Sec Form 13G Filing - Invesco Ltd. (IVZ) filing for - 2026-08-13

Insider filing report for Changes in Beneficial Ownership

  • Schedule 13G & 13D forms are used to report a party's ownership of stock which exceeds 5% of a company's total stock issue.
  • Schedule 13G is a shorter version of Schedule 13D with fewer reporting requirements.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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X0202 SCHEDULE 13G 0000914208 XXXXXXXX LIVE Common Stock 03/31/2026 0001616533 Penguin Solutions Inc 706915105 45800 Northport Loop W Fremont CA 94538 Rule 13d-1(b) Invesco Ltd. D0 3974516.00 0.00 3988140.00 0.00 3988140.00 N 7.6 IA HC Penguin Solutions Inc 45800 Northport, Loop W, Fremont, California, 94538 Invesco Ltd. ("Invesco Ltd.") 1331 Spring Street NW, Suite 2500, Atlanta, GA 30309 Bermuda N IA HC Invesco Ltd., in its capacity as a parent holding company to its investment advisers, may be deemed to beneficially own 3,988,140 shares of the Issuer which are held of record by clients of Invesco Ltd. 7.6 % 3,974,516 0 3,988,140 0 Y N N Invesco Advisers, Inc. is a subsidiary of Invesco Ltd., and it advises the Invesco Small Cap Value Fund which owns 6.9% of the security reported herein. No one person has greater than 5% economic ownership in the securities listed above. As holders of record, the relevant clients of Invesco Ltd. have the right to receive or the power to direct the receipt of dividends from, and proceeds from the sale of, the securities listed above. N Invesco Advisers, Inc. Invesco Capital Management LLC Y Y N By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ยง 240.14a-11. Invesco Ltd. /s/ Rebert R. Leveille Robert R. Leveille/Global Head of Compliance 08/12/2026 primary_doc.xml