# Penguin Solutions (PENG): value investors who own it

1 value investor held Penguin Solutions in their Q3 2026 13F, led by Polen Capital Management.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Polen Capital Management | 0.0% | $2.2m | New | 1 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-24 | Kuykendall Anne | SVP and Chief Legal Officer | Sold | 3300 | $167k |
| 2026-08-24 | Kuykendall Anne | SVP and Chief Legal Officer | Sold | 600 | $30k |
| 2026-08-24 | Kuykendall Anne | SVP and Chief Legal Officer | Sold | 100 | $5k |
| 2026-07-23 | Clark Joseph Gates | SVP and Pres, Optimized LED | Sold | 1327 | $76k |
| 2026-07-22 | Kuykendall Anne | SVP and Chief Legal Officer | Sold | 739 | $41k |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/peng). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.