Impinj, Inc.
MX ˙ BMV ˙ US4532041096
SecurityMX:PI / Impinj, Inc.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership681,968 shares
Latest Disclosed Value $ 70,050,876
Geode Capital Management, Llc reports 2.14% increase in ownership of PI / Impinj, Inc.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 681,968 shares of Impinj, Inc. (MX:PI) valued at $70,050,876 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 667,647 shares of Impinj, Inc.. This represents a change in shares of 2.14% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F IMPINJ COM 453204109 681,968 14,321 2.14 70,051 -39.71 0.0023
2026-02-09 2025-12-31 13F IMPINJ COM 453204109 667,647 42,792 6.85 116,195 2.87 0.0038
2025-11-12 2025-09-30 13F IMPINJ COM 453204109 624,855 27,981 4.69 112,959 70.37 0.0072
2025-08-08 2025-06-30 13F IMPINJ COM 453204109 596,874 42,472 7.66 66,302 31.83 0.0046
2025-05-13 2025-03-31 13F IMPINJ COM 453204109 554,402 7,579 1.39 50,296 -36.86 0.0040
2025-02-12 2024-12-31 13F IMPINJ COM 453204109 546,823 3,899 0.72 79,654 -32.25 0.0062
2024-11-12 2024-09-30 13F IMPINJ COM 453204109 542,924 7,676 1.43 117,576 40.09 0.0095
2024-08-09 2024-06-30 13F IMPINJ COM 453204109 535,248 13,354 2.56 83,927 25.22 0.0074
2024-05-13 2024-03-31 13F IMPINJ COM 453204109 521,894 14,818 2.92 67,026 46.80 0.0062
2024-02-13 2023-12-31 13F IMPINJ COM 453204109 507,076 30,452 6.39 45,657 74.06 0.0048
2023-11-13 2023-09-30 13F IMPINJ COM 453204109 476,624 24,553 5.43 26,232 -35.28 0.0031
2023-08-11 2023-06-30 13F IMPINJ COM 453204109 452,071 33,845 8.09 40,528 -28.49 0.0048
2023-05-15 2023-03-31 13F IMPINJ COM 453204109 418,226 17,799 4.45 56,678 131,706.98 0.0074
2023-02-13 2022-12-31 13F IMPINJ COM 453204109 400,427 18,784 4.92 44 -99.86 0.0061
2022-11-14 2022-09-30 13F IMPINJ COM 453204109 381,643 17,516 4.81 30,542 42.97 0.0046
2022-08-12 2022-06-30 13F IMPINJ COM 453204109 364,127 3,235 0.90 21,363 -6.84 0.0031
2022-05-13 2022-03-31 13F IMPINJ COM 453204109 360,892 24,099 7.16 22,931 -23.24 0.0029
2022-02-11 2021-12-31 13F IMPINJ COM 453204109 336,793 15,477 4.82 29,873 62.74 0.0036
2021-11-12 2021-09-30 13F IMPINJ COM 453204109 321,316 -27,900 -7.99 18,356 1.89 0.0025
2021-08-13 2021-06-30 13F IMPINJ COM 453204109 349,216 27,121 8.42 18,016 -1.64 0.0025
2021-05-12 2021-03-31 13F IMPINJ COM 453204109 322,095 30,023 10.28 18,317 49.80 0.0028
2021-02-12 2020-12-31 13F IMPINJ COM 453204109 292,072 26,312 9.90 12,228 74.64 0.0021
2020-11-13 2020-09-30 13F IMPINJ COM 453204109 265,760 26,561 11.10 7,002 6.58 0.0014
2020-08-13 2020-06-30 13F IMPINJ COM 453204109 239,199 4,685 2.00 6,570 67.69 0.0014
2020-05-14 2020-03-31 13F IMPINJ COM 453204109 234,514 33,128 16.45 3,918 -24.76 0.0010
2020-02-20 2019-12-31 13F/A-1 IMPINJ COM 453204109 201,386 -26,451 -11.61 5,207 -25.86 0.0011
2020-02-13 2019-12-31 13F IMPINJ COM 453204109 201,386 -26,451 5,207 663.5865
2019-11-12 2019-09-30 13F IMPINJ COM 453204109 227,837 38,667 20.44 7,023 29.72 0.0016
2019-08-14 2019-06-30 13F IMPINJ COM 453204109 189,170 5,787 3.16 5,414 76.24 0.0013
2019-05-14 2019-03-31 13F IMPINJ COM 453204109 183,383 2,378 1.31 3,072 16.67 0.0008
2019-03-06 2018-12-31 13F/A-1 IMPINJ COM 453204109 181,005 -5,378 -2.89 2,633 -43.08 0.0008
2019-02-13 2018-12-31 13F IMPINJ COM 453204109 181,005 -5,378 2,633
2018-11-13 2018-09-30 13F IMPINJ COM 453204109 186,383 11,073 6.32 4,626 19.35 0.0013
2018-08-14 2018-06-30 13F IMPINJ COM 453204109 175,310 11,920 7.30 3,876 82.23 0.0012
2018-05-15 2018-03-31 13F IMPINJ COM 453204109 163,390 2,587 1.61 2,127 -41.28 0.0007
2018-02-13 2017-12-31 13F IMPINJ COM 453204109 160,803 -7,994 -4.74 3,622 -48.43 0.0012
2017-11-14 2017-09-30 13F IMPINJ COM 453204109 168,797 70,182 71.17 7,023 46.40 0.0026
2017-08-14 2017-06-30 13F IMPINJ COM 453204109 98,615 28,912 41.48 4,797 127.45 0.0019
2017-06-21 2017-03-31 13F/A-1 IMPINJ COM 453204109 69,703 3,050 4.58 2,109 -10.45 0.0009
2017-05-12 2017-03-31 13F IMPINJ COM 453204109 69,703 2,109
2017-02-14 2016-12-31 13F IMPINJ COM 453204109 66,653 24,829 59.37 2,355 50.48 0.0011
2016-11-10 2016-09-30 13F IMPINJ COM 453204109 41,824 41,824 1,565 0.0008
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.