Market Cap
$420.6M
ACTG
ACACIA RESEARCH CORP
$4.34 ▼ -0.46%
Prev close $4.36Market cap$420.6M
12-mo target$6.00 (+38.2%)
High Impact Filing (7/10)16 New Institutional Positions6 Institutional Exits Traditional Finance
Snapshot
The big-picture read on ACTG right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Inst. Holders
50 funds
Inst. Value
$372.1M
Inst. Activity
16 buys / 6 sells
Insider Activity
$0.00 buy / $457.6K sell
Insider Net $
-$457.6K
Social Sentiment
40° Cool
SEC Reports
3
Price chart 30d -3.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 Insider
Molinelli Gavin was granted 6,961 shares
Director @ $4.31 ($30.0K)
Sep 15, 2026 Insider
Kohlberg Isaac T. sold 24,000 shares
Director @ $4.55 ($109.2K)
Sep 3, 2026 Insider
Aug 20, 2026 SEC OCONNELL MAUREEN sold 12,466 shares
Director @ $4.57 ($57.0K)
Two ACTG directors sold a combined $196K in open-market sales over a 7-day window, representing 0.04% of the $444M marke
CLUSTER — Impact 2/10
Acacia Research reported Q2 2026 revenue of $114.6 million, up 124% YoY and 131% above the $49.5M consensus, driven by a
8-K — Impact 6/10
Aug 5, 2026 earnings_calendar
ACTG Q2 2026 Earnings Scheduled — 2026-08-05
Jun 30, 2026 Inst.
GOLDMAN SACHS GROUP INC — DOUBLED
1,175,163 shares ($5.5M)
Jun 30, 2026 Inst.
AMERICAN CENTURY COMPANIES INC — ADD
693,309 shares ($3.2M)
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Mar 12, 2026 | Craig-Hallum | MAINTAIN | Buy | 54% |
| Mar 15, 2024 | Craig-Hallum | MAINTAIN | Buy | 54% |
| May 22, 2020 | Craig-Hallum | INITIATE | Buy | 54% |
| Jul 29, 2016 | Barclays | MAINTAIN | Underweight | 54% |
| Jan 5, 2016 | Barclays | DOWNGRADE | Underweight | 54% |
| Feb 20, 2015 | JP Morgan | MAINTAIN | Overweight | 55% |
| Oct 23, 2014 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 30, 2014 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Apr 22, 2014 | JP Morgan | MAINTAIN | Overweight | 55% |
| Apr 21, 2014 | Wedbush | INITIATE | Outperform | 57% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Aug 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Jul 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Jun 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| May 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Apr 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Mar 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Feb 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% |
Price targets
Where 1 covering analysts think ACTG trades over the next 12 months.
