FULLER & THALER ASSET MANAGEMENT, INC.
Position in IPGP — Ipg Photonics Corp
CIK 1082327
SAN MATEO, CA
Position in IPGP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$63,252,763
+$56,474,391 QoQ
Shares Held
551,992
+483.1% QoQ
Ownership
1.30%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 95.55301526109075.ToString("F0")%
Shared 0.ToString("F0")%
None 4.44698473890926.ToString("F0")%
Common Shares in IPGP Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $407,918,300 across 10 Semiconductor Equipment & Materials names. IPGP ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FORM |
Formfactor Inc
|
1,137,356 | $110,312,158 | |
| 2 | IPGP |
Ipg Photonics Corp
This page
|
551,992 | $63,252,763 | |
| 3 | TER |
Teradyne, Inc
|
194,129 | $57,551,483 | |
| 4 | KLIC |
Kulicke & Soffa Industries Inc
|
873,817 | $57,427,253 | |
| 5 | LRCX |
Lam Research Corp
|
158,556 | $33,877,074 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
475,073 | $29,540,039 | |
| 7 | AMAT |
Applied Materials Inc /De
|
82,906 | $28,336,441 | |
| 8 | KLAC |
Kla Corp
|
17,970 | $26,459,207 |
All Filings in IPGP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,252,763 | 551,992 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,778,372 | 94,670 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,887,844 | 61,723 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,765,177 | 54,846 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,999,706 | 31,671 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,605,657 | 22,080 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,594,164 | 21,450 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $884,744 | 10,484 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $705,930 | 7,784 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $879,065 | 8,099 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $704,078 | 6,934 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,067,409 | 7,859 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $822,847 | 6,673 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $166,713 | 1,761 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $144,238 | 1,710 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||