Follow-The-Filings

Security · featured owners

PENG Penguin Solutions Inc.

COM Equity as of 2026 Q2 among managers we track

  • 1 Owner
  • Max 0.0%
  • $2M
  • 1 new 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 0.0% (Polen Capital Management) · not free-float ownership

  1. Polen Capital Management new 0.02%

holders

sorted by value · long equity only · current book 2026 Q2 · exits show last held size · open a manager for their book

history
Polen Capital Management 2026 Q2 0.02% New 0.02% 28,293 $2M history
Lee Ainslie - Maverick Capital exited 2026 Q2 last 2026 Q1 0.01% Exit −0.01 pp 43,794 $771K history

SEC filings

Recent issuer filings from EDGAR · 10 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 1.01,2.03,3.02,8.01,9.01
8-K 2.02,9.01
10-Q 10-Q
8-K/A 5.02
8-K 5.02,7.01,9.01
8-K 5.02,7.01,9.01
8-K 7.01,8.01,9.01
8-K 2.02,9.01
10-Q 10-Q
8-K 5.07

Insider forms

Form 3 / 4 / 5 from EDGAR · 25 shown

Filed Form Detail Links
4 Period Aug 24, 2026
4 Period Jul 23, 2026
4 Period Jul 20, 2026 · 4 forms
4 Period Jun 15, 2026
4 Period Jun 1, 2026
4 Period May 26, 2026
4 Period May 18, 2026
4 Period May 14, 2026
4 Period May 11, 2026 · 2 forms
4 Period May 8, 2026
4 Period May 5, 2026
4 Period Apr 23, 2026
4 Period Apr 20, 2026 · 3 forms
4 Period Apr 16, 2026
4 Period Apr 9, 2026
4 Period Mar 16, 2026
4 Period Feb 25, 2026
4 Period Feb 24, 2026
4 Period Feb 10, 2026

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.44B $1.17B $1.37B
Gross profit $415.17M $340.78M $394.27M
Gross margin * 28.8% 29.1% 28.8%
Net income -$187.53M -$52.47M $25.39M
Net margin * -13.0% -4.5% 1.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $907.4M $867.7M $1.06B
Total non-current assets * $598.56M $606.8M $552.97M
Total assets $1.51B $1.47B $1.62B
Total current liabilities $426.25M $327.6M $473.9M
Total non-current liabilities * $850.48M $747.7M $535.07M
Total equity $222.48M $391.38M $394.25M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $104.39M $77.18M $109.08M
Cash from investing -$298.57M $107.58M $24.97M
Cash from financing $236.42M -$210.1M -$63.46M
Net change in cash $47M -$26.59M $70.59M

ownership over time

filing count by report period · click a bar for that quarter’s holders