ACTG
ACACIA RESEARCH CORP
+0.02 (+0.44%)4.56USD26.5K成交股數445M市值–本益比(近四季)1.6股價營收比+123.6%營收年增(近四季)2026-11-04下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 5 · 458K · 2 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 458K |
| 近 180 天 淨額 | −458K |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-15 | 09-17 | Kohlberg Isaac T. | Director | S 公開市場賣出 | 24.0K | 4.55 | 109K | 54.3K | SEC |
| 2026-09-03 | 09-04 | OCONNELL MAUREEN | Director | S 公開市場賣出 | 12.5K | 4.57 | 57K | 255K | SEC |
| 2026-09-02 | 09-04 | OCONNELL MAUREEN | Director | S 公開市場賣出 | 20.5K | 4.63 | 95K | 267K | SEC |
| 2026-08-28 | 09-01 | FELMAN MICHELLE | Director | G 贈與 | 16.1K | 4.49 | 72K | 25.1K | SEC |
| 2026-08-28 | 09-01 | FELMAN MICHELLE | Director | G 贈與 | 16.1K | 4.49 | 72K | 41.1K | SEC |
| 2026-08-19 | 08-20 | OCONNELL MAUREEN | Director | S 公開市場賣出 | 10.0K | 4.60 | 46K | 288K | SEC |
| 2026-08-12 | 08-14 | Kohlberg Isaac T. | Director | S 公開市場賣出 | 32.2K | 4.67 | 150K | 78.3K | SEC |
| 2026-06-30 | 07-02 | Molinelli Gavin | Director | A 獲配股票 | 6.4K | 4.66 | 30K | 206K | SEC |
| 2026-06-23 | 06-25 | Molinelli Gavin | Director | A 獲配股票 | 25.1K | – | – | 200K | SEC |
| 2026-06-23 | 06-25 | Kohlberg Isaac T. | Director | A 獲配股票 | 25.1K | – | – | 110K | SEC |
| 2026-06-23 | 06-25 | FELMAN MICHELLE | Director | A 獲配股票 | 25.1K | – | – | 57.2K | SEC |
| 2026-06-23 | 06-25 | OCONNELL MAUREEN | Director | A 獲配股票 | 25.1K | – | – | 298K | SEC |
| 2026-06-23 | 06-25 | Sundar Ajay | Other | A 獲配股票 | 4.2K | 4.79 | 20K | 108K | SEC |
| 2026-06-08 | 06-09 | McNulty Martin D. Jr. | Chief Executive Officer | F 繳稅扣股 | 287K | 4.62 | 1.3M | 418K | SEC |
| 2026-06-08 | 06-09 | Rasamny Robert | Chief Administrative Officer | F 繳稅扣股 | 28.4K | 4.62 | 131K | 74.0K | SEC |
| 2026-06-08 | 06-09 | Soncini Jason W. | General Counsel | F 繳稅扣股 | 49.0K | 4.62 | 226K | 236K | SEC |
| 2026-06-05 | 06-09 | McNulty Martin D. Jr. | Chief Executive Officer | A 獲配股票 | 539K | – | – | 706K | SEC |
| 2026-06-05 | 06-09 | Soncini Jason W. | General Counsel | A 獲配股票 | 93.0K | – | – | 285K | SEC |
| 2026-06-05 | 06-09 | Rasamny Robert | Chief Administrative Officer | A 獲配股票 | 60.3K | – | – | 102K | SEC |
| 2026-03-31 | 04-01 | Molinelli Gavin | Director | A 獲配股票 | 6.2K | 4.81 | 30K | 174K | SEC |
| 2026-03-31 | 04-01 | Sundar Ajay | Director | A 獲配股票 | 4.2K | 4.81 | 20K | 103K | SEC |
| 2026-03-23 | 03-24 | Soncini Jason W. | General Counsel | F 繳稅扣股 | 6.1K | 4.85 | 30K | 192K | SEC |
