PINasdaqElectronic Components, NECFiscal year ends December 31
IMPINJ INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 29, 2026
$175.74+0.37 (+0.21%)
Close on Oct 19, 2026
- Market cap
- $5.45B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
33M of 31M shares
Institutional holders
317
67 new, 37 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 51 sales
Net sold $187.27M
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 |
|---|---|---|---|---|
| FMR LLC | 4,058,341 | 15.00% | 13G (passive) amendment | Feb 9, 2024 |
| Sylebra Capital Limited | 4,030,559 | – | 13D (active) amendment | Nov 14, 2023 |
| BlackRock, Inc. | 3,788,069 | 13.50% | 13G (passive) amendment | Sep 30, 2024 |
| Vanguard Portfolio Management | 2,164,577 | 7.15% | 13G (passive) | Mar 31, 2026 |
| Gibson Daniel Patrick | 1,829,260 | 6.29% | 13D (active) amendment | Sep 10, 2025 |
| State Street Corporation | 1,700,585 | 5.60% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 4,562,799 | 14.93% | $653.53M | +282,246 | 0.03% |
| BlackRock, Inc. | 4,449,389 | 14.56% | $637.29M | +135,885 | 0.01% |
| Vanguard Portfolio Management LLC | 2,194,236 | 7.18% | $314.28M | +54,078 | 0.01% |
| State Street Corp | 1,700,585 | 5.57% | $243.57M | +215,717 | 0.01% |
| Capital International Investors | 1,443,452 | 4.72% | $206.75M | +91,072 | 0.04% |
| Vanguard Capital Management LLC | 1,282,667 | 4.20% | $183.72M | +16,957 | 0.00% |
| Capital World Investors | 1,124,066 | 3.68% | $161.00M | +108,014 | 0.02% |
| Millennium Management LLC | 834,376 | 2.73% | $119.51M | +732,108 | 0.04% |
| American Century Companies Inc | 804,335 | 2.63% | $115.21M | −13,657 | 0.05% |
| Sylebra Capital LLC | 775,943 | 2.54% | $111.14M | −356,209 | 11.77% |
| Chevy Chase Trust Holdings, LLC | 737,138 | 2.41% | $105.58M | +8,743 | 0.27% |
| Geode Capital Management, LLC | 733,594 | 2.40% | $105.09M | +51,626 | 0.01% |
| Manufacturers Life Insurance Company, The | 669,324 | 2.19% | $95.87M | +243,379 | 0.07% |
| Ameriprise Financial Inc | 530,926 | 1.74% | $76.04M | −327,355 | 0.02% |
| UBS Group AG | 414,418 | 1.36% | $59.36M | −103,656 | 0.01% |
| Point72 Asset Management, L.P. | 408,333 | 1.34% | $58.49M | +119,202 | 0.06% |
| Whale Rock Capital Management LLC | 405,244 | 1.33% | $58.04M | – | 0.47% |
| Goldman Sachs Group Inc | 388,783 | 1.27% | $55.69M | +114,063 | 0.00% |
| Morgan Stanley | 360,534 | 1.18% | $51.64M | +89,057 | 0.00% |
| Price T Rowe Associates Inc /Md/ | 357,059 | 1.17% | $51.14K | +51,330 | 0.01% |
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 | 317 | 33M | 100.0% | 67 / 120 | 85 / 37 | 4M | 3M |
| Q1 2026 | 291 | 32M | 100.0% | 49 / 120 | 84 / 80 | 8M | 5M |
| Q4 2025 | 328 | 32M | 100.0% | 67 / 126 | 90 / 57 | 3M | 3M |
| Q3 2025 | 322 | 32M | 100.0% | 78 / 85 | 117 / 47 | 4M | 3M |
