Root Financial Partners
IDCC icon

Root Financial Partners’s InterDigital IDCC Stock Holding History

Root Financial Partners’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 		$38.8K Buy
+119
New +$37.2K ﹤0.01% 1213
2026
Q2 		– Sell
-97
Closed -$29.3K – 1711
2026
Q1 		$29.3K Buy
97
+13
+15% +$4.42K ﹤0.01% 1129
2025
Q4 		$26.7K Sell
84
-3
-3% -$1.06K ﹤0.01% 1019
2025
Q3 		$30K Buy
+87
New +$23.6K ﹤0.01% 892

Other funds holding IDCC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Root Financial Partners's IDCC Position: Q3 2026 in Review

Root Financial Partners opened a new position in InterDigital (IDCC) in Q3 2026: 119 shares worth $38.8K. The stake represents ﹤0.01% of the portfolio and ranks #1213 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IDCC as recently as Q1 2026.

Root Financial Partners first reported a position in IDCC in Q3 2025 and has held it in 4 quarters since. 265 funds tracked by Wall St. Rank hold IDCC as of Q3 2026.

  • Root Financial Partners held 119 shares of InterDigital worth $38.8K as of Q3 2026.
  • InterDigital was a new Root Financial Partners position in Q3 2026.
  • InterDigital made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1213 holding.
  • Root Financial Partners first reported a position in InterDigital in Q3 2025 and has held it in 4 quarters since.
  • 265 funds tracked by Wall St. Rank held InterDigital as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.