PEN
Penumbra, IncMarquee-fund ownership over time
This quarter's activity
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates | Q4 2020 | 23Q | $263 | $327 | +24% |
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $170 | $327 | +92% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $183 | $327 | +78% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $183 | $327 | +78% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $183 | $327 | +78% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $183 | $327 | +78% |
| Two Sigma Investments | Q3 2025(8Q snapshot) | 3Q | $253 | $327 | +29% |
| Soros Fund Management | Q2 2026(8Q snapshot) | 1Q | $322 | $327 | +1% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Point72 Asset Management 2× in & out | Q1 2026 | Q2 2026 | → $322 | -5% |
| Maverick Capital 2× in & out | Q1 2022 | Q2 2022 | → $140 | -37% |
| Coatue Management | Q1 2020 | Q2 2020 | → $171 | -10% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Penumbra Inc. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 21, 2026 — the most recent Form 4 on file — not from today.
- Form 40001651323-26-000002May 21, 2026
- Form 40001375889-26-000006Apr 6, 2026
- Form 40002086163-26-000006Mar 17, 2026
- Form 40001751980-26-000004Mar 17, 2026
- Form 40001796057-26-000006Mar 17, 2026
- Form 40001796068-26-000004Mar 17, 2026
- Form 40001796057-26-000004Mar 4, 2026
- Form 40001375889-26-000004Feb 18, 2026
- Form 40001651318-26-000002Feb 18, 2026
- Form 40001765394-26-000002Feb 18, 2026
- Form 40001704713-26-000002Feb 18, 2026
- Form 40001781561-26-000002Feb 18, 2026
- Form 40001491299-26-000004Feb 18, 2026
- Form 40001751980-26-000002Feb 18, 2026
- Form 40001796057-26-000002Feb 18, 2026
Fundamentals
XBRL · Penumbra, IncAnnual figures sourced directly from Penumbra, Inc's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Penumbra Inc — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 7, 2026
- 10-QQuarterly reportMay 6, 2026
- 8-KMaterial eventMay 6, 2026
- DEF 14AProxy statementApr 29, 2026
- 10-KAnnual reportFeb 25, 2026
- 8-KMaterial eventFeb 25, 2026
- 8-KFORM 8-KJan 15, 2026
- 10-QQuarterly reportNov 5, 2025
- 8-KMaterial eventNov 5, 2025
- 8-KMaterial eventAug 27, 2025
- 10-QQuarterly reportJul 29, 2025
- 8-KMaterial eventJul 29, 2025
- 8-KMaterial eventMay 30, 2025
- 10-QQuarterly reportApr 23, 2025
- 8-KMaterial eventApr 23, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Soros Fund Management | Q2 2026 | open | $322 | $327 | +1% |
| Renaissance Technologies | Q2 2026 | open | $323 | $327 | +1% |
| Point72 Asset Management | Q1 2026 | Q2 2026 | $341 | $322 | -5% |
| Two Sigma Investments | Q3 2025 | open | $253 | $327 | +29% |
| Renaissance Technologies | Q3 2025 | Q4 2025 | $257 | $279 | +8% |
| Point72 Asset Management | Q2 2025 | Q4 2025 | $275 | $280 | +2% |
| Citadel Advisors | Q3 2024 | open | $183 | $327 | +78% |
| D.E. Shaw | Q3 2024 | open | $183 | $327 | +78% |
| AQR Capital Management | Q3 2024 | open | $183 | $327 | +78% |
| Millennium Management | Q3 2024 | open | $183 | $327 | +78% |
| Renaissance Technologies | Q3 2024 | Q2 2025 | $170 | $289 | +70% |
| Maverick Capital | Q1 2022 | Q2 2022 | $221 | $140 | -37% |
| Maverick Capital | Q2 2021 | Q3 2021 | $235 | $253 | +8% |
| Bridgewater Associates | Q4 2020 | open | $263 | $319 | +21% |
| Coatue Management | Q1 2020 | Q2 2020 | $190 | $171 | -10% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.