What is the 13F Pro Quality Score for ACTG?

13F Pro ranks ACACIA RESEARCH CORP (ACTG) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View ACTG's current score at https://13fpro.ai/research/ACTG (free sign-up required for the full ranking).

Which hedge funds own the most ACTG stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of ACTG include Starboard Value, STATE STREET, DIMENSIONAL FUND ADVISORS. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/ACTG as soon as new 13F filings post.

Where does 13F Pro source ACTG data?

All ACACIA RESEARCH CORP fundamentals and ownership data come directly from SEC EDGAR. ACACIA RESEARCH CORP files with the SEC under CIK 934549. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is ACTG in?

ACACIA RESEARCH CORP (ACTG) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

How often is ACTG research updated on 13F Pro?

ACTG's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

ACACIA RESEARCH CORP(ACTG)Stock Analysis

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13F Pro Quality Score

48.6/100

Rank #1,545 of 2,879 stocks

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

96.2/100

Profitability

57.3/100

Balance Sheet

37.7/100

Earnings Quality

30.0/100

Free Cash Flow

11.9/100

Institutional Flow

50.1/100

Revenue Scale

29.2/100

Dilution Risk

41.2/100

ACTG Stock Analysis & AI Quality Score

AI stock analysis and institutional research for ACACIA RESEARCH CORP (ACTG), a Financials sector company. 13F Pro's AI-powered ranking engine scores ACTG at 48.6/100 on a 32-signal composite quality model, placing it at rank #1,545 of 2,879 stocks — the bottom half of the AI-ranked universe. ACTG scores in the top quartile across revenue growth (96.2). Areas of concern include free cash flow (11.9) and revenue scale (29.2), which score below median versus the broader universe. Shareholder dilution risk is elevated at 41.2/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), ACACIA RESEARCH CORP reports quarterly revenue of $52.4M, net income of $-15.7M, an operating margin of -16.0%. Top institutional holders of ACTG by reported 13-F value include Starboard Value, STATE STREET, DIMENSIONAL FUND ADVISORS, based on the most recent SEC filings. ACTG trades on the Nasdaq exchange and files with the SEC under CIK 934549. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ACTG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ACACIA RESEARCH CORP directly from SEC EDGAR. ACACIA RESEARCH CORP's 13F Pro composite quality score has ranged between 14 and 49 since 2021, currently 48.6 — a stable long-term trajectory across 28 quarterly and live scoring snapshots.

✦

Fun facts about ACACIA RESEARCH CORP

Quirks, history, and lore behind ACTG — the kind of stuff that makes a stock memorable.

1
The Basics
A U.S. Financials company listed on Nasdaq, headquartered in Southern California, with a business model that most people have never heard of.
2
The Numbers
A small-cap firm with revenue typically in the tens of millions annually — modest in size, but its fortunes swing wildly depending on courtroom outcomes.
3
The History
Founded in the 1990s, the company pivoted over the years into a highly specialized niche: acquiring and monetizing patents rather than building products.
4
The Secret
Its entire business is patent licensing and litigation — it buys intellectual property portfolios from inventors and corporations, then enforces those patents against alleged infringers.
5
The Lore
Critics call firms like this "patent trolls"; the company prefers "patent monetization." Either way, its opponents have included some of the biggest names in tech.
6
The Giveaway
Named after a thorny flowering shrub, this Newport Beach patent-assertion company trades under the ticker ACTG and is one of the most prominent publicly traded IP monetization firms in existence.

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Revenue

Q1 2026

$52.4M

Net Income

Q1 2026

$-15.7M

Free Cash Flow

Q1 2026

$3.4M

Operating Margin

Q1 2026

-16.0%

ROIC

Q1 2026

-1.4%

D/E Ratio

Q1 2026

0.17

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+133.2% YoY

$285.2MFY 2025

FY22 $59.2MFY23 $125.1MFY24 $122.3MFY25 $285.2M

Net Income

+160.1% YoY

$21.7MFY 2025

FY22 $-125.1MFY23 $68.9MFY24 $-36.1MFY25 $21.7M

Operating Income

+119.5% YoY

$6.4MFY 2025

FY22 $-40.1MFY23 $20.9MFY24 $-32.9MFY25 $6.4M

EPS (Diluted)

