Balyasny Asset Management’s Impinj PI Stock Holding History

Balyasny Asset Management’s Portfolio PI Stock Details PI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-30,076	Closed	-$3.34M	–	3352
2025 Q2	$3.34M	Buy	+30,076	New	+$2.99M	0.01%	1492
2024 Q2	–	Sell	-69,079	Closed	-$8.87M	–	2983
2024 Q1	$8.87M	Buy	+69,079	New	+$7.25M	0.02%	985
2023 Q4	–	Sell	-42,794	Closed	-$2.35M	–	2803
2023 Q3	$2.35M	Buy	+42,794	New	+$2.9M	﹤0.01%	1334
2023 Q1	–	Sell	-3,530	Closed	-$385K	–	3034
2022 Q4	$385K	Sell	3,530 -100,604	-97%	-$10.6M	﹤0.01%	1922
2022 Q3	$8.33M	Buy	+104,134	New	+$8.67M	0.03%	766
2021 Q2	–	Sell	-4,640	Closed	-$264K	–	2264
2021 Q1	$264K	Buy	+4,640	New	+$273K	﹤0.01%	1532
2020 Q4	–	Sell	-12,618	Closed	-$332K	–	1607
2020 Q3	$332K	Buy	+12,618	New	+$333K	﹤0.01%	1158
2019 Q3	–	Sell	-26,921	Closed	-$770K	–	1488
2019 Q2	$770K	Buy	+26,921	New	+$657K	﹤0.01%	1141

Other funds holding PI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Balyasny Asset Management's PI Position: Q3 2025 in Review

Balyasny Asset Management sold out of Impinj (PI) in Q3 2025, closing a stake of 30,076 shares — an estimated $3.34M sold.

Balyasny Asset Management first reported a position in PI in Q2 2019 and held it in 8 quarters. The position peaked at $8.87M in Q1 2024. 322 funds tracked by Wall St. Rank hold PI as of Q3 2025.

Balyasny Asset Management reported no remaining Impinj position as of Q3 2025 after selling out during the quarter.
Balyasny Asset Management sold 30,076 Impinj shares in Q3 2025, an estimated $3.34M.
Balyasny Asset Management first reported a position in Impinj in Q2 2019 and held it in 8 quarters.
Balyasny Asset Management's Impinj position peaked at $8.87M in Q1 2024.
322 funds tracked by Wall St. Rank held Impinj as of Q3 2025.

Based on Balyasny Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.