Penguin Solutions Ownership | Who Owns Penguin Solutions?
Penguin Solutions Ownership Summary
Penguin Solutions is owned by 107.40% institutional investors, 2.46% insiders. Blackrock is the largest institutional shareholder, holding 15.74% of SGH shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.33% of its assets in Penguin Solutions shares.
SGH Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Penguin Solutions | 107.40% | 2.46% | -9.85% |
| Idea | Semiconductor Stocks List | 67.17% | 6.61% | 26.21% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 8.27M | 15.74% | $189.22M |
| Vanguard group | 6.90M | 13.12% | $157.78M |
| Fmr | 3.89M | 7.40% | $89.01M |
| State street | 3.06M | 5.82% | $69.98M |
| Crosslink capital | 2.14M | 4.08% | $49.00M |
| Alliancebernstein | 1.71M | 3.25% | $39.04M |
| Dimensional fund advisors lp | 1.67M | 3.17% | $38.10M |
| Ophir asset management pty | 1.50M | 2.86% | $34.34M |
| Jacobs levy equity management | 1.25M | 2.38% | $28.56M |
| Geode capital management | 1.20M | 2.29% | $27.56M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| P.a.w. capital | 200.00K | 11.16% | $4.57M |
| Crosslink capital | 2.14M | 6.84% | $49.00M |
| Ophir asset management pty | 1.50M | 6.09% | $34.34M |
| 1492 capital management | 250.40K | 3.24% | $5.73M |
| Portolan capital management | 441.81K | 0.83% | $10.10M |
| Foundry partners | 469.48K | 0.58% | $10.74M |
| Kennedy capital management | 746.14K | 0.36% | $17.06M |
| Hennessy advisors | 402.50K | 0.35% | $9.21M |
| Peregrine capital management | 384.47K | 0.26% | $8.79M |
| Truvestments capital | 21.08K | 0.19% | $482.14K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 3.89M | 0.01% | 1.27M |
| Crosslink capital | 2.14M | 6.84% | 883.25K |
| Ophir asset management pty | 1.50M | 6.09% | 812.05K |
| Boston partners | 601.08K | 0.02% | 402.71K |
| Hennessy advisors | 402.50K | 0.35% | 402.50K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pacer advisors | - | - | -2.71M |
| Nuveen asset management | 121.48K | 0.00% | -889.06K |
| State street | 3.06M | 0.00% | -590.50K |
| Morgan stanley | 624.17K | 0.00% | -566.15K |
| Honeycomb asset management lp | - | - | -499.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Hennessy advisors | 402.50K | 0.35% | 402.50K | $9.21M |
| Royce & associates lp | 296.68K | 0.06% | 296.68K | $6.79M |
| Segall bryant & hamill | 271.48K | 0.11% | 271.48K | $6.21M |
| Boothbay fund management | 38.90K | 0.02% | 38.90K | $889.64K |
| Allianz asset management gmbh | 33.10K | 0.00% | 33.10K | $757.00K |
Sold Out
| Holder | Change |
|---|---|
| Gradient investments | -6.00 |
| Abound wealth management | -10.00 |
| Nelson, van denburg & campbell wealth management group | -10.00 |
| Wetzel investment advisors | -22.00 |
| Creative financial designs inc /adv | -38.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 209 | -0.95% | 56,457,635 | 1.09% | 107 | 0.95% | 117 | -3.31% | 62 | -1.59% |
| Jun 30, 2024 | 211 | -6.22% | 55,851,500 | 0.29% | 106 | 0.93% | 121 | -2.42% | 63 | -3.08% |
| Mar 31, 2024 | 225 | 15.98% | 55,688,856 | 2.08% | 107 | 0.97% | 124 | 20.39% | 65 | - |
| Dec 31, 2023 | 194 | -1.02% | 54,553,043 | 0.55% | 104 | 0.92% | 103 | 21.18% | 65 | -13.33% |
| Sep 30, 2023 | 196 | -2.49% | 54,256,388 | 1.75% | 106 | 0.92% | 85 | -29.17% | 75 | 33.93% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.37M | 6.33% | 3.54K |
| Pacer US Small Cap Cash Cows 100 ETF | 2.24M | 4.21% | -578.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.57M | 2.95% | 2.37K |
| iShares Russell 2000 ETF | 1.35M | 2.54% | -3.04K |
| Vanguard Information Technology ETF | 1.19M | 2.23% | 5.42K |
| SPDR® S&P Semiconductor ETF | 1.09M | 2.05% | - |
| FIAM Small Cap Core CIT Cl B | 1.08M | 2.03% | 14.10K |
| Vanguard Strategic Equity Inv | 1.07M | 2.01% | 56.46K |
| FIAM Small Cap Core Composite | 1.06M | 2.00% | 177.10K |
| Avantis US Small Cap Value ETF | 981.46K | 1.84% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 20, 2024 | Pacheco Jack A | EVP, COO, Pres, Mem Solutions | Sell | $266.95K |
| Aug 20, 2024 | Pacheco Jack A | EVP, COO, Pres, Mem Solutions | Sell | $281.82K |
| Jul 26, 2024 | Pacheco Jack A | EVP, COO, Pres, Mem Solutions | Sell | $308.83K |
| Jul 24, 2024 | Clark Joseph Gates | President, LED Solutions | Sell | $59.81K |
| Jul 10, 2024 | Clark Joseph Gates | President, LED Solutions | Sell | $145.01K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | 5 |
| 2024 Q2 | 1 | 1 |
| 2024 Q1 | - | 7 |
| 2023 Q4 | 1 | 1 |
| 2023 Q3 | - | 9 |
SGH Ownership FAQ
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