Penumbra Inc: which funds bought and sold

Institutions that bought and sold Penumbra shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 181 institutions that filed 13F reports for both quarters added to or opened positions in Penumbra, and 251 cut or closed them. Together they sold a net 408K shares, −1.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 202K shares (−1.6%); index fund managers were net buyers of 91K shares (+0.8%). 35 opened a new position and 69 sold out entirely.

Bought, Q2 2026 181 institutions, 35 of them new holders Sold, Q2 2026 251 institutions, 69 of them sold out

Net change, all compared −408K shares (−1.2%)

Net change, active managers −202K shares (−1.6%), 31 bought, 37 sold

Buyers versus sellers

institutions compared, 507

181 bought 75 251 sold

Active managers and hedge funds 31 bought · 37 sold · −202K

Index fund managers 7 bought · 4 sold · +91K

Other institutions 143 bought · 210 sold · −297K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Jpmorgan Chase & Co	+669K +166.1%	1.1M	$339M
Exoduspoint Capital Management, LP Hedge fund	+625K +134.4%	1.1M	$344M
Arrowstreet Capital, Limited Partnership Hedge fund	+435K +108.6%	835K	$264M
Two Sigma Investments, LP Hedge fund	+370K +635.4%	428K	$135M
Balyasny Asset Management L.P. Hedge fund	+328K +43.0%	1.1M	$344M
Citadel Advisors LLC Hedge fund	+246K +121.4%	449K	$142M
HBK Investments L P Hedge fund	+204K +12.5%	1.8M	$581M
Morgan Stanley	+190K +47.5%	592K	$187M
Tig Advisors, LLC	+155K +258.0%	215K	$67.9M
UBS Group AG	+143K +25.6%	704K	$222M
AQR Arbitrage LLC	+141K +33.3%	564K	$178M
Neuberger Berman Group LLC Active manager	+135K +44.4%	439K	$138M
Westfield Capital Management Co LP Active manager	+131K New position	131K	$41.5M
Goldman Sachs Group Inc	+127K +17.6%	847K	$267M
Melqart Asset Management (UK) Ltd	+104K +127.0%	186K	$58.6M
Westchester Capital Management, LLC Hedge fund	+81K +105.5%	157K	$49.7M
Renaissance Technologies LLC Hedge fund	+77K +3580.6%	80K	$25.1M
Birnam Oak Advisors, LP	+75K +78.4%	171K	$54.1M
Alliancebernstein L.P. Active manager	+75K +33.3%	302K	$99M
Verition Fund Management LLC Hedge fund	+74K +109.3%	142K	$44.9M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Exoduspoint Capital Management, LP Hedge fund	+625K +134.4%	1.1M	$344M
Arrowstreet Capital, Limited Partnership Hedge fund	+435K +108.6%	835K	$264M
Two Sigma Investments, LP Hedge fund	+370K +635.4%	428K	$135M
Balyasny Asset Management L.P. Hedge fund	+328K +43.0%	1.1M	$344M
Citadel Advisors LLC Hedge fund	+246K +121.4%	449K	$142M
HBK Investments L P Hedge fund	+204K +12.5%	1.8M	$581M
Neuberger Berman Group LLC Active manager	+135K +44.4%	439K	$138M
Westfield Capital Management Co LP Active manager	+131K New position	131K	$41.5M
Westchester Capital Management, LLC Hedge fund	+81K +105.5%	157K	$49.7M
Renaissance Technologies LLC Hedge fund	+77K +3580.6%	80K	$25.1M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Baillie Gifford & Co Active manager	−840K Sold out	0	—
Millennium Management LLC Hedge fund	−398K −36.2%	701K	$221M
Congress Asset Management Co Active manager	−305K −96.2%	12K	$3.8M
FMR LLC Active manager	−285K −57.5%	211K	$66.6M
Invesco Ltd.	−274K −51.0%	264K	$83.4M
Champlain Investment Partners, LLC Active manager	−272K −55.4%	219K	$69.2M
Amundi	−236K −68.2%	110K	$34.7M
Bank Of Nova Scotia	−211K −99.4%	1,169	$369,112
Soros Fund Management LLC Hedge fund	−203K Sold out	0	—
Citigroup Inc	−188K −30.2%	433K	$137M
Thrivent Financial For Lutherans	−179K −95.4%	8,734	$2.8M
Hudson Bay Capital Management LP Hedge fund	−146K −41.8%	203K	$64.1M
Braidwell LP Hedge fund	−105K Sold out	0	—
Clearbridge Investments, LLC Active manager	−97K Sold out	0	—
Woodline Partners LP Hedge fund	−96K −39.6%	146K	$46.1M
Sand Grove Capital Management LLP	−87K Sold out	0	—
LMR Partners LLP Hedge fund	−82K −27.7%	214K	$67.5M
Allspring Global Investments Holdings, LLC	−80K Sold out	0	—
Pfm Health Sciences, LP Hedge fund	−80K −56.9%	60K	$19M
Nzs Capital, LLC Active manager	−69K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Baillie Gifford & Co Active manager	−840K Sold out	0	—
Millennium Management LLC Hedge fund	−398K −36.2%	701K	$221M
Congress Asset Management Co Active manager	−305K −96.2%	12K	$3.8M
FMR LLC Active manager	−285K −57.5%	211K	$66.6M
Champlain Investment Partners, LLC Active manager	−272K −55.4%	219K	$69.2M
Soros Fund Management LLC Hedge fund	−203K Sold out	0	—
Hudson Bay Capital Management LP Hedge fund	−146K −41.8%	203K	$64.1M
Braidwell LP Hedge fund	−105K Sold out	0	—
Clearbridge Investments, LLC Active manager	−97K Sold out	0	—
Woodline Partners LP Hedge fund	−96K −39.6%	146K	$46.1M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Westfield Capital Management Co LPActive manager	131K	$41.5M
Apollon Wealth Management, LLC	11K	$3.4M
Gateway Investment Advisers LLC	7,516	$2.4M
Xtx Topco Ltd	7,376	$2.3M
USS Investment Management Ltd	6,600	$2.1M
Point72 Asset Management, L.P.Hedge fund	6,557	$2.1M
Graham Capital Management, L.P.Hedge fund	5,304	$1.7M
Mufg Securities Emea PLC	5,000	$1.6M
Nelson Capital Management, LLC	3,484	$1.1M
Two Sigma Securities, LLC	2,709	$855,367

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Baillie Gifford & CoActive manager	840K	$276M
Soros Fund Management LLCHedge fund	203K	$66.8M
Braidwell LPHedge fund	105K	$34.6M
Clearbridge Investments, LLCActive manager	97K	$31.9M
Sand Grove Capital Management LLP	87K	$28.5M
Allspring Global Investments Holdings, LLC	80K	$26.3M
Nzs Capital, LLCActive manager	69K	$22.7M
Nearwater Capital Markets, Ltd	50K	$16.4M
Psquared Asset Management AG	43K	$14M
Caisse De Depot Et Placement Du Quebec	42K	$13.7M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 448
Ten largest holders: 46.0%
Index fund managers: 31.5%
Active managers and hedge funds: 35.6%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	31	37	4	10	−202K	−1.6%
Index fund managers	7	4	0	0	+91K	+0.8%
Other institutions	143	210	31	59	−297K	−2.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Penumbra.

Only managers that filed a holdings report for both quarters are compared (507 here). 21 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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