Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Penguin Solutions Inc (PENG)

342 + 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
↑ +121
Streak
1Q ▲
Buyers last Q
65%

Smart Money Signals — PENG

Based on 346 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PENG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
346 hedge funds hold PENG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +68% more funds vs a year ago

fund count last 6Q
+140 new funds entered over the past year (+68% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 65% buying

233 buying127 selling
Last quarter: 233 funds were net buyers (150 opened a brand new position + 83 added to an existing one). Only 127 were sellers (98 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+116 vs last Q)

new funds entering per quarter
Funds opening a new PENG position: 70 → 35 → 34 → 150. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 20% medium ■ 36% new
152 out of 346 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.
💰

Value +342% but shares only +7% — price-driven

Value
+342%
Shares
+6%
Last quarter: the total dollar value of institutional holdings rose +342%, but actual share count only changed +7%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

54 → 70 → 35 → 34 → 150 new funds/Q
New funds entering each quarter: 70 → 35 → 34 → 150. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 55% veterans vs 36% newcomers

■ 55% veterans ■ 8% 1-2yr ■ 36% new
Entry-cohort mix of 365 holders: 202 (55%) are 2+ year veterans, 31 entered 1–2 years ago, and 132 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
55 of 342 holders are among the 100 largest funds by AUM, controlling 66% 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.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q2, 233 hedge funds were net buyers of PENG (150 opened a new position, 83 added to an existing one), while 127 reduced or exited (98 trimmed, 29 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. 66% of total institutional value in PENG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +121 funds (more new holders than closures). Total institutional holders: 346.

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 · 60d ago
PENG
-34.9%
XLK
-1.0%

PENG outperformed XLK by -33.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 15d ago
PENG
-22.4%
XLK
-0.7%

Since the filing became public, PENG outperformed XLK by -21.7% .

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.

16 top-rated funds 2 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: PENG
342 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 342 225 52.0%
13F Shares 62M 58M 6.84%
Total Value $4.40B $995M 341.97%
New Positions 150 34 +116
Increased Positions 81 75 +6
Closed Positions 29 40 -11
Reduced Positions 94 93 +1
Total Calls 14 6 133.33%
Total Puts 9 7 28.57%
PUT/CALL Ratio 0.64 1.17 Bullish

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)

342 + 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:
Top 25 PENG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Optimize Financial INC. 4.18% 152,938 $11.6M
2 P.A.W. Capital Corp 3.52% 60,400 $4.6M
3 Sound Capital Solutions LLC 2.72% 152,938 $11.6M
4 Tuttle Capital Management, LLC 1.74% 34,060 $2.6M
5 Portolan Capital Management, LLC 1.55% 546,173 $41.5M
6 Paradigm Capital Management Inc/Ny 1.42% 685,900 $52.1M
7 Thames Capital Management LLC 1.16% 185,128 $14.1M
8 Virtus Advisers, LLC 1.13% 38,681 $2.9M
9 Phocas Financial Corp. 1.07% 101,015 $7.7M
10 Kennedy Capital Management LLC 0.82% 610,743 $46.4M
11 Exit Wealth Advisors, LLC. 0.68% 19,667 $1.5M
12 Braeburn Wealth Management LLC 0.66% 20,135 $1.5M
13 Barrow Hanley Mewhinney & Strauss LLC 0.46% 1,975,948 $150.2M
14 Kera Capital Partners, Inc. 0.45% 61,945 $4.7M
15 Titan Global Capital Management USA LLC 0.31% 32,068 $2.4M
16 Scientech Research LLC 0.31% 5,020 $382K
17 FORA Capital, LLC 0.30% 58,166 $4.4M
18 Driehaus Capital Management LLC 0.30% 672,847 $51.1M
19 Integrated Quantitative Investments LLC 0.28% 22,775 $1.7M
20 Van Diest Capital, LLC 0.27% 4,023 $306K
21 VARCOV Co. 0.23% 7,843 $596K
22 Caitong International Asset Management Co., Ltd 0.22% 20,739 $1.6M
23 Peregrine Capital Management LLC 0.20% 81,390 $6.2M
24 Royce & Associates LP 0.18% 301,775 $22.9M
25 Tactive Advisors, LLC 0.18% 9,822 $747K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PENG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PENG?

More buyers than sellers — 65% buying: Last quarter: 233 funds were net buyers (150 opened a brand new position + 83 added to an existing one). Only 127 were sellers (98 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PENG holders?

Elite ownership — 66% AUM from top-100 funds: 55 of 342 holders are among the 100 largest funds by AUM, controlling 66% 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?

44% of holders stayed for 2+ years: 152 out of 346 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 -22.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the XLK sector ETF — an outperformance of -21.7%. Since the quarter end (June 30, 2026), PENG has gained -34.9% vs -1.0% 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 →