Sylebra-linked funds sell 36K IMPINJ shares

IMPINJ Inc. director-affiliated entity Sylebra Capital LLC, reporting on behalf of investment funds and advisory clients, disclosed an open-market sale of 36,171 shares of common stock on May 7, 2026 at $152.73 per share.

Rhea-AI Filing Summary

IMPINJ Inc. director-affiliated entity Sylebra Capital LLC, reporting on behalf of investment funds and advisory clients, disclosed an open-market sale of 36,171 shares of common stock on May 7, 2026 at $152.73 per share. After this transaction, entities associated with Sylebra reported holding 1,095,981 shares of IMPINJ common stock indirectly. The filing notes that Sylebra entities and their principal disclaim beneficial ownership of these securities except to the extent of any pecuniary interest.

Insider Trade Summary

Net Seller: 36,171 shares

Net Sell 1 txn

Insider SYLEBRA CAPITAL LLC

Role Director

Sold 36,171 shs ($5.52M)

Type	Security	Shares	Price	Value
Sale	Common Stock	36,171	$152.73	$5.52M

Holdings After Transaction: Common Stock — 1,095,981 shares (Indirect, See Footnote (1) (2))

Footnotes (2)

1. F1. (1) Sylebra Capital LLC (Sylebra US) and Sylebra Capital Limited (Sylebra HK) are the investment sub-advisers to Sylebra Capital Partners Master Fund, Ltd. (SCPMF), Sylebra Capital Menlo Master Fund (MENLO MF), and other advisory clients. Sylebra Capital Management (Sylebra Cayman) is the investment manager and parent of Sylebra HK. Sylebra Cayman owns 100% of the shares of Sylebra HK and Daniel Patrick Gibson (Gibson) owns more than 100% of the Class A shares of Sylebra Cayman and 100% of the share capital of Sylebra US. Gibson is a founder and Chief Investment Officer of Sylebra Cayman. In such capacities, Sylebra US, Sylebra HK, Sylebra Cayman and Gibson may be deemed to share voting and dispositive power over the shares of common stock of the Issuer held by SCP MF, MENLO MF, and other advisory clients.
2. F2. (2) These securities are held by SCP MF, MENLO MF, and other advisory clients. Gibson is a member of the board of directors of the Issuer. Sylebra US, Sylebra HK, Sylebra Cayman and Gibson disclaim beneficial ownership of these securities, and this report shall not be deemed an admission that Sylebra US, Sylebra HK, Sylebra Cayman and Gibson are the beneficial owners of such securities, except to the extent of their pecuniary interest, if any, therein.

Key Figures

Shares sold: 36,171 shares Sale price per share: $152.73 per share Shares held after transaction: 1,095,981 shares +1 more

4 metrics

Shares sold 36,171 shares Open-market sale of IMPINJ common stock on May 7, 2026

Sale price per share $152.73 per share Price for the 36,171-share open-market sale

Shares held after transaction 1,095,981 shares Indirect holdings reported after sale

Net shares sold 36,171 shares Net-sell direction from transaction summary

Key Terms

open-market sale, indirect holdings, beneficial ownership, investment sub-advisers, +1 more

5 terms

open-market sale financial

"disclosed an open-market sale of 36,171 shares of common stock"

An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.

indirect holdings financial

"entities associated with Sylebra reported holding 1,095,981 shares of IMPINJ common stock indirectly"

beneficial ownership financial

"Sylebra entities and their principal disclaim beneficial ownership of these securities"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

investment sub-advisers financial

"Sylebra Capital LLC and Sylebra Capital Limited are the investment sub-advisers"

voting and dispositive power financial

"may be deemed to share voting and dispositive power over the shares"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did Sylebra Capital LLC report for IMPINJ (PI)?

Sylebra Capital LLC reported an open-market sale of 36,171 shares of IMPINJ common stock. The transaction occurred on May 7, 2026, at a price of $152.73 per share, and reflects trading activity by investment funds and advisory clients it sub-advises.

How many IMPINJ (PI) shares remain held after Sylebra’s reported sale?

After the reported transaction, entities associated with Sylebra disclosed indirect holdings of 1,095,981 IMPINJ common shares. This figure represents the position following the 36,171-share sale and is held through investment funds and other advisory clients, not directly by Sylebra itself.

Was Sylebra’s IMPINJ (PI) transaction an open-market sale or another type?

The filing classifies the IMPINJ trade as an open-market sale of common stock. This means the 36,171 shares were sold on the market rather than via a private agreement or derivative exercise, at a disclosed price of $152.73 per share.

Does Sylebra Capital LLC claim beneficial ownership of the IMPINJ (PI) shares?

Sylebra Capital LLC and related entities expressly disclaim beneficial ownership of the IMPINJ shares. The securities are held by investment funds and other advisory clients, and Sylebra entities state they are deemed owners only to the extent of any pecuniary interest.

Who actually holds the IMPINJ (PI) shares related to Sylebra’s Form 4/A filing?

The IMPINJ shares are held by Sylebra Capital Partners Master Fund, Menlo Master Fund, and other advisory clients. Sylebra Capital LLC and related entities act as investment advisers or managers and report the transaction because they may share voting and dispositive power over these holdings.

Is the Sylebra Capital LLC IMPINJ (PI) sale a routine insider transaction?

The filing shows a single open-market sale of 36,171 shares with 1,095,981 shares remaining indirectly held afterward. It does not describe the transaction as unusual or provide additional context, presenting it simply as reported trading activity by advised funds.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/11/2026 - 07:16 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

SYLEBRA CAPITAL LLC

(Last) (First) (Middle)

3000 EL CAMINO REAL BUILDING 5 SUITE 450

(Street)

PALO ALTO CALIFORNIA 94306

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
IMPINJ INC [ PI ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/07/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)
05/11/2026

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	05/07/2026	05/08/2026	S		36,171	D	$152.73	1,095,981	I	See Footnote (1) (2)(1)(2)

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. (1) Sylebra Capital LLC (Sylebra US) and Sylebra Capital Limited (Sylebra HK) are the investment sub-advisers to Sylebra Capital Partners Master Fund, Ltd. (SCPMF), Sylebra Capital Menlo Master Fund (MENLO MF), and other advisory clients. Sylebra Capital Management (Sylebra Cayman) is the investment manager and parent of Sylebra HK. Sylebra Cayman owns 100% of the shares of Sylebra HK and Daniel Patrick Gibson (Gibson) owns more than 100% of the Class A shares of Sylebra Cayman and 100% of the share capital of Sylebra US. Gibson is a founder and Chief Investment Officer of Sylebra Cayman. In such capacities, Sylebra US, Sylebra HK, Sylebra Cayman and Gibson may be deemed to share voting and dispositive power over the shares of common stock of the Issuer held by SCP MF, MENLO MF, and other advisory clients.

2. (2) These securities are held by SCP MF, MENLO MF, and other advisory clients. Gibson is a member of the board of directors of the Issuer. Sylebra US, Sylebra HK, Sylebra Cayman and Gibson disclaim beneficial ownership of these securities, and this report shall not be deemed an admission that Sylebra US, Sylebra HK, Sylebra Cayman and Gibson are the beneficial owners of such securities, except to the extent of their pecuniary interest, if any, therein.

	Matthew Whitehead	05/11/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)