John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  Acacia Research (ACTG)
← All ACTG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q1 0 0.00 Sell 100.00% 0.01 $3.78–9.09 · VW $6.51i SEC
2020   Q4 122,189 0.01 Reduce 92.33% 0.07 $3.06–4.28 · VW $3.68i $481,000 SEC
2020   Q3 1,592,800 0.08 Reduce 8.75% <0.01 $3.32–4.46 · VW $3.91i $5,527,000 SEC
2020   Q2 1,745,534 0.11 Reduce 21.19% 0.02 $2.14–4.30 · VW $3.31i $7,139,000 SEC
2020   Q1 2,214,854 0.09 $2.22 $4,917,000 SEC
2019   Q4 2,214,854 0.07 Reduce 8.81% <0.01 $2.42–3.50 · VW $2.82i $5,892,000 SEC
2019   Q3 2,428,943 0.09 $2.68 $6,510,000 SEC
2019   Q2 2,428,943 0.09 Reduce 0.94% <0.01 $2.83–3.32 · VW $3.10i $7,190,000 SEC
2019   Q1 2,452,096 0.10 Reduce 2.48% <0.01 $2.94–3.34 · VW $3.13i $7,994,000 SEC
2018   Q4 2,514,436 0.11 $2.98 $7,493,000 SEC
2018   Q3 2,514,436 0.09 $3.20 $8,046,000 SEC
2018   Q2 2,514,436 0.12 $4.15 $10,435,000 SEC
2018   Q1 2,514,436 0.10 Reduce 10.35% 0.01 $3.30–4.13 · VW $3.62i $8,801,000 SEC
2017   Q4 2,804,686 0.13 Reduce 4.99% <0.01 $3.80–4.75 · VW $4.27i $11,359,000 SEC
2017   Q3 2,952,115 0.16 Reduce 13.52% 0.02 $2.90–5.50 · VW $4.16i $13,432,000 SEC
2017   Q2 3,413,758 0.17 Add 0.02% $3.70–5.75 · VW $4.54i $13,996,000 SEC
2017   Q1 3,413,174 0.24 $5.75 $19,626,000 SEC
2016   Q4 3,413,174 0.27 Add 0.19% <0.01 $5.55–7.68 · VW $6.47i $22,186,000 SEC
2016   Q3 3,406,693 0.28 Reduce 6.63% 0.01 $4.20–7.25 · VW $6.02i $22,212,000 SEC
2016   Q2 3,648,477 0.21 Add 1.66% <0.01 $3.75–5.64 · VW $4.73i $16,053,000 SEC
2016   Q1 3,588,961 0.17 Add 0.11% <0.01 $2.82–4.30 · VW $3.62i $13,602,000 SEC
2015   Q4 3,584,986 0.19 Add 11.81% 0.02 $3.82–9.97 · VW $5.93i $15,380,000 SEC
2015   Q3 3,206,352 0.38 Add 16.22% 0.05 $7.88–10.63 · VW $9.32i $29,114,000 SEC
2015   Q2 2,758,869 0.29 Add 32.92% 0.07 $8.61–12.51 · VW $10.40i $24,195,000 SEC
2015   Q1 2,075,577 0.27 Add 24.03% 0.05 $10.18–17.22 · VW $12.66i $22,209,000 SEC
2014   Q4 1,673,475 0.36 Add 30.29% 0.08 $13.93–19.93 · VW $17.53i $28,349,000 SEC
2014   Q3 1,284,415 0.28 Add 2.53% <0.01 $14.65–18.74 · VW $16.85i $19,883,000 SEC
2014   Q2 1,252,726 0.30 Add 42.60% 0.09 $14.68–18.29 · VW $16.39i $22,236,000 SEC
2014   Q1 878,481 0.18 Add 6.39% 0.01 $13.11–16.46 · VW $14.73i $13,423,000 SEC
2013   Q4 825,734 0.17 Add 823.78% 0.15 $12.23–23.21 · VW $15.75i $12,006,000 SEC
2013   Q3 89,386 0.03 Add 535.97% 0.03 $21.26–25.74 · VW $22.99i $2,061,000 SEC
2013   Q2 14,055 0.01 Add 101.48% <0.01 $20.37–30.74 · VW $24.40i $314,000 SEC
2013   Q1 6,976 <0.01 Buy <0.01 $24.52–32.59 · VW $28.08i $210,000 SEC