NLIGHT INC LASR
COM · Common Stock · CUSIP 65487K100 · ISIN US65487K1007
- SectorTechnology
- IndustrySemiconductors & Related Devices
- HeadquartersCamas, WA
- Founded2000
- Websitenlight.net
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($6.6m this quarter). Holder counts are more reliable. Shares outstanding: 55.8m as of 2026-02-25, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $56.58. Options: 8 managers hold calls ($63.8m notional), 7 hold puts ($23.7m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 140 |
| Q4 2022 | 145 |
| Q1 2023 | 151 |
| Q2 2023 | 141 |
| Q3 2023 | 143 |
| Q4 2023 | 141 |
| Q1 2024 | 138 |
| Q2 2024 | 145 |
| Q3 2024 | 163 |
| Q4 2024 | 169 |
| Q1 2025 | 157 |
| Q2 2025 | 181 |
| Q3 2025 | 226 |
| Q4 2025 | 251 |
| Q1 2026 | 332 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 74 | 53 |
| Q3 2024 | 87 | 49 |
| Q4 2024 | 83 | 70 |
| Q1 2025 | 69 | 89 |
| Q2 2025 | 113 | 76 |
| Q3 2025 | 136 | 95 |
| Q4 2025 | 137 | 106 |
| Q1 2026 | 212 | 123 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $1.2m | $485.3k | 0.41 |
| Q3 2025 | $5.2m | $2.7m | 0.52 |
| Q4 2025 | $1.7m | $585.2k | 0.35 |
| Q1 2026 | $63.8m | $23.7m | 0.37 |
Biggest buyers
| ALLIANCEBERNSTEIN L.P. | Added | +1.1m |
| VAN ECK ASSOCIATES CORP | New | +1.0m |
| Driehaus Capital Management LLC | Added | +1.0m |
| FMR LLC | Added | +983.8k |
| GILDER GAGNON HOWE & CO LLC | New | +786.3k |
| MILLENNIUM MANAGEMENT LLC | Added | +584.7k |
| MOORE CAPITAL MANAGEMENT, LP | New | +465.0k |
| Polar Capital Holdings Plc | New | +319.9k |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | New | +285.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +277.6k |
Biggest sellers
| Harvey Partners, LLC | Reduced | -788.9k |
| Senvest Management, LLC | Reduced | -758.0k |
| NEUBERGER BERMAN GROUP LLC | Reduced | -535.6k |
| Portolan Capital Management, LLC | Reduced | -364.9k |
| D. E. Shaw & Co., Inc. | Reduced | -294.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -276.5k |
| ROYCE & ASSOCIATES LP | Reduced | -269.9k |
| ArrowMark Colorado Holdings LLC | Reduced | -265.7k |
| Stephens Investment Management Group LLC | Reduced | -264.4k |
| AIGH Capital Management LLC | Reduced | -260.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $29.8m523.1k shares |
| IMC-Chicago, LLC | New | $8.9m155.4k shares |
| JANE STREET GROUP, LLC | New | $7.0m122.7k shares |
| Caption Management, LLC | New | $6.4m113.0k shares |
| CITADEL ADVISORS LLC | Added | $6.4m111.4k shares |
| GROUP ONE TRADING LLC | Added | $4.7m82.4k shares |
| SIMPLEX TRADING, LLC | Added | $564.5k9.9k shares |
| Chicago Partners Investment Group LLC | New | $14.4k200 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $7.2m126.3k shares |
| JANE STREET GROUP, LLC | New | $7.2m125.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $3.9m69.0k shares |
| IMC-Chicago, LLC | New | $2.9m50.7k shares |
| GROUP ONE TRADING LLC | Added | $1.5m26.8k shares |
| TUDOR INVESTMENT CORP ET AL | New | $518.9k9.1k shares |
| SIMPLEX TRADING, LLC | Added | $513.2k9.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 2 | $633.8k | $124.1k |
| Q3 2024 | 0 | — | 2 | $537.3k | $537.3k |
| Q4 2024 | 0 | — | 3 | $2.0m | $2.0m |
| Q1 2025 | 0 | — | 2 | $494.5k | $494.5k |
| Q2 2025 | 1 | $10.4k | 3 | $3.4m | $3.4m |
| Q3 2025 | 0 | — | 3 | $11.7m | $7.8m |
| Q4 2025 | 0 | — | 4 | $3.9m | $3.3m |
| Q1 2026 | 0 | — | 4 | $9.2m | $9.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-13 | LINK RAYMOND A Director | Sold plan | $420.4k6.6k shares |
| 2026-03-12 | LINK RAYMOND A Director | Sold plan | $564.3k8.8k shares |
| 2026-03-12 | Nias James Chief Accounting Officer | Sold plan | $116.5k1.8k shares |
| 2026-03-11 | LINK RAYMOND A Director | Sold plan | $627.9k10.0k shares |
| 2026-03-09 | Keeney Scott H President and CEO, director | Sold plan | $1.1m19.1k shares |
| 2026-03-06 | Keeney Scott H President and CEO, director | Sold plan | $1.4m23.7k shares |
| 2026-03-06 | Corso Joseph John Chief Financial Officer | Sold plan | $742.2k12.3k shares |
| 2026-03-05 | Keeney Scott H President and CEO, director | Sold plan | $2.0m32.2k shares |
| 2026-03-05 | Corso Joseph John Chief Financial Officer | Sold plan | $807.8k13.0k shares |
