Disciplined Growth Investors (DGI) reduced its stake in InterDigital, Inc. (IDCC) by 181,788 shares, according to a February 17, 2026, filing with the Securities and Exchange Commission. The sale lowered DGI’s holdings in the wireless technology licensing company to 609,153 shares, valued at approximately $193.94 million as of that date.
The reduction in position represents a 1.23% change in DGI’s 13F reportable assets under management. InterDigital now comprises 3.71% of the fund’s portfolio, down from 4.947% in the prior quarter. The transaction involved an estimated value of $64.27 million, based on quarterly average pricing.
Despite the sale, InterDigital remains a significant holding for DGI. The fund’s current stake is still valued at nearly $200 million. As of February 17, 2026, InterDigital’s stock price was $366.42, a 70.3% increase over the past year, significantly outpacing the S&P 500’s performance by over 60 percentage points.
InterDigital, Inc. Is a key innovator in wireless and video technology, developing and licensing technologies for 2G, 3G, 4G, 5G, video coding and Internet of Things (IoT) devices. The company’s business model centers on research and development, and monetizing its intellectual property through licensing agreements with major players in the technology industry. InterDigital holds a portfolio of approximately 27,500 patents and patent applications.
DGI’s portfolio continues to be heavily weighted towards the technology sector, with approximately 64.42% of its assets allocated to technology companies as of March 5, 2026. The fund’s largest holdings as of February 17, 2026, were Super Micro Computer, Inc. (SMCI) at $282.09 million (5.4% of AUM) and ExecuteMagna (EXE) also at $281.40 million (5.4% of AUM).
InterDigital’s revenue for the trailing twelve months reached $834.01 million, with a net income of $406.64 million. The company’s market capitalization stands at $9.19 billion. The firm’s revenue stream is largely dependent on royalty payments from device manufacturers utilizing its patented wireless technologies, a model characterized by high profit margins.
Disciplined Growth Investors’ expense ratio is 0.78%, and the fund has approximately $605.8 million in net assets. The fund’s Morningstar rating is five stars, with a risk rating that is not currently available.