| Q2 2025 | 293 | 31M | 100.0% | 65 / 131 | 66 / 46 | 4M | 3M |
| Q1 2025 | 276 | 31M | 100.0% | 47 / 117 | 82 / 83 | 5M | 4M |
| Q4 2024 | 317 | 31M | 100.0% | 72 / 124 | 95 / 72 | 5M | 4M |
| Q3 2024 | 322 | 30M | 98.7% | 91 / 117 | 86 / 39 | 7M | 4M |
| Q2 2024 | 273 | 28M | 92.9% | 71 / 81 | 96 / 25 | 5M | 6M |
| Q1 2024 | 228 | 30M | 97.0% | 53 / 57 | 87 / 23 | 3M | 2M |
| Q4 2023 | 199 | 29M | 95.0% | 45 / 57 | 73 / 37 | 5M | 3M |
| Q3 2023 | 193 | 31M | 100.0% | 30 / 85 | 57 / 58 | 10M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PI | Value | % of fund | As of |
|---|---|---|---|---|---|
| SMALLCAP World Fund Inc | 2,411,885 | 7.89% | $345.45M | 0.37% | Jun 30, 2026 |
| iShares Core S&P Small-Cap ETF | 1,633,285 | 5.35% | $233.94M | 0.21% | Jun 30, 2026 |
| Select Semiconductors Portfolio | 1,122,366 | 3.67% | $169.48M | 0.33% | May 31, 2026 |
| Fidelity Growth Company Fund | 1,014,979 | 3.32% | $153.26M | 0.16% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 918,515 | 3.01% | $131.56M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 751,216 | 2.46% | $107.60M | 0.13% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 663,862 | 2.17% | $95.08M | 0.05% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 646,872 | 2.12% | $97.68M | 0.06% | May 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Semiconductor ETF | 594,886 | 1.95% | $85.21M | 2.45% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 382,382 | 1.25% | $54.77M | 0.12% | Jun 30, 2026 |
| Small Cap Growth Fund | 323,271 | 1.06% | $48.93M | 0.88% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 319,834 | 1.05% | $48.41M | 0.14% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 310,964 | 1.02% | $44.54M | 0.05% | Jun 30, 2026 |
| Fidelity Growth Company K6 Fund | 283,058 | 0.93% | $42.74M | 0.16% | May 31, 2026 |
| iShares Russell 2000 Growth ETF | 270,173 | 0.88% | $38.70M | 0.25% | 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 |
|---|---|---|---|---|
| Chris Ph.D. Diorio | CHIEF EXECUTIVE OFFICER, Director | 556,824 | 1.82% | Sep 24, 2026 |
| Cathal G. Phelan | CHIEF INNOVATION OFFICER, Director | 10,923 | 0.04% | May 21, 2025 |
| Cary Baker | CHIEF FINANCIAL OFFICER | 81,463 | 0.27% | Sep 24, 2026 |
| Hussein Mecklai | CHIEF OPERATING OFFICER | 75,882 | 0.25% | Apr 14, 2025 |
| Jeffrey Dossett | CHIEF REVENUE OFFICER | 73,674 | 0.24% | Feb 24, 2025 |
| Miron Washington | Director | 4,354 | 0.01% | Sep 16, 2026 |
| Capital Llc Sylebra | Director | 782,943 | 2.56% | Jun 10, 2026 |
| Meera Rao | Director | 11,322 | 0.04% | May 29, 2026 |
| Umesh Padval | Director | 6,654 | 0.02% | May 29, 2026 |
| Steve Sanghi | Director | 53,474 | 0.18% | May 29, 2026 |
| Daniel Patrick Gibson | Director | 1,045,181 | 3.42% | May 29, 2026 |
