
What smart money is saying about Adeia, Inc.
1 fund in our archive has pitched Adeia, Inc. — most recently Riverwater Sustainable Value Strategy in December 2025.
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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Position history
Between Q4 2025 and Q2 2026, 2 fund letters reported a position in Adeia, Inc. — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions · 1 move
- June 2026
Listed in Riverwater Partners Sustainable Value Strategy’s reported holdings.
Adeia, Inc. - June 2026
“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
- Riverwater Sustainable Value StrategyDecember 2025
Adeia, Inc. is an IP licensing company with extensive media patents and leading hybrid bonding technology, offering recurring growth, strong cash flow, and attractive valuation upside.
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