PI
Impinj, Inc. · Technology · Semiconductors
Momentum inputs (comparable managers):
holder breadth -5.6% ·
share flow -0.8% ·
net new positions -11.8%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 105 | +3 | 25.41M | $3.64B | +11 | −9 |
| Q1 2026 | 106 | -5 | 24.72M | $2.54B | +8 | −14 |
| Q4 2025 | 112 | +2 | 26.42M | $4.61B | +5 | −2 |
| Q3 2025 | 17 | -1 | 16.24M | $2.94B | +2 | −4 |
| Q2 2025 | 16 | 0 | 15.36M | $1.71B | +2 | −2 |
| Q1 2025 | 13 | -3 | 3.95M | $358.59M | +1 | −4 |
| Q4 2024 | 16 | +5 | 3.70M | $537.06M | +5 | — |
| Q3 2024 | 10 | 0 | 1.87M | $404.99M | +3 | −3 |
| Q2 2024 | 10 | — | 1.82M | $285.10M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 4.34M | +0.4% | $784.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 4.10M | +5.9% | $740.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×15 |
| 3 | The Vanguard Group ✦ (passive) | 3.38M | -4.0% | $610.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 4 | State Street Global Advisors ✦ (passive) | 1.15M | -5.2% | $208.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Capital World Investors ✦ | 754.35K | 0.0% | $136.35M | 0.0% | Held | 6 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 680.70K | — | $123.04M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 7 | T. Rowe Price ✦ | 674.33K | +51.0% | $121.89M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 8 | Geode Capital Management ✦ (passive) | 624.86K | +4.7% | $112.96M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 9 | Goldman Sachs Group ✦ | 267.84K | — | $48.41M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | JPMorgan Chase ✦ | 150.33K | — | $27.17M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 11 | Wellington Management ✦ | 85.39K | +490.2% | $15.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | D. E. Shaw & Co. ✦ | 17.23K | +28.1% | $3.11M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 13 | AQR Capital Management ✦ | 7.91K | -21.3% | $1.43M | 0.0% | ▼ Trim | 6 | SEC ↗ ×5 |
| 14 | Bridgewater Associates ✦ | 4.34K | New | $784,274 | 0.0% | New | 1 | SEC ↗ |
| 15 | Marshall Wace ✦ | 4.16K | -88.0% | $751,559 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 1.91K | -55.8% | $345,956 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 1.36K | New | $246,543 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Bridgewater Associates | $784,274 | 0.0% |
| Gotham Asset Management | $246,543 | 0.0% |
Exited
| Point72 Asset Management | $35.22M | was 0.1% |
| Norges Bank | $10.16M | was 0.0% |
| Millennium Management | $9.08M | was 0.0% |
| Citadel Advisors | $7.91M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 286 holders, 31.72M shares, $3.18B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 8.89K sh · $1.65M
Director · 800 sh · $138,608
Officer · 1.43K sh · $264,365
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology