IPWRNasdaqSemiconductors & Related DevicesFiscal year ends December 31
Ideal Power Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 13, 2026
$2.93−0.05 (-1.68%)
Close on Oct 19, 2026
- Market cap
- $49.62M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
38.7%
6M of 16M shares
Institutional holders
46
22 new, 5 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
2 buys · 0 sales
Net bought $289.90K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Lytton Laurence W | 959,856 | 7.50% | 13G (passive) amendment | Jun 30, 2026 |
| AWM Investment Company, Inc. | 163,281 | 9.99% | 13G (passive) amendment | Dec 31, 2023 |
| Orin Hirschman | 1,181,696 | 9.80% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of IPWR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| AWM Investment Company, Inc. | 1,346,244 | 8.19% | $7.22M | +149,395 | 0.63% |
| AIGH Capital Management LLC | 894,731 | 5.44% | $4.80M | −286,965 | 0.30% |
| Goldman Sachs Group Inc | 660,303 | 4.02% | $3.54M | +423,054 | 0.00% |
| Vanguard Capital Management LLC | 608,959 | 3.71% | $3.26M | +294,521 | 0.00% |
| Stifel Financial Corp | 468,906 | 2.85% | $2.51M | +387,454 | 0.00% |
| Bleichroeder LP | 400,000 | 2.43% | $2.14M | +100,000 | 0.38% |
| Baird Financial Group, Inc. | 326,068 | 1.98% | $1.75M | New | 0.00% |
| Marshall Wace, Llp | 318,217 | 1.94% | $1.71M | New | 0.00% |
| Jane Street Group, LLC | 268,807 | 1.64% | $1.44M | +244,752 | 0.00% |
| BlackRock, Inc. | 136,171 | 0.83% | $729.88K | +14,644 | 0.00% |
| Geode Capital Management, LLC | 120,159 | 0.73% | $644.14K | +20,914 | 0.00% |
| Renaissance Technologies LLC | 100,754 | 0.61% | $540.04K | New | 0.00% |
| Polar Asset Management Partners Inc. | 70,700 | 0.43% | $378.95K | New | 0.01% |
| Vanguard Fiduciary Trust Co | 64,105 | 0.39% | $343.60K | +21,592 | 0.00% |
| Bank Of America Corp /De/ | 60,739 | 0.37% | $325.56K | New | 0.00% |
| Diversify Wealth Management, LLC | 59,877 | 0.36% | $235.32K | New | 0.00% |
| Diversify Advisory Services, LLC | 59,877 | 0.36% | $235.32K | New | 0.00% |
| Morgan Stanley | 58,396 | 0.36% | $313.00K | +37,336 | 0.00% |
| XTX Topco Ltd | 42,090 | 0.26% | $225.60K | New | 0.00% |
| Jump Financial, LLC | 41,000 | 0.25% | $219.76K | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 46 | 6M | 38.7% | 22 / 15 | 3 / 5 | 3M | 1M |
| Q1 2026 | 29 | 4M | 25.6% | 8 / 9 | 4 / 4 | 2M | 0M |
| Q4 2025 | 26 | 2M | 13.4% | 2 / 4 | 9 / 3 | 0M | 0M |
| Q3 2025 | 28 | 2M | 15.1% | 6 / 8 | 5 / 3 | 0M | 0M |
| Q2 2025 | 26 | 2M | 14.4% | 2 / 7 | 8 / 3 | 0M | 0M |
| Q1 2025 | 27 | 3M | 16.9% | 7 / 9 | 4 / 3 | 0M | 0M |
| Q4 2024 | 23 | 3M | 15.5% | 2 / 8 | 3 / 2 | 0M | 0M |
| Q3 2024 | 23 | 2M | 14.4% | 3 / 6 | 4 / 1 | 1M | 0M |
| Q2 2024 | 22 | 2M | 11.5% | 3 / 9 | 4 / 8 | 0M | 0M |
| Q1 2024 | 27 | 2M | 11.8% | 6 / 8 | 9 / 3 | 1M | 0M |
| Q4 2023 | 25 | 1M | 5.9% | 2 / 9 | 6 / 3 | 0M | 0M |
| Q3 2023 | 26 | 1M | 6.2% | 0 / 7 | 7 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of IPWR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 467,553 | 2.84% | $2.51M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 127,728 | 0.78% | $684.62K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 40,549 | 0.25% | $301.68K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 33,710 | 0.21% | $180.69K | 0.01% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 13,111 | 0.08% | $97.55K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 11,872 | 0.07% | $88.33K | 0.00% | May 31, 2026 |
