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Penguin Solutions shares owned by Creative Planning

Quarter-by-quarter ownership of Penguin Solutions (PENG) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Penguin Solutions

Tip: Access up to 7 years of quarterly data

All positions including Penguin Solutions held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Penguin Solutions by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $873k 50k 17.60
2025-12-31 $795k 41k 19.56
2025-09-30 $1.2M 45k 26.28

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Spdr Series Trust State Street Spd (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
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Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Mid Cap Etf (VO)
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American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Penguin Solutions

BlackRock
FMR
Invesco
Vanguard Portfolio Management
State Street Corporation
Dimensional Fund Advisors
Vanguard Capital Management
Barrow, Hanley, Mewhinney & Strauss
Ophir Asset Management Pty
Paradigm Capital Management
Robeco Investment Management
Alliancebernstein
Geode Capital Management
LSV Asset Management
Royce & Associates

View all funds holding Penguin Solutions