POWER INTEGRATIONS INC POWI
COM · Common Stock · CUSIP 739276103 · ISIN US7392761034
- SectorTechnology
- IndustrySemiconductors & Related Devices
- HeadquartersSan Jose, CA
- 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 ($1.1m this quarter). Holder counts are more reliable. Shares outstanding: 57.4m as of 2023-07-31, 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 ≈ $94.21. Options: 7 managers hold calls ($9.4m notional), 7 hold puts ($4.7m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 330 |
| Q4 2022 | 326 |
| Q1 2023 | 332 |
| Q2 2023 | 340 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 165 | 154 |
| Q1 2023 | 166 | 150 |
| Q2 2023 | 158 | 174 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $4.5m | $9.4m | 2.09 |
| Q4 2022 | $4.4m | $3.5m | 0.80 |
| Q1 2023 | $5.9m | $3.9m | 0.66 |
| Q2 2023 | $9.4m | $4.7m | 0.50 |
Biggest buyers
| Capital International Investors | Added | +492.9k |
| BlackRock Inc. | Added | +299.1k |
| AMERICAN CENTURY COMPANIES INC | Added | +274.1k |
| Invesco Ltd. | Added | +239.8k |
| VANGUARD GROUP INC | Added | +208.2k |
| Ceredex Value Advisors LLC | Added | +199.2k |
| Man Group plc | New | +134.7k |
| GOLDMAN SACHS GROUP INC | Added | +122.2k |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +115.9k |
| Lisanti Capital Growth, LLC | New | +86.6k |
Biggest sellers
| GW&K Investment Management, LLC | Reduced | -401.0k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -291.6k |
| NEUBERGER BERMAN GROUP LLC | Reduced | -180.6k |
| Man Group plc | Sold out | -179.9k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -154.3k |
| AMERIPRISE FINANCIAL INC | Reduced | -142.7k |
| Robeco Schweiz AG | Reduced | -133.0k |
| JPMORGAN CHASE & CO | Reduced | -116.1k |
| Granahan Investment Management, LLC | Reduced | -75.4k |
| Candriam S.C.A. | Reduced | -72.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.1m43.3k shares |
| CITADEL ADVISORS LLC | Added | $3.5m37.2k shares |
| Walleye Trading LLC | Added | $1.1m11.9k shares |
| JANE STREET GROUP, LLC | Added | $312.4k3.3k shares |
| SIMPLEX TRADING, LLC | Unchanged | $208.0k2.2k shares |
| PEAK6 Investments LLC | Reduced | $113.6k1.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.3m35.0k shares |
| CITADEL ADVISORS LLC | Reduced | $1.0m11.0k shares |
| SIMPLEX TRADING, LLC | Added | $189.0k2.0k shares |
| PEAK6 Investments LLC | Reduced | $94.7k1.0k shares |
| GROUP ONE TRADING LLC | New | $28.4k300 shares |
| Walleye Trading LLC | Reduced | $9.5k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2026-01-21 | 14.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 9.1% |
| STATE STREET CORP 13G · institution +1.0 pts · filed 2026-02-09 | 6.1% |
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution new · filed 2026-05-15 | 6.0% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.3% |
Fell to 5% or below in the last year: Neuberger Berman Group LLC (4.5%, 2026-06-04), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q2 2023
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 |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 4 | $1.8m | — |
| Q1 2022 | 0 | — | 8 | $12.5m | — |
| Q2 2022 | 0 | — | 7 | $2.6m | — |
| Q3 2022 | 0 | — | 3 | $2.8m | — |
| Q4 2022 | 0 | — | 3 | $872.0k | — |
| Q1 2023 | 0 | — | 9 | $7.8m | — |
| Q2 2023 | 0 | — | 9 | $6.0m | $124.1k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-06-15 | Yee Yang Chiah VP, Worldwide Sales | Sold | $126.3k1.4k shares |
| 2023-05-30 | Matthews David MH Chief Technical Officer | Sold | $392.2k4.4k shares |
| 2023-05-26 | BALAKRISHNAN BALU President and CEO · by Trust | Sold | $1.9m21.7k shares |
| 2023-05-26 | Sayiner Necip Director | Sold | $404.8k4.5k shares |
| 2023-05-26 | Gupta Sunil VP of Operations | Sold | $358.9k4.0k shares |
| 2023-05-26 | Bailey Doug VP Marketing | Sold | $89.8k1.0k shares |
| 2023-05-26 | Barsan Radu VP of Technology, Engineering | Sold | $13.6k151 shares |
| 2023-05-22 | Matthews David MH Chief Technical Officer | Sold | $519.7k6.0k shares |
| 2023-05-22 | NAYYAR SANDEEP Chief Financial Officer | Sold | $471.2k5.4k shares |
| 2023-05-17 | Bailey Doug VP Marketing | Sold | $82.4k1.0k shares |
| 2023-04-05 | Barsan Radu VP of Technology, Engineering | Sold plan | $124.1k1.6k shares |
| 2023-04-04 | BALAKRISHNAN BALU President and CEO · by Trust | Sold | $787.6k9.8k shares |
| 2023-04-04 | NAYYAR SANDEEP Chief Financial Officer | Sold | $157.8k1.9k shares |