| 2026-03-10 | 03-12 | McNulty Martin D. Jr. | Chief Executive Officer | F 繳稅扣股 | 8.2K | 4.15 | 34K | 166K | SEC |
| 2025-12-31 | 01-05 | Sundar Ajay | Director | A 獲配股票 | 5.3K | 3.74 | 20K | 99.3K | SEC |
| 2025-12-31 | 01-05 | Molinelli Gavin | Director | A 獲配股票 | 8.0K | 3.74 | 30K | 168K | SEC |
| 2025-09-30 | 10-01 | Sundar Ajay | Director | A 獲配股票 | 6.2K | 3.25 | 20K | 93.9K | SEC |
| 2025-09-30 | 10-01 | Molinelli Gavin | Director | A 獲配股票 | 9.2K | 3.25 | 30K | 160K | SEC |
| 2025-08-11 | 08-13 | Zambito Michael SIKORYAK | Chief Financial Officer | P 公開市場買進 | 7.7K | 3.27 | 25K | 7.7K | SEC |
| 2025-08-11 | 08-11 | FELMAN MICHELLE | Director | G 贈與 | 11.6K | – | – | 32.2K | SEC |
| 2025-08-11 | 08-11 | FELMAN MICHELLE | Director | G 贈與 | 11.6K | – | – | 43.7K | SEC |
| 2025-06-30 | 07-01 | Sundar Ajay | Director | A 獲配股票 | 5.6K | 3.58 | 20K | 87.8K | SEC |
| 2025-06-30 | 07-01 | Molinelli Gavin | Director | A 獲配股票 | 8.4K | 3.58 | 30K | 151K | SEC |
| 2025-06-11 | 06-13 | Kohlberg Isaac T. | Director | S 公開市場賣出 | 16.0K | 3.84 | 61K | 85.4K | SEC |
| 2025-06-09 | 06-11 | Soncini Jason W. | General Counsel | F 繳稅扣股 | 11.5K | 3.83 | 44K | 198K | SEC |
| 2025-06-09 | 06-11 | Hoover Kirsten | Interim CFO | F 繳稅扣股 | 6.5K | 3.83 | 25K | 84.7K | SEC |
| 2025-06-09 | 06-11 | McNulty Martin D. Jr. | Chief Executive Officer | F 繳稅扣股 | 10.5K | 3.83 | 40K | 175K | SEC |
| 2025-06-09 | 06-11 | Rasamny Robert | Chief Administrative Officer | F 繳稅扣股 | 6.7K | 3.83 | 25K | 42.1K | SEC |
| 2025-05-30 | 06-03 | Sundar Ajay | Director | A 獲配股票 | 32.2K | – | – | 82.2K | SEC |
| 2025-05-30 | 06-03 | Molinelli Gavin | Director | A 獲配股票 | 32.2K | – | – | 143K | SEC |
| 2025-05-30 | 06-03 | OCONNELL MAUREEN | Director | A 獲配股票 | 32.2K | – | – | 273K | SEC |
| 2025-05-30 | 06-03 | Kohlberg Isaac T. | Director | A 獲配股票 | 32.2K | – | – | 101K | SEC |
| 2025-05-30 | 06-03 | RIBAR GEOFFREY G | Director | A 獲配股票 | 32.2K | – | – | 85.8K | SEC |
| 2025-05-30 | 06-03 | FELMAN MICHELLE | Director | A 獲配股票 | 32.2K | – | – | 55.3K | SEC |
| 2025-05-21 | 05-23 | Soncini Jason W. | General Counsel | P 公開市場買進 | 7.0K | 3.79 | 27K | 209K | SEC |
| 2025-05-19 | 05-21 | McNulty Martin D. Jr. | Chief Executive Officer | P 公開市場買進 | 5.3K | 3.77 | 20K | 185K | SEC |
| 2025-05-16 | 05-16 | Starboard Value & Opportunity C LP | TenPercentOwner,Other | J 其他 | 290K | 3.71 | 1.1M | 3.3M | SEC |
| 2025-05-16 | 05-16 | STARBOARD VALUE & OPPORTUNITY S LLC | TenPercentOwner,Other | J 其他 | 3.3M | 3.71 | 12.1M | 8.2M | SEC |
