IMPINJ INC SEC Filings

Impinj, Inc. reported the results of its 2026 annual shareholder meeting. Stockholders holding 26,882,531 shares, about 88.26% of the 30,459,059 shares entitled to vote, were present in person or by proxy.

All seven director nominees were elected, with most receiving over 23 million votes in favor. Stockholders also ratified Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026. In advisory voting, shareholders approved the compensation of the company’s named executive officers and separately approved the 2026 Equity Incentive Plan, each with more than 24 million votes in favor.

Impinj, Inc. Amendment No. 1 to a Schedule 13G/A reports that Capital International Investors beneficially owns 1,352,380 shares of Common Stock, representing 4.5% of the 30,231,686 shares believed to be outstanding. The filing lists sole voting and sole dispositive power over the same 1,352,380 shares. The amendment is signed on 05/13/2026 and shows a dated line 03/31/2026 on the cover.

Sylebra-affiliated funds reported open-market sales of Impinj common stock. On May 8, 2026 and May 11, 2026, entities advised by Sylebra Capital LLC and related advisers sold an aggregate of 73,810 shares of Impinj common stock in multiple open-market transactions at prices between $149.97 and $154.46 per share.

After these sales, the reporting group shows indirect holdings of just over 1.0 million Impinj shares. The footnotes state that the securities are held by Sylebra Capital Partners Master Fund, Sylebra Capital Menlo Master Fund, and other advisory clients, and that Sylebra entities and Daniel Patrick Gibson disclaim beneficial ownership except to the extent of any pecuniary interest.

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.

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.

Sylebra-related investment funds completed an open-market sale of Impinj common stock. On this Form 4, Sylebra Capital LLC, a director of Impinj, reported that advisory clients, including Sylebra Capital Partners Master Fund and Sylebra Capital Menlo Master Fund, sold 36,171 shares of Impinj common stock at an average price of $152.73 per share on May 7, 2026. After this transaction, these advisory clients collectively held 1,132,152 Impinj shares indirectly reported by Sylebra. The filing notes that Sylebra entities and Daniel Gibson, who serves on Impinj’s board, may be deemed to share voting and dispositive power over these shares but disclaim beneficial ownership except to the extent of any pecuniary interest.

Impinj reported roughly flat revenue but a much larger loss for the quarter ended March 31, 2026. Revenue was $74.3 million, essentially unchanged from a year earlier, as higher endpoint IC sales offset lower systems revenue. Gross margin slipped slightly to 49.1%.

The company posted a net loss of $25.3 million, compared with a $8.5 million loss a year ago, mainly due to $11.9 million of induced conversion expense from repurchasing a portion of its 2021 convertible notes and higher research and development and sales and marketing spending. Operating cash flow turned positive at $4.0 million, while cash and cash equivalents fell to $32.3 million as Impinj used $47.0 million of cash to repurchase debt.

Total assets were $502.5 million and total liabilities $298.6 million, including $247.3 million of convertible senior notes principal. The company ended the quarter with 30.5 million common shares outstanding and continues to emphasize RAIN endpoint ICs as its primary revenue driver.

Impinj, Inc. reported first-quarter 2026 revenue of $74.3 million, roughly flat year over year, with GAAP gross margin of 49.1% and non-GAAP gross margin of 52.4%. The company posted a GAAP net loss of $25.3 million, or $0.83 per diluted share, largely reflecting an $11.9 million induced conversion expense related to convertible notes. On a non-GAAP basis, Impinj generated net income of $4.4 million, or $0.14 per diluted share, and adjusted EBITDA of $3.4 million. Free cash flow improved to $2.2 million. For the second quarter of 2026, Impinj expects revenue between $103.0 million and $106.0 million, GAAP net income of $7.6 million to $9.1 million, and non-GAAP diluted net income per share of $0.77 to $0.82.

Impinj Inc Schedule 13G shows Vanguard Portfolio Management beneficially owns 2,164,577 shares of Common Stock, equal to 7.15% of the class as of 03/31/2026. The filing reports sole voting power for 24,419 shares and sole dispositive power for 2,164,577 shares.

The disclosure notes these holdings reflect securities managed or held across Vanguard-managed funds and advisory accounts. The form is signed on 04/29/2026.