| 2023-04-04 | Barsan Radu VP of Technology, Engineering | Sold | $136.8k1.7k shares |
| 2023-04-04 | WALKER CLIFFORD VP Corporate Development | Sold | $126.5k1.5k shares |
| 2023-04-04 | Matthews David MH Chief Technical Officer | Sold | $126.3k1.6k shares |
| 2023-04-04 | Bailey Doug VP Marketing | Sold | $120.8k1.5k 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, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 7.0m $662.4m | Added +299.1k |
| VANGUARD GROUP INC 0.01% of their portfolio | 6.3m $598.4m | Added +208.2k |
| NEUBERGER BERMAN GROUP LLC 0.28% of their portfolio | 3.3m $308.5m | Reduced -180.6k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 2.4m $227.4m | Reduced -116.1k |
| STATE STREET CORP 0.01% of their portfolio | 2.3m $221.9m | Reduced -20.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 2.2m $203.7m | Reduced -291.6k |
| DISCIPLINED GROWTH INVESTORS INC /MN 4.49% of their portfolio | 2.1m $199.1m | Reduced -71.9k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.4m $134.9m | Added +8.7k |
| Invesco Ltd. 0.03% of their portfolio | 1.4m $132.3m | Added +239.8k |
| MACQUARIE GROUP LTD 0.15% of their portfolio | 1.4m $128.9m | Reduced -25.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.3m $124.6m | Added +59.1k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 1.2m $115.6m | Added +8.5k |
| Robeco Schweiz AG 1.50% of their portfolio | 1.1m $100.5m | Reduced -133.0k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.1m $99.8m | Added +413 |
| BROWN ADVISORY INC 0.16% of their portfolio | 1.0m $99.2m | Added +10.6k |
| SNYDER CAPITAL MANAGEMENT L P 2.00% of their portfolio | 991.1k $93.8m | Reduced -3.2k |
| MORGAN STANLEY 0.01% of their portfolio | 898.1k $85.0m | Reduced -60.4k |
| Copeland Capital Management, LLC 1.50% of their portfolio | 765.8k $72.5m | Added +28.7k |
| Boston Trust Walden Corp 0.57% of their portfolio | 739.9k $70.0m | Added +21.2k |
| Capital International Investors 0.02% of their portfolio | 689.5k $65.3m | Added +492.9k |
| RIVERBRIDGE PARTNERS LLC 0.80% of their portfolio | 670.6k $63.5m | Reduced -13.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 662.2k $62.7m | Added +5.4k |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 657.6k $62.3m | Added +274.1k |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 641.5k $60.7m | Reduced -154.3k |
| Stephens Investment Management Group LLC 0.90% of their portfolio | 608.4k $57.6m | Added +29.6k |
| Ceredex Value Advisors LLC 0.93% of their portfolio | 607.6k $57.5m | Added +199.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 604.5k $57.2m | Reduced -2.4k |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 499.4k $47.3m | Reduced -9.3k |
| Fiera Capital Corp 0.14% of their portfolio | 492.9k $46.7m | Reduced -10.7k |
| NORGES BANK 0.01% of their portfolio | 463.9k $43.9m | Reduced -11.1k |
| Polar Capital Holdings Plc 0.28% of their portfolio | 438.0k $41.5m | Added +25.8k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 422.7k $40.0m | Added +122.2k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 417.4k $39.5m | Reduced -142.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 366.8k $34.7m | Reduced -54.5k |
| LOOMIS SAYLES & CO L P 0.05% of their portfolio | 355.4k $33.6m | Added +49.9k |
| FEDERATED HERMES, INC. 0.08% of their portfolio | 343.6k $32.5m | Reduced -17.6k |
| WASATCH ADVISORS LP 0.18% of their portfolio | 316.5k $30.0m | Added +11.7k |
| CONGRESS ASSET MANAGEMENT CO 0.25% of their portfolio | 307.0k $29.1m | Added +32.5k |
| Triodos Investment Management BV 2.60% of their portfolio | 275.0k $26.0m | Unchanged |
| COMERICA BANK 0.00% of their portfolio | 263.4k $64 | First filing |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.12% of their portfolio | 261.6k $24.8m | Reduced -50.3k |
| NICHOLAS COMPANY, INC. 0.46% of their portfolio | 255.8k $24.2m | Reduced -16.0k |
| Vontobel Holding Ltd. 0.20% of their portfolio | 245.1k $23.2m | Added +6.2k |
| GW&K Investment Management, LLC 0.20% of their portfolio | 228.1k $21.6m | Reduced -401.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 225.7k $21.4m | Reduced -11.3k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 200.5k $19.0m | Reduced -13.1k |
