DMRC at a glance
Digimarc CORP (DMRC, SEC CIK 1438231) filed its latest 10-K annual report on March 11, 2026, a 10-Q quarterly report on May 13, 2026, an 8-K current report on May 18, 2026 and Form 4 insider filings as recently as May 18, 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), Digimarc CORP (DMRC) reported revenue of $33.9 million (down 11.7% from FY2024) and a net loss of $32.3 million. Diluted EPS was -$1.49.
- As of March 31, 2026, 20 institutional investment managers tracked by SignalX reported holding Digimarc CORP (DMRC) shares worth $19.6 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $33.9M
- −11.7% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 20 funds
- $19.6M · +1 vs prior quarter
- Latest 8-K
- May 18, 2026
- Item 5.02 · Item 8.01 · Item 2.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 31, 2026
Management Discussion & Analysis
- Revenue $7.6M, down 19% YoY from $9.4M, with subscription $4.4M and service $3.2M
- Gross margin 60% vs 65% YoY; subscription margin 90% vs 86%, service margin 57% vs 65%
- Commercial revenue $4.1M, down 29%; government revenue $3.5M, down 3%
- ARR $15.0M, down 25% from $20.0M; two expired contracts drove declines
- GAAP net loss $7.0M vs $11.7M; operating expenses $11.7M vs $18.2M, while corporate reorganization costs totaled $1.2M
Risk Factors
- No risk-factors section provided; supplied text covers equity withholding, merger agreements, and exhibits
- Merger agreement dated March 12, 2026 indicates transaction-related execution and regulatory risks
- 169,235 shares withheld for employee tax obligations at average $5.23 per share
- No public repurchase-plan purchases during the three months ended March 31, 2026
AI summary of the DMRC 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 5.02: Departure/Appointment of Directors or Principal Officers
- Existing directors and executive officers transferred to Holdings upon the Reorganization’s effectiveness
- Leadership continuity: Riley McCormack remains CEO and President
Item 8.01: Other Events
- Holdings became successor issuer under Rule 12g-3(a), preserving Nasdaq listing and Section 12(b) registration for Holdings Common Stock
- Future SEC filings will use Holdings’ new CIK No. 0002119322
Item 2.01: Completion of Acquisition or Disposition of Assets
- Reorganization completed May 15, 2026, converting Digimarc into wholly owned subsidiary Digimarc LLC under Digimarc Parent, Inc
- Shareholders received one Holdings share for each Company share, preserving proportional ownership
Item 2.02: Results of Operations and Financial Condition
- Filing contains only a signature page dated May 12, 2026
- No earnings figures or operating results included in the provided Item 2.02 text
Item 5.07: Submission of Matters to a Vote of Security Holders
- Reorganization and merger agreement approved: 15,133,305 for versus 188,478 against, advancing the transaction
- Eight director nominees elected to one-year terms, with 14,400,402–15,097,588 votes for each
AI summaries of DMRC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for DMRC
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- Fund moves. Which tracked funds opened, added or cut DMRC, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Beck Charles | F | May 15, 2026 | 1,848 | $9.80 |
| Sickles Ken | A | May 15, 2026 | 17,868 | $9.80 |
| Beck Charles | A | May 15, 2026 | 26,796 | $9.80 |
| Beck Charles | F | May 15, 2026 | 967 | $9.80 |
| Quinn Carle Ann | A | May 15, 2026 | 26,796 | $9.80 |
| Quinn Carle Ann | A | May 15, 2026 | 2,011 | $9.80 |
| Quinn Carle Ann | F | May 15, 2026 | 4,055 | $9.80 |
| Quinn Carle Ann | F | May 15, 2026 | 1,694 | $9.80 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $38.4M | $33.9M |
| Gross Profit | - | $24.2M | $20.9M |
| Operating Income | - | -$41.3M | -$33.2M |
| Net Income | - | -$39.0M | -$32.3M |
| Gross Margin | - | 63.1% | 61.6% |
| Op. Margin | - | -107.5% | -97.8% |
| Net Margin | - | -101.5% | -95.3% |
| Balance Sheet | |||
| Total Assets | $80.6M | $75.8M | $53.0M |
| Equity | $61.9M | $61.4M | $40.2M |
| ROE | - | -63.6% | -80.3% |
| Per Share | |||
| EPS | - | $-1.83 | $-1.49 |
| Cash Flow | |||
| Operating CF | - | -$26.6M | -$11.8M |
| CapEx | - | $212K | $570K |
Source: XBRL data in Digimarc CORP (DMRC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q1 2026Aggregate DMRC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q1 2026 | 20 | $19.6M |
| Q4 2025 | 19 | $29.2M |
| Q3 2025 | 19 | $44.4M |
| Q2 2025 | 21 | $58.7M |
| Q1 2025 | 16 | $34.1M |
| Q4 2024 | 13 | $88.0M |
| Q3 2024 | 10 | $25.4M |
- Goldman Sachs Group+32.3K (+30%)
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- Morgan Stanley−315.8K (-62%)
- BlackRock−13.6K (-1%)
- JPMorgan Chase & Co−12.7K (-64%)
- Wells Fargo & Co−11.8K (-63%)
- State Street Corp−9.6K (-3%)
- Vanguard Group Inc−1.27M
- Millennium Management−269.0K
- Citadel Advisors LLC−100.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 118 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
DMRC 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 | May 18, 2026 | - | - | |
| 8-K | May 18, 2026 | - | Analysis | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 10-Q | May 13, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 12, 2026 | - | Analysis | |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 8-K | Mar 12, 2026 | - | - | - |
| 10-K | Mar 11, 2026 | Dec 31, 2025 | - | |
| 8-K | Mar 11, 2026 | - | Analysis | - |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - |
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DMRC SEC filings: frequently asked questions
Which institutions hold DMRC stock?
As of March 31, 2026, the largest Digimarc CORP (DMRC) holders among the 13F filers tracked by SignalX were BlackRock ($5.3 million), Vanguard Capital Management LLC ($3.8 million), Vanguard Portfolio Management LLC ($2.1 million), D.E. Shaw & Co ($1.6 million), State Street Corp ($1.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was DMRC's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Digimarc CORP (DMRC) reported revenue of $33.9 million (down 11.7% from FY2024) and a net loss of $32.3 million. Diluted EPS was -$1.49. The figures come from the XBRL data in the 10-K.
What did DMRC report in its latest 8-K?
Digimarc CORP (DMRC) filed an 8-K on May 18, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers), Item 8.01 (Other Events) and Item 2.01 (Completion of Acquisition or Disposition of Assets). Existing directors and executive officers transferred to Holdings upon the Reorganization’s effectiveness.
What are the latest DMRC SEC filings?
Digimarc CORP (DMRC) filed its latest 10-K annual report on March 11, 2026, a 10-Q quarterly report on May 13, 2026, an 8-K current report on May 18, 2026 and a Form 4 insider filing on May 18, 2026.
What is DMRC's SEC CIK number?
Digimarc CORP (DMRC)'s SEC Central Index Key (CIK) is 1438231. EDGAR lists every DMRC filing under that number.
Ask anything about DMRC
The research agent reads DMRC's filings, financials, insider trades and 13F holders, then answers with sources.