Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Penguin Solutions Inc (PENG)

223 + Investors. Track Smart Money conviction in PENG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
2Q ▼
Buyers last Q
46%

Smart Money Signals — PENG

Based on 224 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their PENG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
224 funds currently hold this stock — 89% of the 3.0-year high of 251 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

115 buying133 selling
Last quarter: 133 funds reduced or exited vs 115 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~34 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 54 → 70 → 35 → 34. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 21% medium ■ 21% new
131 out of 224 hedge funds have held PENG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

36 → 54 → 70 → 35 → 34 new funds/Q
New funds entering each quarter: 54 → 70 → 35 → 34. PENG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 65% veterans vs 25% newcomers

■ 65% veterans ■ 10% 1-2yr ■ 25% new
Entry-cohort mix of 236 holders: 153 (65%) are 2+ year veterans, 23 entered 1–2 years ago, and 60 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
52 of 223 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in PENG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PENG

In 2026 Q1, 115 hedge funds were net buyers of PENG (34 opened a new position, 81 added to an existing one), while 133 reduced or exited (92 trimmed, 41 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 61% of total institutional value in PENG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 224.

Hedge Fund Ownership: PENG

How many hedge funds hold PENG — quarterly history vs. share price
Quarterly hedge fund ownership of PENG vs. share price

Market Analysis: PENG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PENG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Penguin Solutions Inc (PENG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PENG has moved relative to its sector benchmark (XLK) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 45d ago
PENG
-19.9%
XLK
+0.1%

PENG outperformed XLK by -20.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
PENG
+0.0%
XLK
+0.0%

Since the filing became public, PENG outperformed XLK by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 0 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: PENG
2026 Q2 Stats Unlock in 5 days 223 + Investors

Track Smart Money conviction in PENG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 223 230 -3.04%
13F Shares 58M 60M -2.62%
Total Value $995M $1.17B -15.01%
New Positions 33 35 -2
Increased Positions 75 74 +1
Closed Positions 40 55 -15
Reduced Positions 92 94 -2
Total Calls 6 8 -25.0%
Total Puts 7 4 75.0%
PUT/CALL Ratio 1.17 0.5 Neutral

Statistics: PENG

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

223 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PENG. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 PENG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 P.A.W. Capital Corp 3.52% 60,400 $4.6M
2 Sound Capital Solutions LLC 2.72% 152,938 $11.6M
3 Tuttle Capital Management, LLC 1.74% 34,060 $2.6M
4 Paradigm Capital Management Inc/Ny 1.42% 685,900 $52.1M
5 Thames Capital Management LLC 1.16% 185,128 $14.1M
6 Virtus Advisers, LLC 1.13% 38,681 $2.9M
7 Phocas Financial Corp. 1.07% 101,015 $7.7M
8 Exit Wealth Advisors, LLC. 0.68% 19,667 $1.5M
9 Braeburn Wealth Management LLC 0.66% 20,135 $1.5M
10 Barrow Hanley Mewhinney & Strauss LLC 0.46% 1,975,948 $150.2M
11 Titan Global Capital Management USA LLC 0.31% 32,068 $2.4M
12 FORA Capital, LLC 0.30% 58,166 $4.4M
13 Van Diest Capital, LLC 0.27% 4,023 $306K
14 Caitong International Asset Management Co., Ltd 0.22% 20,739 $1.6M
15 Peregrine Capital Management LLC 0.20% 81,390 $6.2M
16 Tactive Advisors, LLC 0.18% 9,822 $747K
17 Globeflex Capital L P 0.18% 18,100 $1.4M
18 Baader Bank Aktiengesellschaft 0.17% 30,000 $2.3M
19 Truvestments Capital LLC 0.16% 14,328 $1.1M
20 Central Pacific Bank - Trust Division 0.15% 18,976 $1.4M
21 Plan A Wealth LLC 0.14% 4,402 $335K
22 CWA Asset Management Group, LLC 0.14% 60,179 $4.6M
23 Spirepoint Private Client, LLC 0.14% 22,000 $1.7M
24 Independent Family Office, LLC 0.12% 4,000 $304K
25 VestGen Advisors, LLC 0.12% 53,623 $4.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Penguin Solutions Inc (PENG)

What does the Smart Money Trend signal show for PENG?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their PENG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PENG?

More sellers than buyers — 46% buying: Last quarter: 133 funds reduced or exited vs 115 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PENG holders?

Elite ownership — 61% AUM from top-100 funds: 52 of 223 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in PENG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PENG?

58% of holders stayed for 2+ years: 131 out of 224 hedge funds have held PENG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Penguin Solutions Inc (PENG) following the 2026 Q2 hedge fund 13F filings?

As of today, PENG has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLK sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), PENG has gained -19.9% vs +0.1% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →