Impinj, Inc. $PI Shares Sold by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Posted by Brian Himes on Sep 6th, 2026

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC cut its stake in Impinj, Inc. (NASDAQ:PI – Free Report) by 79.8% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 104,713 shares of the company’s stock after selling 413,113 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Impinj were worth $14,998,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. BlackRock Inc. acquired a new position in Impinj during the 2nd quarter worth $637,286,000. The Manufacturers Life Insurance Company bought a new position in shares of Impinj during the second quarter worth about $95,867,000. Invesco Ltd. lifted its position in shares of Impinj by 48.3% during the third quarter. Invesco Ltd. now owns 1,209,292 shares of the company’s stock worth $218,580,000 after purchasing an additional 393,685 shares during the last quarter. Norges Bank acquired a new position in Impinj in the fourth quarter worth about $55,216,000. Finally, William Blair Investment Management LLC bought a new stake in Impinj in the second quarter valued at about $42,514,000.

Insider Buying and Selling at Impinj

In related news, Director Sylebra Capital Llc sold 12,105 shares of the stock in a transaction dated Tuesday, June 9th. The shares were sold at an average price of $127.36, for a total value of $1,541,692.80. Following the completion of the transaction, the director owned 782,943 shares in the company, valued at $99,715,620.48. This represents a 1.52% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CFO Cary Baker sold 1,429 shares of the business’s stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $185.00, for a total value of $264,365.00. Following the sale, the chief financial officer directly owned 88,226 shares in the company, valued at approximately $16,321,810. The trade was a 1.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 59,062 shares of company stock worth $7,676,438 in the last ninety days. 6.80% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on PI shares. Weiss Ratings upgraded Impinj from a “sell (e+)” rating to a “sell (d)” rating in a report on Thursday, July 30th. Wall Street Zen upgraded shares of Impinj from a “hold” rating to a “buy” rating in a research report on Saturday, August 1st. Needham & Company LLC decreased their price target on shares of Impinj from $175.00 to $168.00 and set a “buy” rating for the company in a report on Thursday, July 30th. BMO Capital Markets initiated coverage on shares of Impinj in a research report on Thursday, August 20th. They set an “outperform” rating and a $220.00 price objective for the company. Finally, Cantor Fitzgerald reiterated an “overweight” rating and set a $200.00 price objective on shares of Impinj in a research note on Thursday, July 30th. Seven investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $183.30.

Check Out Our Latest Research Report on PI

Impinj Stock Performance

Shares of PI opened at $172.57 on Friday. The firm has a fifty day moving average of $155.04 and a 200-day moving average of $133.61. The company has a market cap of $5.27 billion, a price-to-earnings ratio of -187.58 and a beta of 1.92. The company has a debt-to-equity ratio of 0.80, a quick ratio of 2.29 and a current ratio of 3.28. Impinj, Inc. has a 1 year low of $87.36 and a 1 year high of $247.06.

Impinj (NASDAQ:PI – Get Free Report) last posted its earnings results on Wednesday, July 29th. The company reported $0.86 EPS for the quarter, topping the consensus estimate of $0.80 by $0.06. The firm had revenue of $108.37 million during the quarter, compared to analysts’ expectations of $104.60 million. Impinj had a negative net margin of 7.26% and a positive return on equity of 5.23%. Impinj’s quarterly revenue was up 10.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.80 EPS. Impinj has set its Q3 2026 guidance at 0.590-0.630 EPS. As a group, equities analysts anticipate that Impinj, Inc. will post 0.37 earnings per share for the current year.

Impinj Company Profile

(Free Report)

Impinj, Inc, headquartered in Seattle, Washington, develops Radio Frequency Identification (RFID) solutions designed to connect everyday items to the internet. Founded in 2000, the company pioneered RAIN RFID technology with a focus on transforming supply chain and inventory processes across retail, healthcare, airport baggage handling and manufacturing. Impinj’s platform comprises RAIN RFID tag chips, fixed and handheld RFID readers, gateways, antennas and connectivity modules that enable real-time visibility of tagged items.

Impinj’s product portfolio is built around its core RAIN RFID ecosystem, offering tag chips for high-volume production (Monza series), reader chips for integration into third-party devices and complete reader and gateway systems (Speedway series and xArray).