Impinj, Inc.

PI • NASDAQ

Impinj, Inc. is a communication equipment company in the technology sector on NASDAQ, led by Chris Diorio, with a market cap of $4.7B. As of Q3 2025, 108% of shares are held by 316 institutional investors, with FMR LLC as the largest holder at 14.91%.

Chief Executive OfficerChris Diorio

Market Cap$4.7B

Communication Equipment

Technology

Employees475.0

Websiteimpinj.com

Country

United States of America

Overview

Overview of institutional ownership in PI as of Q3 2025 with a market cap of $5.3B

All Institutions

Institutions: 316
Value Held: $5.7B
Shares Held: 31.5M
Avg Position: $18.0M
Median Position: $821.9K

Hedge Funds

Hedge Funds: 35
Value Held: $802.4M
Shares Held: 4.4M
Avg Position: $22.9M
Median Position: $1.4M

Ownership Breakdown

Institutional (non-HF)

92.98%

$4.9B

Hedge Funds

15.26%

$802.4M

Retail & Other

Based on market cap of $5.3B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in PI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
FMR LLC Institution	-	$784.2M 0.04% of portfolio	14.91% 4.3M shares	Q4 2019 Held for 5y 11m	$1.92T
B BlackRock, Inc. Institution	-	$740.8M 0.01% of portfolio	14.09% 4.1M shares	Q4 2016 Held for 8y 11m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$610.9M 0.01% of portfolio	11.62% 3.4M shares	Q3 2016 Held for 9y 2m	$6.69T
S SYLEBRA CAPITAL LLC Hedge Fund•Long/Short	Daniel Patrick Gibson Owner	$330.6M 18.26% of portfolio	6.29% 1.8M shares	Q3 2023 Held for 2y 2m	$1.8B
C Capital International Investors Institution	-	$282.7M 0.05% of portfolio	5.38% 1.6M shares	Q4 2023 Held for 1y 11m	$615.90B
W Whale Rock Capital Management LLC Hedge Fund•Long/Short	Alexander Corrado Sacerdote CEO	$221.3M 2.61% of portfolio	4.21% 1.2M shares	Q1 2025 Held for 8 months	$8.5B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$218.6M 0.03% of portfolio	4.16% 1.2M shares	Q1 2021 Held for 4y 8m	$633.08B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$208.2M 0.01% of portfolio	3.96% 1.2M shares	Q3 2016 Held for 9y 2m	$2.88T
C Capital World Investors Institution	-	$136.3M 0.02% of portfolio	2.59% 754.3K shares	Q3 2023 Held for 2y 2m	$730.00B
Chevy Chase Trust Holdings, Inc. RIA/Wealth	John Jeffrey Whitaker CEO	$125.0M 0.34% of portfolio	2.38% 691.3K shares	Q2 2017 Held for 8y 5m	$36.3B

Net Capital Flow

Institutional buying and selling activity for PI in Q3 2025

Net Flow: −$185.9M
Buyers: 94
Sellers: 161
Total Bought: +$332.6M
Total Sold: −$518.5M
Avg Position: $18.2M

Biggest Buyers

Institution	Net Bought	Current Position
Invesco Ltd. ETF Provider	+$71.2M +393.7K shares	$218.6M 1.2M shares
W Whale Rock Capital Management LLC Hedge Fund•Long/Short	+$61.2M +338.5K shares	$221.3M 1.2M shares
B BlackRock, Inc. Institution	+$41.2M +227.8K shares	$740.8M 4.1M shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	+$41.2M +227.8K shares	$121.9M 674.3K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$13.4M +74.1K shares	$68.8M 380.6K shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$12.8M +70.9K shares	$15.4M 85.4K shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	+$12.5M +69.3K shares	$18.7M 103.2K shares
UBS Group AG Institution	+$10.3M +57.1K shares	$63.4M 350.7K shares
N Neuberger Berman Group LLC Institution	+$10.1M +55.7K shares	$10.5M 57.9K shares
U Universal- Beteiligungs- und Servicegesellschaft mbH Institution	+$8.3M +46.1K shares	$8.3M 46.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$58.8M −325.2K shares	$65.0M 359.4K shares
S SYLEBRA CAPITAL LLC Hedge Fund•Long/Short	−$54.2M −300.0K shares	$330.6M 1.8M shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	−$35.2M −317.1K shares	Sold Off 0 shares
F FRED ALGER MANAGEMENT INC Long Only Manager	−$28.0M −155.1K shares	$24.5M 135.8K shares
HENDERSON GROUP PLC Institution	−$28.0M −154.7K shares	$45.3M 250.5K shares
VANGUARD GROUP INC Institution	−$25.2M −139.3K shares	$610.9M 3.4M shares
Toronado Partners, LLC Hedge Fund•Long/Short	−$17.5M −96.6K shares	$18.2M 100.8K shares
Allspring Global Investments Holdings, LLC Long Only Manager	−$16.3M −91.6K shares	$30.7M 172.4K shares
BANK OF AMERICA CORP /DE/ Institution	−$15.8M −87.3K shares	$13.1M 72.3K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$15.6M −86.6K shares	$18.3M 101.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited PI in Q3 2025

