Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$58M Hold
405,244
0.47% 29
2026
Q1
$41.6M Sell
405,244
-482,028
-54% -$64.1M 0.54% 31
2025
Q4
$154M Sell
887,272
-337,313
-28% -$60.1M 1.97% 23
2025
Q3
$221M Buy
1,224,585
+338,487
+38% +$53.4M 2.61% 14
2025
Q2
$98.4M Sell
886,098
-345,818
-28% -$34.4M 1.37% 23
2025
Q1
$112M Buy
+1,231,916
New +$138M 1.94% 18

Other funds holding PI

Alex Sacerdote's PI Position: Q2 2026 in Review

Alex Sacerdote held its Impinj (PI) position steady in Q2 2026 at 405,244 shares worth $58M. The position accounts for 0.47% of the portfolio, ranked #29.

Alex Sacerdote first reported a position in PI in Q1 2025 and has held it in 6 quarters since. The position peaked at $221M in Q3 2025. 314 funds tracked by Wall St. Rank hold PI as of Q2 2026.

  • Alex Sacerdote held 405,244 shares of Impinj worth $58M as of Q2 2026.
  • Alex Sacerdote left its Impinj share count unchanged in Q2 2026.
  • Impinj made up 0.47% of Alex Sacerdote's portfolio in Q2 2026, its #29 holding.
  • Alex Sacerdote first reported a position in Impinj in Q1 2025 and has held it in 6 quarters since.
  • Alex Sacerdote's Impinj position peaked at $221M in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Impinj as of Q2 2026.

Based on Whale Rock Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.