Signals

PEN

648 in-universe funds with a nonzero position in PEN within the trailing 4 quarters, as of 2026Q2

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-09-15 Insider Narayan Shruthi (President) disposed via tax withholding ($391,669)
2026-07-30 8-K Item(s) 2.02, 9.01
2026-06-22 8-K Item(s) 5.07
2026-05-07 8-K Item(s) 5.07
2026-05-06 8-K Item(s) 2.02, 9.01
2026-02-25 8-K Item(s) 2.02, 9.01
2026-01-15 8-K Item(s) 1.01, 2.02, 7.01, 9.01
2025-11-05 8-K Item(s) 2.02, 9.01
2025-08-27 8-K Item(s) 5.02, 7.01, 9.01
2025-07-29 8-K Item(s) 2.02, 9.01
2025-05-30 8-K Item(s) 5.03, 5.07, 9.01
2020-05-28 Ownership Dilution filing by Penumbra Inc (424B5)
2020-05-27 Ownership Dilution filing by Penumbra Inc (424B5)
2017-03-17 Ownership Dilution filing by Penumbra Inc (424B5)
2017-03-15 Ownership Dilution filing by Penumbra Inc (424B5)
2014-05-13 Ownership Dilution filing by Penumbra Inc (D)
2012-11-01 Ownership Dilution filing by Penumbra Inc (D)

Flow ranking

Rank#1098
Score / z0.038 / 0.06
Consensus130.73 over 239 funds
Momentum-0.12 ≠

Price & positioning

224 cached closes, trailing year
Drawdown-12%
Short interest+3% / 5.1d

Forensics

Clean as of 2026Q2
Accrual ratio-0.006
F-score6
M-score-2.46
Net issuance-43.5%

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-15 Narayan Shruthi F $391,669

8-K events

Negative / total0 / 1
FiledFormItems
2026-07-30 8-K 2.02, 9.01
2026-06-22 8-K 5.07
2026-05-07 8-K 5.07
2026-05-06 8-K 2.02, 9.01
2026-02-25 8-K 2.02, 9.01
2026-01-15 8-K 1.01, 2.02, 7.01, 9.01
2025-11-05 8-K 2.02, 9.01
2025-08-27 8-K 5.02, 7.01, 9.01
2025-07-29 8-K 2.02, 9.01
2025-05-30 8-K 5.03, 5.07, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2020-05-28 424B5 Penumbra Inc
2020-05-27 424B5 Penumbra Inc
2017-03-17 424B5 Penumbra Inc
2017-03-15 424B5 Penumbra Inc
2014-05-13 D Penumbra Inc
2012-11-01 D Penumbra Inc

