
What smart money is saying about Impinj, Inc.
2 funds in our archive have pitched Impinj, Inc. — most recently Alger Weatherbie Specialized Growth Fund in September 2026.
Impinj, Inc., established in 2000 and headquartered in Seattle, Washington, provides a sophisticated cloud connectivity platform across the Americas, Asia Pacific, Europe, the Middle East, and Africa. This comprehensive platform facilitates the wireless linking of individual physical items, subsequently transmitting vital data about these connected objects to a diverse range of business and consumer software applications. The company's offerings are built around several interconnected product families. Firstly, it features "endpoint ICs," which are miniature radio-on-a-chip components designed to be affixed to an item, supplying it with a unique identifier. Secondly, "systems products" include reader ICs, standalone readers, and gateways. These components work in unison to wirelessly power and enable bidirectional communication with endpoint ICs on host items, as well as to execute tasks such as reading, writing, authenticating, and interacting with them. Finally, the platform incorporates advanced software and algorithms. These tools empower Impinj's partners to develop and deploy practical solutions for end-users, covering applications like retail self-checkout, loss prevention, and precise warehouse inventory management, including pallet and carton tracking. Impinj serves a broad spectrum of industries, including retail, supply chain and logistics, aviation, automotive, healthcare, industrial manufacturing, sports, food services, data centers, travel, banking, and even linen and uniform management. Its products and services are distributed through an extensive network of partners, including distributors, system integrators, value-added resellers, and software solution providers.
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Position history
Between Q1 2025 and Q3 2026, 6 fund letters reported a position in Impinj, Inc., with 1 buy (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 0 | 1 |
| Q1 2026 | 0 | 0 | 0 | 1 |
| Q3 2025 | 1 | 1 | 0 | 0 |
| Q1 2025 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 6 positions · 2 moves
- September 2026
Listed in Alger Weatherbie Specialized Growth Fund’s reported holdings.
Impinj, Inc. - September 2026
“TOP 10 HOLDINGS (%)* Cardinal Infrastructure Group, Inc. 3.06 Ouster, Inc. 2.94 Ambiq Micro, Inc. 2.56 OneSpaWorld Holdings, Ltd. 2.42 WisdomTree, Inc. 2.36 Guardian Pharmacy Services, Inc. 2.23 ACM Research, Inc. 2.21 Transcat, Inc. 2.15 HealthStream, Inc. 1.95 Impinj, Inc. 1.87”
Impinj, Inc. - September 2026
Listed in Buffalo funds Mid Cap Discovery Fund’s reported holdings.
Impinj, Inc. - July 2026
“10 Largest Holdings % OF TOTAL ASSETS Cumulative Performance Discrete Performance The Fund aims to provide capital growth over the long term (periods of 5 years or more), by investing in companies”
Impinj, Inc. - September 2025
“o six in technology: Impinj, JFrog, Klaviyo, Netskope, Aehr Test, Applied Digital”
Impinj, Inc. - March 2025
“Impinj Inc. operates a cloud connectivity platform in the Americas, Asia-Pacific, Europe, the Middle East, and Africa. We decided to liquidate the position because this company entered an inventory correction phase and those tend to be multiple quarter events. Its shares fell -28% for the time it was held in the quarter.”
Impinj, Inc.
Fund coverage · 2 theses
- Alger Weatherbie Specialized Growth FundSeptember 2026
Impinj develops wireless identification technology, and the fund likes its early-stage adoption, leading market position, and operational data benefits for customers.
Read the full thesis - WS Amati Global Innovation FundMarch 2026
Impinj is a leading RFID chip company with a rapidly expanding addressable market and a recent pullback seen as an attractive long-term entry point.
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