IMMRNasdaqComputer Peripheral Equipment, NECFiscal year ends April 30
IMMERSION CORP
Financials through Q1 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 14, 2026
$7.08+0.12 (+1.72%)
Close on Oct 19, 2026
- Market cap
- $235.79M
- P/E (TTM)
- 21.5
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
58.0%
19M of 33M shares
Institutional holders
136
29 new, 11 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
0 buys · 1 sales
Net sold $32.04K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Scott A. Larson | 2,352,000 | 7.30% | 13D (active) amendment | Dec 5, 2025 |
| Irrevocable Larson Family Investment Trust | 2,310,000 | 7.10% | 13G (passive) amendment | Oct 14, 2025 |
| BlackRock, Inc. | 2,232,719 | 7.00% | 13G (passive) | Dec 31, 2023 |
| Singer Eric | 1,826,961 | 5.50% | 13D (active) | Feb 2, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of IMMR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,441,162 | 7.35% | $16.53M | +151,145 | 0.00% |
| CDC Financial, Inc. | 1,293,007 | 3.89% | $8.75M | −144,390 | 3.67% |
| Vanguard Capital Management LLC | 1,287,153 | 3.88% | $8.71M | −1,116 | 0.00% |
| Kanen Wealth Management LLC | 1,013,700 | 3.05% | $7.02M | +304,700 | 1.70% |
| Geode Capital Management, LLC | 760,348 | 2.29% | $5.15M | +24,851 | 0.00% |
| State Street Corp | 644,798 | 1.94% | $4.37M | −12,630 | 0.00% |
| Morgan Stanley | 611,074 | 1.84% | $4.14M | +209,671 | 0.00% |
| Nissay Asset Management Corp /Japan/ /Adv | 592,280 | 1.78% | $4.01M | −15,088 | 0.02% |
| Caption Management, LLC | 578,580 | 1.74% | $3.92M | +60,446 | 0.02% |
| Aqr Capital Management LLC | 555,332 | 1.67% | $3.76M | +257,551 | 0.00% |
| FMR LLC | 552,716 | 1.66% | $3.74M | +54,749 | 0.00% |
| Squarepoint Ops LLC | 549,689 | 1.66% | $3.72M | +140,741 | 0.00% |
| Qube Research & Technologies Ltd | 450,291 | 1.36% | $3.05M | +235,119 | 0.00% |
| Marshall Wace, Llp | 420,387 | 1.27% | $2.85M | +345,691 | 0.00% |
| Susquehanna International Group, Llp | 413,332 | 1.24% | $2.80M | −279,557 | 0.00% |
| Jane Street Group, LLC | 401,094 | 1.21% | $2.72M | +359,536 | 0.00% |
| Goldman Sachs Group Inc | 320,545 | 0.97% | $2.17M | +41,929 | 0.00% |
| Bank of New York Mellon Corp | 314,329 | 0.95% | $2.13M | +18,305 | 0.00% |
| American Century Companies Inc | 308,003 | 0.93% | $2.09M | +234,380 | 0.00% |
| Two Sigma Investments, LP | 307,127 | 0.92% | $2.08M | +276,996 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 136 | 19M | 58.0% | 29 / 60 | 29 / 11 | 5M | 1M |
| Q1 2026 | 120 | 16M | 47.0% | 24 / 47 | 32 / 17 | 3M | 2M |
| Q4 2025 | 116 | 16M | 49.0% | 14 / 35 | 50 / 29 | 4M | 3M |
| Q3 2025 | 133 | 15M | 46.3% | 17 / 46 | 54 / 28 | 2M | 2M |
| Q2 2025 | 144 | 16M | 47.8% | 26 / 52 | 51 / 21 | 2M | 3M |
| Q1 2025 | 140 | 18M | 52.8% | 17 / 44 | 55 / 27 | 3M | 3M |
| Q4 2024 | 151 | 18M | 52.9% | 26 / 53 | 48 / 28 | 4M | 5M |
| Q3 2024 | 157 | 19M | 56.8% | 39 / 42 | 47 / 40 | 6M | 5M |
| Q2 2024 | 160 | 19M | 57.9% | 44 / 58 | 38 / 19 | 4M | 3M |
