Adeia Inc (ADEA) 13F Ownership Report (Q2 2026)

ADEA ranks #2084 out of 37503 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

ADEA is a top-conviction position for TSP Capital Management Group, LLC — at 7.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in ADEA belongs to BlackRock, Inc., but the position matters far more to TSP Capital Management Group, LLC, who has 7.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its ADEA position for two straight quarters, increasing it by $289.9M to reach $573.3M today.

CastleKnight Management LP has trimmed its ADEA position for two straight quarters, cutting it by $5.3M while still holding $810.1K.

ADEA is up 2% today, and institutions have been net buyers of $420.1M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

ADEA posted net income of $122.7M over the trailing twelve months, and currently trades at a P/E of 23.4.

• Profitable — net income of $122.7M over the trailing twelve months
• Revenue grew 24.3% year over year
• Net income improved year over year, from $83.9M to $122.7M
• Generated $158.1M in positive operating cash flow
• Current ratio of 3.81x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.16x equity — within a conventional range