Sylebra Capital LLC

Director Sylebra Capital sold 64,633 shares in 3 transactions (June 8–9) for $8.3M; 100% timing success on prior Impinj sales.

Sylebra Capital LLC executed 3 separate sales totaling 64,633 shares for $8,303,520.13 on consecutive trading days (June 8–9, 2026), at prices ranging from $125.97 to $130.07. The insider retains 775,943 shares post-transaction, representing a 7.7% reduction. Notably, Sylebra's prior 5 sales at Impinj showed a perfect 5-of-5 well-timed pattern at the 90-day mark; across all tickers, the insider's 20 prior sells achieved 100.00% well-timed rate with an average 90-day return of −17.0%. The current price of $125.04 is −49.4% from the 52-week high of $247.06 and down −18.2% over the past 30 days, yet the blended sale price of $128.47 executed just above current levels. Impinj's fundamentals show the company unprofitable (full-year net income was negative), with revenue declining −1.4% year-over-year and the latest quarter generating $74,250,000 in revenue offset by a −$25,261,000 net loss.

Director Sylebra Capital LLC sells 47,479 shares for $5,890,074.44 across 2 transactions; all 5 same-ticker prior sells were well-timed.

Sylebra Capital LLC, a director, executed 2 separate sales totaling 47,479 shares for $5,890,074.44, selling at prices of $128.87 and $122.50 on 2026-06-05, reducing holdings by 5.3%. Notably, all 5 of the insider's prior sells at Impinj were well-timed at the 90-day mark, with the most recent four consecutive daily sells (2026-06-01 through 2026-06-04) each producing negative 90-day returns ranging from -5.5% to -10.4%. The current price of $125.04 is -49.4% from the 52-week high and down 18.2% over the past 30 days, which aligns with the downward directional pattern established by the insider's recent sale sequence. This combination of consistent same-ticker sell timing and continued downward momentum warrants scrutiny into whether the company's operational headwinds—including a $-25.3M net loss in the latest quarter and flat annual revenue growth of -1.4%—are driving conviction around exit strategy.

Director Sylebra Capital LLC sells 33,412 shares of IMPINJ at $136.84; stock now -47.6% from 52-week high amid unprofitability.

Sylebra Capital LLC sold 33,412 shares on 2026-06-04 at $136.84, reducing its stake by 3.6% while retaining 888.1K shares. The current price of $129.33 is -47.6% from the 52-week high of $247.06 and down 15.4% over the past 30 days, placing the trade near the upper range of recent volatility. Critically, the company is unprofitable on a full-year basis (net income: $-25,261,000.00) with negative quarterly net income ($-25.3M) against revenue of $74,250,000.00, paired with flat-to-declining annual revenue growth (-1.4%). This director's prior five trades at IMPINJ were all well-timed at the 90-day mark, with 100% of those sells occurring before subsequent declines; the current transaction follows that pattern of execution near inflection points in a deteriorating financial backdrop.

Sylebra Capital LLC sells 45,037 PI shares for $6,389,543.55 after price decline; 100% sell-timing success rate on prior 5 trades.

Sylebra Capital LLC executed 2 separate sales totaling 45,037 shares for $6,389,543.55 on 2026-06-02 and 2026-06-03, reducing holdings by 4.7%. This follows a pattern of consistent execution: all 5 prior trades at PI were well-timed at the 90-day mark, with the most recent prior sales on 2026-05-11 and 2026-05-08 delivering -7.6% and -6.6% 90-day returns respectively. The company reported net income of $-25,261,000.00 on revenue of $74,250,000.00, with annual revenue declining 1.4% and the firm unprofitable over its most recent full fiscal year. The stock has fallen 9.2% over the past 30 days and trades 44.9% below its 52-week high, though it is up 44.4% over 90 days from the June sales dates. Sylebra's cross-ticker track record shows a 100.00% well-timed sell rate, indicating a consistent pattern of exiting positions before subsequent declines.

Director Sylebra Capital LLC sells 55,667 shares of PI for $8,346,772 (blended avg $149.94) on 2 separate dates.

Sylebra Capital LLC, a director of IMPINJ, executed 2 separate sales totaling 55,667 shares for $8,346,772.00 at prices ($150.78 and $144.29) substantially above the current price of $143.26 and well above the stock's recent 30-day decline of -2.7%. The sales reduced holdings by 5.4% to 966,504 shares. Against a company backdrop of negative full-year net income of $-25,261,000.00, declining annual revenue growth of -1.4%, and a stock trading -42.0% from its 52-week high of $247.06, the timing of these sales aligns with Sylebra's historical pattern at this ticker: all 5 prior trades were well-timed, with the most recent cluster of four sales on 2026-05-11 showing 90-day returns of -7.6%, confirming the insider's track record of selling before declines. The current sale prices ($150.78, $144.29) were executed before the stock's current depressed level, continuing a pattern of successful exit timing at this ticker.

