LASRNasdaqSemiconductors & Related DevicesFiscal year ends December 31
NLIGHT, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$34.79+1.12 (+3.33%)
Close on Oct 19, 2026
- Market cap
- $1.98B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
90.2%
52M of 58M shares
Institutional holders
361
81 new, 46 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
0 buys · 95 sales
Net sold $72.80M
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 |
|---|---|---|---|---|
| BlackRock, Inc. | 3,520,183 | 7.50% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LASR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,879,159 | 8.46% | $339.69M | +559,849 | 0.01% |
| Vanguard Capital Management LLC | 2,398,757 | 4.16% | $167.00M | +73,327 | 0.00% |
| Vanguard Portfolio Management LLC | 2,197,052 | 3.81% | $152.96M | −270,518 | 0.01% |
| Needham Investment Management LLC | 1,992,740 | 3.45% | $138.73M | +70,000 | 4.17% |
| Driehaus Capital Management LLC | 1,986,119 | 3.44% | $138.27M | +213,422 | 0.80% |
| Invesco Ltd. | 1,641,651 | 2.85% | $114.29M | +439,112 | 0.01% |
| Geode Capital Management, LLC | 1,634,809 | 2.83% | $113.83M | +193,763 | 0.01% |
| Neuberger Berman Group LLC | 1,466,211 | 2.54% | $101.70M | +515,461 | 0.07% |
| State Street Corp | 1,278,751 | 2.22% | $89.03M | +192,291 | 0.00% |
| FMR LLC | 1,062,847 | 1.84% | $74.00M | −38,939 | 0.00% |
| JPMorgan Chase & Co | 1,027,352 | 1.78% | $66.98M | +830,454 | 0.00% |
| AWM Investment Company, Inc. | 939,011 | 1.63% | $65.37M | −84,728 | 5.67% |
| Van Eck Associates Corp | 929,609 | 1.61% | $64.72M | −118,716 | 0.04% |
| Alliancebernstein L.P. | 913,895 | 1.58% | $52.11M | −192,253 | 0.02% |
| Gilder Gagnon Howe & Co LLC | 840,995 | 1.46% | $58.55M | +54,710 | 0.60% |
| Hood River Capital Management LLC | 836,229 | 1.45% | $58.22M | −86,750 | 0.42% |
| Goldman Sachs Group Inc | 783,559 | 1.36% | $54.55M | +290,679 | 0.00% |
| Dimensional Fund Advisors LP | 777,085 | 1.35% | $54.09M | +56,496 | 0.01% |
| Nuveen, LLC | 751,064 | 1.30% | $52.29M | +205,192 | 0.01% |
| Emerald Advisers, LLC | 736,848 | 1.28% | $51.30M | −9,826 | 1.21% |
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 | 361 | 52M | 90.2% | 81 / 138 | 117 / 46 | 9M | 7M |
| Q1 2026 | 331 | 49M | 85.4% | 110 / 109 | 99 / 24 | 17M | 8M |
| Q4 2025 | 251 | 45M | 77.8% | 49 / 93 | 86 / 21 | 7M | 5M |
| Q3 2025 | 226 | 43M | 74.9% | 69 / 68 | 72 / 23 | 10M | 9M |
| Q2 2025 | 180 | 43M | 74.4% | 52 / 62 | 50 / 26 | 9M | 8M |
| Q1 2025 | 156 | 42M | 73.1% | 23 / 47 | 58 / 33 | 6M | 4M |
| Q4 2024 | 168 | 40M | 69.9% | 26 / 64 | 53 / 17 | 5M | 5M |
| Q3 2024 | 162 | 41M | 70.8% | 28 / 61 | 40 / 9 | 8M | 7M |
| Q2 2024 | 144 | 44M | 75.6% | 20 / 56 | 41 / 12 | 3M | 4M |
| Q1 2024 | 137 | 45M | 77.5% | 10 / 50 | 47 / 11 | 2M | 1M |
| Q4 2023 | 139 | 44M | 75.5% | 21 / 48 | 47 / 23 | 7M | 2M |
| Q3 2023 | 142 | 39M | 68.2% | 15 / 59 | 47 / 13 | 2M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LASR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Needham Aggressive Growth Fund | 1,700,000 | 2.95% | $118.35M | 4.54% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,697,046 | 2.94% | $118.15M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,432,841 | 2.48% | $99.75M | 0.12% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 1,180,915 | 2.05% | $87.53M | 0.05% | May 31, 2026 |
| Invesco Semiconductors ETF | 932,472 | 1.62% | $64.15M | 2.70% | Jul 31, 2026 |
