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 ($10.8m this quarter). Holder counts are more reliable. Shares outstanding: 56.9m as of 2023-11-03, 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 ≈ $76.36. Options: 8 managers hold calls ($5.7m notional), 6 hold puts ($1.9m).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 330 |
| Q4 2022 | 326 |
| Q1 2023 | 332 |
| Q2 2023 | 340 |
| Q3 2023 | 339 |
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 |
| Q3 2023 | 166 | 168 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $4.4m | $3.5m | 0.80 |
| Q1 2023 | $5.9m | $3.9m | 0.66 |
| Q2 2023 | $9.4m | $4.7m | 0.50 |
| Q3 2023 | $5.7m | $1.9m | 0.34 |
Biggest buyers
| BlackRock Inc. | Added | +176.6k |
| Capital International Investors | Added | +156.3k |
| JPMORGAN CHASE & CO | Added | +154.0k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +124.0k |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +90.9k |
| CONGRESS ASSET MANAGEMENT CO | Added | +82.6k |
| VANGUARD GROUP INC | Added | +81.5k |
| CITADEL ADVISORS LLC | Added | +72.9k |
| Copeland Capital Management, LLC | Added | +66.1k |
| RHUMBLINE ADVISERS | Added | +62.9k |
Biggest sellers
| Polar Capital Holdings Plc | Reduced | -387.0k |
| COMERICA BANK | Reduced | -234.9k |
| FIRST TRUST ADVISORS LP | Reduced | -153.0k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -138.0k |
| Man Group plc | Sold out | -134.7k |
| NORTHERN TRUST CORP | Reduced | -116.8k |
| Invesco Ltd. | Reduced | -113.0k |
| GOLDMAN SACHS GROUP INC | Reduced | -98.3k |
| Lisanti Capital Growth, LLC | Sold out | -86.6k |
| NORGES BANK | Reduced | -81.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.5m32.2k shares |
| CITADEL ADVISORS LLC | Reduced | $2.0m25.9k shares |
| Walleye Trading LLC | Reduced | $389.2k5.1k shares |
| JANE STREET GROUP, LLC | Added | $343.4k4.5k shares |
| SIMPLEX TRADING, LLC | Added | $259.0k3.4k shares |
| GROUP ONE TRADING LLC | New | $228.9k3.0k shares |
| PEAK6 Investments LLC | Unchanged | $91.6k1.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Walleye Trading LLC | Added | $854.7k11.2k shares |
| PEAK6 Investments LLC | Added | $595.2k7.8k shares |
| CITADEL ADVISORS LLC | Reduced | $419.7k5.5k shares |
| GROUP ONE TRADING LLC | Added | $38.2k500 shares |
| SIMPLEX TRADING, LLC | Reduced | $38.0k500 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 Q3 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2023 | 0 | — | 6 | $3.5m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-08-31 | WALKER CLIFFORD VP Corporate Development | Sold | $839.9k10.0k shares |
| 2023-08-31 | NAYYAR SANDEEP Chief Financial Officer | Sold | $464.6k5.5k shares |
| 2023-08-30 | Matthews David MH Chief Technical Officer | Sold | $507.1k6.0k shares |
| 2023-08-30 | Bailey Doug VP Marketing | Sold | $84.0k1.0k shares |
| 2023-08-25 | Gupta Sunil VP of Operations | Sold | $182.9k2.3k shares |
| 2023-08-23 | Bailey Doug VP Marketing | Sold | $84.0k1.0k shares |
| 2023-08-22 | Matthews David MH Chief Technical Officer | Sold | $714.4k8.6k shares |
| 2023-08-21 | Bailey Doug VP Marketing | Sold | $81.6k1.0k shares |
| 2023-08-09 | BRATHWAITE NICHOLAS Director | Sold | $207.3k2.5k shares |
| 2023-08-08 | BRATHWAITE NICHOLAS Director | Sold | $299.1k3.5k 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, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 7.2m $547.4m | Added +176.6k |
| VANGUARD GROUP INC 0.01% of their portfolio | 6.4m $488.6m | Added +81.5k |
| NEUBERGER BERMAN GROUP LLC 0.23% of their portfolio | 3.3m $248.7m | Added +846 |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 2.6m $195.1m | Added +154.0k |
| STATE STREET CORP 0.01% of their portfolio | 2.4m $183.4m | Added +60.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 2.3m $173.7m | Added +124.0k |
