undamentalytics Newsletter

Impinj Inc: which funds bought and sold

Institutions that bought and sold Impinj shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 178 institutions that filed 13F reports for both quarters added to or opened positions in Impinj, and 121 cut or closed them. Together they added a net 701K shares, +2.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 598K shares (+5.2%); index fund managers were net buyers of 514K shares (+4.8%). 58 opened a new position and 36 sold out entirely.

Bought, Q2 2026 178 institutions, 58 of them new holders Sold, Q2 2026 121 institutions, 36 of them sold out
Net change, all compared +701K shares (+2.2%)
Net change, active managers +598K shares (+5.2%), 26 bought, 22 sold

Buyers versus sellers

institutions compared, 344
Active managers and hedge funds 26 bought · 22 sold · +598K
Index fund managers 9 bought · 2 sold · +514K
Other institutions 143 bought · 97 sold · −411K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Millennium Management LLC Hedge fund +732K +715.9% 834K $120M
Broad Bay Capital Management, LP +329K New position 329K $47.1M
FMR LLC Active manager +282K +6.6% 4.6M $654M
Westfield Capital Management Co LP Active manager +271K New position 271K $38.8M
Manufacturers Life Insurance Company, The +243K +57.1% 669K $95.9M
State Street Corp Index funds +216K +14.5% 1.7M $244M
Blackrock, Inc. Index funds +136K +3.2% 4.4M $637M
Point72 Asset Management, L.P. Hedge fund +119K +41.2% 408K $58.5M
Goldman Sachs Group Inc +114K +41.5% 389K $55.7M
Capital World Investors Active manager +108K +10.6% 1.1M $161M
Capital International Investors Active manager +91K +6.7% 1.4M $207M
Morgan Stanley +89K +32.8% 361K $51.6M
Captrust Financial Advisors +73K +502.4% 87K $12.5M
Squarepoint Ops LLC Hedge fund +66K +128.4% 117K $16.7M
Summit Partners Public Asset Management, LLC +62K New position 62K $8.8M
Exoduspoint Capital Management, LP Hedge fund +57K +182.3% 89K $12.7M
Citadel Advisors LLC Hedge fund +56K +964.8% 62K $8.9M
Riverbridge Partners LLC Active manager +56K New position 56K $8M
Vanguard Portfolio Management LLC Index funds +54K +2.5% 2.2M $314M
Geode Capital Management, LLC Index funds +52K +7.6% 734K $105M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Alyeska Investment Group, L.P. Hedge fund −735K Sold out 0 —
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC −413K −79.8% 105K $15M
Sylebra Capital LLC −356K −31.5% 776K $111M
Ameriprise Financial Inc −327K −38.1% 531K $76M
Polar Asset Management Partners Inc. −137K Sold out 0 —
Oberweis Asset Management Inc/ Active manager −118K Sold out 0 —
T. Rowe Price Investment Management, Inc. Active manager −107K −35.7% 193K $27.6M
Wellington Management Group LLP Active manager −105K Sold out 0 —
UBS Group AG −104K −20.0% 414K $59.4M
Fiera Capital Corp −87K −42.9% 116K $16.6M
Susquehanna International Group, LLP −86K −89.9% 9,694 $1.4M
Neuberger Berman Group LLC Active manager −67K −96.0% 2,819 $403,765
Marshall Wace, LLP Hedge fund −61K Sold out 0 —
Alliancebernstein L.P. Active manager −61K −62.9% 36K $3.7M
Fred Alger Management, LLC Active manager −55K −25.6% 160K $22.9M
Nordea Investment Management AB −38K Sold out 0 —
Cinctive Capital Management LP Hedge fund −35K −80.4% 8,491 $1.2M
Toronado Partners, LLC −33K −46.7% 37K $5.4M
Allspring Global Investments Holdings, LLC −25K −13.5% 157K $22.6M
SG Americas Securities, LLC −20K −77.2% 5,862 $840,000

New positions

largest by value
InstitutionSharesValue June 30, 2026
Broad Bay Capital Management, LP 329K $47.1M
Westfield Capital Management Co LPActive manager 271K $38.8M
Summit Partners Public Asset Management, LLC 62K $8.8M
Riverbridge Partners LLCActive manager 56K $8M
Polymer Capital Management (HK) Ltd 19K $2.7M
Algert Global LLCHedge fund 13K $1.8M
Assenagon Asset Management S.A. 12K $1.8M
Boothbay Fund Management, LLCHedge fund 11K $1.6M
Formula Growth Ltd 9,500 $1.4M
LMR Partners LLPHedge fund 6,728 $963,651

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Alyeska Investment Group, L.P.Hedge fund 735K $75.5M
Polar Asset Management Partners Inc. 137K $14M
Oberweis Asset Management Inc/Active manager 118K $12.1M
Wellington Management Group LLPActive manager 105K $10.8M
Marshall Wace, LLPHedge fund 61K $6.3M
Nordea Investment Management AB 38K $3.6M
Congress Asset Management CoActive manager 18K $1.8M
Inspire Advisors, LLC 16K $1.6M
Natixis 6,800 $698,360
Niles Investment Management, LLC 6,788 $697,128

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
314
Ten largest holders
58.4%
of 13F-reported shares
Index fund managers
34.2%
of 13F-reported shares
Active managers and hedge funds
36.7%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 26 22 7 5 +598K +5.2%
Index fund managers 9 2 0 0 +514K +4.8%
Other institutions 143 97 51 31 −411K −4.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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