Lightpath Technologies
LPTH
109 hedge funds and large institutions have $302M invested in Lightpath Technologies in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 17 closing their positions.
141% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 17
108% more capital invested
Capital invested by funds: $145M → $302M (+$157M)
42% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 24
27% more funds holding
Funds holding: 86 → 109 (+23)
20.34% more ownership
Funds ownership: 41.19% → 61.53% (+20%)
9% less call options, than puts
Call options by funds: $9.1M | Put options by funds: $10M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$18.8M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$14.9M |
| 3 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$5.68M |
| 4 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
+$5.32M |
| 5 |
AIC
AWM Investment Company
New York
|
+$4.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$2.84M |
| 2 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$1.74M |
| 3 |
ACM
Archon Capital Management
Seattle,
Washington
|
-$1.46M |
| 4 |
RA
Royce & Associates
New York
|
-$1.38M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$600K |
LPTH Hedge Fund Activity: Q4 2025 in Review
109 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Lightpath Technologies (LPTH) for Q4 2025, worth a combined $302M — up 108% from $145M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new LPTH positions and 17 closed out — a net gain of 24 holders — while 34 added to existing stakes and 24 trimmed.
The largest buyer was Hood River Capital Management, opening a new position worth an estimated $18.8M. The largest seller was Renaissance Technologies, cutting an estimated $2.84M.
- 109 institutional investors held Lightpath Technologies (LPTH) as of Q4 2025, up from 86 in Q3 2025.
- Funds reported $302M of Lightpath Technologies stock for Q4 2025, up 108% quarter-over-quarter.
- 41 funds opened new Lightpath Technologies positions in Q4 2025 and 17 closed out, a net change of +24 holders.
- The largest Lightpath Technologies buyer in Q4 2025 was Hood River Capital Management, an estimated $18.8M added.
- The largest Lightpath Technologies seller in Q4 2025 was Renaissance Technologies, an estimated $2.84M sold.
Based on aggregated 13F filings for Q4 2025.