Impinj, Inc. filings document the formal disclosures of a public RAIN RFID technology company, including operating results, preliminary financial information, non-GAAP reconciliations and risk-factor references tied to its endpoint IC and connectivity platform business.
Material-event reports cover quarterly results, capital-structure disclosures, material agreements and governance changes such as board composition. Proxy materials disclose director elections, executive compensation, equity awards, pay-versus-performance information and other stockholder voting matters relevant to the company’s corporate governance.
Impinj (PI) common stock held by Sylebra Capital Partners Master Fund, Ltd., Sylebra Capital Menlo Master Fund and other advisory clients was sold: 49,691 shares on November 3, 2026, at $185.2302 per share, and 40,500 shares on November 4, 2026, at $184.2265 per share. The reporting person, Sylebra Capital LLC, is identified as a director. Footnotes say Sylebra entities and Daniel Patrick Gibson, Sylebra Cayman founder and Chief Investment Officer and an Impinj director, disclaim beneficial ownership except to the extent of any pecuniary interest. No Rule 10b5-1 plan is reported.
Impinj Inc. director Meera Rao sold 1,729 shares of Common Stock on October 29, 2026, at $201.60 per share. The sale was made under a Rule 10b5-1 trading plan effective on November 12, 2025. Rao directly held 9,593 shares after the sale; that post-sale figure is her reported direct position, separate from the shares sold.
Impinj Inc. (PI) reports that director Meera Rao plans to sell 1,729 common shares, with an aggregate market value of $348,566. The approximate sale date is October 29, 2026, and Charles Schwab & Co., Inc. is named as the broker. The shares are listed as acquired from Impinj on June 6, 2024, through a restricted stock lapse, described as equity compensation.
Impinj, Inc. (PI) reported third-quarter 2026 revenue of $112.1 million, compared with $96.1 million a year earlier, and net income of $4.7 million versus a net loss of $12.8 million. Gross margin was 52.8%, up from 50.3%. Endpoint IC revenue rose to $97.3 million from $78.8 million, primarily on higher shipment volumes; systems revenue declined to $14.8 million from $17.3 million. Operating income was $4.6 million, compared with $0.7 million.
For the first nine months, revenue was $294.7 million versus $268.2 million, while net loss narrowed to $8.4 million from $9.7 million. Net cash provided by operating activities was $61.2 million, compared with $43.6 million. Nine-month operating results were a loss of $73,000 versus income of $2.0 million.
At September 30, 2026, cash, cash equivalents and short-term investments totaled $113.0 million; the company said existing funds were expected to meet anticipated cash needs for at least the next 12 months under its current operating plan. Financing activities used $100.7 million, primarily to repurchase 2021 Notes. The $190.0 million principal balance on the 2025 Notes carries no regular interest and matures September 15, 2029.
Impinj, Inc. (PI) reported third-quarter 2026 revenue of $112.1 million, compared with $96.1 million a year earlier; the company said total revenue, endpoint IC revenue and unit volumes each set quarterly records. GAAP net income was $4.7 million, versus a $12.8 million net loss in third-quarter 2025. Adjusted EBITDA was $24.5 million, compared with $19.1 million, and non-GAAP net income was $22.1 million, compared with $17.7 million.
Cash from operating activities was $25.6 million for the quarter, versus $20.9 million a year earlier; free cash flow was $20.6 million, compared with $18.0 million. For fourth-quarter 2026, Impinj guided to revenue of $104.0 million to $107.0 million, GAAP net income of $1.2 million to $2.7 million, and adjusted EBITDA of $19.2 million to $20.7 million. It expects GAAP diluted earnings per share of $0.04 to $0.08 and non-GAAP diluted earnings per share of $0.55 to $0.60. The outlook is based on current market conditions and expectations, and actual results may differ materially.
BlackRock, Inc. reported beneficial ownership of 4,495,591 shares of Impinj Inc. (PI) common stock, equal to 14.7% of the class, as of September 30, 2026. The report lists sole voting power over 4,435,487 shares and sole dispositive power over 4,495,591 shares; shared voting and dispositive power are both zero. It reflects securities beneficially owned or deemed beneficially owned by certain BlackRock business units and excludes units whose ownership is disaggregated. It also identifies iShares Core S&P Small-Cap ETF as having an interest in more than 5% of Impinj’s total outstanding common stock.
Impinj Inc. (PI) director Arthur L. Valdez Jr. converted 1,220 restricted stock units into 1,220 shares of common stock on October 20, 2026, when the units fully vested. His reported direct common-stock holdings after the transaction were 1,220 shares. No Rule 10b5-1 plan is reported.
Impinj Inc. (PI) CEO Chris Diorio reported a gift of 10,000 shares of common stock on October 12, 2026, under a Rule 10b5-1 trading plan adopted on February 23, 2026. After the transaction, he directly held 346,265 shares. He also reported 199,362 shares held indirectly by DFT L.L.C.
Impinj Inc. CEO and director Chris Diorio had 3,041 restricted stock units vest on September 23, 2026, and acquired 3,041 shares of common stock. He remitted 1,197 shares to Impinj to satisfy tax-withholding obligations, at a reported $177.20 per share. A separate holding entry lists 199,362 shares held indirectly by DFT L.L.C.
Impinj Inc. CFO Baker Cary reported that 479 RSUs from a March 23, 2023 grant and 596 RSUs from a March 23, 2024 grant vested on September 23, 2026; one-sixteenth of each grant vested. Cary acquired the corresponding common shares and remitted 424 shares to the issuer for tax withholding, reported at $177.20 per share. No Rule 10b5-1 plan is reported.