+161.1% YoY

$0.22FY 2025

FY22 $-3.13FY23 $0.58FY24 $-0.36FY25 $0.22

Total Assets

+1.9% YoY

$771.0MFY 2025

FY22 $482.9MFY23 $633.5MFY24 $756.4MFY25 $771.0M

Total Debt

+3729.2% YoY

$91.9MFY 2025

FY22 —FY23 —FY24 $2.4MFY25 $91.9M

Op. Cash Flow

+50.1% YoY

$75.2MFY 2025

FY22 $-37.3MFY23 $-22.5MFY24 $50.1MFY25 $75.2M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$285.2M +133.2%	$122.3M -2.2%	$125.1M +111.2%	$59.2M +393.4%	$12.0M -59.7%	$29.8M
Net Income	$21.7M +160.1%	$-36.1M -152.3%	$68.9M +155.1%	$-125.1M -183.8%	$149.2M +36.6%	$109.2M
Operating Income	$6.4M +119.5%	$-32.9M -257.3%	$20.9M +152.2%	$-40.1M -375.6%	$14.5M +174.5%	$-19.5M
EPS (Diluted)	$0.22 +161.1%	$-0.36 -162.1%	$0.58 +118.5%	$-3.13 -263.9%	$1.91 +29.1%	$1.48
Total Assets	$771.0M +1.9%	$756.4M +19.4%	$633.5M +31.2%	$482.9M -39.5%	$798.9M +55.0%	$515.5M
Total Debt	$91.9M +3729.2%	$2.4M	—	—	—	—
Operating Cash Flow	$75.2M +50.1%	$50.1M +322.7%	$-22.5M +39.7%	$-37.3M -380.2%	$13.3M +167.9%	$-19.6M

AI Insight: ACTG Financial Trends

Q1 2025's $124M revenue surge and $24M net income proved a one-quarter anomaly; ACTG has since reverted to sub-$60M revenues with persistent operating losses.

• Revenue normalized sharply from $124M in Q1 2025 to $50–$59M range across Q2–Q4 2025, suggesting Q1 spike was non-recurring.

• Operating income remained negative in six of eight quarters, including -$8M in Q1 2026, indicating structural profitability challenges.

• Total debt jumped from $2M in Q2 2025 to $92M in Q4 2025, remaining at $91M in Q1 2026 — a significant new leverage position.

• Equity declined modestly from $561M in Q2 2024 to $529M in Q1 2026, reflecting cumulative net losses eroding book value.

⚠ Debt rose from near-zero to $91–$92M in two quarters; purpose and servicing capacity warrant close monitoring given negative operating income.

⚠ Operating cash flow swings — from -$20M in Q4 2024 to $50M in Q2 2025 and back to $3M in Q1 2026 — signal highly lumpy cash conversion.

⚠ Whether Q1 2025's $124M revenue can recur is the key inflection; no subsequent quarter has come close.

AI Insight: ACTG Ratio Trends

ACTG remains deeply unprofitable across nearly all recent quarters, with Q1 2025's 30.8% operating margin spike an isolated event masking persistent structural losses.

• Operating margin was positive only in Q1 2025 at 30.8%; all other quarters ranged from -10.8% to -44.1%, signaling no durable profitability.

• ROIC deteriorated sharply in Q1 2026 to -5.4% after briefly reaching 28.2% in Q1 2025, confirming the prior quarter's return was a one-off.

• Debt-to-equity rose from 0.00 in Q2–Q3 2025 to 0.17 in Q4 2025 and Q1 2026, introducing modest but new leverage onto the balance sheet.

• TTM net profit margin stands at -8.5% and TTM operating margin at -18.7%, reflecting sustained cash consumption over the trailing twelve months.

⚠ Q1 2026 NPM collapsed to -29.0% from Q4 2025's +6.8% — sharpest single-quarter net margin reversal in the visible dataset.

⚠ ROE swung from +18.0% in Q1 2025 to -11.9% in Q1 2026; monitor whether the Q1 2025 gain recurs or was purely episodic.

⚠ Re-introduction of D/E at 0.17 after three zero-debt quarters warrants tracking if leverage continues to build alongside ongoing operating losses.

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Available Research

13F Pro tracks comprehensive data for ACACIA RESEARCH CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of ACTG

Starboard Value LP
$294.0M61,123,595 sh
STATE STREET CORP
$14.9M3,105,041 sh
DIMENSIONAL FUND ADVISORS LP
$13.7M2,853,889 sh
BlackRock, Inc.
$11.6M2,406,367 sh
VANGUARD CAPITAL MANAGEMENT LLC
$7.7M1,596,121 sh
RENAISSANCE TECHNOLOGIES LLC
$6.8M1,407,584 sh
Krilogy Financial LLC
$5.6M1,127,487 sh
Peapod Lane Capital LLC
$5.3M1,091,336 sh
GEODE CAPITAL MANAGEMENT, LLC
$4.1M857,719 sh
Pacific Ridge Capital Partners, LLC
$3.9M817,242 sh

Fund	Value	Shares
Starboard Value LP	$294.0M	61,123,595
STATE STREET CORP	$14.9M	3,105,041
DIMENSIONAL FUND ADVISORS LP	$13.7M	2,853,889
BlackRock, Inc.	$11.6M	2,406,367
VANGUARD CAPITAL MANAGEMENT LLC	$7.7M	1,596,121
RENAISSANCE TECHNOLOGIES LLC	$6.8M	1,407,584
Krilogy Financial LLC	$5.6M	1,127,487
Peapod Lane Capital LLC	$5.3M	1,091,336
GEODE CAPITAL MANAGEMENT, LLC	$4.1M	857,719
Pacific Ridge Capital Partners, LLC	$3.9M	817,242

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Is ACTG a good stock to buy?

13F Pro's AI-powered analysis of ACACIA RESEARCH CORP (ACTG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ACTG are available on the ACTG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own ACTG?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ACTG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ACACIA RESEARCH CORP's investment landscape.