| Montanaro Asset Management Ltd 2.90% of their portfolio | 194.0k $18.4m | Added +63.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 189.6k $17.9m | Added +20.2k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 187.7k $17.8m | Added +1.5k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 184.0k $17.4m | Reduced -98 |
| WCM INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 168.3k $16.0m | Added +25.3k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.07% of their portfolio | 163.0k $15.4m | Unchanged |
| ProShare Advisors LLC 0.04% of their portfolio | 160.1k $15.2m | Reduced -4.6k |
| SEGALL BRYANT & HAMILL, LLC 0.15% of their portfolio | 155.1k $14.7m | Added +709 |
| Tributary Capital Management, LLC 1.31% of their portfolio | 154.9k $14.7m | Reduced -2.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 145.9k $13.8m | Reduced -28.8k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% of their portfolio | 142.1k $13.5m | Added +7.3k |
| GREAT LAKES ADVISORS, LLC 0.13% of their portfolio | 138.7k $13.1m | Added +1.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 137.8k $13.0m | Added +115.9k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 136.4k $12.9m | Added +23 |
| Man Group plc 0.04% of their portfolio | 134.7k $12.8m | New |
| Legal & General Group Plc 0.00% of their portfolio | 132.7k $12.6m | Added +45.1k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 132.3k $12.5m | Reduced -20.4k |
| Swiss National Bank 0.01% of their portfolio | 124.5k $11.8m | Added +1.0k |
| Candriam S.C.A. 0.08% of their portfolio | 123.0k $11.6m | Reduced -72.8k |
| California Public Employees Retirement System 0.01% of their portfolio | 116.1k $11.0m | Reduced -8.2k |
| Granahan Investment Management, LLC 0.34% of their portfolio | 115.9k $11.0m | Reduced -75.4k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.07% of their portfolio | 113.4k $10.7m | Reduced -1.4k |
| CRAWFORD INVESTMENT COUNSEL INC 0.22% of their portfolio | 112.8k $10.7m | Added +3.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 102.9k $9.7m | Added +13.2k |
| SCOUT INVESTMENTS, INC. 0.18% of their portfolio | 98.5k $9.0m | Reduced -2.9k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 98.4k $9.3m | Reduced -19.7k |
| Ensign Peak Advisors, Inc 0.02% of their portfolio | 97.5k $9.2m | Added +7.3k |
| Retirement Systems of Alabama 0.04% of their portfolio | 93.6k $8.9m | Reduced -552 |
| Pier Capital, LLC 1.21% of their portfolio | 89.4k $8.5m | Added +1.3k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 89.1k $8.4m | Reduced -13.1k |
| Grandeur Peak Global Advisors, LLC 0.57% of their portfolio | 88.4k $8.4m | Added +3.1k |
| Lisanti Capital Growth, LLC 1.14% of their portfolio | 86.6k $8.2m | New |
| UBS Group AG 0.00% of their portfolio | 86.5k $8.2m | Added +10.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 84.7k $8.0m | Reduced -1.2k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 81.9k $7.7m | Reduced -3.9k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 74.9k $7.1m | Added +8.8k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.80% of their portfolio | 69.3k $6.6m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 69.2k $6.6m | Reduced -2.1k |
| CASTLEARK MANAGEMENT LLC 0.28% of their portfolio | 65.7k $6.2m | New |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 65.2k $6.2m | Reduced -8.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 64.6k $6.1m | Reduced -13.7k |
| MetLife Investment Management, LLC 0.04% of their portfolio | 63.3k $6.0m | Reduced -214 |
| CW Advisors, LLC 0.14% of their portfolio | 63.0k $6.0m | Added +1.8k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 60.6k $5.7m | Reduced -52.6k |
| BARCLAYS PLC 0.00% of their portfolio | 60.4k $5.7m | Added +11.3k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 58.7k $5.6m | Reduced -45.6k |
| Cinctive Capital Management LP 0.21% of their portfolio | 57.3k $5.4m | New |
| Fisher Asset Management, LLC 0.00% of their portfolio | 56.4k $5.3m | Added +3.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 55.4k $4.7m | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) 0.03% of their portfolio | 54.7k $5.2m | Unchanged |
| Daiwa Securities Group Inc. 0.03% of their portfolio | 53.8k $5.1m | Reduced -10.0k |
| RICE HALL JAMES & ASSOCIATES, LLC 0.27% of their portfolio | 50.9k $4.8m | Reduced -10.0k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 50.6k $4.8m | Added +1.3k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.04% of their portfolio | 50.5k $4.8m | Reduced -610 |