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PI Impinj Inc.

Information Technology, filed as IMPINJ INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 3 Owners
  • Max 0.5%
  • $58M
  • 1 add 1 reduce

In 2026 Q2 Ron Baron added to Impinj, while George Soros trimmed.

Who owns this now

Largest portfolio weights among holders, up to 0.5% (Alex Sacerdote, Whale Rock Capital Management). Not free-float ownership.

  1. Alex Sacerdote 0.47%

Who owns PI

Sorted by value, long equity only, as of 2026 Q2.

History
Alex Sacerdote, Whale Rock Capital Management 0.47% Hold 405,244 $58M History
George Soros, Soros Fund Management <0.01% Reduce −45.1% 2,129 $305K History
Ron Baron, Bamco Inc. (Baron Capital) <0.01% Add +1552.6% 314 $45K History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by PI's executives, directors and 10% owners in the last 12 months, from their Form 4s

All PI insider trades
  • None no insider bought on the open market
  • $161M sold by 3 insiders outside a trading plan
  • $1.9M sold by 1 insider under 10b5-1 plans
  1. Cary Baker CFO
    Planned sale
    $1.6M 8,892 shares at $185.00 10% of stake
    Traded Sep 21 Filed Sep 21
  2. Miron Washington Director
    Sale
    $139K 800 shares at $173.26 16% of stake
    Traded Sep 15 Filed Sep 16
  3. Cary Baker CFO
    Planned sale
    $264K 1,429 shares at $185.00 1.6% of stake
    Traded Aug 10 Filed Aug 12
  4. Sylebra Capital LLC Director
    Sale
    $8.3M 64,633 shares at $128.47 7.7% of stake
    Traded Jun 8–9 Filed Jun 10
  5. Sylebra Capital LLC Director
    Sale
    $5.9M 47,479 shares at $124.06 5.3% of stake
    Traded Jun 5 Filed Jun 9
  6. Sylebra Capital LLC Director
    Sale
    $4.6M 33,412 shares at $136.84 3.6% of stake
    Traded Jun 4 Filed Jun 8
  7. Sylebra Capital LLC Director
    Sale
    $6.4M 45,037 shares at $141.87 4.7% of stake
    Traded Jun 2–3 Filed Jun 4
  8. Sylebra Capital LLC Director
    Sale
    $8.3M 55,667 shares at $149.94 5.4% of stake
    Traded May 29–Jun 1 Filed Jun 2
  9. Sylebra Capital LLC Director
    Sale
    $11.3M 73,810 shares at $153.21 6.7% of stake
    Traded May 8–11 Filed May 12
  10. Sylebra Capital LLC Director
    Sale
    $5.5M 36,171 shares at $152.73 3.2% of stake
    Traded May 7 Filed May 11
  11. Daniel Patrick Gibson Director, +1 joint filer
    Sale
    $42.2M 280,547 shares at $150.54 20% of stake
    Traded Dec 11–15 Filed Dec 15, 2025
  12. Daniel Patrick Gibson Director, +1 joint filer
    Sale
    $13.6M 87,138 shares at $155.64 5.8% of stake
    Traded Dec 8–10 Filed Dec 10, 2025
  13. Daniel Patrick Gibson Director, +1 joint filer
    Sale
    $7.7M 45,761 shares at $167.25 3% of stake
    Traded Dec 3–5 Filed Dec 5, 2025
  14. Daniel Patrick Gibson Director, +1 joint filer
    Sale
    $12.2M 72,932 shares at $167.71 4.5% of stake
    Traded Dec 1–2 Filed Dec 3, 2025
  15. Daniel Patrick Gibson Director, +1 joint filer
    Sale
    $9.8M 56,853 shares at $172.12 3.4% of stake
    Traded Nov 26–28 Filed Dec 1, 2025

Also filed in the last 12 months, not counted as buying or selling: 29 option exercises, 12 share withholdings for taxes, 8 gifts, 2 stock grants, and 2 other transactions.

Congress

1 member of Congress traded PI in the last three years: 4 buys and 0 sales.

All Congress trades
  1. Marjorie Taylor Greene R-GA-14 Buy $1K–$15K May 14, 2025 filed May 19, 2025
  2. Marjorie Taylor Greene R-GA-14 Buy $1K–$15K May 5, 2025 filed May 6, 2025
  3. Marjorie Taylor Greene R-GA-14 Buy $1K–$15K Apr 4, 2025 filed Apr 7, 2025
  4. Marjorie Taylor Greene R-GA-14 Buy $1K–$15K Mar 3, 2025 filed Mar 9, 2025

SEC filings

Recent issuer filings from EDGAR, 8 shown.

Filed Form Detail Links
8-K 8.01,9.01
SCHEDULE 13G —
8-K 2.02,9.01
10-Q
8-K 5.07
SCHEDULE 13G/A —
8-K 2.02,9.01
10-Q

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $307.54M $366.09M $361.08M
Gross profit $151.98M $188.86M $189.68M
Gross margin * 49.4% 51.6% 52.5%
Net income -$43.37M $40.84M -$10.85M
Net margin * -14.1% 11.2% -3.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $269.7M $326.4M $339.22M
Total non-current assets * $89.71M $162.68M $205.97M
Total assets $359.41M $489.08M $545.19M
Total current liabilities $30.88M $331.18M $126.53M
Total non-current liabilities * $294.4M $8.04M $209.43M
Total equity $34.13M $149.86M $209.23M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$49.38M $128.31M $58.75M
Cash from investing $115.81M -$192.57M -$48.02M
Cash from financing $8.74M $15.68M -$8.93M
Net change in cash $75.2M -$48.74M $2.15M

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.