LPTH

Lightpath Technologies Inc

A maker of precision optical and infrared lenses and cameras, LightPath Technologies supplies thermal-imaging systems used in defense, border security, and counter-drone work. Founded in 1985 and based in Orlando, Florida, it grew from a component supplier into a vertically integrated optics house through acquisitions like G5 Infrared. Its signature material is BlackDiamond, a chalcogenide glass made in the U.S. that substitutes for germanium, the usual infrared optic material that China dominates.

CUSIP: 532257805TechnologyUS1 holder

Ownership Activity Financials Filings

Schedule 13D / 13G filings

Hood River Capital Management LLC

13GPassive

% of class5.37%

Shares3.56M

FiledAug 14, 2026

Vanguard Capital Management

13G/APassive

% of class4.66%

Shares3.10M

FiledJul 31, 2026

BlackRock, Inc.

13GPassive

% of class6.5%

Shares4.29M

FiledJul 29, 2026

North Run Strategic Opportunities Fund I, LP

13D/AActivist

% of class9.6%

Shares6.72M

FiledJun 4, 2026

Item 4 is hereby amended and supplemented to add the following at the end thereof: The information in Item 5(c) is incorporated herein by reference.

North Run Strategic Opportunities Fund I GP, LLC

13D/AActivist

% of class9.6%

Shares6.72M

FiledJun 4, 2026

Item 4 is hereby amended and supplemented to add the following at the end thereof: The information in Item 5(c) is incorporated herein by reference.

ELLIS THOMAS B

13D/AActivist

% of class9.6%

Shares6.72M

FiledJun 4, 2026

Item 4 is hereby amended and supplemented to add the following at the end thereof: The information in Item 5(c) is incorporated herein by reference.

HAMMER TODD B

13D/AActivist

% of class9.6%

Shares6.72M

FiledJun 4, 2026

Item 4 is hereby amended and supplemented to add the following at the end thereof: The information in Item 5(c) is incorporated herein by reference.

Orin Hirschman

13G/APassive

% of class4.8%

Shares2.15M

FiledNov 10, 2025

AIGH Capital Management LLC

13G/APassive

% of class4.8%

Shares2.15M

FiledNov 10, 2025

Marathon Micro Fund, LP

13G/APassive

% of class4.9%

Shares2.15M

FiledOct 10, 2025

Holder	Schedule	% of class	Shares	Filed
Hood River Capital Management LLC	13GPassive	5.37%	3.56M	Aug 14, 2026
Vanguard Capital Management	13G/APassive	4.66%	3.10M	Jul 31, 2026
BlackRock, Inc.	13GPassive	6.5%	4.29M	Jul 29, 2026
North Run Strategic Opportunities Fund I, LP	13D/AActivist	9.6%	6.72M	Jun 4, 2026
Item 4 is hereby amended and supplemented to add the following at the end thereof: The information in Item 5(c) is incorporated herein by reference.
North Run Strategic Opportunities Fund I GP, LLC	13D/AActivist	9.6%	6.72M	Jun 4, 2026
Item 4 is hereby amended and supplemented to add the following at the end thereof: The information in Item 5(c) is incorporated herein by reference.
ELLIS THOMAS B	13D/AActivist	9.6%	6.72M	Jun 4, 2026
Item 4 is hereby amended and supplemented to add the following at the end thereof: The information in Item 5(c) is incorporated herein by reference.
HAMMER TODD B	13D/AActivist	9.6%	6.72M	Jun 4, 2026
Item 4 is hereby amended and supplemented to add the following at the end thereof: The information in Item 5(c) is incorporated herein by reference.
Orin Hirschman	13G/APassive	4.8%	2.15M	Nov 10, 2025
AIGH Capital Management LLC	13G/APassive	4.8%	2.15M	Nov 10, 2025
Marathon Micro Fund, LP	13G/APassive	4.9%	2.15M	Oct 10, 2025