PEN Institutional Ownership
Penumbra, Inc.
1W: +0.9%
1M: +2.0%
3M: +1.6%
YTD: +5.1%
1Y: +28.3%
3Y: +57.1%
5Y: +22.4%
$324.04
-1.18 (-0.36%)
After Hours: $328.57 (+4.53, +1.40%)
Weekly Expected Move ±0.7%
$320
$322
$325
$327
$329
Credit Risk of going bust: lower than 94% of companies Debt: 1.6% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.33 (down 99.9%), Penumbra, Inc. would be worth roughly what it owes.
Total debt $212.7M against a stock market value of $12.81B.
Distance to default 18.43 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $106.4M (short-term plus half of long-term), stock volatility 26.3%; Altman Z 19.31. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.33 (down 99.9%), Penumbra, Inc. would be worth roughly what it owes.
Total debt $212.7M against a stock market value of $12.81B.
Distance to default 18.43 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $106.4M (short-term plus half of long-term), stock volatility 26.3%; Altman Z 19.31. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — PEN
523
Institutional Holders
-39 vs prior quarter
0.0%
Ownership
+0.00pp
$11B
Total Invested
47
New Positions
147
Increased
253
Reduced
69
Closed
2.14
Put/Call Ratio
Ownership Trends
Top Institutional Holders (606 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,297,555 | $1.4B | -32,901 | -0.8% | 8Q | SEC ↗ |
| 2 | HBK INVESTMENTS L P | 1,838,508 | $598M | +204,247 | +12.5% | 2Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1,709,877 | $556M | +15,389 | +0.9% | 2Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,667,276 | $542M | +12,799 | +0.8% | 2Q | SEC ↗ |
| 5 | STATE STREET CORP | 1,243,258 | $404M | +57,447 | +4.8% | 43Q | SEC ↗ |
| 6 | ExodusPoint Capital Management, LP | 1,090,430 | $355M | +625,215 | +134.4% | 3Q | SEC ↗ |
| 7 | Balyasny Asset Management L.P. | 1,090,163 | $355M | +328,067 | +43.0% | 4Q | SEC ↗ |
| 8 | JPMORGAN CHASE & CO | 1,071,454 | $348M | +668,835 | +166.1% | 44Q | SEC ↗ |
| 9 | GOLDMAN SACHS GROUP INC | 847,104 | $275M | +126,529 | +17.6% | 15Q | SEC ↗ |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 834,903 | $272M | +434,743 | +108.6% | 5Q | SEC ↗ |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 796,471 | $259M | +1,023 | +0.1% | 43Q | SEC ↗ |
| 12 | NORGES BANK NEW | 752,242 | $245M | — | +0.0% | 1Q | SEC ↗ |
| 13 | UBS Group AG | 703,822 | $229M | +143,487 | +25.6% | 44Q | SEC ↗ |
| 14 | MILLENNIUM MANAGEMENT LLC | 700,611 | $228M | -397,525 | -36.2% | 16Q | SEC ↗ |
| 15 | MORGAN STANLEY | 591,824 | $192M | +190,468 | +47.5% | 44Q | SEC ↗ |
| 16 | AQR Arbitrage LLC | 563,873 | $183M | +140,800 | +33.3% | 2Q | SEC ↗ |
| 17 | WHITEBOX ADVISORS LLC | 506,881 | $165M | +61,880 | +13.9% | 2Q | SEC ↗ |
| 18 | Capital World Investors | 479,701 | $156M | +28,886 | +6.4% | 44Q | SEC ↗ |
| 19 | CITADEL ADVISORS LLC | 448,763 | $146M | +246,038 | +121.4% | 38Q | SEC ↗ |
| 20 | NEUBERGER BERMAN GROUP LLC | 438,553 | $143M | +134,932 | +44.4% | 32Q | SEC ↗ |
| 21 | CITIGROUP INC | 433,125 | $141M | -187,818 | -30.2% | 43Q | SEC ↗ |
| 22 | TWO SIGMA INVESTMENTS, LP | 428,128 | $139M | +369,909 | +635.4% | 5Q | SEC ↗ |
| 23 | TUDOR INVESTMENT CORP ET AL | 400,649 | $130M | -10,469 | -2.5% | 2Q | SEC ↗ |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 343,713 | $112M | +21,297 | +6.6% | 15Q | SEC ↗ |
