PEN at a glance
Penumbra Inc (PEN, SEC CIK 1321732) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 30, 2026 and Form 4 insider filings as recently as September 17, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Penumbra Inc (PEN) reported revenue of $1.4 billion (up 17.5% from FY2024) and net income of $177.7 million. Diluted EPS was $4.52.
- As of June 30, 2026, 38 institutional investment managers tracked by SignalX reported holding Penumbra Inc (PEN) shares worth $4.9 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Grewal Harpreet on April 2, 2026 of 100 shares at $328.22 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.4B
- +17.5% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 38 funds
- $4.9B · −1 vs prior quarter
- Latest 10-Q
- Jul 30, 2026
- Quarterly report
SignalX for PEN
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- Fund moves. Which tracked funds opened, added or cut PEN, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Narayan Shruthi | F | Sep 15, 2026 | 1,230 | $318.43 |
| Narayan Shruthi | A | Aug 17, 2026 | 3,060 | - |
| Elsesser Adam | G | May 19, 2026 | 77,000 | - |
| Grewal Harpreet | Sell | Apr 2, 2026 | 100 | $328.22 |
| Narayan Shruthi | F | Mar 15, 2026 | 117 | $336.18 |
| Roberts Johanna | F | Mar 15, 2026 | 186 | $336.18 |
| Yuen Maggie | F | Mar 15, 2026 | 186 | $336.18 |
| Yuen Maggie | Sell | Mar 2, 2026 | 2,432 | $342.30 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.2B | $1.4B |
| Gross Profit | - | $755.0M | $942.4M |
| Operating Income | - | $9.3M | $189.2M |
| Net Income | - | $14.0M | $177.7M |
| Gross Margin | - | 63.2% | 67.1% |
| Op. Margin | - | 0.8% | 13.5% |
| Net Margin | - | 1.2% | 12.7% |
| Balance Sheet | |||
| Total Assets | $1.6B | $1.5B | $1.8B |
| Equity | $1.2B | $1.2B | $1.4B |
| ROE | - | 1.2% | 12.4% |
| Per Share | |||
| EPS | - | $0.36 | $4.52 |
| Cash Flow | |||
| Operating CF | - | $168.5M | $238.7M |
| CapEx | - | $21.2M | $63.7M |
Source: XBRL data in Penumbra Inc (PEN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PEN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 38 | $4.94B |
| Q1 2026 | 39 | $5.04B |
| Q4 2025 | 33 | $6.80B |
| Q3 2025 | 33 | $5.98B |
| Q2 2025 | 34 | $5.42B |
| Q1 2025 | 29 | $4.00B |
| Q4 2024 | 24 | $3.15B |
| Q3 2024 | 22 | $687.9M |
- JPMorgan Chase & Co+668.8K (+166%)
- Two Sigma Investments+369.9K (+635%)
- Citadel Advisors LLC+246.0K (+121%)
- Morgan Stanley+190.5K (+47%)
- Goldman Sachs Group+126.5K (+18%)
- Millennium Management−397.5K (-36%)
- FMR LLC (Fidelity)−285.1K (-57%)
- Invesco Ltd−274.2K (-51%)
- Citigroup−187.8K (-30%)
- AQR Capital Management−45.6K (-59%)
- Soros Fund Management−203.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 252 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PEN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 8-K | Jul 30, 2026 | - | - | - |
| 10-Q | Jul 30, 2026 | Jun 30, 2026 | - | |
| 8-K | Jun 22, 2026 | - | - | - |
| 4 | May 21, 2026 | - | - | |
| 8-K | May 7, 2026 | - | - | |
| 8-K | May 6, 2026 | - | - | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | - | |
| 4 | Apr 6, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 4, 2026 | - | - | - |
| 10-K | Feb 25, 2026 | Dec 31, 2025 | - | |
| 8-K | Feb 25, 2026 | - | Analysis | - |
| 4 | Feb 18, 2026 | - | - | |
| 4 | Feb 18, 2026 | - | - | |
| 4 | Feb 18, 2026 | - | - | |
| 4 | Feb 18, 2026 | - | - | |
| 4 | Feb 18, 2026 | - | - | |
| 4 | Feb 18, 2026 | - | - | |
| 4 | Feb 18, 2026 | - | - | |
| 4 | Jan 16, 2026 | - | - | |
| 8-K | Jan 15, 2026 | - | Analysis |
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PEN SEC filings: frequently asked questions
Which institutions hold PEN stock?
As of June 30, 2026, the largest Penumbra Inc (PEN) holders among the 13F filers tracked by SignalX were BlackRock ($1.4 billion), Vanguard Capital Management LLC ($539.9 million), Vanguard Portfolio Management LLC ($526.4 million), State Street Corp ($392.6 million), JPMorgan Chase & Co ($338.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PEN's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Penumbra Inc (PEN) reported revenue of $1.4 billion (up 17.5% from FY2024) and net income of $177.7 million. Diluted EPS was $4.52. The figures come from the XBRL data in the 10-K.
What are the latest PEN SEC filings?
Penumbra Inc (PEN) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 30, 2026 and a Form 4 insider filing on September 17, 2026.
What is PEN's SEC CIK number?
Penumbra Inc (PEN)'s SEC Central Index Key (CIK) is 1321732. EDGAR lists every PEN filing under that number.
Ask anything about PEN
The research agent reads PEN's filings, financials, insider trades and 13F holders, then answers with sources.