| Arthur L. Valdez Jr | Director | – | – | May 29, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Chris Ph.D. Diorio CHIEF EXECUTIVE OFFICER, Director | Sep 23, 2026 | Option exercise | +1,817 | – | – | 357,462 |
| Chris Ph.D. Diorio CHIEF EXECUTIVE OFFICER, Director | Sep 23, 2026 | Option exercise | +1,224 | – | – | 355,645 |
| Chris Ph.D. Diorio CHIEF EXECUTIVE OFFICER, Director | Sep 23, 2026 | Tax withholding | −1,197 | $177.20 | $212.11K | 356,265 |
| Cary Baker CHIEF FINANCIAL OFFICER | Sep 23, 2026 | Option exercise | +596 | – | – | 81,463 |
| Cary Baker CHIEF FINANCIAL OFFICER | Sep 23, 2026 | Option exercise | +479 | – | – | 80,867 |
| Cary Baker CHIEF FINANCIAL OFFICER | Sep 23, 2026 | Tax withholding | −424 | $177.20 | $75.13K | 81,039 |
| Cary Baker CHIEF FINANCIAL OFFICER | Sep 21, 2026 | Sale(10b5-1 plan) | −8,892 | $185.00 | $1.65M | 80,388 |
| Miron Washington Director | Sep 15, 2026 | Sale | −800 | $173.26 | $138.61K | 4,354 |
| Chris Ph.D. Diorio CHIEF EXECUTIVE OFFICER, Director | Sep 14, 2026 | Gift | −10,000 | – | – | 354,421 |
| Chris Ph.D. Diorio CHIEF EXECUTIVE OFFICER, Director | Aug 20, 2026 | Tax withholding | −1,477 | $159.73 | $235.92K | 364,421 |
| Chris Ph.D. Diorio CHIEF EXECUTIVE OFFICER, Director | Aug 20, 2026 | Option exercise | +3,753 | – | – | 365,898 |
| Cary Baker CHIEF FINANCIAL OFFICER | Aug 20, 2026 | Option exercise | +1,739 | – | – | 89,965 |
| Cary Baker CHIEF FINANCIAL OFFICER | Aug 20, 2026 | Tax withholding | −685 | $159.73 | $109.42K | 89,280 |
| Chris Ph.D. Diorio CHIEF EXECUTIVE OFFICER, Director | Aug 17, 2026 | Gift | −10,000 | – | – | 362,145 |
| Cary Baker CHIEF FINANCIAL OFFICER | Aug 10, 2026 | Sale(10b5-1 plan) | −1,429 | $185.00 | $264.37K | 88,226 |
| Chris Ph.D. Diorio CHIEF EXECUTIVE OFFICER, Director | Jul 13, 2026 | Gift | −10,000 | – | – | 372,145 |
| Cary Baker CHIEF FINANCIAL OFFICER | Jun 23, 2026 | Option exercise | +479 | – | – | 89,482 |
| Cary Baker CHIEF FINANCIAL OFFICER | Jun 23, 2026 | Option exercise | +597 | – | – | 90,079 |
| Cary Baker CHIEF FINANCIAL OFFICER | Jun 23, 2026 | Tax withholding | −424 | $125.22 | $53.09K | 89,655 |
| Chris Ph.D. Diorio CHIEF EXECUTIVE OFFICER, Director | Jun 23, 2026 | Option exercise | +1,223 | – | – | 381,525 |
| Chris Ph.D. Diorio CHIEF EXECUTIVE OFFICER, Director | Jun 23, 2026 | Option exercise | +1,817 | – | – | 383,342 |
| Chris Ph.D. Diorio CHIEF EXECUTIVE OFFICER, Director | Jun 23, 2026 | Tax withholding | −1,197 | $125.22 | $149.89K | 382,145 |
| Chris Ph.D. Diorio CHIEF EXECUTIVE OFFICER, Director | Jun 15, 2026 | Gift | −10,000 | – | – | 380,302 |
| Capital Llc Sylebra Director | Jun 9, 2026 | Sale | −12,105 | $127.36 | $1.54M | 782,943 |
| Capital Llc Sylebra Director | Jun 9, 2026 | Sale | −19,105 | $127.36 | $2.43M | 775,943 |
| Capital Llc Sylebra Director | Jun 8, 2026 | Sale | −12,528 | $125.97 | $1.58M | 828,048 |
| Capital Llc Sylebra Director | Jun 8, 2026 | Sale | −33,000 | $130.07 | $4.29M | 795,048 |
