13F-HR: Immersion Corp Discloses Q4 2025 Equity Holdings

Immersion Corp filed its Q4 2025 13F-HR report, revealing $145.9 million in equity holdings across 8 positions as of December 31, 2025.

Summary

• Immersion Corp, as an institutional investment manager, reported total equity holdings valued at $145,921,207 as of December 31, 2025.
• The portfolio consists of 8 distinct equity positions.
• The largest holding is Barnes & Noble Education Inc. (COM NEW) with 11,208,746 shares valued at $103,008,376.
• Other significant holdings include Five Point Holdings LLC (COM CL A) with 2,793,081 shares valued at $15,613,322, and Xperi Inc. (COMMON STOCK) with 1,863,435 shares valued at $10,919,729.
• The report includes holdings managed by two other managers: Eric Singer and William C. Martin.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a routine regulatory disclosure providing transparency into Immersion Corp's equity investment portfolio, without indicating specific operational performance or strategic shifts for the company itself.

Positives

• The filing provides transparency into Immersion Corp's equity investment portfolio, fulfilling regulatory disclosure requirements.

Negatives

• The Form 13F-HR does not provide insights into Immersion Corp's operational performance, financial health, or strategic initiatives, focusing solely on its equity holdings.

Risks

• The filing does not detail specific risks related to Immersion Corp's operations or financial condition. However, holding equity investments inherently carries market risk, including potential for capital loss due to fluctuations in stock prices or company-specific performance of the underlying assets.

Future Outlook

This Form 13F-HR is a historical disclosure of equity holdings and does not contain any forward-looking statements or guidance regarding Immersion Corp's future performance or strategic outlook.

Industry Context

StockSavvy.ai notes that 13F filings are standard quarterly disclosures for institutional investment managers, providing transparency into their equity portfolios. These reports allow market participants to observe investment trends and significant shifts in large institutional holdings, offering insights into the investment strategies of entities like Immersion Corp.

Stakeholder Impact

• Shareholders gain transparency into the company's investment activities and portfolio composition.
• Other investors and analysts can use this data to track institutional investment trends and potentially inform their own investment decisions.

Key Dates

Keywords

13F filing, equity holdings, institutional investment, portfolio disclosure, Immersion Corp, Q4 2025, Barnes & Noble Education, Blackstone Secured Lending, Children's Place, Five Point Holdings, Magnachip Semiconductor, Rimini Street, Universal Electronics, Xperi