | $19.81 |
| Q1 2025 | -24,259 | Sold Out | 0 | $0.00 |
| Q4 2024 | -75,374 | Reduce 75.65% | 24,259 | $19.19 |
| Q3 2024 | +87,415 | Add 715.46% | 99,633 | $20.95 |
| Q2 2024 | -68,976 | Reduce 84.95% | 12,218 | $22.87 |
| Q1 2024 | +60,228 | Add 287.27% | 81,194 | $26.32 |
| Q4 2023 | -30,800 | Reduce 59.50% | 20,966 | $18.93 |
| Q3 2023 | +36,522 | Add 239.58% | 51,766 | $24.35 |
| Q2 2023 | +15,244 | New Buy | 15,244 | $29.01 |
| Q1 2023 | -10,906 | Sold Out | 0 | $0.00 |
| Q4 2022 | +10,906 | New Buy | 10,906 | $14.88 |
| Q2 2021 | -12,278 | Sold Out | 0 | $0.00 |
| Q1 2021 | -10,476 | Reduce 46.04% | 12,278 | $23.05 |
| Q4 2020 | -10,326 | Reduce 31.22% | 22,754 | $18.81 |
| Q3 2020 | -22,684 | Reduce 40.68% | 33,080 | $13.66 |
| Q2 2020 | -12,128 | Reduce 17.86% | 55,764 | $13.59 |
| Q1 2020 | +6,048 | Add 9.78% | 67,892 | $12.15 |
| Q4 2019 | +5,920 | Add 10.59% | 61,844 | $18.97 |
| Q3 2019 | -35,894 | Reduce 39.09% | 55,924 | $12.73 |
| Q2 2019 | +68,480 | Add 293.43% | 91,818 | $11.49 |
| Q1 2019 | -118,132 | Reduce 83.50% | 23,338 | $9.60 |
| Q4 2018 | -474,042 | Reduce 77.02% | 141,470 | $14.85 |
| Q3 2018 | +44,962 | Add 7.88% | 615,512 | $14.37 |
| Q2 2018 | +422,970 | Add 286.60% | 570,550 | $15.94 |
| Q1 2018 | +79,646 | Add 117.24% | 147,580 | $24.92 |
| Q4 2017 | +67,934 | New Buy | 67,934 | $16.85 |
Joel Greenblatt's Penguin Solutions Investment FAQs
Joel Greenblatt first purchased Penguin Solutions, Inc. (PENG) in Q4 2017, acquiring 67,934 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Penguin Solutions, Inc. (PENG) for 30 quarters since Q4 2017.
Joel Greenblatt's largest addition to Penguin Solutions, Inc. (PENG) was in Q2 2018, adding 570,550 shares worth $9.09 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 8,767 shares of Penguin Solutions, Inc. (PENG), valued at approximately $666,380.
As of the Q2 2026 filing, Penguin Solutions, Inc. (PENG) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Penguin Solutions, Inc. (PENG) was 615,512 shares, as reported at the end of Q3 2018.