Position in PEN
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$3,849,308
-$100,354,642 QoQ
Shares Held
12,191
-96.2% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#146
of 445 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEN Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026CONGRESS ASSET MANAGEMENT CO holds $409,452,156 across 9 Medical Devices names. PEN ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UFPT |
Ufp Technologies Inc
|
687,439 | $182,260,702 | |
| 2 | LIVN |
LivaNova PLC
|
1,502,244 | $123,529,524 | |
| 3 | STE |
STERIS plc
|
170,967 | $36,000,521 | |
| 4 | GMED |
Globus Medical Inc
|
338,625 | $26,754,761 | |
| 5 | SYK |
Stryker Corp
|
56,142 | $17,675,747 | |
| 6 | TMDX |
TransMedics Group, Inc.
|
227,834 | $15,132,734 | |
| 7 | PEN |
Penumbra Inc
This page
|
12,191 | $3,849,308 | |
| 8 | ATEC |
Alphatec Holdings, Inc.
|
440,638 | $3,811,518 |
All Filings in PEN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,849,308 | 12,191 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $104,203,950 | 317,337 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $118,876,438 | 382,350 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $108,717,851 | 429,172 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $116,689,404 | 454,699 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $146,081,002 | 546,281 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $144,616,295 | 608,962 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $123,883,117 | 637,554 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $115,888,262 | 643,931 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,931,231 | 26,576 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,407,366 | 5,595 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $1,400,900 | 5,791 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,496,843 | 7,257 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,333,192 | 8,372 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,096,685 | 9,425 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $2,173,195 | 11,462 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,182,004 | 33,585 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $7,320,960 | 32,958 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $9,494,776 | 33,046 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $9,032,484 | 33,893 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $9,085,637 | 33,152 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $9,045,218 | 33,429 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $5,878,425 | 33,591 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $6,911,958 | 35,559 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $6,543,023 | 36,590 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $5,956,787 | 36,923 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||