Director Sylebra Capital sells $3.96M worth of PI shares on same day, executing largest disposition on record; simultaneously purchasing shares at lower prices reveals conflicting timing.

Sylebra Capital, a board director at Impinj, executed five separate sales totaling nearly $4M across two trading days, disposing of shares while the stock trades well below its 52-week high. The timing is unusual: on the same day as the largest sale, the fund also acquired shares at lower prices, resulting in a net gain of over 22,000 shares—a pattern suggesting neither pure exit nor conviction accumulation. Examining Sylebra's prior sales at this ticker reveals conflicting timing signals: every previous exit saw the stock rise in the following month (poorly timed near-term), yet every single sale proved well-timed over a longer horizon as shares declined significantly thereafter. The stock has rallied sharply over the past month despite the company's unprofitable fundamentals and declining revenues, which may explain the decision to lighten the largest position while maintaining overall exposure through lower-priced purchases. This mixed trade—selling strength while buying weakness—paired with a history of ultimately prescient exits suggests wariness about near-term momentum rather than conviction or concern about the company's direction.

Director Capital Llc Sylebra sells 73,810 shares in bulk dispositions; stock trades well below 52-week high on unprofitable fundamentals.

Capital Llc Sylebra, a board director, disposed of approximately 74,000 shares across five transactions in early May, representing a net reduction in an already-large position. The sales occurred at prices ranging from approximately $150 to $154, with the stock currently trading well below its 52-week high and the company reporting unprofitable operations and flat revenue growth. This is the tenth open-market sale this director has executed at Impinj over the past three years—a pattern of consistent net selling with no offsetting purchases. Notably, all five of this director's prior open-market sales at Impinj saw the stock rise in the short term following the exit, though it subsequently declined over longer horizons, creating a conflicting signal: well-timed over 30 days but poorly timed over 90 days as the stock recovered after each prior exit. The current bulk disposition adds to an established pattern of liquidating exposure in a fundamentally challenged company where the insider holds no history of confidence-building purchases.

Director Capital Llc Sylebra sells 36K shares for $5.5M, adding to 43 prior sales in 3 years while stock trades well below 52-week highs.

Capital Llc Sylebra, a director of Impinj, sold a substantial block of shares worth $5.5 million—representing over 3% of holdings. This is the 44th open-market sale by this director over the past three years, reflecting a consistent pattern of dispositions rather than accumulation. The stock is currently trading nearly 37% below its 52-week high, a position that typically attracts buyer interest, yet this director chose to exit. The prior sales history at Impinj shows a conflicting picture: over the near term (30 days), every prior exit proved poorly-timed as the stock rallied afterward, but over a longer horizon (90 days), all five previous sales proved well-timed as the stock fell, recovering only partially. The company's fundamentals are weak—currently unprofitable with declining revenue—suggesting this may be a director managing portfolio exposure ahead of uncertain business trajectory rather than a confidence signal.

Director Capital Llc Sylebra sells 36,171 shares for $5.5M; stock down significantly from 52-week highs amid unprofitable fundamentals.

Capital Llc Sylebra, a director of Impinj, sold approximately 36,000 shares on a single day, reducing holdings by roughly 3% and generating over $5.5M in proceeds. The timing is notable: the stock trades well below its 52-week high and has experienced significant gains over the prior month, yet the company remains unprofitable with negative earnings and declining revenue. This is the sixth open-market sale by this director in the past three years, and remarkably, all five of the director's prior sales at this ticker were poorly timed over the immediate 30-day horizon—the stock rallied after each exit. However, those same prior sales proved well-timed over a longer 90-day window, as the stock subsequently declined substantially. The conflicting timeframe pattern suggests the stock tends to recover briefly after the director's sales before turning lower, making this current trade difficult to interpret without broader context about the company's near-term trajectory.

SYLEBRA CAPITAL LLC sells 280,547 shares of IMPINJ INC (PI) over 3 days for $42,233,219.85 (-19.9% of holdings)

SYLEBRA CAPITAL LLC executed 3 separate sales totaling 280,547 shares for $42,233,219.85 across December 11–15, 2025, reducing holdings by 280,547 shares (-19.9% vs pre-transaction holdings of 1,412,699 shares). The sales occurred at prices ranging from $146.62 to $152.87 (blended average $150.54), while the stock currently trades at $153.29, up 7.6% over 30 days but down 20.9% over 90 days and -36.6% from its 52-week high of $241.91. Notably, the insider executed 5 consecutive sell-day filings (December 4–10 at this ticker), with all prior PI trades preceding this batch currently marked as outcome-not-yet-measurable; the insider's cross-ticker track record shows a 100% well-timed rate on 18 prior sells with average 90-day returns of -20.3%, but that historical pattern holds no predictive power for this specific ticker's forward outcome. The company's fundamentals show net income of $-12,810,000.00 against revenue of $96,055,000.00 and annual growth of +19.0%, suggesting operational losses despite revenue expansion, while the P/E ratio of 104.99 indicates elevated valuation.