| Q1 2024 | 136 | 18M | 54.8% | 27 / 29 | 54 / 16 | 2M | 3M |
| Q4 2023 | 125 | 20M | 59.6% | 18 / 45 | 45 / 23 | 4M | 3M |
| Q3 2023 | 131 | 20M | 59.2% | 18 / 47 | 37 / 24 | 3M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of IMMR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Philotimo Focused Growth & Income | 1,000,000 | 3.01% | $6.77M | 4.91% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 945,008 | 2.85% | $6.40M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 799,633 | 2.41% | $5.41M | 0.01% | Jun 30, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 504,277 | 1.52% | $3.41M | 0.06% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 309,017 | 0.93% | $2.09M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 308,561 | 0.93% | $2.33M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 285,842 | 0.86% | $1.94M | 0.01% | Jun 30, 2026 |
| WisdomTree U.S. SmallCap Dividend Fund | 177,193 | 0.53% | $1.20M | 0.05% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 167,730 | 0.51% | $1.09M | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 144,720 | 0.44% | $937.79K | 0.01% | May 31, 2026 |
| iShares Micro-Cap ETF | 92,832 | 0.28% | $628.47K | 0.04% | Jun 30, 2026 |
| First Trust Dow Jones Select MicroCap Index Fund | 92,278 | 0.28% | $624.72K | 0.24% | Jun 30, 2026 |
| VictoryShares Small Cap Free Cash Flow ETF | 89,298 | 0.27% | $604.55K | 0.10% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 73,517 | 0.22% | $476.39K | 0.00% | May 31, 2026 |
| Jacob Internet Fund | 73,111 | 0.22% | $473.76K | 1.07% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| William C. Martin | Chief Strategy Officer, Director | 1,423,164 | 4.29% | Aug 4, 2026 |
| Eric Singer | President and CEO, Director | 2,101,801 | 6.33% | Jul 2, 2026 |
| J. Michael Dodson | Chief Financial Officer | 34,233 | 0.10% | Jun 16, 2026 |
| Emily Hoffman | Director | 97,100 | 0.29% | Apr 7, 2026 |
| Elias Nader | Director | 68,323 | 0.21% | Apr 7, 2026 |
| Childress Frederick Wasch | Director | 87,913 | 0.26% | Apr 7, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| William C. Martin Chief Strategy Officer, Director | Jul 31, 2026 | Award | +5,640 | – | – | 1,423,164 |
| Eric Singer President and CEO, Director | Jul 1, 2026 | Tax withholding | −14,757 | $6.93 | $102.27K | 2,101,801 |
| Eric Singer President and CEO, Director | Jul 1, 2026 | Tax withholding | −14,757 | $6.93 | $102.27K | 2,116,558 |
| J. Michael Dodson Chief Financial Officer | Jun 12, 2026 | Sale | −4,899 | $6.54 | $32.04K | 34,233 |
| William C. Martin Chief Strategy Officer, Director | Apr 30, 2026 | Award | +7,425 | – | – | 1,399,652 |
| William C. Martin Chief Strategy Officer, Director | Apr 30, 2026 | Award | +17,872 | – | – | 1,417,524 |
| Childress Frederick Wasch Director | Apr 6, 2026 | Award | +21,815 | – | – | 87,913 |
| Emily Hoffman Director | Apr 6, 2026 | Award | +21,815 | – | – | 97,100 |
| Elias Nader Director | Apr 6, 2026 | Award | +21,815 | – | – | 68,323 |
| Eric Singer President and CEO, Director | Apr 1, 2026 | Tax withholding | −14,850 | $5.56 | $82.57K | 2,131,315 |
