LIGHTPATH TECHNOLOGIES INC (LPTH)
NASDAQ · Semiconductors & Components · Semiconductors & Related Devices
- Price
- $10.20
- Day
- +3.03%
- Market cap
- $714.37M
Close 2026-09-21.
The company
General Our Company LightPath Technologies, Inc. (“LightPath”, the “Company”, “we”, “our”, or “us”) was incorporated under Delaware law in 1992 as the successor to LightPath Technologies Limited Partnership, a New Mexico limited partnership formed in 1989, and its predecessor, Integrated Solar Technologies Corporation, a New Mexico corporation formed in 1985. Today, LightPath is a global company with facilities in the United States and the Republic of Latvia. Our corporate headquarters is located in Orlando, Florida. Historically, we operated with a focus on optical component manufacturing, and specifically on our leadership position as a precision molded lens manufacturer for visual light applications. We expanded our addressable market with the acquisition of ISP (as defined below), a manufacturer of infrared optical components, in December 2016. Since 2020, our strategy has been to move up the value chain by producing optical assemblies, modules and simple cameras. Through acquisitions, we have continued to enhance our abilities on cameras and sensors and speed our movement up the value chain in line with our strategy of value-add infrared systems.
From Item 1: General · Our Company.
By product & service
- Infrared Components — 38%
- Visible Components — 32%
- Assemblies and Modules — 21%
- Engineering Services — 9%
Institutional holders
Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.
- Hood River Capital Management LLC — $58.24M
- VANGUARD CAPITAL MANAGEMENT LLC — $44.44M
- AWM Investment Company, Inc. — $41.49M
- BlackRock, Inc. — $36.63M
- Driehaus Capital Management LLC — $35.5M
- Tema ETFs LLC — $32.49M
- Tidal Investments LLC — $31.02M
- BlackRock, Inc. — $29.75M
Insider trades
Open-market buys and sales filed on Form 4, newest first. Grants, option exercises and tax withholding are left out.
- HAMMER TODD B sold 3,571,400 shares at $14.00 on 2026-06-03
- HAMMER TODD B sold 55,284 shares at $12.32 on 2026-05-18
- North Run Strategic Opportunities Fund I GP, LLC sold 165,000 shares at $12.16 on 2026-05-14
- North Run Strategic Opportunities Fund I GP, LLC sold 45,000 shares at $12.29 on 2026-05-13
- North Run Strategic Opportunities Fund I GP, LLC sold 83,052 shares at $12.25 on 2026-05-12
- Rubin Shmuel (President & CEO) bought 180 shares at $9.70 on 2026-03-27
Recent filings
- 10-K — 2026-09-11
- 8-K — 2026-09-10
- SCHEDULE 13G — 2026-08-14
- SCHEDULE 13G/A — 2026-07-31
- SCHEDULE 13G — 2026-07-29
- EFFECT — 2026-07-23
- EFFECT — 2026-07-23
- EFFECT — 2026-07-23
- EFFECT — 2026-07-23
- EFFECT — 2026-07-23