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 ($12.3m this quarter). Holder counts are more reliable. Shares outstanding: 56.8m as of 2024-08-02, 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 ≈ $70.18. Options: 5 managers hold calls ($9.6m notional), 7 hold puts ($4.2m).
Trends to Q2 2024
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 |
| Q4 2023 | 343 |
| Q1 2024 | 342 |
| Q2 2024 | 351 |
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 |
| Q4 2023 | 161 | 157 |
| Q1 2024 | 187 | 162 |
| Q2 2024 | 188 | 159 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $5.7m | $1.9m | 0.34 |
| Q4 2023 | $7.7m | $1.8m | 0.23 |
| Q1 2024 | $5.5m | $2.7m | 0.49 |
| Q2 2024 | $9.6m | $4.2m | 0.44 |
Biggest buyers
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +468.4k |
| NEUBERGER BERMAN GROUP LLC | Added | +291.0k |
| JPMORGAN CHASE & CO | Added | +210.7k |
| D. E. Shaw & Co., Inc. | Added | +131.7k |
| VANGUARD GROUP INC | Added | +129.4k |
| JANE STREET GROUP, LLC | Added | +113.3k |
| TUDOR INVESTMENT CORP ET AL | New | +113.2k |
| MILLENNIUM MANAGEMENT LLC | Added | +112.6k |
| Vontobel Holding Ltd. | Added | +102.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +93.2k |
Biggest sellers
| MORGAN STANLEY | Reduced | -1.7m |
| Bank of New York Mellon Corp | Reduced | -432.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -385.5k |
| Invesco Ltd. | Reduced | -310.8k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -287.8k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -105.2k |
| AMERICAN INTERNATIONAL GROUP, INC. | Sold out | -102.8k |
| Squarepoint Ops LLC | Reduced | -95.5k |
| Cubist Systematic Strategies, LLC | Sold out | -90.2k |
| Fisher Asset Management, LLC | Sold out | -83.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.9m55.3k shares |
| CITADEL ADVISORS LLC | Added | $3.3m47.5k shares |
| Walleye Capital LLC | Added | $2.1m29.3k shares |
| SIMPLEX TRADING, LLC | Added | $343.0k4.9k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Walleye Trading LLC | Added | $2.7m38.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $786.1k11.2k shares |
| CITADEL ADVISORS LLC | Reduced | $273.7k3.9k shares |
| Walleye Capital LLC | Added | $273.7k3.9k shares |
| SIMPLEX TRADING, LLC | Added | $154.0k2.2k shares |
| GROUP ONE TRADING LLC | New | $7.0k100 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 2024
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 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 | — |
| Q4 2023 | 0 | — | 4 | $6.0m | — |
| Q1 2024 | 0 | — | 9 | $5.4m | — |
| Q2 2024 | 0 | — | 8 | $4.1m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-17 | Yee Yang Chiah VP, Worldwide Sales | Sold | $104.1k1.4k shares |
| 2024-05-28 | Matthews David MH Chief Technical Officer | Sold | $733.1k9.5k shares |
| 2024-05-22 | Gupta Sunil VP of Operations | Sold | $353.1k4.5k shares |
| 2024-05-20 | Matthews David MH Chief Technical Officer | Sold | $384.4k5.0k shares |
| 2024-05-15 | NAYYAR SANDEEP Chief Financial Officer | Sold | $392.5k5.0k shares |
| 2024-05-13 | Bailey Doug VP Marketing | Sold | $489.9k6.4k shares |
| 2024-05-13 | NAYYAR SANDEEP Chief Financial Officer | Sold | $373.8k4.8k shares |
| 2024-05-13 | Barsan Radu VP of Technology, Engineering | Sold | $140.6k1.8k shares |
| 2024-04-02 | BALAKRISHNAN BALU President and CEO · by Trust | Sold | $672.3k9.8k shares |
| 2024-04-02 | NAYYAR SANDEEP Chief Financial Officer | Sold | $134.4k1.9k shares |
| 2024-04-02 | Barsan Radu VP of Technology, Engineering | Sold | $116.5k1.7k shares |
| 2024-04-02 | Matthews David MH Chief Technical Officer | Sold | $79.6k1.2k shares |
| 2024-04-02 | Bailey Doug VP Marketing | Sold | $75.7k1.1k shares |
| 2024-04-02 | WALKER CLIFFORD VP Corporate Development | Sold | $75.7k1.1k 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 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 7.4m $520.9m | Reduced -74.7k |
| VANGUARD GROUP INC 0.01% of their portfolio | 6.7m $467.3m | Added +129.4k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 3.8m $264.6m | Added +210.7k |
