$IPWR

$3.00 +$0.22 (7.91%) Close

$IPWR Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 16.4M shares outstanding

Who owns IPWR?

By type of holder

Institutions 38.7% Insiders 5.5% Everyone else 55.8%

Concentration Top 10 holders own 34.7%

AWM Investment Company, Inc. 8.2% · AIGH Capital Management LLC 5.4%

Institutional ownership

38.7%

+13.2 pts vs last qtr

Institutional holders

+17 vs last qtr

Net shares bought

+2.2M

by institutions in Q2 2026

New / sold out

22 / 5

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Goldman Sachs Group Inc +423.1K
Stifel Financial Corp +387.5K

Biggest sellers in Q2 2026

Alyeska Investment Group, L.P. SOLD OUT −385.6K
AIGH Capital Management LLC −287.0K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Ideal Power Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2020–FY2022

+74.0%

+31.91% a year

Each share's claim on the business

−42.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $2.2M

over 3 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years51% 3–5 years1% 1–3 years11% Under 1 year37%

Quarterly turnover

43.7%

of institutional shares changed hands

Top 10 managers, median time held

2.3 years

Super Investors

Investment managers reporting IPWR on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
AI AWM Investment Company, Inc.	1.3M	8.19%	+149.4K (+12.5%)	≤2021	0.6%
Shares held by quarter Peak holding1.3M (Q2'26) Change over 8 quarters+744.7K Share of the company8.190% AWM Investment Company, Inc.'s full portfolio →
AC AIGH Capital Management LLC	894.7K	5.44%	−287.0K (−24.3%)	≤2021	0.3%
Shares held by quarter Peak holding1.2M (Q1'26) Change over 8 quarters+194.7K Share of the company5.440% AIGH Capital Management LLC's full portfolio →

AWM Investment Company, Inc.

1.3M

% of company

8.19%

Change vs last qtr

+149.4K (+12.5%)

Held since

≤2021

AIGH Capital Management LLC

894.7K

% of company

5.44%

Change vs last qtr

−287.0K (−24.3%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Ideal Power Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting IPWR on Form N-PORT; together they hold 4.6% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$2.51M	467.6K	2.84%	0.00%	June 30, 2026
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$685K	127.7K	0.78%	0.00%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$2.51M

% of company

2.84%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$685K

% of company

0.78%

% of the fund

0.00%

As of

June 30, 2026

10 more funds behind a free account

See every fund holding Ideal Power Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SD Somo David M Insider	413.4K	2.52%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.520% Somo David M's insider activity →
BD Brdar Daniel Insider	174.7K	1.06%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.060% Brdar Daniel's insider activity →

Somo David M

Insider

413.4K

% of company

2.52%

Change vs last qtr

—

Held since

—

Brdar Daniel

Insider

174.7K

% of company

1.06%

Change vs last qtr

—

Held since

—

5 more holders behind a free account

See every insider and 5%+ holder of Ideal Power Inc.

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