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 Q3	$149M	Buy	458,053 +36,620	+9%	+$11.4M	0.97%	22
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 $4.11B AUM 38.38% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Congress Asset Management's IDCC Position: Q3 2026 in Review

Congress Asset Management increased its InterDigital (IDCC) stake by 8.7% in Q3 2026, buying an estimated $11.4M and bringing the position to 458,053 shares worth $149M. The position accounts for 0.97% of the portfolio, ranked #22.

Congress Asset Management first reported a position in IDCC in Q4 2024 and has held it in 8 quarters since. 15 funds tracked by Wall St. Rank hold IDCC as of Q3 2026.

Congress Asset Management held 458,053 shares of InterDigital worth $149M as of Q3 2026.
Congress Asset Management bought 36,620 InterDigital shares in Q3 2026, an estimated $11.4M.
InterDigital made up 0.97% of Congress Asset Management's portfolio in Q3 2026, its #22 holding.
Congress Asset Management first reported a position in InterDigital in Q4 2024 and has held it in 8 quarters since.
15 funds tracked by Wall St. Rank held InterDigital as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.