| Capital Llc Sylebra Director | Jun 8, 2026 | Sale | −33,000 | $130.07 | $4.29M | 795,048 |
| Capital Llc Sylebra Director | Jun 8, 2026 | Sale | −12,528 | $125.97 | $1.58M | 828,048 |
| Capital Llc Sylebra Director | Jun 5, 2026 | Sale | −35,877 | $122.50 | $4.39M | 840,576 |
| Capital Llc Sylebra Director | Jun 5, 2026 | Sale | −11,602 | $128.87 | $1.50M | 876,453 |
| Capital Llc Sylebra Director | Jun 4, 2026 | Sale | −33,412 | $136.84 | $4.57M | 888,055 |
| Capital Llc Sylebra Director | Jun 3, 2026 | Sale | −6,313 | $139.17 | $878.58K | 921,467 |
| Capital Llc Sylebra Director | Jun 2, 2026 | Sale | −38,724 | $142.31 | $5.51M | 927,780 |
| Capital Llc Sylebra Director | Jun 1, 2026 | Sale | −7,163 | $144.29 | $1.03M | 966,504 |
| Capital Llc Sylebra Director | May 29, 2026 | Sale | −48,504 | $150.78 | $7.31M | 973,667 |
| Steve Sanghi Director | May 28, 2026 | Option exercise | +3,425 | – | – | 13,274 |
| Meera Rao Director | May 28, 2026 | Option exercise | +3,114 | – | – | 11,322 |
| Daniel Patrick Gibson Director | May 28, 2026 | Option exercise | +3,114 | – | – | 23,010 |
| Miron Washington Director | May 28, 2026 | Option exercise | +3,114 | – | – | 5,154 |
| Umesh Padval Director | May 28, 2026 | Option exercise | +3,114 | – | – | 6,654 |
| Chris Ph.D. Diorio CHIEF EXECUTIVE OFFICER, Director | May 26, 2026 | Other | +180,000 | $156.68 | $28.20M | 570,302 |
| Chris Ph.D. Diorio CHIEF EXECUTIVE OFFICER, Director | May 26, 2026 | Other | −180,000 | $156.68 | $28.20M | 390,302 |
| Capital Llc Sylebra Director | May 11, 2026 | Sale | +24,126 | $154.46 | $3.73M | 1,034,877 |
| Capital Llc Sylebra Director | May 11, 2026 | Sale | +12,706 | $154.46 | $1.96M | 1,022,171 |
| Capital Llc Sylebra Director | May 11, 2026 | Sale | −24,126 | $154.46 | $3.73M | 1,034,877 |
| Capital Llc Sylebra Director | May 11, 2026 | Sale | −12,706 | $154.46 | $1.96M | 1,022,171 |
| Capital Llc Sylebra Director | May 8, 2026 | Sale | +9,522 | $149.97 | $1.43M | 1,059,003 |
| Capital Llc Sylebra Director | May 8, 2026 | Sale | +1,560 | $151.32 | $236.06K | 1,068,525 |
| Capital Llc Sylebra Director | May 8, 2026 | Sale | −25,896 | $152.73 | $3.96M | 1,070,085 |
| Capital Llc Sylebra Director | May 8, 2026 | Sale | −9,522 | $149.97 | $1.43M | 1,059,003 |
| Capital Llc Sylebra Director | May 8, 2026 | Sale | −1,560 | $151.32 | $236.06K | 1,068,525 |
| Capital Llc Sylebra Director | May 8, 2026 | Sale | −25,896 | $152.73 | $3.96M | 1,070,085 |
| Capital Llc Sylebra Director | May 7, 2026 | Sale | −36,171 | $152.73 | $5.52M | 1,132,152 |
| Capital Llc Sylebra Director | May 7, 2026 | Sale | −36,171 | $152.73 | $5.52M | 1,095,981 |
| Cary Baker CHIEF FINANCIAL OFFICER | Mar 23, 2026 | Option exercise | +597 | – | – | 89,735 |
| Cary Baker CHIEF FINANCIAL OFFICER | Mar 23, 2026 | Option exercise | +782 | – | – | 88,659 |
