Congress Asset Management’s InterDigital IDCC Stock Holding History

Congress Asset Management’s Portfolio IDCC Stock Details IDCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$119M	Buy	421,433 +35,420	+9%	+$10.5M	0.73%	47
2026 Q1	$117M	Buy	386,013 +34,817	+10%	+$11.8M	0.84%	31
2025 Q4	$112M	Sell	351,196 -1,821	-0.5%	-$644K	0.79%	39
2025 Q3	$122M	Buy	353,017 +9,265	+3%	+$2.52M	0.81%	37
2025 Q2	$77.1M	Buy	343,752 +4,651	+1%	+$985K	0.53%	77
2025 Q1	$70.1M	Buy	339,101 +16,040	+5%	+$3.23M	0.52%	77
2024 Q4	$62.6M	Buy	+323,061	New	+$56.5M	0.42%	92

Other funds holding IDCC

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return