New Positions: 35
New Value: $108.4M
Exited Positions: 45
Exited Value: $100.2M

New Positions

Institution	Position Value
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Long Only Manager	$36.3M 200.6K shares
T T. Rowe Price Investment Management, Inc. Insurance Manager	$29.6M 163.5K shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	$18.6M 102.8K shares
H Hel Ved Capital Management Ltd Institution	$5.4M 30.1K shares
M Mitsubishi UFJ Asset Management Co., Ltd. Institution	$2.8M 15.4K shares
G Gallo Partners, LP Hedge Fund•Sector	$2.4M 13.4K shares
NGAM ADVISORS, L.P. Long Only Manager	$2.3M 13.0K shares
KORNITZER CAPITAL MANAGEMENT INC /KS Long Only Manager	$1.6M 9.0K shares
Weiss Asset Management LP Hedge Fund•Multi-Strategy	$1.2M 6.9K shares
T TD ASSET MANAGEMENT INC Institution	$1.1M 5.9K shares

Exited Positions

Institution	Previous Position
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$35.2M 317.1K shares
A AXA Institution	$14.0M 125.8K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$9.1M 81.7K shares
WASATCH ADVISORS INC Long Only Manager	$8.7M 78.5K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$7.9M 71.2K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$3.5M 31.3K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$3.3M 30.1K shares
C Cubist Systematic Strategies, LLC Institution	$2.8M 25.1K shares
B Brevan Howard Capital Management LP Institution	$2.6M 23.4K shares
Connor, Clark & Lunn Investment Management Ltd. Long Only Manager	$2.5M 22.6K shares

Options Activity

Institutions with the largest Call and Put options positions in PI as of Q3 2025

Call Positions: 12
Call Value: $57.8M
Put Positions: 12
Put Value: $22.5M

Call Positions

Institution	Position Value
UBS Group AG Institution	$25.7M 1.4K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$14.5M 800.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$7.6M 418.0 contracts
C Cubist Systematic Strategies, LLC Institution	$2.5M 141.0 contracts
J JANE STREET GROUP, LLC Institution	$2.0M 112.0 contracts
P PEAK6 LLC Institution	$1.8M 100.0 contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$1.7M 96.0 contracts
Walleye Trading LLC RIA/Wealth	$976.1K 54.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$542.3K 30.0 contracts
S SYMMETRY PEAK MANAGEMENT LLC Institution	$451.9K 25.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$8.0M 445.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$5.8M 319.0 contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$2.7M 152.0 contracts
C Cubist Systematic Strategies, LLC Institution	$2.1M 118.0 contracts
Walleye Trading LLC RIA/Wealth	$1.1M 60.0 contracts
J JANE STREET GROUP, LLC Institution	$795.3K 44.0 contracts
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC Hedge Fund•Long/Short	$723.0K 40.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$668.8K 37.0 contracts
D D. E. Shaw & Co., Inc. Institution	$289.2K 16.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$271.1K 15.0 contracts

Most Committed Institutions

Institutions with PI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
S SYLEBRA CAPITAL LLC Hedge Fund•Long/Short	Daniel Patrick Gibson Owner	18.26% $330.6M	6.29% 1.8M shares	Q3 2023 Held for 2y 2m	$1.8B
Toronado Partners, LLC Hedge Fund•Long/Short	John Stephen Perkins Managing Partner	12.08% $18.2M	0.35% 100.8K shares	Q4 2018 Held for 6y 11m	$150.9M
PEREGRINE INVESTMENT MANAGEMENT INC RIA/Wealth	Kevin James Anthony CCO	4.91% $9.5M	0.18% 52.7K shares	Q4 2024 Held for 11 months	$194.1M
H Hel Ved Capital Management Ltd Institution	-	3.15% $5.4M	0.10% 30.1K shares	Q3 2025 Held for 2 months	$172.2M
A AWM Investment Company, Inc. Hedge Fund•Event Driven	Adam Charles Stettner President	3.02% $32.2M	0.61% 178.2K shares	Q3 2016 Held for 9y 2m	$1.1B
DLD Asset Management, LP Hedge Fund•Multi-Strategy	Mark Lawrence Friedman CIO	2.82% $19.7M	0.38% 109.2K shares	Q2 2025 Held for 5 months	$700.9M
W Whale Rock Capital Management LLC Hedge Fund•Long/Short	Alexander Corrado Sacerdote CEO	2.61% $221.3M	4.21% 1.2M shares	Q1 2025 Held for 8 months	$8.5B
P Pachira Investments Inc. Institution	-	2.23% $3.7M	0.07% 20.5K shares	Q2 2021 Held for 4y 5m	$166.1M
G Gallo Partners, LP Hedge Fund•Sector	Michael Arthur Alfaro Founder	1.82% $2.4M	0.05% 13.4K shares	Q3 2025 Held for 2 months	$133.0M
IRONWOOD INVESTMENT MANAGEMENT LLC Long Only Manager	Charles Earl Osborne Managing Partner	1.82% $4.1M	0.08% 22.8K shares	Q1 2017 Held for 8y 8m	$227.0M

Hedge Fund Spotlight

Discover hedge funds investing in PI

Toronado Partners, LLC

Hedge Fund • Long/Short

Portfolio ManagerJohn Stephen Perkins

Portfolio Value: $150.9M
Positions: 12
Last Reported: Q3 2025

Sector Allocation

Position in Impinj, Inc.

Market Value: $18.2M
Shares Held: 100.8K
Portfolio Weight: 12.08%
Owned Since: 2018-Q4

Top Holding	Sector	Market Value	Weight
1 Impinj, Inc. PI	Communication Equipment Technology	$18.2M	12.08%
2 Twilio TWLO	Internet Content & Information Communication Services	$17.6M	11.69%
3 TripAdvisor TRIP	Travel Services Consumer Cyclical	$13.7M	9.09%