| Tema Space Innovators ETF | 758,745 | 1.32% | $56.24M | 2.16% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 645,415 | 1.12% | $44.93M | 0.05% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 611,378 | 1.06% | $42.06M | 0.12% | Jul 31, 2026 |
| Hood River Small-Cap Growth Fund | 556,147 | 0.96% | $38.72M | 0.58% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 492,456 | 0.85% | $34.28M | 0.22% | Jun 30, 2026 |
| AB Small Cap Growth Portfolio | 414,072 | 0.72% | $28.83M | 0.92% | Jun 30, 2026 |
| Vanguard Explorer Fund | 412,073 | 0.71% | $28.35M | 0.13% | Jul 31, 2026 |
| Oberweis Micro-Cap Fund | 399,200 | 0.69% | $27.79M | 1.72% | Jun 30, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 397,146 | 0.69% | $27.65M | 0.02% | Jun 30, 2026 |
| Alger Small Cap Focus Fund | 385,637 | 0.67% | $26.53M | 3.11% | Jul 31, 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 |
|---|---|---|---|---|
| Scott H. Keeney | President and CEO, Director | 1,960,535 | 3.40% | Sep 10, 2026 |
| James Nias | Chief Accounting Officer | 96,596 | 0.17% | Sep 8, 2026 |
| Joseph John Corso | Chief Financial Officer | 162,200 | 0.28% | Sep 8, 2026 |
| Geoffrey Moore | Director | 85,717 | 0.15% | Sep 17, 2026 |
| William Gossman | Director | 115,251 | 0.20% | Sep 1, 2026 |
| Camille Nichols | Director | 57,484 | 0.10% | Jun 9, 2026 |
| Mark D. Hartman | Director | 9,022 | 0.02% | Jun 9, 2026 |
| Gerald M. Haines Ii | Director | 5,579 | 0.01% | Jun 9, 2026 |
| Gary Locke | Director | 115,003 | 0.20% | Jun 9, 2026 |
| Raymond A. Link | Director | 77,672 | 0.13% | Apr 29, 2026 |
| Bandel L. Carano | Director | 4,478,812 | 7.76% | Jan 6, 2026 |
| Douglas C. Carlisle | Director | 267,582 | 0.46% | Jun 12, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Geoffrey Moore Director | Sep 15, 2026 | Sale(10b5-1 plan) | −4,452 | $38.45 | $171.18K | 85,717 |
| Scott H. Keeney President and CEO, Director | Sep 9, 2026 | Sale(10b5-1 plan) | −100,000 | $41.01 | $4.10M | 1,960,034 |
| Scott H. Keeney President and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −46,521 | $40.75 | $1.90M | 2,128,765 |
| Scott H. Keeney President and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −67,651 | $41.69 | $2.82M | 2,061,114 |
| Scott H. Keeney President and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −1,080 | $42.20 | $45.58K | 2,060,034 |
| Joseph John Corso Chief Financial Officer | Sep 4, 2026 | Sale(10b5-1 plan) | −3,524 | $41.49 | $146.21K | 162,200 |
| Joseph John Corso Chief Financial Officer | Sep 3, 2026 | Sale(10b5-1 plan) | −4,191 | $40.69 | $170.53K | 165,724 |
| James Nias Chief Accounting Officer | Sep 3, 2026 | Sale | −1,025 | $40.69 | $41.71K | 96,596 |
| Scott H. Keeney President and CEO, Director | Sep 3, 2026 | Sale | −9,753 | $40.69 | $396.85K | 2,175,286 |
| William Gossman Director | Aug 28, 2026 | Option exercise | +15,000 | $1.10 | $16.50K | 115,251 |
| William Gossman Director | Aug 28, 2026 | Sale(10b5-1 plan) | −15,000 | $44.36 | $665.40K | 100,251 |
| Scott H. Keeney President and CEO, Director | Aug 24, 2026 | Sale(10b5-1 plan) | −1,703 | $45.92 | $78.20K | 2,185,039 |
| Scott H. Keeney President and CEO, Director | Aug 24, 2026 | Option exercise | +181,750 | $1.45 | $263.54K | 2,366,789 |
| Scott H. Keeney President and CEO, Director | Aug 24, 2026 | Sale(10b5-1 plan) | −155,008 | $44.03 | $6.83M | 2,211,781 |