| Eric Singer President and CEO, Director | Apr 1, 2026 | Tax withholding | −14,757 | $5.56 | $82.05K | 2,146,165 |
| William C. Martin Chief Strategy Officer, Director | Jan 30, 2026 | Award | +6,588 | – | – | 1,392,227 |
| Eric Singer President and CEO, Director | Jan 3, 2026 | Tax withholding | −12,217 | $6.41 | $78.31K | 2,160,922 |
| Eric Singer President and CEO, Director | Jan 2, 2026 | Tax withholding | −37,948 | $6.41 | $243.25K | 1,873,139 |
| Eric Singer President and CEO, Director | Jan 2, 2026 | Award | +300,000 | – | – | 2,173,139 |
| Eric Singer President and CEO, Director | Jan 1, 2026 | Tax withholding | −14,757 | $6.80 | $100.35K | 1,911,087 |
| William C. Martin Chief Strategy Officer, Director | Nov 14, 2025 | Award | +17,647 | – | – | 1,385,639 |
| William C. Martin Chief Strategy Officer, Director | Oct 31, 2025 | Award | +7,952 | – | – | 1,367,992 |
| Eric Singer President and CEO, Director | Oct 3, 2025 | Tax withholding | −13,117 | $7.04 | $92.34K | 1,925,844 |
| Eric Singer President and CEO, Director | Oct 1, 2025 | Tax withholding | −14,757 | $7.28 | $107.43K | 1,938,961 |
| William C. Martin Chief Strategy Officer, Director | Jul 31, 2025 | Award | +7,140 | – | – | 1,360,040 |
| Eric Singer President and CEO, Director | Jul 3, 2025 | Tax withholding | −13,117 | $8.09 | $106.12K | 1,953,718 |
| William C. Martin Chief Strategy Officer, Director | Jul 1, 2025 | Tax withholding | −68,400 | $7.91 | $541.04K | 1,352,900 |
| Eric Singer President and CEO, Director | Jul 1, 2025 | Tax withholding | −14,757 | $7.91 | $116.73K | 1,966,835 |
| Eric Singer President and CEO, Director | Jul 1, 2025 | Tax withholding | −98,375 | $7.91 | $778.15K | 1,981,592 |
| J. Michael Dodson Chief Financial Officer | Jun 12, 2025 | Sale | −5,921 | $7.53 | $44.59K | 39,132 |
| William C. Martin Chief Strategy Officer, Director | May 2, 2025 | Award | +10,239 | – | – | 1,421,300 |
| William C. Martin Chief Strategy Officer, Director | Apr 30, 2025 | Award | +5,968 | – | – | 1,411,061 |
| Eric Singer President and CEO, Director | Apr 3, 2025 | Tax withholding | −13,117 | $7.12 | $93.39K | 2,079,967 |
| Eric Singer President and CEO, Director | Apr 1, 2025 | Tax withholding | −59,025 | $7.74 | $456.85K | 2,093,084 |
| Eric Singer President and CEO, Director | Apr 1, 2025 | Tax withholding | −14,757 | $7.74 | $114.22K | 2,152,109 |
| William C. Martin Chief Strategy Officer, Director | Apr 1, 2025 | Tax withholding | −45,600 | $7.74 | $352.94K | 1,405,093 |
| Eric Singer President and CEO, Director | Mar 21, 2025 | Buy | +5,000 | $7.47 | $37.35K | 2,166,866 |
| William C. Martin Chief Strategy Officer, Director | Mar 20, 2025 | Buy | +27,150 | $7.55 | $204.98K | 1,450,693 |
| Eric Singer President and CEO, Director | Mar 20, 2025 | Buy | +42,638 | $7.51 | $320.21K | 2,161,866 |
| William C. Martin Chief Strategy Officer, Director | Jan 31, 2025 | Award | +86,899 | – | – | 1,423,543 |