| NEUBERGER BERMAN GROUP LLC 0.21% of their portfolio | 3.6m $252.9m | Added +291.0k |
| STATE STREET CORP 0.01% of their portfolio | 2.5m $176.4m | Reduced -28.3k |
| DISCIPLINED GROWTH INVESTORS INC /MN 2.68% of their portfolio | 2.0m $142.5m | Reduced -7.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 1.9m $130.8m | Reduced -105.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.5m $106.2m | Added +80.2k |
| Capital International Investors 0.02% of their portfolio | 1.3m $92.4m | Unchanged |
| MORGAN STANLEY 0.01% of their portfolio | 1.2m $82.9m | Reduced -1.7m |
| T. Rowe Price Investment Management, Inc. 0.05% of their portfolio | 1.2m $82.2m | Reduced -44.6k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.1m $76.8m | Reduced -45.6k |
| Copeland Capital Management, LLC 1.31% of their portfolio | 993.7k $69.7m | Added +6.4k |
| BROWN ADVISORY INC 0.09% of their portfolio | 956.3k $67.1m | Reduced -75.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 891.8k $62.6m | Added +17.7k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 814.2k $57.1m | Reduced -432.0k |
| Boston Trust Walden Corp 0.41% of their portfolio | 791.2k $55.5m | Reduced -944 |
| Robeco Schweiz AG 1.04% of their portfolio | 770.6k $54.1m | Reduced -74.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 766.0k $53.8m | Added +24.5k |
| SNYDER CAPITAL MANAGEMENT L P 1.20% of their portfolio | 764.0k $53.6m | Reduced -72.3k |
| Ceredex Value Advisors LLC 1.00% of their portfolio | 756.3k $53.1m | Added +34.4k |
| MACQUARIE GROUP LTD 0.06% of their portfolio | 722.5k $50.7m | Reduced -21.3k |
| Invesco Ltd. 0.01% of their portfolio | 661.6k $46.4m | Reduced -310.8k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 593.2k $41.6m | Added +112.6k |
| RIVERBRIDGE PARTNERS LLC 0.56% of their portfolio | 582.2k $40.9m | Reduced -48.1k |
| Stephens Investment Management Group LLC 0.54% of their portfolio | 553.2k $38.8m | Reduced -43.6k |
| CONGRESS ASSET MANAGEMENT CO 0.26% of their portfolio | 525.3k $36.9m | Added +37.8k |
| Fiera Capital Corp 0.11% of their portfolio | 494.8k $34.7m | Added +5.7k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.15% of their portfolio | 483.2k $33.9m | Added +468.4k |
| NORGES BANK 0.00% of their portfolio | 466.5k $32.7m | Added +9.6k |
| D. E. Shaw & Co., Inc. 0.05% of their portfolio | 457.5k $32.1m | Added +131.7k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 447.4k $31.4m | Added +61.5k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.10% of their portfolio | 403.2k $28.3m | Added +12.1k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 392.0k $27.5m | Reduced -24.4k |
| Kodai Capital Management LP 0.49% of their portfolio | 367.3k $25.8m | Added +6.9k |
| FEDERATED HERMES, INC. 0.06% of their portfolio | 366.4k $25.7m | Added +22.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 364.7k $25.6m | Reduced -32.3k |
| Vontobel Holding Ltd. 0.08% of their portfolio | 363.4k $25.5m | Added +102.7k |
| LOOMIS SAYLES & CO L P 0.03% of their portfolio | 355.4k $24.9m | Reduced -1.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 337.5k $23.7m | Added +40.0k |
| NICHOLAS COMPANY, INC. 0.34% of their portfolio | 289.9k $20.3m | Added +20.5k |
| Tributary Capital Management, LLC 1.67% of their portfolio | 286.9k $20.1m | Added +16.6k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.08% of their portfolio | 257.6k $18.1m | Reduced -1.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 256.5k $18.0m | Added +5.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 249.7k $17.5m | Added +5.7k |
| WASATCH ADVISORS LP 0.09% of their portfolio | 247.1k $17.3m | Added +22.6k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 242.3k $17.0m | Added +60.5k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% of their portfolio | 234.4k $16.5m | Added +23.1k |
| J. Safra Sarasin Holding AG 0.30% of their portfolio | 233.2k $16.4m | First filing |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 226.2k $15.9m | Reduced -27.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 221.2k $15.5m | Added +15.4k |