| 25 | Sixth Street Partners Management Compa NEW | 343,713 | $112M | — | +0.0% | 1Q | SEC ↗ |
| 26 | NORTHERN TRUST CORP | 333,064 | $108M | +12,211 | +3.8% | 43Q | SEC ↗ |
| 27 | DIMENSIONAL FUND ADVISORS LP | 326,120 | $106M | +277 | +0.1% | 33Q | SEC ↗ |
| 28 | ALLIANCEBERNSTEIN L.P. | 301,585 | $98M | +75,268 | +33.3% | 44Q | SEC ↗ |
| 29 | BANK OF AMERICA CORP /DE | 266,017 | $87M | +6,242 | +2.4% | 15Q | SEC ↗ |
| 30 | Invesco Ltd. | 263,980 | $86M | -274,217 | -51.0% | 44Q | SEC ↗ |
| 31 | Magnetar Financial LLC | 255,841 | $83M | +4,408 | +1.8% | 2Q | SEC ↗ |
| 32 | VANGUARD FIDUCIARY TRUST CO | 251,746 | $82M | +4,511 | +1.8% | 2Q | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 235,328 | $77M | -11,199 | -4.5% | 43Q | SEC ↗ |
| 34 | Champlain Investment Partners, LLC | 219,032 | $71M | -272,350 | -55.4% | 39Q | SEC ↗ |
| 35 | TIG Advisors, LLC | 215,082 | $70M | +155,000 | +258.0% | 2Q | SEC ↗ |
| 36 | LMR Partners LLP | 213,893 | $70M | -81,815 | -27.7% | 2Q | SEC ↗ |
| 37 | FMR LLC | 211,002 | $69M | -285,105 | -57.5% | 44Q | SEC ↗ |
| 38 | Hudson Bay Capital Management LP | 203,138 | $66M | -145,900 | -41.8% | 2Q | SEC ↗ |
| 39 | D. E. Shaw & Co., Inc. | 197,329 | $64M | -4,621 | -2.3% | 10Q | SEC ↗ |
| 40 | ALPINE ASSOCIATES MANAGEMENT INC. | 188,986 | $61M | +57,036 | +43.2% | 2Q | SEC ↗ |
| 41 | Melqart Asset Management (UK) Ltd | 185,734 | $60M | +103,912 | +127.0% | 2Q | SEC ↗ |
| 42 | CAXTON ASSOCIATES LLP | 179,384 | $58M | -5,279 | -2.9% | 2Q | SEC ↗ |
| 43 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 176,720 | $57M | +41,720 | +30.9% | 7Q | SEC ↗ |
| 44 | Birnam Oak Advisors, LP | 171,277 | $56M | +75,287 | +78.4% | 2Q | SEC ↗ |
| 45 | JANUS HENDERSON GROUP PLC | 167,054 | $54M | -308,844 | -64.9% | 19Q | SEC ↗ |
| 46 | GLAZER CAPITAL, LLC | 158,127 | $51M | +63,308 | +66.8% | 2Q | SEC ↗ |
| 47 | Westchester Capital Management, LLC | 157,472 | $51M | +80,842 | +105.5% | 2Q | SEC ↗ |
| 48 | WATER ISLAND CAPITAL LLC | 150,456 | $49M | +30,361 | +25.3% | 2Q | SEC ↗ |
| 49 | Woodline Partners LP | 145,844 | $47M | -95,753 | -39.6% | 3Q | SEC ↗ |
| 50 | Verition Fund Management LLC | 142,309 | $46M | +74,309 | +109.3% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 752,242 | $245M |
| Sixth Street Partners Management Co | 343,713 | $112M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 131,394 | $43M |
| Jupiter Topco LLC | 130,275 | $42M |
| Curated Wealth Partners LLC | 40,060 | $13M |
| BOUSSARD & GAVAUDAN GESTION SAS | 36,340 | $12M |
| CIBRA Capital Ltd | 31,600 | $10M |
| Boussard & Gavaudan Investment Mana | 18,147 | $6M |
| Apollon Wealth Management, LLC | 10,714 | $3M |
| GATEWAY INVESTMENT ADVISERS LLC | 7,516 | $2M |
| XTX Topco Ltd | 7,376 | $2M |
| USS Investment Management Ltd | 6,600 | $2M |
| Point72 Asset Management, L.P. | 6,557 | $2M |
| Graham Capital Management, L.P. | 5,304 | $2M |
| MUFG Securities EMEA plc | 5,000 | $2M |
| Weiss Asset Management LP | 4,339 | $1M |
| Nelson Capital Management, LLC | 3,484 | $1M |
| TWO SIGMA SECURITIES, LLC | 2,709 | $881K |
| NORTHSTAR ASSET MANAGEMENT Co | 2,654 | $863K |
| PEAK6 LLC | 2,600 | $846K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| RTW INVESTMENTS, LP | 866,499 | $282M |
| BAILLIE GIFFORD & CO | 840,427 | $273M |
