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Equibles

FULLER & THALER ASSET MANAGEMENT, INC.

Position in IPGP — Ipg Photonics Corp

CIK 1082327 SAN MATEO, CA
Back to IPGP Full portfolio

Position in IPGP

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$21,038,760
-$42,214,003 QoQ
Shares Held
179,328
-67.5% QoQ
Ownership
0.422%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#34
of 359 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in IPGP Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

FULLER & THALER ASSET MANAGEMENT, INC. holds $725,853,616 across 10 Semiconductor Equipment & Materials names. IPGP ranks #9 (2.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 FORM
Formfactor Inc
 1,184,611 $189,454,837
2 TER
Teradyne, Inc
 205,682 $99,517,178
3 KLIC
Kulicke & Soffa Industries Inc
 687,501 $91,960,133
4 ACMR
ACM Research, Inc.
 639,448 $81,139,556
5 UCTT
Ultra Clean Holdings, Inc.
 492,608 $70,240,974
6 AMAT
Applied Materials Inc /De
 83,302 $60,227,346
7 KLAC
Kla Corp
 190,910 $57,599,456
8 LRCX
Lam Research Corp
 123,660 $53,585,587

All Filings in IPGP

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $21,038,760 179,328
2026-03-31 $63,252,763 551,992
2025-12-31 $6,778,372 94,670
2025-09-30 $4,887,844 61,723
2025-06-30 $3,765,177 54,846
2025-03-31 $1,999,706 31,671
2024-12-31 $1,605,657 22,080
2024-09-30 $1,594,164 21,450
2024-06-30 $884,744 10,484
2024-03-31 $705,930 7,784
2023-12-31 $879,065 8,099
2023-09-30 $704,078 6,934
2023-06-30 $1,067,409 7,859
2023-03-31 $822,847 6,673
2022-12-31 $166,713 1,761
2022-09-30 $144,238 1,710