Toronado Partners’s Impinj PI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.21M | Buy |
70,207
+1,432
| +2% | +$191K | 13.6% | 1 |
|
|
2025
Q4 | $12M | Sell |
68,775
-32,020
| -32% | -$5.7M | 11.43% | 2 |
|
|
2025
Q3 | $18.2M | Sell |
100,795
-96,646
| -49% | -$15.2M | 12.08% | 1 |
|
|
2025
Q2 | $21.9M | Sell |
197,441
-19,332
| -9% | -$1.92M | 15.56% | 2 |
|
|
2025
Q1 | $19.7M | Buy |
216,773
+126,105
| +139% | +$14.1M | 13.76% | 2 |
|
|
2024
Q4 | $13.2M | Buy |
90,668
+24,219
| +36% | +$4.59M | 8.32% | 8 |
|
|
2024
Q3 | $14.4M | Sell |
66,449
-13,647
| -17% | -$2.31M | 8.6% | 8 |
|
|
2024
Q2 | $12.6M | Sell |
80,096
-140,934
| -64% | -$20.9M | 8.05% | 9 |
|
|
2024
Q1 | $28.4M | Sell |
221,030
-97,594
| -31% | -$10.2M | 15.72% | 1 |
|
|
2023
Q4 | $28.7M | Sell |
318,624
-37,201
| -10% | -$2.67M | 15.08% | 1 |
|
|
2023
Q3 | $19.6M | Buy |
355,825
+28,700
| +9% | +$1.95M | 11.1% | 3 |
|
|
2023
Q2 | $29.3M | Buy |
327,125
+140,814
| +76% | +$15M | 12.71% | 1 |
|
|
2023
Q1 | $25.2M | Sell |
186,311
-56,422
| -23% | -$7.19M | 9.24% | 6 |
|
|
2022
Q4 | $26.5M | Sell |
242,733
-73,615
| -23% | -$7.75M | 10.15% | 3 |
|
|
2022
Q3 | $25.3M | Sell |
316,348
-436,631
| -58% | -$36.4M | 8.93% | 6 |
|
|
2022
Q2 | $44.2M | Buy |
752,979
+325,756
| +76% | +$16.4M | 14.39% | 2 |
|
|
2022
Q1 | $27.1M | Buy |
427,223
+72,225
| +20% | +$5.22M | 7.99% | 8 |
|
|
2021
Q4 | $31.5M | Sell |
354,998
-265,247
| -43% | -$19.2M | 10.02% | 4 |
|
|
2021
Q3 | $35.4M | Sell |
620,245
-64,434
| -9% | -$3.29M | 12.46% | 4 |
|
|
2021
Q2 | $35.3M | Buy |
684,679
+38,159
| +6% | +$1.96M | 10.3% | 5 |
|
|
2021
Q1 | $36.8M | Sell |
646,520
-288,248
| -31% | -$17M | 11.94% | 4 |
|
|
2020
Q4 | $39.1M | Sell |
934,768
-523,344
| -36% | -$18.2M | 10.37% | 6 |
|
|
2020
Q3 | $38.4M | Sell |
1,458,112
-59,856
| -4% | -$1.58M | 10.7% | 3 |
|
|
2020
Q2 | $41.7M | Sell |
1,517,968
-31,855
| -2% | -$746K | 10.88% | 4 |
|
|
2020
Q1 | $25.9M | Buy |
1,549,823
+453,293
| +41% | +$12.2M | 8.1% | 8 |
|
|
2019
Q4 | $28.4M | Buy |
1,096,530
+407,113
| +59% | +$12.7M | 8.05% | 7 |
|
|
2019
Q3 | $21.3M | Sell |
689,417
-62,895
| -8% | -$2.2M | 7.27% | 8 |
|
|
2019
Q2 | $21.5M | Sell |
752,312
-256,826
| -25% | -$6.27M | 9.46% | 7 |
|
|
2019
Q1 | $16.9M | Buy |
1,009,138
+391,472
| +63% | +$6.51M | 9.24% | 5 |
|
|
2018
Q4 | $8.99M | Buy |
+617,666
| New | +$12.1M | 7.79% | 8 |
|
Other funds holding PI
VPM
VCM
SC
Toronado Partners's PI Position: Q1 2026 in Review
Toronado Partners increased its Impinj (PI) stake by 2.1% in Q1 2026, buying an estimated $191K and bringing the position to 70,207 shares worth $7.21M. The position accounts for 13.6% of the portfolio, ranked #1.
Toronado Partners first reported a position in PI in Q4 2018 and has held it in 30 quarters since. The position peaked at $44.2M in Q2 2022. 290 funds tracked by Wall St. Rank hold PI as of Q1 2026.
- Toronado Partners held 70,207 shares of Impinj worth $7.21M as of Q1 2026.
- Toronado Partners bought 1,432 Impinj shares in Q1 2026, an estimated $191K.
- Impinj made up 13.6% of Toronado Partners's portfolio in Q1 2026, its #1 holding.
- Toronado Partners first reported a position in Impinj in Q4 2018 and has held it in 30 quarters since.
- Toronado Partners's Impinj position peaked at $44.2M in Q2 2022.
- 290 funds tracked by Wall St. Rank held Impinj as of Q1 2026.
Based on Toronado Partners's 13F filing for Q1 2026, filed 13 May 2026.