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Whale Rock Capital Management’s Impinj PI Stock Holding History

Whale Rock Capital 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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return

Whale Rock Capital Management's PI Position: Q2 2026 in Review

Whale Rock Capital Management 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.

Whale Rock Capital Management 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. 315 funds tracked by Wall St. Rank hold PI as of Q2 2026.

  • Whale Rock Capital Management held 405,244 shares of Impinj worth $58M as of Q2 2026.
  • Whale Rock Capital Management left its Impinj share count unchanged in Q2 2026.
  • Impinj made up 0.47% of Whale Rock Capital Management's portfolio in Q2 2026, its #29 holding.
  • Whale Rock Capital Management first reported a position in Impinj in Q1 2025 and has held it in 6 quarters since.
  • Whale Rock Capital Management's Impinj position peaked at $221M in Q3 2025.
  • 315 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.