Impinj Inc (PI) — 13F Filings Explorer (Q2 2026)

PI ranks #1999 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

PI is a top-conviction position for Sylebra Capital LLC — at 11.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in PI belongs to FMR LLC, but the position matters far more to Sylebra Capital LLC, who has 11.8% 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.

Israel Englander has added to its PI position for two straight quarters, increasing it by $119.3M to reach $119.5M today.

Sylebra Capital LLC has trimmed its PI position for two straight quarters, cutting it by $85.9M while still holding $111.1M.

PI is down 3.5% today, but institutions show net buying of $914.6M this quarter — a divergence between today's price move and the underlying institutional flow.

PI reported a net loss of $27.0M over the trailing twelve months.

• Not yet profitable — net loss of $27.0M over the trailing twelve months
• Revenue grew 3.5% year over year
• Net income declined year over year, from $633.0K to -$27.0M
• Generated $58.7M in positive operating cash flow
• Current ratio of 2.68x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.61x equity — within a conventional range