| Vanguard Balanced Index Fund | 6,962 | 0.04% | $37.32K | 0.00% | Jun 30, 2026 |
| Vanguard Institutional Total Stock Market Index Fund | 6,716 | 0.04% | $36.00K | 0.00% | Jun 30, 2026 |
| Fidelity Nasdaq Composite Index Fund | 6,103 | 0.04% | $45.41K | 0.00% | May 31, 2026 |
| Dimensional U.S. Core Equity 2 ETF | 2,821 | 0.02% | $10.44K | 0.00% | Jul 31, 2026 |
| 1290 VT Micro Cap Portfolio | 2,275 | 0.01% | $12.19K | 0.01% | Jun 30, 2026 |
| Blackstone Alternative Multi-Strategy Fund | -200 | -0.00% | -$1.07K | -0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| David M. Somo | President and CEO, Director | 413,383 | 2.52% | Aug 27, 2026 |
| Daniel Brdar | President and CEO, Director | 174,652 | 1.06% | Jun 24, 2025 |
| Timothy Burns | CFO | 114,699 | 0.70% | Jul 2, 2026 |
| Michael C. Turmelle | Director | 83,582 | 0.51% | Jun 1, 2026 |
| Laban E. Lesster | Director | 42,166 | 0.26% | Jan 5, 2026 |
| Gregory C. Knight | Director | 39,166 | 0.24% | Jan 5, 2026 |
| Drue Freeman | Director | 39,166 | 0.24% | Jan 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| David M. Somo President and CEO, Director | Aug 13, 2026 | Tax withholding | −24,342 | $4.26 | $103.70K | 413,383 |
| David M. Somo President and CEO, Director | Aug 13, 2026 | Award | +61,860 | – | – | 437,725 |
| Timothy Burns CFO | Jun 22, 2026 | Award | +20,000 | – | – | 114,699 |
| Timothy Burns CFO | Jun 20, 2026 | Tax withholding | −5,247 | $6.04 | $31.69K | 94,699 |
| Timothy Burns CFO | Jun 12, 2026 | Tax withholding | −2,928 | $6.10 | $17.86K | 99,946 |
| Timothy Burns CFO | Jun 5, 2026 | Option exercise | +6,667 | – | – | 105,498 |
| Timothy Burns CFO | Jun 5, 2026 | Tax withholding | −2,624 | $6.03 | $15.82K | 102,874 |
| Timothy Burns CFO | Jun 3, 2026 | Option exercise | +6,667 | – | – | 101,455 |
| Timothy Burns CFO | Jun 3, 2026 | Tax withholding | −2,624 | $7.46 | $19.58K | 98,831 |
| Timothy Burns CFO | Jun 1, 2026 | Option exercise | +6,666 | – | – | 97,412 |
| Timothy Burns CFO | Jun 1, 2026 | Tax withholding | −2,624 | $7.30 | $19.16K | 94,788 |
| Michael C. Turmelle Director | May 26, 2026 | Buy | +5,250 | $7.60 | $39.90K | 83,582 |
| David M. Somo President and CEO, Director | May 18, 2026 | Award | +61,860 | $5.77 | $356.93K | 400,207 |
| David M. Somo President and CEO, Director | May 18, 2026 | Tax withholding | −24,342 | $5.77 | $140.45K | 375,865 |
| David M. Somo President and CEO, Director | Feb 25, 2026 | Buy | +90,909 | $2.75 | $250.00K | 338,347 |
| Drue Freeman Director | Jan 2, 2026 | Award | +18,182 | – | – | 39,166 |
| Gregory C. Knight Director | Jan 2, 2026 | Award | +18,182 | – | – | 39,166 |
| Michael C. Turmelle Director | Jan 2, 2026 | Award | +36,364 | – | – | 78,332 |
| Laban E. Lesster Director | Jan 2, 2026 | Award | +18,182 | – | – | 42,166 |
| Timothy Burns CFO | Dec 15, 2025 | Tax withholding | −3,607 | $3.85 | $13.89K | 90,746 |
| David M. Somo President and CEO, Director | Nov 3, 2025 | Award | +247,438 | – | – | 247,438 |
| Daniel Brdar President and CEO, Director | Jun 20, 2025 | Tax withholding | −11,101 | $4.22 | $46.85K | 174,652 |
| Timothy Burns CFO | Jun 20, 2025 | Tax withholding | −5,639 | $4.22 | $23.80K | 94,353 |
| Timothy Burns CFO | Jun 12, 2025 | Award | +20,000 | – | – | 99,992 |
