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Equibles

BEACONLIGHT CAPITAL, LLC

Position in DMRC — Digimarc Corp

CIK 1569537 New York, NY
Back to DMRC Full portfolio

Position in DMRC

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$2,786,152
+$666,152 QoQ
Shares Held
338,948
-21.5% QoQ
Ownership
1.51%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#9
of 99 holders
Holding Since
Mar 2021
22 quarters on record

Common Shares in DMRC Over Time

Shares Held

Position Value (USD)

Derivatives in DMRC

reported options exposure · as of Mar 31, 2023
CallValue
$8,351
CallShares
425
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Application

Technology · as of Jun 30, 2026

BEACONLIGHT CAPITAL, LLC holds $22,392,997 across 3 Software - Application names. DMRC ranks #3 (12.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SNOW
Snowflake Inc.
 53,180 $13,534,310
2 U
Unity Software Inc.
 212,475 $6,072,535
3 DMRC
Digimarc Corp
This page 		338,948 $2,786,152

All Filings in DMRC

Export CSV
27 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,786,152 338,948
2026-03-31 $2,120,000 431,772
2025-12-31 $2,832,424 431,772
2025-09-30 $4,231,074 433,068
2025-06-30 $6,271,606 474,762
2025-03-31 $9,015,921 703,270
2024-12-31 $29,076,704 776,414
2024-09-30 $21,533,137 801,084
2024-06-30 $24,022,175 774,659
2024-03-31 $21,146,502 778,017
2023-12-31 $20,868,907 577,766
2023-09-30 $16,984,407 522,758
2023-06-30 $14,169,177 481,290
2023-03-31 $8,351 425
2023-03-31 $11,091,835 564,470
2022-12-31 $5,177 280
2022-12-31 $9,771,077 528,452
2022-09-30 $5,269,581 388,899
2022-06-30 $5,654,034 399,861
2022-03-31 $7,911 300
2022-03-31 $9,305,102 352,867
2021-12-31 $11,593,933 293,666
2021-09-30 $8,368 243
2021-09-30 $8,472,067 245,995
2021-06-30 $3,493,849 104,294
2021-06-30 $20,602 615
2021-03-31 $2,194,928 74,003