ACTG at a glance
ACACIA RESEARCH CORP (ACTG, SEC CIK 934549) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 5, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), ACACIA RESEARCH CORP (ACTG) reported revenue of $285.2 million (up 133.2% from FY2024) and net income of $21.7 million. Diluted EPS was $0.22.
- As of June 30, 2026, 24 institutional investment managers tracked by SignalX reported holding ACACIA RESEARCH CORP (ACTG) shares worth $353.2 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Kohlberg Isaac T. on September 15, 2026 of 24,000 shares at $4.55 per share.
- In the last 90 days, ACTG insiders reported 0 open-market purchases ($0) and 5 open-market sales ($458K) on Form 4, a net sale of $458K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $285.2M
- +133.2% vs prior year
- Insiders · 90 days
- 0 buys · 5 sells
- Net −$458K
- 13F holders
- 24 funds
- $353.2M · −2 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue and YoY change not provided in supplied MD&A excerpt
- Profitability margins and YoY comparison not provided in supplied MD&A excerpt
- Best and worst performing segment metrics not provided
- Life Sciences proceeds $564.1M, retained private securities valued at $5.8M
- Manufacturing headwinds from tariffs and challenging demand; no near-term guidance disclosed
Risk Factors
- No risk-factors section provided in the submitted excerpt
- No new or changed risks identifiable from the provided text
- No regulatory, legal, operational, competitive, market, or financial risks disclosed
- Filing excerpt reports no unregistered equity sales and no senior-security defaults
AI summary of the ACTG 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Acacia Research reported financial results for the quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains the underlying financial figures and management commentary
Item EX-99.1: Item EX-99.1
- Q2 revenue $114.6M, up 124% YoY, driven primarily by Intellectual Property Operations licensing revenue of $60.9M
- Adjusted net income $12.8M and adjusted EPS $0.13, versus adjusted net loss of $5.9M and EPS of $(0.06) in Q2 2025
Item 5.07: Submission of Matters to a Vote of Security Holders
- Annual meeting quorum established with 86,674,540 shares represented, approximately 90% of outstanding shares
- Five disclosed director nominees elected through the 2027 annual meeting, with 77.1–77.6 million votes supporting each
Item 2.02: Results of Operations and Financial Condition
- Acacia Research announced financial results for the quarter ended March 31, 2026
- Results available in Exhibit 99.1, the furnished earnings press release
AI summaries of ACTG 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ACTG
Don't miss the next ACTG filing
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- Fund moves. Which tracked funds opened, added or cut ACTG, by share count.
- Ask anything. An AI agent that reads every ACTG filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Molinelli Gavin | A | Sep 30, 2026 | 6,961 | $4.31 |
| Kohlberg Isaac T. | Sell | Sep 15, 2026 | 24,000 | $4.55 |
| OCONNELL MAUREEN | Sell | Sep 3, 2026 | 12,466 | $4.57 |
| OCONNELL MAUREEN | Sell | Sep 2, 2026 | 20,534 | $4.63 |
| FELMAN MICHELLE | G | Aug 28, 2026 | 16,086 | $4.49 |
| FELMAN MICHELLE | G | Aug 28, 2026 | 16,086 | $4.49 |
| OCONNELL MAUREEN | Sell | Aug 19, 2026 | 10,000 | $4.60 |
| Kohlberg Isaac T. | Sell | Aug 12, 2026 | 32,188 | $4.67 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $122.3M | $285.2M |
| Gross Profit | - | $29.7M | $84.5M |
| Operating Income | $20.9M | -$32.9M | $6.4M |
| Net Income | - | -$36.1M | $21.7M |
| Gross Margin | - | 24.2% | 29.6% |
| Op. Margin | - | -26.9% | 2.2% |
| Net Margin | - | -29.5% | 7.6% |
| Balance Sheet | |||
| Total Assets | $633.5M | $756.4M | $771.0M |
| Equity | - | $514.8M | $543.5M |
| ROE | - | -7.0% | 4.0% |
| Per Share | |||
| EPS | - | $-0.36 | $0.22 |
| Cash Flow | |||
| Operating CF | - | $50.1M | $75.2M |
| CapEx | $189K | $148.7M | - |
Source: XBRL data in ACACIA RESEARCH CORP (ACTG)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ACTG share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 24 | $353.2M |
| Q1 2026 | 26 | $360.2M |
| Q4 2025 | 22 | $279.9M |
| Q3 2025 | 21 | $243.4M |
| Q2 2025 | 21 | $268.1M |
| Q1 2025 | 18 | $230.9M |
| Q4 2024 | 14 | $308.2M |
| Q3 2024 | 12 | $319.4M |
- Goldman Sachs Group+591.1K (+101%)
- BlackRock+190.9K (+8%)
- AQR Capital Management+154.7K (+189%)
- Dimensional Fund Advisors+87.8K (+3%)
- State Street Corp+61.7K (+2%)
- Vanguard Capital Management LLC−110.9K (-7%)
- Morgan Stanley−63.8K (-23%)
- Invesco Ltd−46.1K (-60%)
- JPMorgan Chase & Co−26.3K (-23%)
- Bank of America Corp−9.3K (-28%)
- Millennium Management−40.0K
- Prudential Financial−14.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 158 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ACTG filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 8-K | Jun 25, 2026 | - | Analysis | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 8-K | May 7, 2026 | - | Analysis | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 4 | Apr 1, 2026 | - | - | - |
| 4 | Apr 1, 2026 | - | - | - |
| 4 | Mar 24, 2026 | - | - | - |
| 10-K | Mar 12, 2026 | Dec 31, 2025 | - | |
| 4 | Mar 12, 2026 | - | - | - |
| 8-K | Mar 11, 2026 | - | Analysis | - |
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ACTG SEC filings: frequently asked questions
Are ACTG insiders buying or selling?
In the last 90 days, ACACIA RESEARCH CORP (ACTG) officers, directors and 10% owners reported no open-market purchases and 5 open-market sales worth $457,560 by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ACTG stock?
As of June 30, 2026, the largest ACACIA RESEARCH CORP (ACTG) holders among the 13F filers tracked by SignalX were Starboard Value LP ($284.8 million), State Street Corp ($14.8 million), Dimensional Fund Advisors ($13.7 million), BlackRock ($12.1 million), Vanguard Capital Management LLC ($6.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ACTG's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), ACACIA RESEARCH CORP (ACTG) reported revenue of $285.2 million (up 133.2% from FY2024) and net income of $21.7 million. Diluted EPS was $0.22. The figures come from the XBRL data in the 10-K.
What did ACTG report in its latest 8-K?
ACACIA RESEARCH CORP (ACTG) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Acacia Research reported financial results for the quarter ended June 30, 2026.
What are the latest ACTG SEC filings?
ACACIA RESEARCH CORP (ACTG) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 5, 2026 and a Form 4 insider filing on October 1, 2026.
What is ACTG's SEC CIK number?
ACACIA RESEARCH CORP (ACTG)'s SEC Central Index Key (CIK) is 934549. EDGAR lists every ACTG filing under that number.
Ask anything about ACTG
The research agent reads ACTG's filings, financials, insider trades and 13F holders, then answers with sources.