| Scott H. Keeney President and CEO, Director | Aug 24, 2026 | Sale(10b5-1 plan) | −25,039 | $44.79 | $1.12M | 2,186,742 |
| Scott H. Keeney President and CEO, Director | Aug 21, 2026 | Option exercise | +82,044 | $1.45 | $118.96K | 2,366,789 |
| Scott H. Keeney President and CEO, Director | Aug 21, 2026 | Sale(10b5-1 plan) | −64,729 | $46.29 | $3.00M | 2,302,060 |
| Scott H. Keeney President and CEO, Director | Aug 21, 2026 | Sale(10b5-1 plan) | −112,470 | $47.15 | $5.30M | 2,189,590 |
| Scott H. Keeney President and CEO, Director | Aug 21, 2026 | Sale(10b5-1 plan) | −2,459 | $47.92 | $117.84K | 2,187,131 |
| Scott H. Keeney President and CEO, Director | Aug 21, 2026 | Sale(10b5-1 plan) | −2,092 | $48.97 | $102.45K | 2,185,039 |
| Scott H. Keeney President and CEO, Director | Aug 21, 2026 | Option exercise | +99,706 | $1.45 | $144.57K | 2,284,745 |
| William Gossman Director | Jun 5, 2026 | Award | +2,429 | – | – | 100,251 |
| Gary Locke Director | Jun 5, 2026 | Award | +2,429 | – | – | 115,003 |
| Gerald M. Haines Ii Director | Jun 5, 2026 | Award | +2,429 | – | – | 5,579 |
| Geoffrey Moore Director | Jun 5, 2026 | Award | +2,429 | – | – | 90,169 |
| Camille Nichols Director | Jun 5, 2026 | Award | +2,429 | – | – | 57,484 |
| Mark D. Hartman Director | Jun 5, 2026 | Award | +2,429 | – | – | 9,022 |
| Scott H. Keeney President and CEO, Director | Jun 4, 2026 | Sale(10b5-1 plan) | −1,424 | $73.76 | $105.03K | 2,195,759 |
| Scott H. Keeney President and CEO, Director | Jun 4, 2026 | Sale(10b5-1 plan) | −4,813 | $74.94 | $360.69K | 2,190,946 |
| Scott H. Keeney President and CEO, Director | Jun 4, 2026 | Sale(10b5-1 plan) | −5,282 | $75.94 | $401.12K | 2,185,664 |
| Scott H. Keeney President and CEO, Director | Jun 4, 2026 | Sale(10b5-1 plan) | −625 | $76.61 | $47.88K | 2,185,039 |
| Scott H. Keeney President and CEO, Director | Jun 4, 2026 | Sale(10b5-1 plan) | −890 | $71.67 | $63.79K | 2,200,238 |
| Scott H. Keeney President and CEO, Director | Jun 4, 2026 | Sale(10b5-1 plan) | −3,055 | $72.59 | $221.76K | 2,197,183 |
| Joseph John Corso Chief Financial Officer | Jun 4, 2026 | Sale(10b5-1 plan) | −3,817 | $72.90 | $278.26K | 169,915 |
| Scott H. Keeney President and CEO, Director | Jun 3, 2026 | Sale(10b5-1 plan) | −8,901 | $77.99 | $694.19K | 2,201,128 |
| James Nias Chief Accounting Officer | Jun 3, 2026 | Sale | −940 | $77.99 | $73.31K | 97,621 |
| Joseph John Corso Chief Financial Officer | Jun 3, 2026 | Sale(10b5-1 plan) | −3,840 | $77.99 | $299.48K | 173,732 |
| Scott H. Keeney President and CEO, Director | May 29, 2026 | Sale(10b5-1 plan) | −7,180 | $72.37 | $519.62K | 2,244,220 |
| Scott H. Keeney President and CEO, Director | May 29, 2026 | Sale(10b5-1 plan) | −712 | $77.39 | $55.10K | 2,210,029 |
| Scott H. Keeney President and CEO, Director | May 29, 2026 | Sale(10b5-1 plan) | −799 | $76.21 | $60.89K | 2,210,741 |
| Scott H. Keeney President and CEO, Director | May 29, 2026 | Sale(10b5-1 plan) | −1,278 | $75.12 | $96.00K | 2,211,540 |
| Scott H. Keeney President and CEO, Director | May 29, 2026 | Sale(10b5-1 plan) | −10,070 | $73.96 | $744.78K | 2,212,818 |
| Scott H. Keeney President and CEO, Director | May 29, 2026 | Sale(10b5-1 plan) | −21,332 | $73.06 | $1.56M | 2,222,888 |
| Scott H. Keeney President and CEO, Director | May 29, 2026 | Gift | −3,973 | – | – | 501 |
| Scott H. Keeney President and CEO, Director | May 28, 2026 | Sale(10b5-1 plan) | −1,429 | $81.06 | $115.83K | 2,251,400 |
