Penguin Solutions, Inc. (PENG)CSM Advisors, LLC opened a new position $11M
CSM Advisors, LLC opened a new position in Penguin Solutions, Inc., per its Q3 2025 13F.
- 417K
- Shares reported
- 0.31%
- Disclosed portfolio weight
- $11M
- Reported value
- Holdings as of
- Sep 30, 2025
- Filed
- Nov 14, 2025
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.
- Oct 6, 2025Company filing · Form 8-K · Results, Other newsReported its results, and reported other company news
What came next
- Dec 29, 2025Company filing · Form 8-K · Material agreementSigned an important agreement
- Jan 6, 2026Company filing · Form 8-K · ResultsReported its results
- Jan 30, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On January 30, 2026, Mark Adams notified the board of directors (the “Board”) of Penguin Solutions, Inc. (together with its subsidiaries, the “Company”) of his retirement and resigned from his position as President and Chief Executive Officer of the Company and resigned as a member of the Board, effective February 1, 2026.”
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
Other disclosures at Penguin Solutions, Inc.
- SEC Form 13F-HRAug 14, 2026
- 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
Everything OQRO holds on this company is on its PENG page.
This is one filing. OQRO holds the rest
Insider trades filed with the SEC, stock trades disclosed by members of Congress, fund holdings from 13F filings and federal contract awards, each one in plain words next to its official filing. On this page it opens why the trade stands out, what the company did around that time, the price since, and every field of the form.
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