| Artisan Partners Limited Partnershi | 594,112 | $193M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT | 345,974 | $113M |
| SAMLYN CAPITAL, LLC | 212,956 | $69M |
| SOROS FUND MANAGEMENT LLC | 203,434 | $66M |
| Jain Global LLC | 183,024 | $60M |
| Baird Financial Group, Inc. | 145,675 | $47M |
| Stephens Investment Management Grou | 120,815 | $39M |
| LORD, ABBETT & CO. LLC | 115,941 | $38M |
| PERCEPTIVE ADVISORS LLC | 110,529 | $36M |
| BRAIDWELL LP | 105,352 | $34M |
| Alyeska Investment Group, L.P. | 101,738 | $33M |
| Integral Health Asset Management, L | 100,000 | $33M |
| Clearbridge Investments, LLC | 97,135 | $32M |
| TD Asset Management Inc | 88,154 | $29M |
| Sand Grove Capital Management LLP | 86,758 | $28M |
| Allspring Global Investments Holdin | 79,898 | $26M |
| NZS Capital, LLC | 68,986 | $22M |
| Polar Capital Holdings Plc | 58,168 | $19M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +668,835 | +166.1% | 1,071,454 |
| ExodusPoint Capital Management, LP | +625,215 | +134.4% | 1,090,430 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +434,743 | +108.6% | 834,903 |
| TWO SIGMA INVESTMENTS, LP | +369,909 | +635.4% | 428,128 |
| Balyasny Asset Management L.P. | +328,067 | +43.0% | 1,090,163 |
| CITADEL ADVISORS LLC | +246,038 | +121.4% | 448,763 |
| HBK INVESTMENTS L P | +204,247 | +12.5% | 1,838,508 |
| MORGAN STANLEY | +190,468 | +47.5% | 591,824 |
| TIG Advisors, LLC | +155,000 | +258.0% | 215,082 |
| UBS Group AG | +143,487 | +25.6% | 703,822 |
| AQR Arbitrage LLC | +140,800 | +33.3% | 563,873 |
| NEUBERGER BERMAN GROUP LLC | +134,932 | +44.4% | 438,553 |
| GOLDMAN SACHS GROUP INC | +126,529 | +17.6% | 847,104 |
| Melqart Asset Management (UK) Ltd | +103,912 | +127.0% | 185,734 |
| Westchester Capital Management, LLC | +80,842 | +105.5% | 157,472 |
| RENAISSANCE TECHNOLOGIES LLC | +77,340 | +3580.6% | 79,500 |
| Birnam Oak Advisors, LP | +75,287 | +78.4% | 171,277 |
| ALLIANCEBERNSTEIN L.P. | +75,268 | +33.3% | 301,585 |
| Verition Fund Management LLC | +74,309 | +109.3% | 142,309 |
| GLAZER CAPITAL, LLC | +63,308 | +66.8% | 158,127 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | -397,525 | -36.2% | 700,611 |
| JANUS HENDERSON GROUP PLC | -308,844 | -64.9% | 167,054 |
| CONGRESS ASSET MANAGEMENT CO | -305,146 | -96.2% | 12,191 |
| FMR LLC | -285,105 | -57.5% | 211,002 |
| Invesco Ltd. | -274,217 | -51.0% | 263,980 |
| Champlain Investment Partners, LLC | -272,350 | -55.4% | 219,032 |
| Amundi | -235,870 | -68.2% | 109,888 |
| BANK OF NOVA SCOTIA | -210,651 | -99.4% | 1,169 |
| CITIGROUP INC | -187,818 | -30.2% | 433,125 |
| Thrivent Financial for Lutherans | -179,395 | -95.4% | 8,734 |
| Hudson Bay Capital Management LP | -145,900 | -41.8% | 203,138 |
| Woodline Partners LP | -95,753 | -39.6% | 145,844 |
| LMR Partners LLP | -81,815 | -27.7% | 213,893 |
| PFM Health Sciences, LP | -79,558 | -56.9% | 60,221 |
| SG Americas Securities, LLC | -61,006 | -59.8% | 41,029 |
| AMERICAN CENTURY COMPANIES INC | -56,478 | -80.7% | 13,516 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | -53,068 | -38.1% | 86,330 |
| Alberta Investment Management Corp | -46,880 | -58.6% | 33,120 |
| Kryger Capital LLC | -46,641 | -30.3% | 107,207 |
| AQR CAPITAL MANAGEMENT LLC | -45,588 | -58.9% | 31,776 |