| DISCIPLINED GROWTH INVESTORS INC /MN 3.76% of their portfolio | 2.1m $158.0m | Reduced -32.5k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.4m $104.5m | Reduced -55.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.4m $104.3m | Added +50.7k |
| MACQUARIE GROUP LTD 0.12% of their portfolio | 1.3m $99.3m | Reduced -60.5k |
| Invesco Ltd. 0.03% of their portfolio | 1.3m $98.1m | Reduced -113.0k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.2m $92.4m | Reduced -9.9k |
| Robeco Schweiz AG 1.36% of their portfolio | 1.1m $80.2m | Reduced -11.1k |
| BROWN ADVISORY INC 0.13% of their portfolio | 1.0m $78.6m | Reduced -18.2k |
| SNYDER CAPITAL MANAGEMENT L P 1.67% of their portfolio | 967.8k $73.9m | Reduced -23.3k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 937.1k $71.5m | Reduced -116.8k |
| MORGAN STANLEY 0.01% of their portfolio | 921.6k $70.3m | Added +23.5k |
| Capital International Investors 0.02% of their portfolio | 845.8k $64.5m | Added +156.3k |
| Copeland Capital Management, LLC 1.36% of their portfolio | 831.8k $63.5m | Added +66.1k |
| Boston Trust Walden Corp 0.50% of their portfolio | 789.3k $60.2m | Added +49.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 709.2k $54.1m | Added +47.0k |
| RIVERBRIDGE PARTNERS LLC 0.69% of their portfolio | 658.9k $50.3m | Reduced -11.7k |
| Stephens Investment Management Group LLC 0.76% of their portfolio | 609.8k $46.5m | Added +1.5k |
| Ceredex Value Advisors LLC 0.79% of their portfolio | 588.3k $44.9m | Reduced -19.4k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 567.5k $43.3m | Reduced -73.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 560.5k $42.8m | Reduced -44.0k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 519.6k $39.7m | Reduced -138.0k |
| Fiera Capital Corp 0.12% of their portfolio | 503.2k $38.4m | Added +10.3k |
| CONGRESS ASSET MANAGEMENT CO 0.26% of their portfolio | 389.6k $29.7m | Added +82.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 386.4k $29.5m | Reduced -31.0k |
| NORGES BANK 0.01% of their portfolio | 382.2k $29.2m | Reduced -81.7k |
| LOOMIS SAYLES & CO L P 0.05% of their portfolio | 360.0k $27.5m | Added +4.6k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 346.3k $26.4m | Reduced -153.0k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 324.4k $24.8m | Reduced -98.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 318.1k $24.3m | Reduced -48.7k |
| FEDERATED HERMES, INC. 0.06% of their portfolio | 308.0k $23.5m | Reduced -35.6k |
| WASATCH ADVISORS LP 0.13% of their portfolio | 276.7k $21.1m | Reduced -39.7k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.10% of their portfolio | 262.1k $20.0m | Added +512 |
| NICHOLAS COMPANY, INC. 0.39% of their portfolio | 255.8k $19.5m | Unchanged |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 250.5k $19.1m | Added +50.0k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 246.9k $18.8m | Added +62.9k |
| Triodos Investment Management BV 1.99% of their portfolio | 246.0k $18.8m | Reduced -29.0k |
| Vontobel Holding Ltd. 0.17% of their portfolio | 245.1k $18.7m | Unchanged |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 228.7k $17.5m | Added +90.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 225.5k $17.2m | Reduced -274 |
| GW&K Investment Management, LLC 0.17% of their portfolio | 222.0k $16.9m | Reduced -6.1k |
| Montanaro Asset Management Ltd 2.81% of their portfolio | 209.0k $15.9m | Added +15.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 207.1k $15.8m | Added +61.1k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.07% of their portfolio | 191.5k $14.6m | Added +28.5k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 191.4k $14.6m | Added +3.7k |
| Tributary Capital Management, LLC 1.37% of their portfolio | 190.1k $14.5m | Added +35.2k |
| ProShare Advisors LLC 0.04% of their portfolio | 172.9k $13.2m | Added +12.8k |