| 2026-03-05 | Nias James Chief Accounting Officer | Sold | $201.3k3.2k shares |
| 2026-01-06 | Keeney Scott H President and CEO, director | Sold plan | $1.2m31.7k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 4.3m $246.3m | Reduced -131.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 2.5m $140.7m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.3m $132.6m | First filing |
| NEEDHAM INVESTMENT MANAGEMENT LLC 5.60% of their portfolio | 1.9m $109.6m | Added +65.0k |
| Driehaus Capital Management LLC 0.74% of their portfolio | 1.8m $101.1m | Added +1.0m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.4m $82.2m | Added +206.3k |
| Invesco Ltd. 0.01% of their portfolio | 1.2m $68.6m | Reduced -196.7k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 1.1m $41.5m | Added +1.1m |
| FMR LLC 0.00% of their portfolio | 1.1m $62.8m | Added +983.8k |
| STATE STREET CORP 0.00% of their portfolio | 1.1m $61.9m | Added +35.6k |
| Artisan Partners Limited Partnership 0.10% of their portfolio | 1.1m $61.5m | Reduced -23.6k |
| VAN ECK ASSOCIATES CORP 0.04% of their portfolio | 1.0m $59.8m | New |
| AWM Investment Company, Inc. 6.46% of their portfolio | 1.0m $58.4m | Reduced -145.9k |
| NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio | 950.8k $54.1m | Reduced -535.6k |
| Hood River Capital Management LLC 0.53% of their portfolio | 923.0k $52.6m | Added +118.5k |
| GILDER GAGNON HOWE & CO LLC 0.54% of their portfolio | 786.3k $44.8m | New |
| PINNACLE ASSOCIATES LTD 0.55% of their portfolio | 748.3k $42.7m | Reduced -127.2k |
| EMERALD ADVISERS, LLC 1.35% of their portfolio | 746.7k $42.6m | Reduced -35.2k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 720.6k $41.1m | Reduced -35 |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 671.8k $38.3m | Added +584.7k |
| ROYCE & ASSOCIATES LP 0.37% of their portfolio | 654.5k $37.3m | Reduced -269.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 585.4k $33.4m | Reduced -276.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 564.1k $32.2m | Reduced -206.4k |
| Nuveen, LLC 0.01% of their portfolio | 545.9k $31.1m | Added +19.9k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 536.4k $30.6m | Added +37.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 518.4k $29.6m | Added +27.2k |
| Stephens Investment Management Group LLC 0.39% of their portfolio | 496.3k $28.3m | Reduced -264.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 492.9k $28.1m | Added +77.3k |
| MOORE CAPITAL MANAGEMENT, LP 0.97% of their portfolio | 465.0k $26.5m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 457.1k $26.1m | Added +42.2k |
| ACADIAN ASSET MANAGEMENT LLC 0.04% of their portfolio | 444.1k $25.3m | Reduced -128.1k |
| EMERALD MUTUAL FUND ADVISERS TRUST 1.19% of their portfolio | 429.8k $24.5m | Unchanged |
| Harvey Partners, LLC 1.92% of their portfolio | 413.6k $23.6m | Reduced -788.9k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 398.3k $22.7m | Added +109.5k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.61% of their portfolio | 363.0k $20.7m | Added +6.6k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 353.4k $20.2m | First filing |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 343.3k $19.6m | Added +1.2k |
| AIGH Capital Management LLC 3.97% of their portfolio | 340.0k $19.4m | Reduced -260.1k |
| Apis Capital Advisors, LLC 2.90% of their portfolio | 330.0k $18.8m | Added +79.2k |
| MORGAN STANLEY 0.00% of their portfolio | 324.1k $18.5m | Reduced -37.7k |
| ALGERT GLOBAL LLC 0.28% of their portfolio | 321.7k $18.3m | Reduced -44.1k |
| Polar Capital Holdings Plc 0.08% of their portfolio | 319.9k $18.2m | New |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 319.2k $18.2m | Added +6.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 304.1k $17.3m | Added +277.6k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 291.8k $16.6m | Added +110.8k |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC 0.47% of their portfolio | 285.6k $16.3m | New |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 284.4k $16.2m | Added +67.7k |
| UBS Group AG 0.00% of their portfolio | 278.2k $15.9m | Added +159.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 256.0k $14.6m | Added +43.9k |
