Penguin Solutions, Inc. (PENG)Kennedy Capital Management LLC reduced its stake -369K shares

611K

Shares reported · -369K vs prior quarter

0.82%

Disclosed portfolio weight

$46.4M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 14, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. May 26, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On June 25, 2026, the Compensation Committee of the Board (the “Compensation Committee”) approved the following compensatory arrangements for Mr. Johnson in connection with his service as interim CFO: Interim CFO Stipend .”
2. Jul 7, 2026Company filing · Form 8-K · ResultsReported its results
3. Jul 13, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations (and 2 more items)

What came next

1. Oct 6, 2026Company filing · Form 8-K · Results, Executive changeChanged a top executive or board member, and reported its results (and 1 more item)“On October 6, 2026, the Company announced that its board of directors (the “Board”) had appointed Stephen Cumming to serve as the Company’s Senior Vice President and Chief Financial Officer (“CFO”), effective immediately.”
2. Oct 6, 2026Company filing · Form 8-K · ResultsReported its results

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Penguin Solutions, Inc.

For Penguin Solutions, Inc., OQRO holds 3 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its PENG page.

How this filing works

• SEC Form 13F

Other disclosures at Penguin Solutions, Inc.

• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 12, 2026
• SEC Form 13F-HRMay 13, 2026
• SEC Form 13F-HRFeb 13, 2026
• SEC Form 13F-HRFeb 11, 2026
• SEC Form 13F-HRNov 14, 2025

Everything OQRO holds on this company is on its PENG page.