Penguin Solutions Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:PENG Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
11 Apr 24	BuyUS$187,896	Mark Adams	Individual		10,000	US$18.79

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of PENG?
Owner Type	Number of Shares	Ownership Percentage
State or Government	23,969	0.0409%
Individual Insiders	1,496,337	2.55%
Institutions	57,153,726	97.4%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2.8%.

Top Shareholders

Top 25 shareholders own 84.89% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
16%	BlackRock, Inc.	8,508,537	US$161.3m	2.84%	no data
13.2%	The Vanguard Group, Inc.	7,052,300	US$133.7m	2.22%	no data
7.52%	FMR LLC	4,005,137	US$75.9m	2.91%	no data
5.75%	State Street Global Advisors, Inc.	3,062,474	US$58.1m	0.08%	no data
4.72%	CrossLink Capital, Inc.	2,514,806	US$47.7m	17.4%	6.12%
4.29%	Pacer Advisors, Inc.	2,286,946	US$43.4m	0%	0.1%
3.67%	AllianceBernstein L.P.	1,956,075	US$37.1m	14.6%	0.01%
3.22%	Dimensional Fund Advisors LP	1,717,430	US$32.6m	3.1%	0.01%
3.19%	Ophir Asset Management Pty Ltd	1,700,916	US$32.2m	13.3%	4.73%
2.34%	Jacobs Levy Equity Management Inc	1,248,464	US$23.7m	-0.02%	0.09%
2.32%	Geode Capital Management, LLC	1,233,901	US$23.4m	2.43%	no data
2.3%	American Century Investment Management Inc	1,224,501	US$23.2m	52.6%	0.01%
1.8%	LSV Asset Management	958,400	US$18.2m	8.76%	0.04%
1.67%	Mark Adams	889,484	US$16.9m	-12.9%	no data
1.48%	Charles Schwab Investment Management, Inc.	786,634	US$14.9m	3.12%	no data
1.38%	Wellington Management Group LLP	732,853	US$13.9m	-8.1%	no data
1.31%	Marshall Wace LLP	699,435	US$13.3m	4.94%	0.02%
1.29%	ClearBridge Investments, LLC	689,283	US$13.1m	-0.58%	0.01%
1.26%	ArrowMark Colorado Holdings, LLC	670,000	US$12.7m	-2.9%	0.16%
1.12%	Deutsche Bank, Private Banking and Investment Banking Investments	599,258	US$11.4m	12.2%	0.04%
1.12%	Barclays PLC Private Banking & Investment Banking Investment	596,433	US$11.3m	91.8%	0.01%
1.08%	Foundry Partners, LLC	574,886	US$10.9m	22.5%	0.55%
1.01%	Northern Trust Global Investments	540,367	US$10.2m	0.84%	no data
1.01%	Kennedy Capital Management LLC	537,110	US$10.2m	-28%	0.22%
0.85%	Hennessy Advisors, Inc.	453,300	US$8.6m	12.6%	0.26%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/19 15:50
End of Day Share Price	2024/12/19 00:00
Earnings	2024/08/30
Annual Earnings	2024/08/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Penguin Solutions, Inc. is covered by 10 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Thomas O'Malley	Barclays
Shek Ho	Deutsche Bank
Michael Ng	Goldman Sachs