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What smart money is saying about Adeia, Inc.United States flag

ADEA · Technology · Software - Application · Market cap $2.10B

1 fund in our archive has pitched Adeia, Inc., most recently Riverwater Sustainable Value Strategy in December 2025.

Company profile

Adeia Inc., together with its subsidiaries, operates as a consumer and entertainment product/solutions licensing company worldwide. It licenses its innovations to companies in the entertainment industry under the Adeia brand. The company licenses its patent portfolios across various markets, including multichannel video programming distributors comprising cable, satellite, and telecommunications television providers that aggregate and distribute linear content over networks, as well as television providers that aggregate and stream linear content over broadband networks; over-the-top video service providers, social media, and other new media companies, such as subscription video-on-demand service providers and social media companies; consumer electronics manufacturers, which includes smart televisions, streaming media devices, video game consoles, mobile devices, DVRs, and other connected media devices; and semiconductors, including sensors, radio frequency components, memory, and logic devices. The company was incorporated in 2019 and is headquartered in San Jose, California.

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Summarize with Warren AI
3
Reported positions
0
Bought
2
Sold
4
Letters

Position history

Between Q4 2025 and Q3 2026, 3 fund letters reported a position in Adeia, Inc., with 2 sells (trimmed or exited).

Fund letters reporting a position in Adeia, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q3 20261010
Q2 20262010
Q4 20250001

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 3 positions · 2 moves

  • “Adeia (ADEA), which licenses intellectual property across media and semiconductors, fell roughly 22% after a strong first half. We had already trimmed it in July, alongside Plexus (PLXS) and Everus Construction Group (ECG), as we began reducing our AI-related exposure. In hindsight, we did not reduce it enough.”
    Adeia, Inc.
  • Listed in Riverwater Partners Sustainable Value Strategy’s reported holdings.

    Adeia, Inc.
  • “We trimmed Adeia (ADEA) repeatedly as the shares rerated, with 2026 estimates now largely reflecting the benefits of its AMD license agreement, and we pared StoneX, Digi International, Modine, Kodiak Gas Services, and Atmus for the sizing and funding reasons described earlier in this letter.”
    Adeia, Inc.

Fund coverage · 1 thesis

Read every full thesis on Adeia, Inc.

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