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IPG Photonics Corporation

IPGP Technology
$119 $-1.52 (-1.26%)
Market Cap: $5.05 B
Gurus Holding
6
Popularity Rank
#1465
% of Shares Held
12.39%
Net Activity (Q1 2026)
-$15.31 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 Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $625.96 M.

Top institutional holders include First Eagle Investment and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $15.31 M net outflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 173.8%. Conversely, Cliff Asness reduced exposure by 38.5%.

Key Holders

Recent Activity Breakdown (Q1 2026)

+$19.15 M
Total Buy Value
New Buys 1
Additions 3
-$34.45 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
4

FAQs for IPG Photonics Corporation (IPGP)

Major holders include First Eagle Investment ($526.35 M), Cliff Asness ($47.7 M), Chuck Royce ($15.59 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 5.26 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $15.31 M, with 4 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 $34.45 M.

Yes, 1 managers opened new positions in IPGP, and 3 increased their existing holdings. The total reported buy value was $19.15 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.70% Add 2.4% 4,593,349 $526.35 M Q1 2026
0.02% Reduce -38.5% 429,732 $47.7 M Q1 2026
0.15% Reduce -20.1% 136,021 $15.59 M Q1 2026
0.02% Add 173.8% 85,700 $9.82 M Q1 2026
0.00% Add 15.2% 10,268 $1.18 M Q1 2026
0.00% New Buy 5,076 $581,659 Q1 2026
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