PENGUIN SOLUTIONS INC (PENGXXXX)
Institutional ownership reported to the SEC as of Q3 2025, across 28 quarters.
9
Reporting holders
$4.2M
Reported value
0.0%
Held as options
-157
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CWA Asset Management Group, LLC | $2.3M | 86,703 | 0.08% | 2q | +7.5%+$158.6K |
| Pacific Ridge Capital Partners, LLC | $1.3M | 47,589 | 0.27% | 4q | HELD |
| Verdence Capital Advisors LLC | $236.0K | 10,362 | 0.01% | 2q | +2.9%+$6.6K |
| Optivise Advisory Services LLC | $230.9K | 8,786 | 0.14% | new | NEW |
| Global Retirement Partners, LLC | $135.1K | 5,142 | 0.00% | 14q | +3626.1%+$131.5K |
| OSAIC HOLDINGS, INC. | $59.3K | 2,996 | 0.00% | 23q | -16.4%-$11.6K |
| SIGNATUREFD, LLC | $26.4K | 1,006 | 0.00% | 18q | +90.5%+$12.6K |
| WPG Advisers, LLC | $4.8K | 181 | 0.00% | 4q | HELD |
| Wealthspire Advisors, LLC | $999 | 38 | 0.00% | new | NEW |
| CWM, LLC | $157 | 5,958 | 0.00% | 16q | +44.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2025 | 9 | $4.2M | 162,803 | 2 | 4 | 1 | 0.0% |
| Q2 2025 | 166 | $972.4M | 48,716,686 | 40 | 48 | 51 | 0.7% |
| Q1 2025 | 185 | $1.0B | 57,990,049 | 29 | 66 | 58 | 1.2% |
| Q4 2024 | 180 | $1.1B | 57,258,195 | 25 | 72 | 54 | 0.6% |
| Q3 2024 | 185 | $1.2B | 55,555,776 | 31 | 69 | 57 | 0.9% |
| Q2 2024 | 183 | $1.3B | 54,089,567 | 30 | 78 | 53 | 1.2% |
| Q1 2024 | 190 | $1.5B | 56,594,169 | 46 | 61 | 50 | 1.1% |
| Q4 2023 | 166 | $1.1B | 54,824,721 | 27 | 61 | 55 | 1.7% |
| Q3 2023 | 161 | $1.3B | 52,672,644 | 17 | 52 | 57 | 2.6% |
| Q2 2023 | 173 | $1.5B | 51,861,185 | 43 | 62 | 47 | 1.5% |
| Q1 2023 | 146 | $832.7M | 48,084,140 | 15 | 52 | 48 | 0.5% |
| Q4 2022 | 143 | $662.8M | 43,820,560 | 23 | 42 | 50 | 1.5% |
| Q3 2022 | 187 | $859.0M | 53,224,557 | 21 | 74 | 62 | 1.6% |
| Q2 2022 | 202 | $881.3M | 52,224,999 | 34 | 78 | 50 | 2.7% |
| Q1 2022 | 214 | $1.4B | 53,528,190 | 37 | 159 | 14 | 2.6% |
| Q4 2021 | 217 | $2.0B | 25,961,387 | 63 | 64 | 56 | 7.8% |
| Q3 2021 | 164 | $1.2B | 25,152,977 | 24 | 81 | 37 | 3.2% |
| Q2 2021 | 162 | $1.3B | 25,223,152 | 41 | 51 | 51 | 4.8% |
| Q1 2021 | 133 | $1.2B | 25,706,962 | 17 | 48 | 45 | 0.3% |
| Q4 2020 | 134 | $983.7M | 25,957,209 | 27 | 38 | 46 | 0.6% |
| Q3 2020 | 120 | $695.6M | 25,410,697 | 9 | 34 | 46 | 0.1% |
| Q2 2020 | 125 | $666.8M | 24,412,973 | 16 | 44 | 43 | 0.5% |
| Q1 2020 | 123 | $588.7M | 24,114,750 | 17 | 56 | 34 | 0.5% |
| Q4 2019 | 145 | $867.6M | 22,747,062 | 29 | 58 | 31 | 0.6% |
| Q3 2019 | 141 | $570.8M | 22,089,304 | 28 | 46 | 45 | 1.4% |
| Q2 2019 | 131 | $529.1M | 21,884,173 | 22 | 52 | 38 | 4.9% |
| Q1 2019 | 138 | $450.6M | 22,903,746 | 37 | 59 | 20 | 2.3% |
| Q4 2018 | 138 | $695.2M | 22,947,225 | 3 | 2 | 4 | 2.0% |