Cross-institution positioning
Aug 6, 2026Accumulation leaning. 1 accumulating across 1 comparable institution.
Source: Schedule 13 researchPENG Institutional Ownership
Penguin Solutions, Inc.
Latest stored close $76.28 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
53/100
3 tracked · 1 comparable
Latest filing
Aug 6, 2026
Positive breadth
3 positive · 0 negative
Recent close
$76.28
Research confidence
Limited
Institutional Research 71/100 · 1 accumulating · 0 reducing / exited
Ownership history
Reported ownership % history
Latest filing Aug 6, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating1
Newly reported2
Reducing / exited
0
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 53/100
Confidence:Limited
Why this signal
- 1 tracked institution accumulating versus 0 reducing/exited.
- 1 tracked institution shows persistent accumulation.
Institutional
58/100
Insiders
31/100
Fundamentals
57/100
Events
50/100
Quarterly 13F activity
Jun 30, 20260 increased/new, 2 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Oct 6, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 5 sales by 2 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Oct 6, 20263 non-amendment material events in the last 90 days; 1 capital-related filing/event (1 equity-related, 1 debt-related); Latest classified evidence: Results of operations / financial condition. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Jul 7, 2026Revenue +47.6% YoY; Net income +1,579.4% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 43% through its reported 52-week range; +81.7% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Fidelity / FMR.
Filed Aug 6, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Aug 6, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Fidelity / FMR
Filed Aug 6, 2026
Direction locked
State Street
Filed Nov 10, 2025
Direction locked
BlackRock
Filed Oct 17, 2025
Direction locked
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No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Fidelity / FMR
Filed Aug 6, 2026
State Street
Filed Nov 10, 2025
BlackRock
Filed Oct 17, 2025
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth2Multi-insider
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Oct 6, 2026 | Cumming Stephen | AGrant, award, or other acquisition | Common Stock | 33.5K | $0.00 | Direct | Oct 8, 2026 |
| Oct 3, 2026 | Kuykendall Anne | FTax/price withholding or payment | Common Stock | 21.0K | $61.36 | Direct | Oct 6, 2026 |
| Oct 3, 2026 | Kuykendall Anne | AGrant, award, or other acquisition | Common Stock | 41.2K | $0.00 | Direct | Oct 6, 2026 |
| Oct 3, 2026 | Clark Joseph Gates | FTax/price withholding or payment | Common Stock | 13.4K | $61.36 | Direct | Oct 6, 2026 |
| Oct 3, 2026 | Clark Joseph Gates | AGrant, award, or other acquisition | Common Stock | 30.9K | $0.00 | Direct | Oct 6, 2026 |
| Sep 29, 2026 | Kuykendall Anne | AGrant, award, or other acquisition | Common Stock | 11.6K | $0.00 | Direct | Oct 1, 2026 |
| Sep 29, 2026 | Shaikh Kashif | AGrant, award, or other acquisition | Common Stock | 53.9K | $0.00 | Direct | Oct 1, 2026 |
| Sep 29, 2026 | Clark Joseph Gates | AGrant, award, or other acquisition | Common Stock | 7.2K | $0.00 | Direct | Oct 1, 2026 |
| Sep 29, 2026 | Frey Anthony George | AGrant, award, or other acquisition | Common Stock | 11.6K | $0.00 | Direct | Oct 1, 2026 |
| Aug 24, 2026 | Kuykendall Anne | SOpen-market or private sale | Common Stock | 100 | $51.34 | Direct | Aug 26, 2026 |
| Aug 24, 2026 | Kuykendall Anne | SOpen-market or private sale | Common Stock | 3.3K | $50.73 | Direct | Aug 26, 2026 |
| Aug 24, 2026 | Kuykendall Anne | SOpen-market or private sale | Common Stock | 600 | $49.62 | Direct | Aug 26, 2026 |
| Jul 23, 2026 | Clark Joseph Gates | SOpen-market or private sale | Common Stock | 1.3K | $57.47 | Direct | Jul 27, 2026 |
| Jul 22, 2026 | Kuykendall Anne | SOpen-market or private sale | Common Stock | 739 | $56.12 | Direct | Jul 22, 2026 |
| Jul 20, 2026 | Kuykendall Anne | FTax/price withholding or payment | Common Stock | 3.1K | $60.41 | Direct | Jul 22, 2026 |
| Jul 20, 2026 | Johnson Aaron Michael | FTax/price withholding or payment | Common Stock | 896 | $60.41 | Direct | Jul 22, 2026 |
