PennantPark Investment
Invests across debt and equity instruments of US middle-market companies.
$3.68
After-hours close−0.02 (−0.61%)
At close$3.71(−0.94%)
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Breakdown13F · Form 4
Institutions 18.44%12.04M sharesInsiders 0.52%337.1K sharesOther 81.04%52.92M shares
Shares outstanding 65.30M · Float 63.17M · 96.7% free float
Institutions13F, as of Mar 31, 2026
106 holders · 12.04M shares · 22 new positions · 44 increased · 31 reduced · 33 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Invesco Ltd. | 1.84M | 2.81% | 0 | May 12, 2026 |
| Two Sigma Investments, LP | 1.66M | 2.54% | +524.5K | May 15, 2026 |
| LSV Asset Management | 1.45M | 2.23% | −119.9K | May 11, 2026 |
| Morgan Stanley | 1.09M | 1.67% | +359.7K | May 15, 2026 |
| Legal & General Group PLC | 517.3K | 0.79% | +47.5K | May 8, 2026 |
| Advisors Asset Management, Inc. | 482.3K | 0.74% | +16.7K | May 15, 2026 |
| BlackRock, Inc. | 369.7K | 0.57% | −197.3K | May 13, 2026 |
| Universal- Beteiligungs- Und Servicegesellschaft MBH | 348.8K | 0.53% | 0 | May 11, 2026 |
Beneficial owners13D/G · 5% or more, as filed
No 13D/G filer at 5% or more on record.
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Jose A. Briones | director | 274.7K | 0.42% | Dec 3, 2025 |
| Jeffrey Flug | director | 32.4K | 0.05% | Dec 9, 2025 |
| Richard T. JR Allorto | officer: CFO and Treasurer | 30.0K | 0.05% | Mar 12, 2026 |
8 people have not refiled in the last 18 months (1.43M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Mar 11, 2026 | Richard T. JR Allortoofficer: CFO and Treasurer | Purchase | 15,000 | $4.88 | 30,000 |
| Dec 8, 2025 | Jeffrey Flugdirector | Sale | 121,533 | $5.92 | 32,382 |
| Dec 5, 2025 | Jeffrey Flugdirector | Sale | 20,000 | $5.85 | 153,915 |
| Dec 4, 2025 | Jeffrey Flugdirector | Sale | 23,303 | $5.78 | 173,915 |
| Dec 3, 2025 | Jeffrey Flugdirector | Sale | 10,000 | $5.75 | 197,218 |
| Dec 1, 2025 | Jose A. Brionesdirector | Purchase | 4,235 | $5.91 | 274,722 |
| Dec 1, 2025 | Jeffrey Flugdirector | Sale | 21,100 | $6.04 | 207,218 |
| Nov 28, 2025 | Jeffrey Flugdirector | Sale | 15,000 | $6.06 | 228,318 |
| Nov 26, 2025 | Jeffrey Flugdirector | Sale | 25,000 | $6.03 | 243,318 |
CongressHouse and Senate disclosures
Not reported.
