Bernardo Wealth Planning 13F: Adds $1.2M to IDCC Stake
Key Points
- Bernardo Wealth Planning raised its position in InterDigital, Inc. by 3,776 shares, bringing its total to 7,560 shares worth about $2.47 million.
- The stock closed at $327.28 on October 23, 2026, while it recently traded around $324.26, about 0.9% lower than the event close.
- InterDigital, Inc. has a market cap of about $8.45 billion and a P/E ratio of 38.23, indicating strong market interest despite a recent revenue decline.
Since the filing, $IDCC is down 0.9% to date (from the $327.28 close on Oct 23, 2026).
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On October 23, 2026, Bernardo Wealth Planning boosted its stake in InterDigital, Inc. (IDCC) by 3,776 shares, increasing its total holdings to 7,560 shares valued at approximately $2.47 million. This information comes from the fund's latest Form 13F filing with the SEC, which provides insight into institutional investment activity.
IDCC
InterDigital, Inc.
Bernardo Wealth Planning vs. the S&P 500
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What Changed in Bernardo Wealth Planning's InterDigital Position
In its latest filing, Bernardo Wealth Planning added 3,776 shares to its position in InterDigital, growing its stake by about 99.8%. The reported value of this increase is approximately $1.23 million. The fund's holdings now represent 0.33% of its total reported value of $750.6 million, ranking it 38th among its 143 positions.
Where InterDigital Fits in Bernardo Wealth Planning's Portfolio
InterDigital represents a small portion of Bernardo Wealth Planning's overall portfolio, accounting for 0.33% of its total holdings. The recent boost in shares reflects a significant increase relative to its previous holdings of 3,784 shares, with the fund seeing an estimated gain given today’s trading price.
Other Institutional Activity in InterDigital
Other funds have also been active in InterDigital. Driehaus Capital Management holds 417,727 shares worth about $118.3 million after increasing its stake by 42,553 shares. Boston Partners has 1,142,559 shares valued at approximately $370.5 million, having added 165,345 shares recently. Ameriprise Financial, Inc. also increased its holdings by 38,214 shares, bringing its total to 565,307 shares worth about $183.3 million.
InterDigital, Inc. Stock Down 2.3%
InterDigital closed at $327.28 on October 23, 2026, but recently traded around $324.26, which is about 0.9% below the closing price. The stock is currently below its 50-day moving average and about 21.4% lower than its 52-week high of $412.60.
Recent Earnings
InterDigital reported trailing twelve-month revenue of approximately $788.5 million, with a net margin of 38.3% and an EPS of $8.56. The company is set to announce its next earnings on October 29, 2026.
Insider Buying and Selling at InterDigital, Inc.
Several insiders have sold shares in the past few months. On June 12, 2026, John Kritzmacher, Jean Rankin, and Samir Armaly each sold 365 and 470 shares, respectively, at an average price of $276.64. Additionally, Markley John Jr. sold 400 shares on June 22, 2026, at $300.00.
About InterDigital, Inc.
InterDigital, Inc. operates as a global research and development firm focusing on wireless, visual, and artificial intelligence technologies. The company's innovations are crucial for advancing the tech landscape, making its stock an interesting option for institutional investors.
Bottom Line
Investors should watch for InterDigital's upcoming earnings report on October 29, 2026, to gauge its financial health and market position. Bernardo Wealth Planning's recent filing highlights its increased confidence in the company's future prospects, especially as it navigates a challenging revenue environment.
Related Filing Alerts
Source: Bernardo Wealth Planning's 13F filing on $IDCC (Oct 23, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts