Lightpath Technologies Inc
LPTH- Exchange
- Nasdaq
- Industry
- Semiconductors & Related Devices
- SEC CIK
- 0000889971
No open-market purchases or sales by Lightpath Technologies Inc insiders were filed in the last 90 days; 165 institutions reported holding it in 13F filings for Q2 2026, worth $819.8M in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 10, 2026
- $559.6M
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +33 vs. previous quarter
- 165
- 13F valueReported value at the end of Q2 2026
- $819.8M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2026
- $71.7M
- +92.8% year over year
- Net income, FY2026
- -$20.5M
- No comparable prior period
- Free cash flow, FY2026
- -$16.5M
- No comparable prior period
- Revenue, Q1 FY2027
- $20.8M
- +37.9% year over year
Revenue flow, FY2026
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net loss for FY2026: $20.5M (28.6% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 11.3M
- Shares sold short
- Change
- −681.5K
- −5.7% vs. previous
- Days to cover
- 3.82
- At average daily volume
Superinvestors holding LPTH, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding LPTH at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Lightpath Technologies Inc insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jun 4, 2026 (view filing)7:10 PM ET | Jun 3 | 1 day | Ellis Thomas B and 3 othersDirector | SSaleClass A Common Stock | −3.57M | $14.00 | −$50.0M | −54.9%2.93M after | |
| May 20, 2026 (view filing)4:06 PM ET | May 18 | 2 days | Ellis Thomas B and 3 othersDirector | SSaleClass A Common Stock | −55.3K | $12.32 | −$681.1K | −1.8%2.93M after | |
| May 14, 2026 (view filing)8:00 PM ET | May 12-14 | 2 days | Ellis Thomas B and 3 othersDirector | SSaleClass A Common Stock | −293.1K | $12.21 | −$3.58M | −8.9%2.99M after | 3 lots |
| Mar 30, 2026 (view filing) | Mar 27 | 3 days | Rubin ShmuelPresident & CEO | PPurchaseClass A Common Stock | +180 | $9.70 | +$1.75K | +0.1%260.8K after | |
| Mar 26, 2026 (view filing)4:31 PM ET | Mar 24-25 | 2 days | Ellis Thomas B and 3 othersDirector | SSaleClass A Common Stock | −356.9K | $12.27 | −$4.38M | −9.8%3.28M after | 2 lots |
| Mar 19, 2026 (view filing)4:16 PM ET | Mar 17-18 | 2 days | Ellis Thomas B and 3 othersDirector | SSaleClass A Common Stock | −120.5K | $12.01 | −$1.45M | −4.0%2.90M after | 2 lots |
| Mar 4, 2026 (view filing)8:00 PM ET | Mar 2-4 | 2 days | Ellis Thomas B and 3 othersDirector | SSaleClass A Common Stock | −675.0K | $12.12 | −$8.18M | −18.3%3.02M after | 3 lots |
| Feb 27, 2026 (view filing)4:44 PM ET | Feb 25 | 2 days | Ellis Thomas B and 3 othersDirector | SSaleClass A Common Stock | −300.1K | $12.18 | −$3.66M | −9.2%2.96M after | |
| Feb 24, 2026 (view filing)7:24 PM ET | Feb 20-24 | 4 days | Ellis Thomas B and 3 othersDirector | SSaleClass A Common Stock | −733.4K | $12.43 | −$9.12M | −18.4%3.26M after | 4 lots |
| Jan 7, 2026 (view filing)7:39 PM ET | Jan 5 | 2 days | Ellis Thomas B and 7 othersDirector, 10% Owner | SSaleClass A Common Stock | −770.3K | $11.72 | −$9.03M | −22.0%2.73M after |
Top 10 13F holders, Q2 2026
See all 165 holdersThe largest institutional positions in Lightpath Technologies Inc at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,469,744 | $73.1M | 0.00% | +3,331,952+292.8% | Added |
| Hood River Capital Management LLC | 3,562,140 | $58.2M | 0.42% | +1,126,377+46.2% | Added |
| Vanguard Capital Management LLC | 2,717,954 | $44.4M | 0.00% | +133,694+5.2% | Added |
| AWM Investment Company, Inc. | 2,537,522 | $41.5M | 3.60% | +499,912+24.5% | Added |
| Driehaus Capital Management LLC | 2,171,013 | $35.5M | 0.21% | +6,305+0.3% | Added |
| Tema ETFs LLC | 1,986,945 | $32.5M | 1.05% | +1,985,409+129,258.4% | Added |
| Toroso Investments, LLC | 1,952,629 | $31.9M | 0.08% | +1,933,881+10,315.1% | Added |
| Geode Capital Management, LLC | 1,446,816 | $23.7M | 0.00% | +841,388+139.0% | Added |
| Bank of America Corp | 1,199,328 | $19.6M | 0.00% | +643,291+115.7% | Added |
| Goldman Sachs Group Inc | 1,082,014 | $17.7M | 0.00% | −1,394,885−56.3% | Reduced |
Holders of 5% or more of LPTH
See all 3 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Lightpath Technologies Inc.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| North Run Strategic Opportunities Fund I, LP | 13D/A | 9.60%6.72M shares | −5.10 ppfrom 14.70% | Feb 25, 20256 filings | Jun 4, 2026 | SEC |
| BlackRock, Inc. | 13G | 6.50%4.29M shares | New | Jul 29, 20261 filing | Jul 29, 2026 | SEC |
| Hood River Capital Management LLC | 13G | 5.37%3.56M shares | New | Aug 14, 20261 filing | Aug 14, 2026 | SEC |