| WCM INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 171.6k $13.1m | Added +3.4k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 171.3k $13.1m | Added +72.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 161.4k $12.3m | Reduced -28.2k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% of their portfolio | 136.8k $10.4m | Reduced -5.3k |
| GREAT LAKES ADVISORS, LLC 0.09% of their portfolio | 136.5k $10.4m | Reduced -2.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 133.7k $10.2m | Reduced -2.6k |
| Legal & General Group Plc 0.00% of their portfolio | 130.8k $10.0m | Reduced -1.9k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 130.7k $10.0m | Reduced -1.6k |
| Swiss National Bank 0.01% of their portfolio | 126.0k $9.6m | Added +1.5k |
| Granahan Investment Management, LLC 0.31% of their portfolio | 112.6k $8.6m | Reduced -3.3k |
| California Public Employees Retirement System 0.01% of their portfolio | 111.5k $8.5m | Reduced -4.6k |
| CRAWFORD INVESTMENT COUNSEL INC 0.18% of their portfolio | 110.5k $8.4m | Reduced -2.3k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.05% of their portfolio | 108.8k $8.3m | Reduced -4.6k |
| Candriam S.C.A. 0.05% of their portfolio | 98.1k $7.5m | Reduced -24.9k |
| Ensign Peak Advisors, Inc 0.02% of their portfolio | 96.5k $7.4m | Reduced -990 |
| SCOUT INVESTMENTS, INC. 0.17% of their portfolio | 95.7k $7.3m | Reduced -2.8k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.77% of their portfolio | 94.6k $7.2m | Added +25.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 94.0k $7.2m | Reduced -8.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 92.9k $7.1m | Added +8.2k |
| Retirement Systems of Alabama 0.03% of their portfolio | 91.4k $7.0m | Reduced -2.2k |
| Grandeur Peak Global Advisors, LLC 0.52% of their portfolio | 91.1k $7.0m | Added +2.7k |
| Pier Capital, LLC 1.08% of their portfolio | 87.7k $6.7m | Reduced -1.6k |
| SEGALL BRYANT & HAMILL, LLC 0.07% of their portfolio | 82.1k $6.3m | Reduced -73.0k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 77.1k $5.9m | Reduced -12.0k |
| UBS Group AG 0.00% of their portfolio | 76.3k $5.8m | Reduced -10.2k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 76.0k $5.8m | Added +28.6k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 75.8k $5.8m | Added +856 |
| Fisher Asset Management, LLC 0.00% of their portfolio | 69.4k $5.3m | Added +13.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 68.9k $5.3m | Added +4.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 66.8k $5.1m | Reduced -15.0k |
| CW Advisors, LLC 0.11% of their portfolio | 66.7k $5.1m | Added +3.7k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 66.6k $5.1m | Added +1.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 63.3k $4.8m | Reduced -6.0k |
| MetLife Investment Management, LLC 0.04% of their portfolio | 61.8k $4.7m | Reduced -1.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 59.0k $4.5m | Added +25.2k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 58.5k $4.5m | Reduced -134 |
| ALPS ADVISORS INC 0.04% of their portfolio | 57.5k $4.4m | Added +29.7k |
| PineStone Asset Management Inc. 0.06% of their portfolio | 55.9k $4.3m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 55.4k $4.2m | Unchanged |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 54.7k $4.2m | Added +4.1k |
| BARCLAYS PLC 0.00% of their portfolio | 54.2k $4.1m | Reduced -6.2k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 54.2k $4.1m | Added +4.1k |
| State of Tennessee, Department of Treasury 0.02% of their portfolio | 53.9k $4.1m | Added +42.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 51.9k $4.0m | Added +3.6k |
| Polar Capital Holdings Plc 0.03% of their portfolio | 51.0k $3.9m | Reduced -387.0k |
| RICE HALL JAMES & ASSOCIATES, LLC 0.25% of their portfolio | 50.6k $3.9m | Reduced -358 |
| Alberta Investment Management Corp 0.04% of their portfolio | 50.2k $3.8m | Added +6.0k |
| Madison Asset Management, LLC 0.06% of their portfolio | 49.8k $3.8m | Added +10.8k |