Ipg Photonics CORP (IPGP) 13F Ownership Report (Q2 2026)

IPGP ranks #1717 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

IPGP is a top-conviction position for S Squared Technology, LLC — at 6.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in IPGP belongs to First Eagle Investment Management, LLC, but the position matters far more to S Squared Technology, LLC, who has 6.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its IPGP position for two straight quarters, increasing it by $158.5M to reach $334.4M today.

Retirement Systems of Alabama has trimmed its IPGP position for two straight quarters, cutting it by $12.2M while still holding $3.1M.

IPGP is down 0.9% today, but institutions show net buying of $589.0M this quarter — a divergence between today's price move and the underlying institutional flow.

IPGP posted net income of $27.6M over the trailing twelve months, and currently trades at a P/E of 118.4.

• Profitable — net income of $27.6M over the trailing twelve months
• Revenue grew 13.0% year over year
• Net income improved year over year, from -$215.4M to $27.6M
• Generated $75.3M in positive operating cash flow
• Current ratio of 6.08x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.14x equity — within a conventional range