| Jul 20, 2026 | Frey Anthony George | FTax/price withholding or payment | Common Stock | 532 | $60.41 | Direct | Jul 22, 2026 |
| Jul 20, 2026 | Clark Joseph Gates | FTax/price withholding or payment | Common Stock | 2.0K | $60.41 | Direct | Jul 22, 2026 |
| Jun 15, 2026 | Kuykendall Anne | SOpen-market or private sale | Common Stock | 100 | $65.63 | Direct | Jun 16, 2026 |
| Jun 15, 2026 | Kuykendall Anne | SOpen-market or private sale | Common Stock | 1.6K | $64.82 | Direct | Jun 16, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events2
90-day capital-related1
90-day equity-related1
90-day debt-related1
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Oct 6, 2026 | 8-K | 2.02, 5.02, 7.01, 9.01 | Results of operations / financial condition; Director or executive change; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Oct 6, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jul 17, 2026 | 8-K | 1.01, 2.03, 3.02, 8.01, 9.01 | Material definitive agreement; New direct financial obligation; Unregistered sale of equity securities; Other event; Financial statements / exhibits | Equity | Filing |
| Jul 7, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jul 1, 2026 | 8-K/AAmendment | 5.02 | Director or executive change | — | Filing |
| Jun 1, 2026 | 8-K | 5.02, 7.01, 9.01 | Director or executive change; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| May 18, 2026 | 8-K | 5.02, 7.01, 9.01 | Director or executive change; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Apr 1, 2026 | S-8 | — | Employee-plan securities registration | Equity | Filing |
| Apr 1, 2026 | S-8 | — | Employee-plan securities registration | Equity | Filing |
| Apr 1, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Apr 1, 2026 | 8-K | 7.01, 8.01, 9.01 | Regulation FD disclosure; Other event; Financial statements / exhibits | — | Filing |
| Feb 11, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$478.7M
Q3 2026
+47.6% YoY 10-Q filed Jul 7, 2026
Operating income
$50.9M
Q3 2026
+416.7% YoY 10-Q filed Jul 7, 2026
Operating margin
10.6%
Q3 2026
+7.6 pts YoY 10-Q filed Jul 7, 2026
Net income
$44.7M
Q3 2026
+1,579.4% YoY 10-Q filed Jul 7, 2026
Diluted EPS
$0.68
Q3 2026
+6,900.0% YoY 10-Q filed Jul 7, 2026
Operating cash flow
$11.2M
YTD through May 29, 2026
-93.7% YoY 10-Q filed Jul 7, 2026
Free cash flow
$3.9M
YTD through May 29, 2026
-97.7% YoY 10-Q filed Jul 7, 2026
Cash & equivalents
$440.3M
As of May 29, 2026
-38.0% YoY 10-Q filed Jul 7, 2026
Long-term debt
$443.2M
As of May 29, 2026
-32.8% YoY 10-Q filed Jul 7, 2026
Assets
$2.2B
As of May 29, 2026
+21.5% YoY 10-Q filed Jul 7, 2026
Liabilities
$1.5B
As of May 29, 2026
+27.1% YoY 10-Q filed Jul 7, 2026
Stockholders’ equity
$439.1M
As of May 29, 2026
-24.9% YoY 10-Q filed Jul 7, 2026
Shares outstanding
51.2M
As of Jul 2, 2026
-2.2% YoY 10-Q filed Jul 7, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended May 29, 2026 | $478.7M | +47.6% |
| Ended Feb 27, 2026 | $343.0M | -6.2% |
| Ended Nov 28, 2025 | $343.1M | +0.6% |
| Ended Aug 29, 2025 | $337.9M | +8.6% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Aug 29, 2025 | $1.4B | +16.9% |
| Ended Aug 30, 2024 | $1.2B | -18.8% |
| Ended Aug 25, 2023 | $1.4B | +3.3% |
| Ended Aug 26, 2022 | $1.4B | +32.2% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$47.50
View live quote ↗
52-week low
$16.04
Mar 30, 2026
52-week high
$89.86
Jul 9, 2026
Below 52-week high
47.1%
1W return
-7.4%
1M return
-25.5%
3M return
-25.6%
6M return
+164.2%
YTD return
+142.8%
1Y return
+81.7%
30-day volatility
74.2%
90-day volatility
108.9%
1Y max drawdown
-46.3%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 10 filing(s) · 7 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Fidelity / FMR CIK0000315066 | Jun 30, 2026 observed Aug 6, 2026 filed · 37d Schedule 13G amendment | Reported accumulation | 6.3K +921 | 12.40% +0.40 pts | $76.01 | $56.26 | $76.28 |
| Fidelity / FMR CIK0000315066 | Apr 30, 2026 observed May 7, 2026 filed · 7d Schedule 13G amendment | Reported accumulation | 5.4K +685 | 12.00% 0.00 pts | $30.41 | $38.98 | $76.28 |
| Fidelity / FMR CIK0000315066 | Mar 31, 2026 observed May 6, 2026 filed · 36d Schedule 13G amendment | Reported reduction | 4.7K -911 | 12.00% +1.30 pts | $17.60 | $38.99 | $76.28 |
Explore more institutional activity
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