| 2025-05-16 | 05-16 | STARBOARD VALUE & OPPORTUNITY S LLC | TenPercentOwner,Other | J 其他 | 290K | 3.71 | 1.1M | 5.0M | SEC |
| 2025-05-16 | 05-16 | STARBOARD VALUE & OPPORTUNITY S LLC | TenPercentOwner,Other | J 其他 | 290K | 3.71 | 1.1M | 3.3M | SEC |
| 2025-05-16 | 05-16 | Starboard Value GP LLC | TenPercentOwner,Other | J 其他 | 3.3M | 3.71 | 12.1M | 8.2M | SEC |
| 2025-05-16 | 05-16 | Starboard Value GP LLC | TenPercentOwner,Other | J 其他 | 290K | 3.71 | 1.1M | 5.0M | SEC |
| 2025-05-16 | 05-16 | Starboard Value GP LLC | TenPercentOwner,Other | J 其他 | 3.3M | 3.71 | 12.1M | 0 | SEC |
| 2025-05-16 | 05-16 | Starboard Value GP LLC | TenPercentOwner,Other | J 其他 | 290K | 3.71 | 1.1M | 3.3M | SEC |
| 2025-05-16 | 05-16 | Starboard Value LP | TenPercentOwner,Other | J 其他 | 3.3M | 3.71 | 12.1M | 8.2M | SEC |
| 2025-05-16 | 05-16 | Starboard Value LP | TenPercentOwner,Other | J 其他 | 290K | 3.71 | 1.1M | 5.0M | SEC |
| 2025-05-16 | 05-16 | Starboard Value LP | TenPercentOwner,Other | J 其他 | 3.3M | 3.71 | 12.1M | 0 | SEC |
| 2025-05-16 | 05-16 | Starboard Value LP | TenPercentOwner,Other | J 其他 | 290K | 3.71 | 1.1M | 3.3M | SEC |
| 2025-05-16 | 05-16 | STARBOARD VALUE & OPPORTUNITY S LLC | TenPercentOwner,Other | J 其他 | 3.3M | 3.71 | 12.1M | 0 | SEC |
| 2025-05-16 | 05-16 | STARBOARD VALUE & OPPORTUNITY MASTER FUND LTD | TenPercentOwner,Other | J 其他 | 3.3M | 3.71 | 12.1M | 8.2M | SEC |
| 2025-05-16 | 05-16 | STARBOARD VALUE & OPPORTUNITY MASTER FUND LTD | TenPercentOwner,Other | J 其他 | 290K | 3.71 | 1.1M | 5.0M | SEC |
| 2025-05-16 | 05-16 | Starboard Value L LP | TenPercentOwner,Other | J 其他 | 290K | 3.71 | 1.1M | 5.0M | SEC |
| 2025-05-16 | 05-16 | Starboard Value & Opportunity C LP | TenPercentOwner,Other | J 其他 | 3.3M | 3.71 | 12.1M | 0 | SEC |
| 2025-05-16 | 05-16 | Starboard Value L LP | TenPercentOwner,Other | J 其他 | 290K | 3.71 | 1.1M | 3.3M | SEC |
| 2025-05-16 | 05-16 | Starboard Value & Opportunity Master Fund L LP | TenPercentOwner,Other | J 其他 | 3.3M | 3.71 | 12.1M | 8.2M | SEC |
| 2025-05-16 | 05-16 | Starboard Value & Opportunity Master Fund L LP | TenPercentOwner,Other | J 其他 | 290K | 3.71 | 1.1M | 5.0M | SEC |
| 2025-05-16 | 05-16 | Starboard Value & Opportunity Master Fund L LP | TenPercentOwner,Other | J 其他 | 290K | 3.71 | 1.1M | 3.3M | SEC |
| 2025-05-16 | 05-16 | Starboard Value R GP LLC | TenPercentOwner,Other | J 其他 | 3.3M | 3.71 | 12.1M | 8.2M | SEC |