| Daniel Brdar President and CEO, Director | Jun 12, 2025 | Award | +20,000 | – | – | 185,753 |
| Laban E. Lesster Director | Jan 2, 2025 | Award | +7,732 | – | – | 23,984 |
| Gregory C. Knight Director | Jan 2, 2025 | Award | +7,732 | – | – | 20,984 |
| Michael C. Turmelle Director | Jan 2, 2025 | Award | +15,464 | – | – | 41,968 |
| Drue Freeman Director | Jan 2, 2025 | Award | +7,732 | – | – | 20,984 |
| Daniel Brdar President and CEO, Director | Dec 17, 2024 | Tax withholding | −9,838 | $6.91 | $67.98K | 165,753 |
| Timothy Burns CFO | Dec 17, 2024 | Tax withholding | −3,279 | $6.91 | $22.66K | 79,992 |
| Daniel Brdar President and CEO, Director | Dec 15, 2024 | Tax withholding | −3,935 | $6.36 | $25.03K | 175,591 |
| Timothy Burns CFO | Dec 15, 2024 | Tax withholding | −3,608 | $6.36 | $22.95K | 83,271 |
| Laban E. Lesster Director | Nov 19, 2024 | Buy | +3,000 | $5.88 | $17.64K | 16,252 |
| Daniel Brdar President and CEO, Director | Nov 19, 2024 | Buy | +4,500 | $5.91 | $26.60K | 179,526 |
| Timothy Burns CFO | Jun 20, 2024 | Award | +40,000 | – | – | 86,879 |
| Daniel Brdar President and CEO, Director | Jun 20, 2024 | Award | +85,000 | – | – | 175,026 |
| Laban E. Lesster Director | Jan 2, 2024 | Award | +7,742 | – | – | 13,252 |
| Gregory C. Knight Director | Jan 2, 2024 | Award | +7,742 | – | – | 13,252 |
| Michael C. Turmelle Director | Jan 2, 2024 | Award | +15,484 | – | – | 26,504 |
| Drue Freeman Director | Jan 2, 2024 | Award | +7,742 | – | – | 13,252 |
| Daniel Brdar President and CEO, Director | Dec 17, 2023 | Tax withholding | −9,838 | $7.76 | $76.34K | 90,026 |
| Timothy Burns CFO | Dec 17, 2023 | Tax withholding | −3,280 | $7.76 | $25.45K | 46,879 |
| Daniel Brdar President and CEO, Director | Dec 15, 2023 | Tax withholding | −3,935 | $7.76 | $30.54K | 99,864 |
| Timothy Burns CFO | Dec 15, 2023 | Tax withholding | −3,608 | $7.76 | $28.00K | 50,159 |
| Daniel Brdar President and CEO, Director | May 16, 2023 | Buy | +4,500 | $9.40 | $42.30K | 103,799 |
| Daniel Brdar President and CEO, Director | May 15, 2023 | Buy | +1,202 | $9.10 | $10.94K | 99,299 |
| Timothy Burns Chief Financial Officer | May 15, 2023 | Buy | +2,500 | $9.24 | $23.10K | 53,767 |
| Gregory C. Knight Director | Jan 3, 2023 | Award | +5,510 | – | – | 5,510 |
| Michael C. Turmelle Director | Jan 3, 2023 | Award | +11,020 | – | – | 11,020 |
| Laban E. Lesster Director | Jan 3, 2023 | Award | +5,510 | – | – | 5,510 |
| Drue Freeman Director | Jan 3, 2023 | Award | +5,510 | – | – | 5,510 |
| Daniel Brdar President and CEO, Director | Dec 17, 2022 | Tax withholding | −9,338 | $10.27 | $95.90K | 98,097 |
| Timothy Burns Chief Financial Officer | Dec 17, 2022 | Tax withholding | −3,113 | $10.27 | $31.97K | 51,267 |
| Daniel Brdar President and CEO, Director | Dec 15, 2022 | Award | +30,000 | – | – | 107,435 |
| Timothy Burns Chief Financial Officer | Dec 15, 2022 | Award | +27,500 | – | – | 54,380 |
| Timothy Burns Chief Financial Officer | Dec 17, 2021 | Award | +25,000 | – | – | 26,880 |
| Daniel Brdar President and CEO, Director | Dec 17, 2021 | Award | +75,000 | – | – | 77,435 |
| Laban E. Lesster Director | Nov 18, 2021 | Sale(10b5-1 plan) | −400 | $18.02 | $7.21K | 0 |
| Laban E. Lesster Director | Nov 18, 2021 | Option exercise | +400 | $2.39 | $956 | 400 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.