| BlueCrest Capital Management Ltd 1.37% of their portfolio | 255.0k $14.5m | New |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 253.5k $14.5m | Reduced -10.1k |
| Informed Momentum Co LLC 1.62% of their portfolio | 246.8k $14.1m | Reduced -27.4k |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 245.0k $14.0m | Added +132.7k |
| Senvest Management, LLC 0.45% of their portfolio | 239.5k $13.7m | Reduced -758.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 235.4k $13.4m | Added +58.3k |
| PRIMECAP MANAGEMENT CO/CA/ 0.01% of their portfolio | 226.7k $12.9m | Unchanged |
| Portolan Capital Management, LLC 0.68% of their portfolio | 225.6k $12.9m | Reduced -364.9k |
| First Washington CORP 3.50% of their portfolio | 217.1k $12.4m | Reduced -171.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 204.1k $11.6m | New |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 203.8k $11.6m | Added +137.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 196.9k $10.6m | Reduced -136.8k |
| Granahan Investment Management, LLC 0.51% of their portfolio | 185.3k $10.6m | New |
| HERALD INVESTMENT MANAGEMENT Ltd 1.47% of their portfolio | 185.0k $10.5m | Reduced -30.0k |
| Granite Investment Partners, LLC 0.62% of their portfolio | 177.4k $10.1m | Reduced -9.5k |
| LORD, ABBETT & CO. LLC 0.03% of their portfolio | 171.1k $9.8m | Reduced -178.5k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 157.3k $9.0m | Added +129.9k |
| PICTON MAHONEY ASSET MANAGEMENT 0.09% of their portfolio | 152.0k $8.7m | Added +110.9k |
| ArrowMark Colorado Holdings LLC 0.23% of their portfolio | 151.0k $8.6m | Reduced -265.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.04% of their portfolio | 146.8k $8.4m | New |
| Mariner, LLC 0.01% of their portfolio | 140.0k $8.0m | Added +124.5k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 138.0k $7.9m | Reduced -4.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 134.4k $7.7m | Reduced -2.8k |
| Pier Capital, LLC 1.22% of their portfolio | 129.2k $7.4m | Reduced -2.6k |
| Sender Co & Partners, Inc. 5.22% of their portfolio | 125.5k $7.2m | Added +77.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 125.1k $7.1m | Added +10.2k |
| Ghisallo Capital Management LLC 0.20% of their portfolio | 125.0k $7.1m | New |
| AXIOM INVESTORS LLC /DE 0.08% of their portfolio | 119.1k $6.8m | New |
| HRT FINANCIAL LP 0.02% of their portfolio | 118.6k $6.8m | Added +14.2k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 117.2k $6.6m | Added +66.7k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 116.8k $6.7m | Added +96.2k |
| Hillsdale Investment Management Inc. 0.18% of their portfolio | 114.9k $6.6m | Added +114.6k |
| Lisanti Capital Growth, LLC 1.40% of their portfolio | 97.6k $5.6m | Reduced -6.4k |
| Swiss National Bank 0.00% of their portfolio | 95.5k $5.4m | Added +2.0k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 94.6k $5.4m | Added +87.1k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 94.4k $5.4m | Added +28.4k |
| Andar Capital Management HK Ltd 4.39% of their portfolio | 90.0k $5.1m | New |
| CASTLEARK MANAGEMENT LLC 0.17% of their portfolio | 89.8k $5.1m | New |
| POLEN CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 89.8k $5.1m | Added +28.2k |
| Gotham Asset Management, LLC 0.02% of their portfolio | 89.7k $5.1m | Reduced -958 |
| Divisar Capital Management LLC 1.28% of their portfolio | 88.3k $5.0m | Reduced -200.1k |
| Trexquant Investment LP 0.04% of their portfolio | 86.8k $5.0m | Added +26.3k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 82.6k $4.7m | New |
| XTX Topco Ltd 0.08% of their portfolio | 82.5k $4.7m | Added +57.6k |
| Creative Planning 0.00% of their portfolio | 81.8k $4.7m | Added +12.0k |
| RICE HALL JAMES & ASSOCIATES, LLC 0.25% of their portfolio | 79.4k $4.5m | Reduced -5.6k |
| Engineers Gate Manager LP 0.06% of their portfolio | 78.2k $4.5m | Reduced -31.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 77.5k $4.4m | Added +17.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 74.7k $4.3m | Reduced -10.2k |
| CITIGROUP INC 0.00% of their portfolio | 73.7k $4.2m | Added +72.1k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 73.4k $4.2m | Reduced -22.1k |