| 2025-05-16 | 05-16 | Starboard Value R GP LLC | TenPercentOwner,Other | J 其他 | 290K | 3.71 | 1.1M | 5.0M | SEC |
| 2025-05-16 | 05-16 | Starboard Value R GP LLC | TenPercentOwner,Other | J 其他 | 3.3M | 3.71 | 12.1M | 0 | SEC |
| 2025-05-16 | 05-16 | Starboard Value R GP LLC | TenPercentOwner,Other | J 其他 | 290K | 3.71 | 1.1M | 3.3M | SEC |
| 2025-05-16 | 05-16 | Starboard Value R LP | TenPercentOwner,Other | J 其他 | 3.3M | 3.71 | 12.1M | 8.2M | SEC |
| 2025-05-16 | 05-16 | Starboard Value R LP | TenPercentOwner,Other | J 其他 | 290K | 3.71 | 1.1M | 5.0M | SEC |
| 2025-05-16 | 05-16 | Starboard Value R LP | TenPercentOwner,Other | J 其他 | 3.3M | 3.71 | 12.1M | 0 | SEC |
| 2025-05-16 | 05-16 | Starboard Value & Opportunity Master Fund L LP | TenPercentOwner,Other | J 其他 | 3.3M | 3.71 | 12.1M | 0 | SEC |
| 2025-05-16 | 05-16 | Starboard Value R LP | TenPercentOwner,Other | J 其他 | 290K | 3.71 | 1.1M | 3.3M | SEC |
| 2025-05-16 | 05-16 | Starboard Value & Opportunity C LP | TenPercentOwner,Other | J 其他 | 3.3M | 3.71 | 12.1M | 8.2M | SEC |
| 2025-05-16 | 05-16 | Starboard Value & Opportunity C LP | TenPercentOwner,Other | J 其他 | 290K | 3.71 | 1.1M | 5.0M | SEC |
| 2025-05-16 | 05-16 | Starboard Value L LP | TenPercentOwner,Other | J 其他 | 3.3M | 3.71 | 12.1M | 0 | SEC |
| 2025-05-16 | 05-16 | STARBOARD VALUE & OPPORTUNITY MASTER FUND LTD | TenPercentOwner,Other | J 其他 | 3.3M | 3.71 | 12.1M | 0 | SEC |
| 2025-05-16 | 05-16 | STARBOARD VALUE & OPPORTUNITY MASTER FUND LTD | TenPercentOwner,Other | J 其他 | 290K | 3.71 | 1.1M | 3.3M | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| Starboard Value LP | 61.1M | 285M | 不變 | 持平 |
| STATE STREET CORP | 3.2M | 14.8M | +61.7K (+2%) | 加碼 |
| DIMENSIONAL FUND ADVISORS LP | 2.9M | 13.7M | +87.8K (+3%) | 加碼 |
| BlackRock, Inc. | 2.6M | 12.1M | +191K (+8%) | 加碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.5M | 6.9M | −111K (-7%) | 減碼 |
| 文藝復興 RENAISSANCE TECHNOLOGIES LLC | 1.4M | 6.6M | +7.5K (+1%) | 加碼 |
| GOLDMAN SACHS GROUP INC | 1.2M | 5.5M | +591K (+101%) | 加碼 |
| Krilogy Financial LLC | 1.1M | 5.3M | +344 (+0%) | 加碼 |
| Peapod Lane Capital LLC | 995K | 4.6M | −96.6K (-9%) | 減碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 901K | 4.2M | +43.1K (+5%) | 加碼 |
| Pacific Ridge Capital Partners, LLC | 811K | 3.8M | −6.3K (-1%) | 減碼 |
| Formidable Asset Management, LLC | 793K | 3.7M | −45.7K (-5%) | 減碼 |
| AMERICAN CENTURY COMPANIES INC | 693K | 3.2M | +182K (+36%) | 加碼 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 629K | 2.9M | +25.8K (+4%) | 加碼 |
