# IPG Photonics (IPGP): value investors who own it | moatshark

1 value investor held IPG Photonics in their Q3 2026 13F, led by First Eagle Investment Management.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| First Eagle Investment Management | 0.6% | $392m | Trimmed -27% | 32 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-02 | IP FIBRE DEVICES LTD | 10% owner | Sold | 9876 | $843k |
| 2026-10-02 | IP FIBRE DEVICES LTD | 10% owner | Sold | 5485 | $472k |
| 2026-10-02 | SCHERBAKOV EUGENE A | Director | Sold | 3048 | $260k |
| 2026-09-02 | Valentin Gapontsev Trust I | 10% owner | Sold | 4715 | $360k |
| 2026-09-02 | Valentin Gapontsev Trust I | 10% owner | Sold | 4591 | $347k |
| 2026-09-01 | Valentin Gapontsev Trust I | 10% owner | Sold | 18091 | $1.4m |
| 2026-08-26 | PEELER JOHN R | Director | Bought | 1552 | $113k |
| 2026-08-26 | PEELER JOHN R | Director | Bought | 1158 | $86k |
| 2026-08-05 | IP FIBRE DEVICES LTD | 10% owner | Sold | 11912 | $1.1m |
| 2026-08-05 | IP FIBRE DEVICES LTD | 10% owner | Sold | 4324 | $423k |
| 2026-08-05 | IP FIBRE DEVICES LTD | 10% owner | Sold | 1325 | $128k |
| 2026-08-05 | IP FIBRE DEVICES LTD | 10% owner | Sold | 550 | $54k |
| 2026-08-04 | IP FIBRE DEVICES LTD | 10% owner | Sold | 12202 | $1.2m |
| 2026-07-31 | IP FIBRE DEVICES LTD | 10% owner | Sold | 25994 | $2.2m |
| 2026-07-31 | SCHERBAKOV EUGENE A | Director | Sold | 783 | $67k |
| 2026-07-31 | IP FIBRE DEVICES LTD | 10% owner | Sold | 506 | $44k |
| 2026-07-31 | IP FIBRE DEVICES LTD | 10% owner | Sold | 300 | $27k |
| 2026-07-31 | SCHERBAKOV EUGENE A | Director | Sold | 300 | $26k |
| 2026-07-31 | SCHERBAKOV EUGENE A | Director | Sold | 241 | $21k |
| 2026-07-31 | IP FIBRE DEVICES LTD | 10% owner | Sold | 200 | $17k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| First Eagle Global Fund | First Eagle Investment Management | 0.3% | $200m | 2026-07-31 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/ipgp). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.