| Eric Singer President and CEO, Director | Jan 3, 2025 | Tax withholding | −13,117 | $8.97 | $117.66K | 2,119,228 |
| Eric Singer President and CEO, Director | Jan 2, 2025 | Award | +300,000 | – | – | 2,132,345 |
| Eric Singer President and CEO, Director | Jan 2, 2025 | Tax withholding | −34,509 | $8.66 | $298.85K | 1,832,345 |
| Eric Singer President and CEO, Director | Jan 1, 2025 | Tax withholding | −6,088 | $8.73 | $53.15K | 1,866,854 |
| Eric Singer President and CEO, Director | Jan 1, 2025 | Tax withholding | −7,132 | $8.73 | $62.26K | 1,872,942 |
| William C. Martin Chief Strategy Officer, Director | Jan 1, 2025 | Tax withholding | −7,692 | $8.73 | $67.15K | 1,336,644 |
| William C. Martin Chief Strategy Officer, Director | Jan 1, 2025 | Tax withholding | −8,799 | $8.73 | $76.82K | 1,344,336 |
| William C. Martin Chief Strategy Officer, Director | Oct 31, 2024 | Award | +6,672 | – | – | 1,353,135 |
| Eric Singer President and CEO, Director | Oct 3, 2024 | Tax withholding | −13,117 | $8.76 | $114.90K | 1,880,074 |
| William C. Martin Chief Strategy Officer, Director | Oct 1, 2024 | Tax withholding | −11,401 | $8.69 | $99.07K | 1,346,463 |
| William C. Martin Chief Strategy Officer, Director | Oct 1, 2024 | Tax withholding | −11,401 | $8.69 | $99.07K | 1,357,864 |
| Eric Singer President and CEO, Director | Oct 1, 2024 | Tax withholding | −9,838 | $8.69 | $85.49K | 1,903,029 |
| Eric Singer President and CEO, Director | Oct 1, 2024 | Tax withholding | −9,838 | $8.69 | $85.49K | 1,893,191 |
| William C. Martin Chief Strategy Officer, Director | Aug 28, 2024 | Buy | +5,000 | $8.61 | $43.05K | 1,369,265 |
| Childress Frederick Wasch Director | Aug 28, 2024 | Buy | +1,155 | $8.68 | $10.03K | 66,098 |
| William C. Martin Chief Strategy Officer, Director | Aug 27, 2024 | Buy | +15,000 | $8.81 | $132.15K | 1,364,265 |
| Eric Singer President and CEO, Director | Aug 27, 2024 | Buy | +50,000 | $8.77 | $438.50K | 1,912,867 |
| William C. Martin Chief Strategy Officer, Director | Aug 7, 2024 | Tax withholding | −22,802 | $10.23 | $233.26K | 1,349,265 |
| Eric Singer President and CEO, Director | Aug 7, 2024 | Tax withholding | −19,676 | $10.23 | $201.29K | 1,862,867 |
| William C. Martin Chief Strategy Officer, Director | Aug 6, 2024 | Option exercise | +100,000 | – | – | 1,372,067 |
| Eric Singer President and CEO, Director | Aug 6, 2024 | Option exercise | +100,000 | – | – | 1,882,543 |
| Eric Singer President and CEO, Director | Jul 3, 2024 | Tax withholding | −13,117 | $9.51 | $124.74K | 1,782,543 |
| Eric Singer President and CEO, Director | Jul 1, 2024 | Option exercise | +100,000 | – | – | 1,585,012 |
| Eric Singer President and CEO, Director | Jul 1, 2024 | Tax withholding | −39,352 | $9.46 | $372.27K | 1,545,660 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Elias Nader Director | Mar 13, 2024 | 13,000 | $106.86K | Mar 13, 2024 | RESTRICTED STOCK |
| Aaron Akerman Officer | Sep 20, 2023 | 4,000 | $26.97K | Sep 20, 2023 | ESPP |
| Aaron Akerman Officer | Jun 13, 2023 | 116,666 | $920.49K | Jun 13, 2023 | STOCK OPTION EXERCISE |