LLM reads

Ticker Evalpending
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,357.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
HBK INVESTMENTS L P CIK 0001011443 0.226 197 580.5 6.8% 2 +0.0 pp +6.8 pp +6.8 pp +6.8 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 539.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 526.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 392.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 344.2 0.6% 4 +0.1 pp +0.5 pp +0.5 pp +0.6 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 267.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 263.6 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 251.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 237.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 222.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 221.2 0.1% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 186.9 0.0% 7 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AQR Arbitrage LLC CIK 0001167456 0.150 634 178.0 2.5% 2 +0.3 pp +2.5 pp +2.5 pp +2.5 pp
WHITEBOX ADVISORS LLC CIK 0001257391 0.000 643 160.0 2.6% 2 +0.5 pp +2.6 pp +2.6 pp +2.6 pp
Capital World Investors CIK 0001422849 0.974 637 151.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 141.7 0.1% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 138.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 136.8 0.1% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 135.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 126.5 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.4 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 108.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 105.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 103.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 99.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 84.0 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 83.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 80.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 79.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 74.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Champlain Investment Partners, LLC CIK 0001315478 0.213 129 69.2 1.8% 5 -0.3 pp -0.1 pp +0.4 pp +0.4 pp
TIG Advisors, LLC CIK 0001358253 0.194 100 67.9 3.1% 2 +2.2 pp +3.1 pp +3.1 pp +3.1 pp
LMR Partners LLP CIK 0001578621 0.225 1167 67.5 0.5% 2 -0.4 pp +0.5 pp +0.5 pp +0.5 pp
FMR LLC CIK 0000315066 0.989 5571 66.6 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 64.1 0.3% 2 -0.4 pp +0.3 pp +0.3 pp +0.3 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 62.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALPINE ASSOCIATES MANAGEMENT INC. CIK 0001396835 0.104 66 59.7 3.7% 2 +1.2 pp +3.7 pp +3.7 pp +3.7 pp
Melqart Asset Management (UK) Ltd CIK 0001712901 0.170 40 58.6 5.6% 2 +2.9 pp +5.6 pp +5.6 pp +5.6 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 56.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 55.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Birnam Oak Advisors, LP CIK 0001997245 0.492 37 54.1 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
Westchester Capital Management, LLC CIK 0001512805 0.333 300 49.7 2.5% 2 +1.3 pp +2.5 pp +2.5 pp +2.5 pp
WATER ISLAND CAPITAL LLC CIK 0001222765 0.052 75 47.5 5.0% 2 -0.2 pp +5.0 pp +5.0 pp +5.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 46.1 0.1% 3 -0.2 pp -0.1 pp +0.1 pp +0.1 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 44.9 0.3% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Decagon Asset Management LLP CIK 0001950677 0.023 101 44.8 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 43.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Slotnik Capital, LLC CIK 0001963764 0.030 26 42.0 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 41.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 40.4 0.1% 4 +0.0 pp -0.2 pp -0.1 pp +0.1 pp
NATIXIS CIK 0001274981 0.561 1107 39.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Rock Springs Capital Management LP CIK 0001595725 0.441 104 36.5 1.8% 5 -0.5 pp -0.1 pp -0.0 pp -0.3 pp
Nuveen, LLC CIK 0001871926 0.966 3735 35.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Amundi CIK 0001330387 0.000 1 34.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 34.5 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kryger Capital LLC CIK 0002123957 0.310 109 33.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 32.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 30.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 29.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 28.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 28.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
CAPITOLIS LIQUID GLOBAL MARKETS LLC CIK 0002094379 0.370 320 27.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Empyrean Capital Partners, LP CIK 0001317195 0.150 118 26.8 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Capula Management Ltd CIK 0001557017 0.914 303 26.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 26.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 25.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 25.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 23.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Swiss National Bank CIK 0001582202 0.961 2301 23.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 22.7 2.0% 5 -0.3 pp -0.1 pp +0.1 pp -0.1 pp
C WorldWide Group Holding A/S CIK 0001625244 0.818 97 22.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 21.1 0.3% 4 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Quarry LP CIK 0001965207 0.031 2367 20.6 3.3% 1 +3.3 pp +3.3 pp +3.2 pp +3.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 20.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 20.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFM Health Sciences, LP CIK 0001442756 0.073 96 19.0 1.7% 5 -3.2 pp -2.9 pp -2.6 pp -2.0 pp
HARVEST MANAGEMENT LLC CIK 0001140315 0.045 52 18.2 8.1% 2 +4.9 pp +8.1 pp +8.1 pp +8.1 pp
Sculptor Capital LP CIK 0001054587 0.143 320 18.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
GABELLI & Co INVESTMENT ADVISERS, INC. CIK 0000932724 0.040 316 16.8 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 16.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 15.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 14.8 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 12.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CSS LLC/IL CIK 0001103646 0.116 766 12.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 12.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 11.5 0.8% 5 -0.4 pp +0.8 pp +0.8 pp +0.8 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 11.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 10.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 10.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 10.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 10.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 10.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 10.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 9.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 9.5 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 8.8 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 8.4 0.8% 5 -0.2 pp -0.1 pp +0.6 pp +0.6 pp
P SCHOENFELD ASSET MANAGEMENT LP CIK 0001040198 0.136 25 8.3 4.9% 2 +3.3 pp +4.9 pp +4.9 pp +4.9 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 8.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 8.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NINE MASTS CAPITAL Ltd CIK 0001569356 0.099 95 7.3 0.8% 2 -0.4 pp +0.8 pp +0.8 pp +0.8 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 7.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 7.0 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
GARDNER LEWIS ASSET MANAGEMENT L P CIK 0000941560 0.046 75 6.9 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 6.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 6.5 2.4% 5 +0.1 pp +0.1 pp +0.3 pp +0.1 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 6.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 6.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TPG GP A, LLC CIK 0001903793 0.782 82 6.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Greenland Capital Management LP CIK 0001896430 0.029 237 6.2 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 6.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 6.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 5.6 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 5.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fortress Investment Group LLC CIK 0001380393 0.650 25 5.4 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Motley Fool Asset Management LLC CIK 0001512814 0.684 249 4.8 0.2% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 4.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
Centiva Capital, LP CIK 0001692507 0.034 1439 4.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 4.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 4.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 4.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 3.9 0.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 3.8 0.0% 5 -0.7 pp -0.8 pp -0.7 pp -0.8 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 3.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 3.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 3.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 3.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 3.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
R Squared Ltd CIK 0001896148 0.003 509 3.6 1.9% 2 +1.4 pp +1.9 pp +1.9 pp +1.9 pp
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SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SCHOLTZ & COMPANY, LLC CIK 0001606134 0.142 48 0.0 0.0% 0 -0.9 pp -1.1 pp -0.9 pp -0.9 pp
CREDIT INDUSTRIEL ET COMMERCIAL CIK 0001274419 0.000 217 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
denkapparat Operations GmbH CIK 0001999514 0.033 383 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
DLD Asset Management, LP CIK 0001578299 0.099 392 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 0.0 0.0% 0 +0.0 pp -0.3 pp -0.1 pp -0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
HUSSMAN STRATEGIC ADVISORS, INC. CIK 0001179475 0.008 231 0.0 0.0% 0 +0.0 pp -0.3 pp -0.7 pp +0.0 pp
Future Fund LLC CIK 0001911970 0.079 118 0.0 0.0% 0 +0.0 pp -1.7 pp -0.6 pp -0.5 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 0.0 0.0% 0 -0.4 pp -0.4 pp -0.3 pp -0.3 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Malaga Cove Capital, LLC CIK 0001603001 0.210 185 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RiverPark Advisors, LLC CIK 0001484256 0.037 140 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just PEN). Qtrs Held counts distinct quarters this fund has actually held PEN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PEN position size. Δ columns are the percentage-point change in PEN's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status