| Cary Baker CHIEF FINANCIAL OFFICER | Mar 23, 2026 | Option exercise | +479 | – | – | 89,138 |
| Cary Baker CHIEF FINANCIAL OFFICER | Mar 23, 2026 | Tax withholding | −732 | $101.17 | $74.06K | 89,003 |
| Chris Ph.D. Diorio CHIEF EXECUTIVE OFFICER, Director | Mar 23, 2026 | Option exercise | +2,594 | – | – | 389,479 |
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 |
|---|---|---|---|---|---|
| Miron Washington Director | Sep 15, 2026 | 800 | $138.61K | Sep 15, 2026 | Restricted Stock Lapse |
| Cary Baker Officer | Aug 10, 2026 | 10,321 | $1.91M | Aug 10, 2026 | PSU / RSU Lapse |
| Capital Llc Sylebra See Remarks | Dec 15, 2025 | 134,629 | $20.24M | Dec 15, 2025 | Open Market Purchases.Please refer to explanatory notes under the section of Remarks. |
| Capital Llc Sylebra See Remarks | Dec 12, 2025 | 50,573 | $7.42M | Dec 12, 2025 | Open Market Purchases.Please refer to explanatory notes under the section of Remarks. |
| Capital Llc Sylebra See Remarks | Dec 11, 2025 | 95,345 | $14.58M | Dec 11, 2025 | Open Market Purchases.Please refer to explanatory notes under the section of Remarks. |
| Capital Llc Sylebra See Remarks | Dec 10, 2025 | 84,604 | $13.16M | Dec 10, 2025 | Open Market Purchases.Please refer to explanatory notes under the section of Remarks. |
| Capital Llc Sylebra See Remarks | Dec 9, 2025 | 40 | $6.40K | Dec 9, 2025 | Open Market Purchases.Please refer to explanatory notes under the section of Remarks. |
| Capital Llc Sylebra See Remarks | Dec 8, 2025 | 2,494 | $400.83K | Dec 8, 2025 | Open Market Purchases.Please refer to explanatory notes under the section of Remarks. |
| Capital Llc Sylebra See Remarks | Dec 5, 2025 | 1,373 | $221.11K | Dec 5, 2025 | Open Market Purchases.Please refer to explanatory notes under the section of Remarks. |
| Capital Llc Sylebra See Remarks | Dec 4, 2025 | 3,167 | $508.61K | Dec 4, 2025 | Open Market Purchases.Please refer to explanatory notes under the section of Remarks. |
| Capital Llc Sylebra See Remarks | Dec 3, 2025 | 41,221 | $6.92M | Dec 3, 2025 | Open Market Purchases.Please refer to explanatory notes under the section of Remarks |
| Capital Llc Sylebra See Remarks | Dec 2, 2025 | 41,874 | $7.04M | Dec 2, 2025 | Open Market Purchases.Please refer to explanatory notes under the section of Remarks. |
| Capital Llc Sylebra See Remarks | Dec 1, 2025 | 31,058 | $5.19M | Dec 1, 2025 | Open Market Purchases.Please refer to explanatory notes under the section of Remarks. |
| Capital Llc Sylebra See Remarks | Nov 28, 2025 | 22,297 | $3.85M | Nov 28, 2025 | Open Market Purchases.Please refer to explanatory notes under the section of Remarks. |
| Capital Llc Sylebra See Remarks | Nov 26, 2025 | 34,556 | $5.94M | Nov 26, 2025 | Open Market Purchases.Please refer to explanatory notes under the section of Remarks. |