Follow-The-Filings

Security

ACTG

Acacia Resh Corp. · ACACIA TCH COM

Equity holders as of 2026 Q1 (each manager’s latest book)

8 owners 2 new max 6.4% (Starboard Value LP)

grid → activity →
owners 8
max % 6.4%
tracked value $311M
qoq N 2 A 3 R 2

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Starboard Value LP 2026 Q1 6.4% — 61,123,595 $294M hist
Renaissance Technologies LLC 2026 Q1 0.0% Add 0.00 pp 1,407,584 $7M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 2,087,925 $8M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 197,571 $950 hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add 0.00 pp 116,289 $559 hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 88,552 $426 hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 81,708 $393 hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% New 0.0% 40,043 $193 hist

8 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $125.1M $122.31M $285.23M
Gross profit $72.27M $29.65M $84.48M
Gross margin * 57.8% 24.2% 29.6%
Net income $67.06M -$36.06M $21.68M
Net margin * 53.6% -29.5% 7.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $554.51M $420.15M $450.09M
Total non-current assets * $79.03M $336.25M $320.86M
Total assets $633.54M $756.39M $770.96M
Total current liabilities $27.64M $47.24M $49.04M
Total non-current liabilities * $16.3M $156.54M $137.88M
Total equity $568.27M $514.82M $543.45M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$22.51M $50.12M $75.24M
Cash from investing $16.18M -$212.96M -$21.01M
Cash from financing $58.63M $97.56M -$22.73M
Net change in cash $52.3M -$66.21M $32.84M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders