Penguin Solutions, Inc. (PENG) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Penguin Solutions, Inc., a memory-focused company, engages in the designing and development of enterprise solutions in the United States, China, Europe, and internationally. It operates through Memory Solutions, Intelligent Platform Solutions, and LED Solutions segments. The company offers dynamic random access memory modules, solid-state and flash storage, and other advanced memory solutions for networking and telecom, data analytics, artificial intelligence and machine learning applications; and supply chain services including procurement, logistics, inventory management, temporary warehousing, programming, kitting, and packaging services. It also provides Penguin Computing that focus on technical computing for core and cloud environments through HPC and AI solutions; and Penguin Edge, an edge computing solution for embedded and wireless applications including high-performance products for government, health care, industrial, and telecommunications applications. In addition, the company offers Stratus, which provides simplified, protected, and autonomous fault tolerant computing solutions in the data center and at the Edge through hardware and software services; and solutions to education, energy, financial services, government, hyperscale, and manufacturing markets. Further, it provides LED-based products comprising blue and green LED chips based on gallium nitride, and related materials under Cree LED brand; and surface mount devices under the Cree LED XLamp and J Series brand. The company sells its products directly to original equipment manufacturers, enterprise, government and other end customers through direct sales force, e-commerce, customer service representatives, on-site field application engineers, independent sales representatives, distributors, integrators, and resellers. The company was formerly known as SMART Global Holdings, Inc. and changed its name to Penguin Solutions, Inc. in October 2024. Penguin Solutions, Inc. was founded in 1988 and is based in Grand Cayman, Cayman Islands.
the bull case· 3
4
disclosed supplier and customer ties in SEC filings
sec filingsedgar352
managers reporting a position in thirteen F filings
13fJun 30 '26+13.39%
change in shares held by the ten largest reporting managers
13fJun 30 '26the bear case· 3
0.12%
largest fund weight on file of iShares Russell two thousand ETF assets
n-portJun 30 '269 of 21
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '263
of the funds on file reporting a position in PENG
n-portas of Jun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Oct 22 '26 report. Not a forecast, not advice.
Of the 6 companies Penguin Solutions, Inc. moves with most closely, 1 also shares its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 3674, Semiconductors & Related Devices, from each company's own filings. Largest first.
A rule beside a ticker marks a company that appears in both readings.
Which of these the filings never mention ›tall tick = annual report · 1 on record
Penguin Solutions, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Semiconductors & Related Devices
High 53.75 at 7:00 am ET, low 51.77 at 10:45 am ET.
353 managers report a position worth $4.7B between them, and 29 of them hold 80% of it.
PENG (Penguin Solutions, Inc.) has 1 disclosed suppliers and 3 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.