Fund shareholders of Penguin Solutions Inc
ISIN US7069151055 · United States · LEI 254900DVWIPOY3GJ8E23
- Fund shareholders
- 309
- Of which ETFs
- 76 233 other funds
- Value held
- 2.2B $
- Share of capital
- 57.0 % of 60.2M shares on Oct 14, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust | 6,593 | 368.1K $ | 1.12 % | 0.01 % | as of May 31, 2026 ↗ |
| Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust | 6,496 | 341.9K $ | 1.64 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 6,243 | 474.5K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 6,078 | 462K $ | 0.12 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Pacer Data and Digital Revolution ETF Pacer Funds Trust | 6,011 | 316.4K $ | 0.03 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Small Cap Value Fund VALIC Co I | 5,756 | 321.4K $ | 0.13 % | 0.01 % | as of May 31, 2026 ↗ |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 5,726 | 435.2K $ | 0.10 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 5,679 | 298.9K $ | 0.08 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 5,610 | 295.3K $ | 0.04 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 5,426 | 285.6K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 5,290 | 402.1K $ | 0.19 % | 0.01 % | as of Jun 30, 2026 ↗ |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 5,096 | 268.2K $ | 0.05 % | 0.01 % | as of Jul 31, 2026 ↗ |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 5,092 | 387K $ | 0.33 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Small Company Value Trust John Hancock Variable Insurance Trust | 5,070 | 385.4K $ | 0.26 % | 0.01 % | as of Jun 30, 2026 ↗ |
| BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust | 5,043 | 281.6K $ | 0.11 % | 0.01 % | as of May 31, 2026 ↗ |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 4,855 | 271.1K $ | 0.01 % | 0.01 % | as of May 31, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 4,649 | 259.6K $ | 0.05 % | 0.01 % | as of May 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 4,568 | 347.2K $ | 0.11 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 4,499 | 342K $ | 0.21 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 4,494 | 250.9K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 4,460 | 339K $ | 0.22 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 4,457 | 338.8K $ | 0.17 % | 0.01 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 4,444 | 337.8K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II | 4,414 | 232.3K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 4,375 | 230.3K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 4,343 | 228.6K $ | 0.08 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 4,014 | 305.1K $ | 0.12 % | 0.01 % | as of Jun 30, 2026 ↗ |
| NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust | 4,009 | 304.7K $ | 0.59 % | 0.01 % | as of Jun 30, 2026 ↗ |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,993 | 303.5K $ | 0.13 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 3,880 | 294.9K $ | 0.05 % | 0.01 % | as of Jun 30, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 3,476 | 182.9K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 3,469 | 182.6K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 3,344 | 254.2K $ | 0.12 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 3,263 | 248K $ | 0.07 % | 0.01 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 3,260 | 247.8K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 3,194 | 178.3K $ | 0.03 % | 0.01 % | as of May 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 3,138 | 165.2K $ | 0.18 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 2,916 | 221.6K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 2,773 | 154.8K $ | 0.03 % | 0.00 % | as of May 31, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 2,633 | 200.1K $ | 0.06 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 2,525 | 141K $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,460 | 187K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 2,451 | 136.8K $ | 0.07 % | 0.00 % | as of May 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 2,447 | 136.6K $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| Electronics Fund Rydex Variable Trust | 2,403 | 182.7K $ | 0.37 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 2,398 | 126.2K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 2,268 | 126.6K $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 2,197 | 115.6K $ | 0.04 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 2,176 | 121.5K $ | 0.11 % | 0.00 % | as of May 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 2,167 | 164.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 2,129 | 118.9K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 2,071 | 157.4K $ | 0.11 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 1,943 | 108.5K $ | 0.03 % | 0.00 % | as of May 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 1,934 | 101.8K $ | 0.04 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 1,917 | 107K $ | 0.04 % | 0.00 % | as of May 31, 2026 ↗ |
| T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 1,798 | 100.4K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,768 | 134.4K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,555 | 118.2K $ | 0.12 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Multimanager Technology Portfolio EQ Advisors Trust | 1,525 | 115.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 1,500 | 114K $ | 0.06 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,400 | 106.4K $ | 0.12 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 1,370 | 72.1K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 1,368 | 76.4K $ | 0.03 % | 0.00 % | as of May 31, 2026 ↗ |
| S&P SmallCap Index Fund SHELTON FUNDS | 1,330 | 74.3K $ | 0.15 % | 0.00 % | as of May 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,309 | 73.1K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,271 | 96.6K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 1,254 | 70K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Spectrum Fund Meeder Funds | 1,214 | 92.3K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 1,182 | 66K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,164 | 88.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,050 | 79.8K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 1,016 | 77.2K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 1,003 | 76.2K $ | 0.28 % | 0.00 % | as of Jun 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 988 | 75.1K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Direxion Daily AI and Big Data Bull 2X Shares Direxion Shares ETF Trust | 843 | 44.4K $ | 0.19 % | 0.00 % | as of Jul 31, 2026 ↗ |
