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Penguin Solutions, Inc.

PENG Technology
$63.8 +$2.9 (4.76%)
Market Cap: $3.27 B
Gurus Holding
6
Popularity Rank
#1629
% of Shares Held
0.84%
Net Activity (Q2 2026)
-$58.52 M

Guru Ownership Trend

Guru Analysis for Penguin Solutions, Inc. (PENG)

Penguin Solutions, Inc. (PENG), a key player in the Technology sector, continues to attract institutional attention.

As of Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $27.57 M.

Top institutional holders include Chuck Royce and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $58.52 M net outflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Chuck Royce reduced exposure by 69.2%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q2 2026)

+$2.99 M
Total Buy Value
New Buys 3
Additions 0
-$61.5 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
3

FAQs for Penguin Solutions, Inc. (PENG)

Major holders include Chuck Royce ($22.94 M), Cliff Asness ($5.07 M), Renaissance Technologies (RenTech) ($1.94 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 432,181 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $58.52 M, with 3 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited PENG. The total reported sell value was $61.5 M.

Yes, 3 managers opened new positions in PENG, and 0 increased their existing holdings. The total reported buy value was $2.99 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.18% Reduce -69.2% 301,775 $22.94 M Q2 2026
0.00% Reduce -61.4% 66,722 $5.07 M Q2 2026
0.00% New Buy 25,500 $1.94 M Q2 2026
0.00% Reduce -36.6% 24,404 $1.86 M Q2 2026
0.00% New Buy 8,767 $666,380 Q2 2026
0.00% New Buy 5,013 $381,038 Q2 2026
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