$6.00 +38.2% upside Strong Buy
Current$4.34 Low$6.00 Median$6.00 High$6.00 1 analysts
$6.00$6.00
Analyst rating None as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
40°
Cool
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
3 SEC filing reports analyzed · 1 bullish, 1 bearish, 0 mixed, 1 neutral · avg impact 5.0/10.
NEUTRALCLUSTER2/10
Two ACTG directors sold a combined $196K in open-market sales over a 7-day window, representing 0.04
Aug 20, 2026
BULLISH8-K6/10
Acacia Research reported Q2 2026 revenue of $114.6 million, up 124% YoY and 131% above the $49.5M co
Aug 5, 2026
BEARISH8-K7/10
Acacia Research reported Q1 2026 revenue of $54.2M, down 56% YoY from $124.4M, driven by a collapse
May 7, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 5, 2026
earnings_calendar
ACTG Q2 2026 Earnings Scheduled — 2026-08-05
May 7, 2026
earnings_calendar
ACTG Q1 2026 Earnings Scheduled — 2026-05-07
Mar 11, 2026
earnings_calendar
ACTG Q4 2025 Earnings After Market Close — 2026-03-11
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.10 | $-0.10–$-0.10 | -900.0% | +0.0% | — | $0.0B | 1 |
| Next Q | $-0.10 | $-0.10–$-0.10 | -433.3% | +0.0% | — | $0.0B | 1 |
| Current FY | $-0.34 | $-0.34–$-0.34 | -213.3% | +22.7% | 1↑ 0↓ | $0.3B | 1 |
| Next FY | $-0.35 | $-0.35–$-0.35 | -2.9% | — | — | $0.2B | 1 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.100 | — |
| 7d ago | $-0.100 | — |
| 30d ago | $-0.100 | — |
| 60d ago | $-0.100 | — |
| 90d ago | $-0.090 | -0.010 |
Institutional ownership
Which big funds own ACTG (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $372.1M total value (79,847,928 shares) as of 2026-Q2. Top holders: NewEdge, Starboard, STATE. Net buying activity: 16 institutions added/increased vs 6 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NewEdge Advisors, LLC | 0 | $0.00 | 0.0% | ADD +28.5% |
| Starboard Value LP | 61,123,595 | $284.8M | 76.5% | — |
| STATE STREET CORP | 3,166,717 | $14.8M | 4.0% | — |
| DIMENSIONAL FUND ADVISORS LP | 2,941,723 | $13.7M | 3.7% | — |
| BlackRock, Inc. | 2,597,274 | $12.1M | 3.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,485,187 | $6.9M | 1.9% | — |
| RENAISSANCE TECHNOLOGIES LLC | 1,415,088 | $6.6M | 1.8% | — |
| GOLDMAN SACHS GROUP INC | 1,175,163 | $5.5M | 1.5% | DOUBLED +101.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 900,809 | $4.2M | 1.1% | — |
| AMERICAN CENTURY COMPANIES INC | 693,309 | $3.2M | 0.9% | ADD +35.6% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | DOUBLED | 584,102 | 1,175,163 | +101.2% | $5.5M |
| AMERICAN CENTURY COMPANIES INC | ADD | 511,374 | 693,309 | +35.6% | $3.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 196,296 | 288,462 | +47.0% | $1.3M |
| CITADEL ADVISORS LLC | ADD | 197,571 | 249,524 | +26.3% | $1.2M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | DOUBLED | 58,060 | 150,172 | +158.6% | $699.8K |
| JANE STREET GROUP, LLC | TRIM | 175,411 | 111,773 | -36.3% | $520.9K |
| Quantinno Capital Management LP | DOUBLED | 44,618 | 106,140 | +137.9% | $494.6K |
| SIMPLEX TRADING, LLC | DOUBLED | 31,955 | 65,103 | +103.7% | $303.4K |
| Point72 Asset Management, L.P. | TRIM | 88,552 | 42,410 | -52.1% | $197.6K |
| Jump Financial, LLC | DOUBLED | 11,100 | 38,248 | +244.6% | $178.2K |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
8 insiders, 23 transactions. Net -$457.6K — $0.00 bought, $457.6K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Molinelli Gavin | Director | AWARD | 6,961 | $4.31 | $30.0K |
| Sep 15, 2026 | Kohlberg Isaac T. | Director | SELL | 24,000 | $4.55 | $109.2K |
| Sep 3, 2026 | OCONNELL MAUREEN | Director | SELL | 12,466 | $4.57 | $57.0K |
| Sep 2, 2026 | OCONNELL MAUREEN | Director | SELL | 20,534 | $4.63 | $95.1K |
| Aug 28, 2026 | FELMAN MICHELLE | Director | GIFT | 16,086 | $4.49 | $72.2K |
| Aug 19, 2026 | OCONNELL MAUREEN | Director | SELL | 10,000 | $4.60 | $46.0K |
| Aug 12, 2026 | Kohlberg Isaac T. | Director | SELL | 32,188 | $4.67 | $150.3K |
| Jun 30, 2026 | Molinelli Gavin | Director | AWARD | 6,438 | $4.66 | $30.0K |
| Jun 23, 2026 | Kohlberg Isaac T. | Director | AWARD | 25,052 | — | — |
| Jun 23, 2026 | Molinelli Gavin | Director | AWARD | 25,052 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ACTG.
Shares short
2,047,000
Settlement Sep 15, 2026
Change vs prior
+0.9%
Semi-monthly cycle
Days to cover
11.8
At avg daily volume
Of shares outstanding
≈2.1%
Estimate — not % of float
All ACTG filing & press-release reports (3)
- CLUSTER reportAug 20, 2026
- 8-K reportAug 5, 2026
- 8-K reportMay 7, 2026