| AEGIS FINANCIAL CORP | 491K | 2.3M | 不變 | 持平 |
| Tidal Investments LLC | 424K | 2.0M | −13.3K (-3%) | 減碼 |
| Empowered Funds, LLC | 366K | 1.7M | +25.8K (+8%) | 加碼 |
| NORTHERN TRUST CORP | 290K | 1.4M | +20.2K (+7%) | 加碼 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 289K | 1.3M | +27.5K (+10%) | 加碼 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 288K | 1.3M | +92.2K (+47%) | 加碼 |
| 城堡 CITADEL ADVISORS LLC | 250K | 1.2M | +52.0K (+26%) | 加碼 |
| AQR CAPITAL MANAGEMENT LLC | 236K | 1.1M | +155K (+189%) | 加碼 |
| VANGUARD FIDUCIARY TRUST CO | 235K | 1.1M | +14.0K (+6%) | 加碼 |
| MORGAN STANLEY | 213K | 993K | −63.8K (-23%) | 減碼 |
| FRANKLIN RESOURCES INC | 190K | 886K | +4.9K (+3%) | 加碼 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 124 +6 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 17 / 11 / 45 / 26 |
| 機構合計持股 · 佔流通股 | 86.0M · 88.2% |
| 合計季末市值 | 400M |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 2.0M |
|---|---|
| 與上期比 | +4.0% |
| 佔流通股數 | 2.08% |
| 日均成交量 | 175K |
| 回補天數 | 11.6 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 2.0M | +4.0% | 2.08% | 175K | 11.6 |
| 2026-08-14 | 1.9M | -2.9% | 2.00% | 343K | 5.7 |
| 2026-07-31 | 2.0M | +19.9% | 2.06% | 205K | 9.8 |
| 2026-07-15 | 1.7M | -9.1% | 1.72% | 260K | 6.4 |
| 2026-06-30 | 1.8M | -2.3% | 1.89% | 307K | 6.0 |
| 2026-06-15 | 1.9M | +17.7% | 1.93% | 234K | 8.1 |
| 2026-05-29 | 1.6M | +8.5% | 1.64% | 196K | 8.2 |
| 2026-05-15 | 1.5M | +7.9% | 1.51% | 267K | 5.5 |
| 2026-04-30 | 1.4M | +11.8% | 1.40% | 217K | 6.3 |
| 2026-04-15 | 1.2M | -14.2% | 1.25% | 241K | 5.1 |
| 2026-03-31 | 1.4M | 0.0% | 1.46% | 396K | 3.6 |
| 2026-03-13 | 1.4M | -22.9% | 1.46% | 601K | 2.4 |
| 2026-02-27 | 1.8M | +18.2% | 1.90% | 176K | 10.5 |
| 2026-02-13 | 1.6M | -7.8% | 1.60% | 255K | 6.1 |
| 2026-01-30 | 1.7M | +0.9% | 1.74% | 167K | 10.2 |
| 2026-01-15 | 1.7M | +18.7% | 1.72% | 182K | 9.3 |
| 2025-12-31 | 1.4M | -6.9% | 1.45% | 164K | 8.6 |
| 2025-12-15 | 1.5M | -0.4% | 1.56% | 247K | 6.2 |
| 2025-11-28 | 1.5M | +2.8% | 1.57% | 164K | 9.3 |
| 2025-11-14 | 1.5M | -9.4% | 1.52% | 284K | 5.2 |
| 2025-10-31 | 1.6M | -8.2% | 1.68% | 178K | 9.2 |
| 2025-10-15 | 1.8M | +15.5% | 1.83% | 121K | 14.7 |
| 2025-09-30 | 1.5M | -2.3% | 1.59% | 163K | 9.5 |
| 2025-09-15 | 1.6M | +1.2% | 1.62% | 217K | 7.3 |
| 2025-08-29 | 1.6M | +1.8% | 1.60% | 153K | 10.2 |
| 2025-08-15 | 1.5M | +13.9% | 1.58% | 301K | 5.1 |