| Scott H. Keeney President and CEO, Director | May 28, 2026 | Sale(10b5-1 plan) | −3,363 | $80.34 | $270.18K | 2,252,829 |
| Scott H. Keeney President and CEO, Director | May 28, 2026 | Sale(10b5-1 plan) | −9,861 | $79.14 | $780.40K | 2,256,192 |
| Scott H. Keeney President and CEO, Director | May 28, 2026 | Sale(10b5-1 plan) | −21,326 | $78.29 | $1.67M | 2,266,053 |
| Scott H. Keeney President and CEO, Director | May 28, 2026 | Sale(10b5-1 plan) | −5,394 | $77.44 | $417.71K | 2,287,379 |
| Scott H. Keeney President and CEO, Director | May 21, 2026 | Sale(10b5-1 plan) | −889 | $71.47 | $63.54K | 2,333,257 |
| Scott H. Keeney President and CEO, Director | May 21, 2026 | Sale(10b5-1 plan) | −16,590 | $75.80 | $1.26M | 2,296,040 |
| Scott H. Keeney President and CEO, Director | May 21, 2026 | Sale(10b5-1 plan) | −16,842 | $74.96 | $1.26M | 2,312,630 |
| Scott H. Keeney President and CEO, Director | May 21, 2026 | Sale(10b5-1 plan) | −2,068 | $73.73 | $152.47K | 2,329,472 |
| Scott H. Keeney President and CEO, Director | May 21, 2026 | Sale(10b5-1 plan) | −1,717 | $72.93 | $125.22K | 2,331,540 |
| Scott H. Keeney President and CEO, Director | May 21, 2026 | Sale(10b5-1 plan) | −3,267 | $76.46 | $249.79K | 2,292,773 |
| Joseph John Corso Chief Financial Officer | May 20, 2026 | Sale(10b5-1 plan) | −12,946 | $69.98 | $905.96K | 198,199 |
| Joseph John Corso Chief Financial Officer | May 20, 2026 | Sale(10b5-1 plan) | −19,090 | $70.77 | $1.35M | 179,109 |
| Joseph John Corso Chief Financial Officer | May 20, 2026 | Sale(10b5-1 plan) | −1,537 | $71.36 | $109.68K | 177,572 |
| Joseph John Corso Chief Financial Officer | May 20, 2026 | Sale(10b5-1 plan) | −1,903 | $68.81 | $130.95K | 211,145 |
| Scott H. Keeney President and CEO, Director | May 20, 2026 | Sale(10b5-1 plan) | −1,788 | $71.36 | $127.59K | 2,334,146 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Geoffrey Moore Director | Oct 15, 2026 | 4,452 | $153.91K | Oct 15, 2026 | Restricted Stock Vesting |
| Geoffrey Moore Director | Sep 15, 2026 | 4,452 | $171.18K | Sep 15, 2026 | Restricted Stock Vesting |
| Scott H. Keeney Officer, Director | Sep 9, 2026 | 100,000 | $4.10M | Sep 9, 2026 | Restricted Stock Vesting |
| Scott H. Keeney Officer, Director | Sep 8, 2026 | 115,252 | $4.76M | Sep 8, 2026 | ESPP Purchase |
| Joseph John Corso Officer | Sep 4, 2026 | 3,524 | $146.21K | Sep 4, 2026 | Restricted Stock Vesting |
| James Nias Officer | Sep 3, 2026 | 1,025 | $41.71K | Sep 3, 2026 | Restricted Stock Vesting |
| Scott H. Keeney Officer, Director | Sep 3, 2026 | 9,753 | $396.84K | Sep 3, 2026 | Restricted Stock Vesting |
| Joseph John Corso Officer | Sep 3, 2026 | 4,191 | $170.53K | Sep 3, 2026 | Restricted Stock Vesting |
| William Gossman Director | Aug 28, 2026 | 15,000 | $665.40K | Aug 28, 2026 | Stock Option Exercise |
| Scott H. Keeney Officer, Director | Aug 24, 2026 | 181,750 | $8.48M | Aug 24, 2026 | Stock Option Exercise |
| Scott H. Keeney Officer, Director | Aug 21, 2026 | 181,750 | $8.93M | Aug 21, 2026 | Stock Option Exercise |
| Raymond A. Link Former Director | Aug 4, 2026 | 3,200 | $248.48K | Aug 4, 2026 | Stock Option Exercise |
| Raymond A. Link Former Director | Jul 21, 2026 | 5,500 | $407.00K | Jul 21, 2026 | Stock Option Exercise |
| Raymond A. Link Former Director | Jul 9, 2026 | 7,749 | $567.93K | Jul 9, 2026 | Stock Option Exercise |
| Raymond A. Link Former Director | Jun 12, 2026 | 500 | $36.00K | Jun 12, 2026 | Stock Option Exercise |