BEACONLIGHT CAPITAL, LLC

Position in DMRC — Digimarc Corp

CIK 1569537 New York, NY

Back to DMRC Full portfolio

Position in DMRC

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$2,120,000

-$712,424 QoQ

Shares Held

431,772

0.0% QoQ

Ownership

1.93%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

21 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

PutShares

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 Mar 31, 2026

BEACONLIGHT CAPITAL, LLC holds $15,457,351 across 4 Software - Application names. DMRC ranks #4 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	U	Unity Software Inc.	345,309	$7,576,079
2	NOW	ServiceNow, Inc.	28,682	$2,998,703
3	SNOW	Snowflake Inc.	18,317	$2,762,569
4	DMRC	Digimarc Corp This page	431,772	$2,120,000

All Filings in DMRC

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,120,000	431,772	0.0%	Shares	Sole	2026-05-14
2025-12-31	$2,832,424	431,772	-0.3%	Shares	Sole	2026-02-17
2025-09-30	$4,231,074	433,068	-8.8%	Shares	Sole	2025-11-14
2025-06-30	$6,271,606	474,762	-32.5%	Shares	Sole	2025-08-14
2025-03-31	$9,015,921	703,270	-9.4%	Shares	Sole	2025-05-15
2024-12-31	$29,076,704	776,414	-3.1%	Shares	Sole	2025-02-14
2024-09-30	$21,533,137	801,084	+3.4%	Shares	Sole	2024-11-13
2024-06-30	$24,022,175	774,659	-0.4%	Shares	Sole	2024-08-14
2024-03-31	$21,146,502	778,017	+34.7%	Shares	Sole	2024-05-14
2023-12-31	$20,868,907	577,766	+10.5%	Shares	Sole	2024-02-13
2023-09-30	$16,984,407	522,758	+8.6%	Shares	Sole	2023-11-14
2023-06-30	$14,169,177	481,290	+113144.7%	Shares	Sole	2023-08-11
2023-03-31	$8,351	425	-99.9%	Call	Sole	2023-05-12
2023-03-31	$11,091,835	564,470	+201496.4%	Shares	Sole	2023-05-12
2022-12-31	$5,177	280	-99.9%	Call	Sole	2023-02-14
2022-12-31	$9,771,077	528,452	+35.9%	Shares	Sole	2023-02-14
2022-09-30	$5,269,581	388,899	-2.7%	Shares	Sole	2022-11-14
2022-06-30	$5,654,034	399,861	+133187.0%	Shares	Sole	2022-08-15
2022-03-31	$7,911	300	-99.9%	Call	Sole	2022-05-13
2022-03-31	$9,305,102	352,867	+20.2%	Shares	Sole	2022-05-13
2021-12-31	$11,593,933	293,666	+120750.2%	Shares	Sole	2022-02-14
2021-09-30	$8,368	243	-99.9%	Call	Sole	2021-11-15
2021-09-30	$8,472,067	245,995	+135.9%	Shares	Sole	2021-11-15
2021-06-30	$3,493,849	104,294	+16858.4%	Shares	Sole	2021-08-16
2021-06-30	$20,602	615	-99.2%	Call	Sole	2021-08-16
2021-03-31	$2,194,928	74,003	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.