M&G Plc IPGP — IPG PHOTONICS CORP

Ownership history in M&G Plc  ·  10 quarters on record

AI Ownership Summary

M&G Plc reported IPG PHOTONICS CORP (IPGP) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.35% in 2026 Q1. The latest visible filing shows IPGP at 0.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IPGP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M&G Plc's position in IPG PHOTONICS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IPGP was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IPGP stock page M&G Plc fund profile M&G Plc full holdings
How M&G Plc held IPGP — position size vs. price
% of Fund (quarterly)    IPGP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 596,441 -371 -0.1% 0.35% $69.8M 2026-08-06 $86.70
2026 Q1 REDUCED — — — 596,812 -24,033 -3.9% 0.35% $68.6M 2026-05-13 $106.60
2025 Q4 REDUCED — — — 620,845 -16,511 -2.6% 0.23% $44.7M 2026-02-12 $150.25
2025 Q3 ADDED — — — 637,356 +37,336 +6.2% 0.27% $50.4M 2025-11-07 $87.94
2025 Q2 ADDED — — — 600,020 +435,122 +263.9% 0.23% $41.4M 2025-08-08 $75.26
2025 Q1 REDUCED 5.6% +8.7% ❌ 164,898 -9,815 -5.6% 0.05% $10.4M 2025-05-13 $65.59
2024 Q4 ADDED — — — 174,713 +7,228 +4.3% 0.08% $12.8M 2025-02-11 $63.72
2024 Q3 ADDED — — — 167,485 +2,113 +1.3% 0.04% $12.4M 2024-10-31 $80.96
2024 Q2 REDUCED 5.5% -11.9% ✅ 165,372 -9,674 -5.5% 0.05% $13.9M 2024-07-16 $90.65
2024 Q1 INITIATED — — — 175,046 — — 0.06% $15.9M 2024-05-10 $88.26

🏢 Other funds also holding IPGP

As of 2026 Q2 — sorted by position size

Tuttle Capital Management, LLC 3Y 7Y 7.23% S SQUARED TECHNOLOGY, LLC 3Y 7Y 6.15% WESTPORT ASSET MANAGEMENT INC 3Y 7Y 3.71% LHM, INC. 3.43% CONGRUENCE CAPITAL, LLC 2.91% NEXT CENTURY GROWTH INVESTORS LLC 3Y 7Y 1.68% Kerrisdale Advisers, LLC 3Y 7Y 1.22% Ballast Asset Management, LP 1.21% DISCIPLINED GROWTH INVESTORS INC /MN 3Y 7Y 1.05% AMERICAN CAPITAL MANAGEMENT INC 3Y 7Y 1.04%

FAQ About M&G Plc and IPGP

These are the practical questions this page is built to answer before you even open the full history table.

How long has M&G Plc reported owning IPGP?

M&G Plc reported IPGP across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IPGP position in M&G Plc's portfolio?

The largest reported portfolio weight for IPGP was 0.35% in 2026 Q1.

What is the latest reported IPGP position on this page?

The most recent filing on this page is 2026 Q2, when M&G Plc reported 596,441 shares, equal to 0.35% of portfolio, with an estimated market value of $69.8M.

What does the chart on this IPGP ownership page compare?

The chart compares M&G Plc's quarterly IPGP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did M&G Plc time their IPGP position?

Based on 13F filing dates vs. subsequent IPGP price moves, M&G Plc correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on IPGP relative to SPY over the holding period was -17.6%.

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