Penguin Solutions, Inc. (PENG)CSM Advisors, LLC added to its stake +29K shares

447K

Shares reported · +29K vs prior quarter

0.24%

Disclosed portfolio weight

$8.73M

Reported value

Holdings as of

Dec 31, 2025

Filed

Feb 11, 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. Dec 29, 2025Company filing · Form 8-K · Material agreementSigned an important agreement
2. Jan 6, 2026Company filing · Form 8-K · ResultsReported its results
3. 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.”

What came next

1. Apr 1, 2026Company filing · Form 8-K · ResultsReported its results
2. May 18, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On May 18, 2026, the board of directors (the “Board”) of Penguin Solutions, Inc. (the “Company”) increased the authorized size of the Board to eight members, and upon the recommendation of the Nominating and Corporate Governance Committee of the Board, appointed David Heard to the Board and as a member of the Compensation Committee of the Board, effective immediately.”
3. May 26, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On May 26, 2026, Nate Olmstead notified Penguin Solutions, Inc. (the “Company”) of his decision to resign as the Company’s Senior Vice President and Chief Financial Officer (“CFO”), effective as of July 8, 2026, to pursue another opportunity in a different industry.”

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

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