Pengana Private Equity Trust (ASX:PE1) Institutional Ownership: 0.12% (As of Jul. 22, 2026)

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Director of Data and Quant Analytics at GuruFocus
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Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

ASX:PE1 Pengana Private Equity Trust ASX:PE1
55 GF Score
Price A$1.49
GF Value A$1.08
Valuation Significantly Overvalued
! 4 Warning Signs
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What is Pengana Private Equity Trust Institutional Ownership?

Pengana Private Equity Trust ASX:PE1 -1.33% 55 Institutional Ownership is 0.12% as of Jul. 22, 2026. GuruFocus rates ASX:PE1 with a GF Score™ of 55/100 and a GF Value™ of A$1.08 (Significantly Overvalued). The stock has 4 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Pengana Private Equity Trust's institutional ownership is 0.12%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Pengana Private Equity Trust's Insider Ownership is 0.00%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Pengana Private Equity Trust's Float Percentage Of Total Shares Outstanding is 0.00%.

Pengana Private Equity Trust Institutional Ownership Historical Data

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The historical data trend for Pengana Private Equity Trust's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Pengana Private Equity Trust Institutional Ownership Chart

Pengana Private Equity Trust Historical Data

The historical data trend for Pengana Private Equity Trust can be seen below:

2025-04-30 2025-05-31 2025-06-30 2025-07-31 2025-08-31 2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31
Institutional Ownership 0.23 0.22 0.22 0.23 0.23 0.25 0.25 0.25 0.24 0.12
ASX:PE1
55GF Score
Pengana Private Equity Trust ASX:PE1
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Pengana Private Equity Trust Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 0.12% mean?
Pengana Private Equity Trust (ASX:PE1) has a Institutional Ownership of 0.12% as of Jul. 22, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Pengana Private Equity Trust and its competitors.
Is Pengana Private Equity Trust's Institutional Ownership too high?
Pengana Private Equity Trust's current Institutional Ownership is 0.12%. Overall, Pengana Private Equity Trust has a GF Score™ of 55/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Pengana Private Equity Trust's Institutional Ownership compare to BLK and BX?
Pengana Private Equity Trust's Institutional Ownership of 0.12% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Asset Management company?
A good Institutional Ownership depends on the Asset Management industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Pengana Private Equity Trust and its competitors. Pengana Private Equity Trust's current Institutional Ownership is 0.12%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Pengana Private Equity Trust stock overvalued right now?
Based on GuruFocus' analysis, Pengana Private Equity Trust (ASX:PE1) is currently considered Significantly Overvalued. The stock's GF Value™ is A$1.08, compared to a current price of A$1.49 — trading 37.5% above its estimated fair value. The current Institutional Ownership is 0.12%. Pengana Private Equity Trust's overall GF Score™ is 55/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Pengana Private Equity Trust (ASX:PE1), the current Institutional Ownership is 0.12% as of Jul. 22, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Pengana Private Equity Trust (ASX:PE1) Overvalued in 2026?

Based on GuruFocus' analysis, Pengana Private Equity Trust stock appears to be overvalued. The current stock price of A$1.49 is trading 37.5% above its estimated GF Value™ of A$1.08. GuruFocus considers Pengana Private Equity Trust to be Significantly Overvalued.

Key valuation signals for ASX:PE1:

  • Institutional Ownership: 0.12%
  • GF Value™: A$1.08 vs. price of A$1.49 (37.5% above fair value)
  • GF Score™: 55/100 with 4 warning signs

No single metric tells the full story. See the ASX:PE1 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Pengana Private Equity Trust Business Description

Address 1 Farrer Place, Suite 27.01, Level 27, Governor Philip Tower, Sydney, NSW, AUS, 2000
Pengana Private Equity Trust is an Australia-based company engaged in providing a diversified portfolio of private market investments via a listed investment trust structure. The Trust's investment objective is to generate, over an investment horizon of at least 10 years, returns and capital growth through a selective and diversified approach to private markets.
55GF Score

Get the complete analysis for ASX:PE1

Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

A$1.49
Price
A$1.08
GF Value