13F-HR: Immersion Corp Q1 2026 13F Holdings Disclosure
Quarterly Holdings Report
Immersion Corp discloses its institutional investment portfolio totaling $144.7 million as of March 31, 2026.
Summary
- Immersion Corp filed its Form 13F report for the period ending March 31, 2026.
- The total value of the reported investment portfolio is $144,695,022.
- The filing lists 9 distinct equity holdings.
- The report includes holdings managed by Eric Singer, William C. Martin, and Immersion Corp.
- Major holdings include Barnes & Noble Education Inc, Five Point Holdings LLC, and Xperi Inc.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral regulatory disclosure, as it provides historical data on holdings without indicating a change in corporate strategy or financial performance.
Positives
- Transparent disclosure of investment portfolio composition.
- Diversified exposure across various sectors including retail, technology, and finance.
Negatives
- The filing does not provide performance metrics or rationale for the specific investment selections.
Risks
- Market volatility affecting the valuation of the reported equity positions.
- Concentration risk in specific holdings such as Barnes & Noble Education Inc, which represents a significant portion of the portfolio value.
Future Outlook
The filing is a historical disclosure of holdings and does not contain forward-looking guidance regarding future investment strategy or market outlook.
Management Comments
- Eric Singer, President, CEO and Chairman, represents that all information contained in the report is true, correct, and complete.
Industry Context
StockSavvy.ai notes that this 13F filing reflects the capital allocation strategy of Immersion Corp, which functions as an institutional investment manager. The portfolio composition suggests an activist or value-oriented investment approach, common among firms managed by individuals like Eric Singer.
Comparison to Industry Standards
- The filing follows standard SEC regulatory requirements for institutional investment managers.
- The portfolio size and concentration are consistent with mid-sized institutional investment managers focusing on small-cap and micro-cap equities.
Stakeholder Impact
- Shareholders may use this information to assess the company's capital allocation and investment risk profile.
Next Steps
- Monitor subsequent 13F filings for changes in portfolio composition.
- Evaluate the performance of the underlying assets to gauge the success of the investment strategy.
Key Dates
| Date | Description |
|---|---|
| 03-31-2026 | End of the reporting period for the 13F filing. |
| 05-15-2026 | Date of filing submission. |
Keywords
13F, Immersion Corp, Investment Portfolio, Institutional Holdings, SEC Filing, Equity Investments
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