| American Century Small Cap Value Insights ETF American Century ETF Trust | 810 | 45.2K $ | 0.32 % | 0.00 % | as of May 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 786 | 59.7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust | 764 | 58.1K $ | 0.08 % | 0.00 % | as of Jun 30, 2026 ↗ |
| JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 705 | 53.6K $ | 0.58 % | 0.00 % | as of Jun 30, 2026 ↗ |
| NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust | 654 | 49.7K $ | 0.06 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 648 | 34.1K $ | 0.06 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 592 | 45K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 573 | 32K $ | 0.12 % | 0.00 % | as of May 31, 2026 ↗ |
| PROFUND VP SMALLCAP GROWTH ProFunds | 530 | 40.3K $ | 0.19 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALLCAP VALUE ProFunds | 495 | 37.6K $ | 0.19 % | 0.00 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 360 | 27.4K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 283 | 14.9K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 271 | 20.6K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 258 | 19.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 250 | 19K $ | 0.08 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 244 | 12.8K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SMALL-CAP GROWTH PROFUND ProFunds | 219 | 11.5K $ | 0.14 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 218 | 11.5K $ | 0.11 % | 0.00 % | as of Jul 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 207 | 15.7K $ | 0.08 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 194 | 10.2K $ | 0.13 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Kennedy Capital Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST II | 178 | 13.5K $ | 1.93 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 167 | 8.8K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Small Company Growth Portfolio Wilshire Mutual Funds Inc | 146 | 11.1K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 139 | 10.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 135 | 10.3K $ | 0.09 % | 0.00 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Tuttle Capital Concentrated Memory Stack ETF ETF Opportunities Trust | 6.23 % | as of Jul 31, 2026 ↗ |
| Optimize Strategy Index ETF Advisor Managed Portfolios | 4.07 % | as of Jun 30, 2026 ↗ |
| Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust | 2.86 % | as of Jun 30, 2026 ↗ |
| Invesco Dorsey Wright Technology Momentum ETF Invesco Exchange-Traded Fund Trust | 2.74 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Semiconductor ETF SPDR SERIES TRUST | 2.74 % | as of Jun 30, 2026 ↗ |
| Golden Eagle Dynamic Hypergrowth ETF ETF Opportunities Trust | 2.08 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust | 2.02 % | as of Jul 31, 2026 ↗ |
| Boston Partners Small Cap Value Fund II RBB Fund, Inc. | 1.99 % | as of May 31, 2026 ↗ |
| Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds | 1.95 % | as of Jun 30, 2026 ↗ |
| Thrivent Small-Mid Cap Equity ETF Thrivent ETF Trust | 1.94 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 309 | +57 | 34,356,459 | +6.2 % |
| 2026Q2 | 252 | +5 | 32,349,435 | +6.1 % |
| 2026Q1 | 247 | -10 | 30,481,337 | +2.1 % |
| 2025Q4 | 257 | +178 | 29,859,118 | +228.5 % |
| 2025Q3 | 79 | 9,089,758 |
Institutional managers
219 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 7,722,394 | 135.9M $ | as of Mar 31, 2026 |
| FMR LLC | 4,612,721 | 81.2M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 3,988,140 | 70.2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 3,223,299 | 56.7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,392,417 | 42.1M $ | as of Mar 31, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1,789,022 | 31.5M $ | as of Mar 31, 2026 |
| Ophir Asset Management Pty Ltd | 1,613,169 | 28.4M $ | as of Mar 31, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 1,605,100 | 28.2M $ | as of Mar 31, 2026 |
| Boston Partners | 1,595,983 | 28.9M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 1,344,192 | 26.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,255,722 | 22.1M $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 1,000,170 | 17.6K $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 980,749 | 17.3M $ | as of Mar 31, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | 979,492 | 17.2M $ | as of Mar 31, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 966,164 | 17M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 868,136 | 15.3M $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 635,153 | 11.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 595,087 | 10.5M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 587,751 | 10.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 570,757 | 10M $ | as of Mar 31, 2026 |
| CSM Advisors, LLC | 547,382 | 9.6K $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 520,153 | 9.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 514,804 | 9.1M $ | as of Mar 31, 2026 |
| UBS Group AG | 483,408 | 8.5M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 464,372 | 8.2M $ | as of Mar 31, 2026 |
Declared shareholders of Penguin Solutions Inc
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| FMR LLC and 1 other | 12.40 % | 6,319,538 | as of Jun 30, 2026 · SCHEDULE 13G |
| BANK OF NOVA SCOTIA | 8.52 % | 4,439,943 | as of Jun 30, 2026 · SCHEDULE 13G |
Funds holding the debt of Penguin Solutions Inc
14 funds declare 18 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
| Fund | Bond lines | Value | |
|---|---|---|---|
| Franklin Convertible Securities Fund | 1 | 21.5M $ | as of Jul 31, 2026 |
| ABSOLUTE CONVERTIBLE ARBITRAGE FUND | 2 | 21.4M $ | as of Jun 30, 2026 |
| Calamos Market Neutral Income Fund | 1 | 8.9M $ | as of Jul 31, 2026 |
| Calamos Convertible Fund | 1 | 5.1M $ | as of Jul 31, 2026 |
| Calamos Growth & Income Fund | 1 | 4.7M $ | as of Jul 31, 2026 |
| iShares Convertible Bond ETF | 1 | 1.8M $ | as of Jul 31, 2026 |
| Franklin Alternative Strategies Fund | 2 | 1.1M $ | as of May 29, 2026 |
| Morningstar Alternatives Fund | 1 | 854.5K $ | as of Jul 31, 2026 |
| First Trust SSI Strategic Convertible Securities ETF | 1 | 301.3K $ | as of Jul 31, 2026 |
| Harbor Ares Systematic Convertible Securities Fund | 1 | 268.3K $ | as of Jul 31, 2026 |
| PACE Alternative Strategies Investments | 2 | 89.1K $ | as of Jul 31, 2026 |
| Lazard Enhanced Opportunities Portfolio | 2 | 55.7K $ | as of Jun 30, 2026 |
| Lazard US Convertibles Portfolio | 1 | 53.9K $ | as of Jun 30, 2026 |
| BNY Mellon Core Plus Fund | 1 | 25K $ | as of Jul 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Penguin Solutions Inc". https://titelia.com/en/stocks/penguin-solutions-inc-US7069151055