| ProShare Advisors LLC 0.04% of their portfolio | 215.4k $15.1m | Added +956 |
| Montanaro Asset Management Ltd 2.58% of their portfolio | 197.1k $13.8m | Added +5.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 192.4k $13.5m | Reduced -24.5k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 191.7k $13.5m | Reduced -36.3k |
| GW&K Investment Management, LLC 0.12% of their portfolio | 189.7k $13.3m | Added +6.3k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 185.2k $13.0m | Added +1.0k |
| WCM INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 183.7k $12.7m | Added +3.8k |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 172.3k $12.1m | Reduced -66.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 153.7k $10.8m | Reduced -13.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 149.8k $10.5m | Added +93.2k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 144.4k $10.1m | Added +113.3k |
| Granahan Investment Management, LLC 0.36% of their portfolio | 127.2k $8.9m | Added +5.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 127.0k $8.9m | Reduced -6.5k |
| CRAWFORD INVESTMENT COUNSEL INC 0.17% of their portfolio | 124.0k $8.7m | Added +6.3k |
| Legal & General Group Plc 0.00% of their portfolio | 116.3k $8.2m | Reduced -15.8k |
| TUDOR INVESTMENT CORP ET AL 0.09% of their portfolio | 113.2k $7.9m | New |
| Swiss National Bank 0.01% of their portfolio | 111.9k $7.9m | Reduced -300 |
| Pier Capital, LLC 1.15% of their portfolio | 110.3k $7.7m | Reduced -11.5k |
| California Public Employees Retirement System 0.01% of their portfolio | 106.4k $7.5m | Added +4.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 106.0k $7.4m | Reduced -1.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 103.0k $7.2m | Added +2.1k |
| Corebridge Financial, Inc. 0.04% of their portfolio | 101.8k $7.1m | First filing |
| SEI INVESTMENTS CO 0.01% of their portfolio | 96.4k $6.8m | Added +19.0k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 96.2k $6.8m | Added +1.8k |
| ALPS ADVISORS INC 0.04% of their portfolio | 91.3k $6.4m | Added +12.5k |
| Retirement Systems of Alabama 0.02% of their portfolio | 89.8k $6.3m | Reduced -1.3k |
| SEGALL BRYANT & HAMILL, LLC 0.10% of their portfolio | 83.5k $5.9m | Added +2.3k |
| SCOUT INVESTMENTS, INC. 0.15% of their portfolio | 80.9k $5.7m | Reduced -7.7k |
| PineStone Asset Management Inc. 0.06% of their portfolio | 79.1k $5.6m | Unchanged |
| Firsthand Capital Management, Inc. 8.74% of their portfolio | 75.0k $4.5m | Added +73.4k |
| CW Advisors, LLC 0.08% of their portfolio | 72.8k $5.1m | Added +4.6k |
| Madison Asset Management, LLC 0.06% of their portfolio | 72.3k $5.1m | Added +16.2k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 70.5k $4.9m | Added +8.3k |
| ALGERT GLOBAL LLC 0.16% of their portfolio | 67.5k $4.7m | Reduced -6.1k |
| BARCLAYS PLC 0.00% of their portfolio | 66.1k $4.6m | Reduced -71.5k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 64.1k $4.5m | Reduced -4.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 63.2k $4.4m | Added +4.3k |
| MetLife Investment Management, LLC 0.03% of their portfolio | 61.5k $4.3m | Added +2.0k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 60.1k $4.2m | Reduced -254 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 55.5k $3.9m | Reduced -1.4k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 53.9k $3.8m | Reduced -2.8k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 46.5k $3.3m | Added +3.3k |
| HRT FINANCIAL LP 0.02% of their portfolio | 45.5k $3.2m | New |
| Bahl & Gaynor LLC 0.02% of their portfolio | 45.1k $3.2m | Reduced -3.1k |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 45.0k $3.2m | Added +18.0k |
| COMERICA BANK 0.01% of their portfolio | 42.6k $3.0m | Added +14.2k |
| M&T Bank Corp 0.01% of their portfolio | 41.6k $2.9m | Reduced -90 |
| TWINBEECH CAPITAL LP 0.06% of their portfolio | 41.4k $2.9m | New |
| Squarepoint Ops LLC 0.01% of their portfolio | 41.4k $2.9m | Reduced -95.5k |