Impinj Inc (PI) shareholders
PINasdaqElectronic Components, NECFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 28, 2026Score 6/302538% above fair value
$168.54−6.78 (-3.87%)
Close on Nov 13, 2026Market cap $5.20BP/E –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 · 48 sales
Net sold $193.67M
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. | 4,495,591 | 14.70% | 13G (passive) amendment | Sep 30, 2026 |
| Abigail P. Johnson Joint filing with FMR LLC (15.00%) | 4,058,341 | 15.00% | 13G (passive) amendment | Feb 9, 2024 |
| Sylebra Capital Limited | 4,030,559 | – | 13D (active) amendment | Nov 14, 2023 |
| Vanguard Portfolio Management | 2,164,577 | 7.15% | 13G (passive) | Mar 31, 2026 |
| 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 | 14.79% | $653.53M | +282,246 | 0.03% |
| BlackRock, Inc. | 4,449,389 | 14.42% | $637.29M | +135,885 | 0.01% |
| Vanguard Portfolio Management LLC | 2,194,236 | 7.11% | $314.28M | +54,078 | 0.01% |
| State Street Corp | 1,700,585 | 5.51% | $243.57M | +215,717 | 0.01% |
| Capital International Investors | 1,443,452 | 4.68% | $206.75M | +91,072 | 0.04% |
| Vanguard Capital Management LLC | 1,282,667 | 4.16% | $183.72M | +16,957 | 0.00% |
| Capital World Investors | 1,124,066 | 3.64% | $161.00M | +108,014 | 0.02% |
| Millennium Management LLC | 834,376 | 2.70% | $119.51M | +732,108 | 0.04% |
| American Century Companies Inc | 804,335 | 2.61% | $115.21M | −13,657 | 0.05% |
| Sylebra Capital LLC | 775,943 | 2.51% | $111.14M | −356,209 | 11.77% |
| Chevy Chase Trust Holdings, LLC | 737,138 | 2.39% | $105.58M | +8,743 | 0.27% |
| Geode Capital Management, LLC | 733,594 | 2.38% | $105.09M | +51,626 | 0.01% |
| Manufacturers Life Insurance Company, The | 669,324 | 2.17% | $95.87M | +243,379 | 0.07% |
| Ameriprise Financial Inc | 530,926 | 1.72% | $76.04M | −327,355 | 0.02% |
| UBS Group AG | 414,418 | 1.34% | $59.36M | −103,656 | 0.01% |
| Point72 Asset Management, L.P. | 408,333 | 1.32% | $58.49M | +119,202 | 0.06% |
| Whale Rock Capital Management LLC | 405,244 | 1.31% | $58.04M | – | 0.47% |
| Goldman Sachs Group Inc | 388,783 | 1.26% | $55.69M | +114,063 | 0.00% |
| Morgan Stanley | 360,534 | 1.17% | $51.64M | +89,057 | 0.00% |
| Price T Rowe Associates Inc /Md/ | 357,059 | 1.16% | $51.14M | +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 | 99.3% | 72 / 124 | 95 / 72 | 5M | 4M |
| Q3 2024 | 322 | 30M | 97.7% | 91 / 117 | 86 / 39 | 7M | 4M |
| Q2 2024 | 273 | 28M | 92.0% | 71 / 81 | 96 / 25 | 5M | 6M |
| Q1 2024 | 228 | 30M | 96.1% | 53 / 57 | 87 / 23 | 3M | 2M |
| Q4 2023 | 199 | 29M | 94.1% | 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)
298 funds held PI in Q2 2026, 46% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of PI | Value | % of fund | As of |
|---|---|---|---|---|---|
| SMALLCAP World Fund Inc | 2,411,885 | 7.82% | $345.45M | 0.37% | Jun 30, 2026 |
| iShares Core S&P Small-Cap ETF | 1,633,285 | 5.29% | $233.94M | 0.21% | Jun 30, 2026 |
| Select Semiconductors Portfolio | 1,122,366 | 3.64% | $169.48M | 0.33% | May 31, 2026 |
| Fidelity Growth Company Fund | 1,014,979 | 3.29% | $153.26M | 0.16% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 918,515 | 2.98% | $131.56M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 751,216 | 2.43% | $107.60M | 0.13% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 663,862 | 2.15% | $95.08M | 0.05% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 646,872 | 2.10% | $97.68M | 0.06% | May 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Semiconductor ETF | 594,886 | 1.93% | $85.21M | 2.45% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 382,382 | 1.24% | $54.77M | 0.12% | Jun 30, 2026 |
| Small Cap Growth Fund | 323,271 | 1.05% | $48.93M | 0.88% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 319,834 | 1.04% | $48.41M | 0.14% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 310,964 | 1.01% | $44.54M | 0.05% | Jun 30, 2026 |
| Fidelity Growth Company K6 Fund | 283,058 | 0.92% | $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 | 545,627 | 1.77% | Oct 13, 2026 |
| Cathal G. Phelan | CHIEF INNOVATION OFFICER, Director | 10,923 | 0.04% | May 21, 2025 |
| Cary Baker | CHIEF FINANCIAL OFFICER | 81,463 | 0.26% | 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 |
| Capital Llc Sylebra | Director | 685,752 | 2.22% | Nov 5, 2026 |
| Meera Rao | Director | 9,593 | 0.03% | Oct 30, 2026 |
| Arthur L. Valdez Jr | Director | 1,220 | 0.00% | Oct 21, 2026 |
| Miron Washington | Director | 4,354 | 0.01% | Sep 16, 2026 |
| Steve Sanghi | Director | 53,474 | 0.17% | May 29, 2026 |
| Daniel Patrick Gibson | Director | 1,045,181 | 3.39% | May 29, 2026 |
| Umesh Padval | Director | 6,654 | 0.02% | May 29, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Capital Llc Sylebra Director | Nov 4, 2026 | Sale | −40,500 | $184.23 | $7.46M | 685,752 |
| Capital Llc Sylebra Director | Nov 3, 2026 | Sale | −49,691 | $185.23 | $9.20M | 726,252 |
| Meera Rao Director | Oct 29, 2026 | Sale(10b5-1 plan) | −1,729 | $201.60 | $348.57K | 9,593 |
| Arthur L. Valdez Jr Director | Oct 20, 2026 | Option exercise | +1,220 | – | – | 1,220 |
| Chris Ph.D. Diorio CHIEF EXECUTIVE OFFICER, Director | Oct 12, 2026 | Gift | −10,000 | – | – | 346,265 |
| 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 |
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
8.27%
2M shares short
Days to cover
4.6
At 1M shares a day
Change since last report
-6.6%
From 2M shares
Short volume, 20 days
62.1%
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 Impinj's stock actually held short. Settlement fails (shares not delivered on time) peaked at 9,745 shares on Sep 23, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Meera Rao Director | Oct 29, 2026 | 1,729 | $348.57K | Oct 29, 2026 | Restricted Stock Lapse |
| 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. |
See a number that looks wrong?