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Impinj (PI) holder Sylebra trims 73,810 shares in May trades

Filing Impact
(Very High)
Filing Sentiment
(Very Negative)
Form Type
4

Rhea-AI Filing Summary

Sylebra Capital LLC, as an indirect holder of Impinj, Inc. common stock, reported open-market sales totaling 73,810 shares of the company’s stock. The trades occurred on May 8 and May 11, 2026 at prices ranging from about $149.97 to $154.46 per share. These securities are held by Sylebra-advised funds and other advisory clients, and Sylebra entities and their chief investment officer disclaim beneficial ownership except to any pecuniary interest. The filing shows that more than 1 million shares of Impinj common stock remain held indirectly after the reported sales.

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Negative

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Insider SYLEBRA CAPITAL LLC
Role null
Sold 73,810 shs ($11.31M)
Type Security Shares Price Value
Sale Common Stock 24,126 $154.46 $3.73M
Sale Common Stock 12,706 $154.46 $1.96M
Sale Common Stock 25,896 $152.73 $3.96M
Sale Common Stock 1,560 $151.32 $236K
Sale Common Stock 9,522 $149.97 $1.43M
Holdings After Transaction: Common Stock — 1,034,877 shares (Indirect, See Footnote (1) (2))
Footnotes (1)
  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) 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.
Shares sold 73,810 shares Net open-market sales on May 8 and 11, 2026
Largest single block sold 25,896 shares Open-market sale on May 8, 2026 at $152.73 per share
May 11 sale 24,126 shares Open-market sale on May 11, 2026 at $154.46 per share
Example indirect holdings after trade 1,022,171 shares Indirect holdings shown after May 11, 2026 sale
Additional May 8 sales 9,522 shares Open-market sale on May 8, 2026 at $149.97 per share
Further May 8 sales 1,560 shares Open-market sale on May 8, 2026 at $151.32 per share
Additional May 11 sale 12,706 shares Open-market sale on May 11, 2026 at $154.46 per share
open-market sale financial
"transaction_action: open-market sale"
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.
investment sub-advisers financial
"Sylebra Capital LLC (Sylebra US) and Sylebra Capital Limited (Sylebra HK) are the investment sub-advisers"
investment manager financial
"Sylebra Capital Management (Sylebra Cayman) is the investment manager and parent of Sylebra HK"
voting and dispositive power financial
"may be deemed to share voting and dispositive power over the shares of common stock"
beneficial ownership financial
"Sylebra US, Sylebra HK, Sylebra Cayman and Gibson 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.
advisory clients financial
"these securities are held by SCP MF, MENLO MF, and other advisory clients"
Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED 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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/08/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Common Stock05/08/202605/11/2026S25,896D$152.731,070,085ISee Footnote (1) (2)(1)(2)
Common Stock05/08/202605/11/2026S1,560A$151.321,068,525ISee Footnote (1) (2)(1)(2)
Common Stock05/08/202605/11/2026S9,522A$149.971,059,003ISee Footnote (1) (2)(1)(2)
Common Stock05/11/202605/12/2026S24,126A$154.461,034,877ISee Footnote (1) (2)(1)(2)
Common Stock05/11/202605/12/2026S12,706A$154.461,022,171ISee 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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount 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 Whitehead05/12/2026
** Signature of Reporting PersonDate
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)

Source: View Original Filing on SEC EDGAR

FAQ

What insider activity did Sylebra Capital report for Impinj (PI)?

Sylebra Capital LLC reported indirect open-market sales of Impinj common stock totaling 73,810 shares. The trades occurred on May 8 and May 11, 2026 through entities it advises, rather than direct personal holdings.

At what prices did Sylebra Capital’s advisory clients sell Impinj (PI) shares?

The reported Impinj share sales were executed at prices between about $149.97 and $154.46 per share. Each transaction line lists a specific price, reflecting multiple open-market sales over the two trading days.

How many Impinj (PI) shares remain held after Sylebra Capital’s reported sales?

After the reported transactions, the Form 4 shows indirect holdings of over 1 million Impinj shares across the advisory clients. One transaction line, for example, lists 1,022,171 shares held indirectly following a May 11, 2026 sale.

Who actually holds the Impinj (PI) shares linked to Sylebra Capital?

The Impinj securities are held by Sylebra Capital Partners Master Fund, Ltd., Sylebra Capital Menlo Master Fund, and other advisory clients. Sylebra entities act as investment manager or sub‑advisers to these funds and clients.

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

Sylebra Capital entities and their chief investment officer disclaim beneficial ownership of the Impinj shares reported, except to the extent of any pecuniary interest. The filing states this report should not be deemed an admission of beneficial ownership.

What type of transactions did Sylebra Capital report in Impinj (PI) stock?

All reported transactions are open-market sales of Impinj common stock, coded “S” on the Form 4. The filing does not show option exercises, gifts, or tax withholding entries for these dates, only straightforward share disposals.