Ideal Power Inc. (IPWR) shareholders
IPWRNasdaqSemiconductors & Related DevicesFiscal year ends December 31
$2.19−0.08 (-3.52%)
Close on Nov 12, 2026Market cap $35.99MP/E –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 |
|---|---|---|---|---|
| Orin Hirschman Joint filing with AIGH Capital Management LLC (9.80%) | 1,181,696 | 9.80% | 13G (passive) amendment | Mar 31, 2026 |
| 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 |
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)
11 funds held IPWR in Q2 2026, 88% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 380,927 | 2.32% | Nov 5, 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 | Nov 3, 2026 | Tax withholding | −32,456 | $2.47 | $80.17K | 380,927 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
2.55%
0M shares short
Days to cover
3.6
At 0M shares a day
Change since last report
-16.7%
From 0M shares
Short volume, 20 days
26.4%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Ideal Power's stock actually held short. Settlement fails (shares not delivered on time) peaked at 1,547 shares on Sep 8, 2026 over the last 90 days.
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