PENG Penguin Solutions, Inc.

NASDAQ
$48.24

Penguin Solutions, Inc. (PENG) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
+6.67
16 buyers / 14 sellers
MIXED
Funds compared
30
funds with comparable PENG positions
24 current holders · 18 prior-quarter holders
Net share change
+684.0K
+1.69M added, -1.00M cut
Position activity
12 new 4 increased 8 reduced 6 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
Portolan Capital Management Long/Short New +546.2K $41.5M 1.6% 64
Balyasny Asset Management L.P. Sold Out -135.6K -100.0% $10.3M 0.0% 61
RENAISSANCE TECHNOLOGIES LLC Quant New +25.5K $1.9M 0.0% 60
Alyeska Investment Group, L.P. Sold Out -284.1K -100.0% $21.6M 0.0% 60
Maverick Capital Long/Short Growth Sold Out -43.8K -100.0% $3.3M 0.0% 59
Divisadero Street Capital Management Long/Short New +100.0K $7.6M 0.2% 57
Weiss Asset Management Event Quant New +89.7K $6.8M 0.1% 57
MILLENNIUM MANAGEMENT LLC Increased +133.4K +766.5% $10.1M 0.0% 55
Caxton Associates Macro New +30.3K $2.3M 0.0% 55
TWO SIGMA INVESTMENTS, LP Quant Increased +474.1K +254.6% $36.0M 0.0% 55

Most significant buyers

By move score, not size.

  • Portolan Capital Management New · +546.2K
  • RENAISSANCE TECHNOLOGIES LLC New · +25.5K
  • Divisadero Street Capital Management New · +100.0K
  • Weiss Asset Management New · +89.7K
  • MILLENNIUM MANAGEMENT LLC Increased · +133.4K

Most significant sellers

By move score, not size.

  • Balyasny Asset Management L.P. Sold Out · -135.6K
  • Alyeska Investment Group, L.P. Sold Out · -284.1K
  • Maverick Capital Sold Out · -43.8K
  • Man Group Sold Out · -64.1K
  • Boothbay Fund Management Sold Out · -18.7K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
Portolan Capital Management 3 546.2K 0 +546.2K 1.6% New 64
Balyasny Asset Management L.P. 2 0 135.6K -135.6K -100.0% 0.0% Sold Out 61
RENAISSANCE TECHNOLOGIES LLC 1 25.5K 0 +25.5K 0.0% New 60
Alyeska Investment Group, L.P. 2 0 284.1K -284.1K -100.0% 0.0% Sold Out 60
Maverick Capital 2 0 43.8K -43.8K -100.0% 0.0% Sold Out 59
Divisadero Street Capital Management 2 100.0K 0 +100.0K 0.2% New 57
Weiss Asset Management 2 89.7K 0 +89.7K 0.1% New 57
MILLENNIUM MANAGEMENT LLC 2 150.8K 17.4K +133.4K +766.5% 0.0% Increased 55
Caxton Associates 3 30.3K 0 +30.3K 0.0% New 55
TWO SIGMA INVESTMENTS, LP 2 660.3K 186.2K +474.1K +254.6% 0.0% Increased 55
Quadrature Capital 3 21.2K 0 +21.2K 0.0% New 55
Squarepoint Ops LLC 2 7.8K 0 +7.8K 0.0% New 54
Gotham Asset Management, LLC 2 8.8K 0 +8.8K 0.0% New 54
ExodusPoint Capital Management 3 44.2K 0 +44.2K 0.0% New 54
MARSHALL WACE, LLP 2 315.5K 147.8K +167.7K +113.5% 0.0% Increased 54
Man Group 3 0 64.1K -64.1K -100.0% 0.0% Sold Out 54
Tudor Investment Corporation 2 5.0K 0 +5.0K 0.0% New 53
Boothbay Fund Management 4 0 18.7K -18.7K -100.0% 0.0% Sold Out 51
Parallax Volatility Advisers 3 0 10.0K -10.0K -100.0% 0.0% Sold Out 50
Wolverine Asset Management 2 160 21.8K -21.7K -99.3% 0.0% Reduced 50
Graham Capital Management 3 2.8K 0 +2.8K 0.0% New 49
CenterBook Partners 4 5.8K 0 +5.8K 0.0% New 49
CastleKnight Management 3 26.4K 180.1K -153.7K -85.3% 0.1% Reduced 45
Walleye Capital 3 235 5.9K -5.6K -96.0% 0.0% Reduced 44
CITADEL ADVISORS LLC 1 197.4K 319.6K -122.2K -38.2% 0.0% Reduced 38
AQR Capital Management 3 66.7K 172.6K -105.9K -61.4% 0.0% Reduced 37
D. E. Shaw & Co., Inc. 1 256.5K 232.9K +23.5K +10.1% 0.0% Increased 31
Brevan Howard Capital Management 3 48.5K 67.0K -18.5K -27.6% 0.1% Reduced 28
Engineers Gate 4 35.1K 49.6K -14.5K -29.2% 0.0% Reduced 26
Quantbot Technologies 4 6.8K 10.3K -3.5K -34.3% 0.0% Reduced 23

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Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.