PENGUIN SOLUTIONS INC - NOTE 2.250% 2/1 Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2021 to Q4 2025

Type / Class
Debt / NOTE 2.250% 2/1
Market price (% of par)
103.19%
All holders as of 31 Dec 2025
Q4 2025
Total 13F principal
$19,900,000
Total reported market value
$20,479,049
Principal change
$0
Number of holders
3
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 3 institutional investors reported holding $19,900,000 in principal (par value) of PENGUIN SOLUTIONS INC - NOTE 2.250% 2/1.

Institutional Holders of PENGUIN SOLUTIONS INC - NOTE 2.250% 2/1 across Reporting Periods

Period Principal Value Change Price (% of par) (Median) Investors
2025 Q4 $19,900,000 $20,479,049 103.19% 3
2025 Q3 $19,900,000 $27,323,158 138.31% 3
2025 Q2 $19,900,000 $23,285,750 -$269,808 116.33% 3
2025 Q1 $19,915,533 $21,853,653 -$201,165 108.51% 4
2024 Q4 $19,917,869 $23,008,012 -$191,013 113.9% 5
2024 Q3 $19,900,000 $23,954,797 -$101,013,879 120.92% 6
2024 Q2 $99,900,000 $126,770,559 126.82% 9
2024 Q1 $99,900,000 $139,157,867 +$661,509 139.35% 9
2023 Q4 $99,900,000 $112,303,673 -$1,961,593 112.54% 10
2023 Q3 $99,900,000 $133,016,135 +$52,996,750 133.17% 12
2023 Q2 $59,400,000 $89,544,290 -$45,013,427 150.69% 12
2023 Q1 $96,450,000 $107,633,933 -$160,981,383 108.54% 16
2022 Q4 $246,425,000 $249,836,681 +$5,191,224 100.35% 22
2022 Q3 $266,399,000 $277,375,911 +$10,427,483 103.38% 20
2022 Q2 $230,148,000 $247,368,000 -$2,984,431 105.93% 20
2022 Q1 $231,410,420 $340,455,147 -$14,612,047 145.45% 22
2021 Q4 $211,291,614 $398,065,055 +$61,941,716 186.07% 22
2021 Q3 $209,296,130 $278,351,008 -$18,330,951 131.34% 24
2021 Q2 $220,483,974 $303,508,888 -$5,469,660 137.19% 19
2021 Q1 $224,736,974 $296,633,888 +$296,633,888 131.82% 19