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IPG Photonics Corporation

IPGP Technology
$79.99 +$1.66 (2.12%)
Market Cap: $3.4 B
Gurus Holding
7
Popularity Rank
#1012
% of Shares Held
9.67%
Net Activity (Q2 2026)
-$134.48 M

Guru Ownership Trend

Guru Analysis for IPG Photonics Corporation (IPGP)

IPG Photonics Corporation (IPGP), a key player in the Technology sector, continues to attract institutional attention.

As of Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $329.12 M.

Top institutional holders include First Eagle Investment and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $134.48 M net outflow during the quarter.

Recent activity highlights John Hussman who opened a new position. Conversely, First Eagle Investment reduced exposure by 27.3%.

Key Holders

Recent Activity Breakdown (Q2 2026)

+$13.45 M
Total Buy Value
New Buys 2
Additions 3
-$147.93 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
5

FAQs for IPG Photonics Corporation (IPGP)

Major holders include First Eagle Investment ($391.72 M), Cliff Asness ($50.58 M), Chuck Royce ($18.87 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 4.11 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $134.48 M, with 5 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited IPGP. The total reported sell value was $147.93 M.

Yes, 2 managers opened new positions in IPGP, and 3 increased their existing holdings. The total reported buy value was $13.45 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.65% Reduce -27.3% 3,338,881 $391.72 M Q2 2026
0.02% Add 4.4% 448,582 $50.58 M Q2 2026
0.15% Add 18.3% 160,853 $18.87 M Q2 2026
0.02% Add 42.6% 122,200 $14.34 M Q2 2026
0.57% New Buy 21,000 $2.46 M Q2 2026
0.00% New Buy 14,214 $1.67 M Q2 2026
0.00% Reduce -14.5% 8,780 $1.03 M Q2 2026
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