Impact Investors, Inc

Q3 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
9/30/2026
Date filed
10/30/2026
Form type
13F-HR
Num holdings
47
Total value ($000)
$60,321
Net value change ($000)
-76,444 (-55.9%)
New positions
6
Sold out positions
46
Turnover %
51.2%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NU 352 NEW
ENPH 249 NEW
QCOM 244 NEW
KYMR 213 NEW
ACHR 211 NEW
VEEV 173 52.4%
PAGSEGURO DIGITAL LTD 149 NEW
INGR 28 10.0%
LYG 4 5.0%
Top Reduces (Value $000, Stocks/ETFs)
UBND -6,607 -100.0%
NULG -5,843 -54.0%
ESGD -5,714 -50.3%
IAU -4,761 -55.7%
PWR -2,271 -74.5%
ANET -2,021 -60.7%
JMUB -1,978 -100.0%
BCD -1,776 -55.4%
MSFT -1,697 -100.0%
SPTL -1,683 -14.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type