PTAB

Patent Dispute Report: First Half 2026

The picture emerging from the first half of 2026 is the completed migration of patent validity challenges from the Patent Trial and Appeal Board (PTAB) to ex parte reexamination. Petitions for inter partes review (IPR) fell to an all-time quarterly low of 57 in Q2 2026, while reexamination requests reached an all-time quarterly high of 336—surpassing even the 330 requests filed in Q3 2012, when requestors rushed to beat the September 16, 2012 AIA fee increase. Ex parte reexaminations accounted for 74.7% of post-grant filings in the first half of 2026, an almost exact inversion of the first half of 2025, when IPRs held a 72.9% share and reexaminations just 23.6%.

This migration is the continuing consequence of the procedural changes initiated by former Acting Director Coke Morgan Stewart and expanded by Director John Squires—including Director-level control of institution decisions and the October 2025 proposed rules codifying discretionary-denial practice—as detailed in previous Unified Patents reports, and reinforced by the Federal Circuit’s decision in In re Motorola Solutions, Inc., which insulated the Director’s discretionary institution authority from judicial oversight. The IPR institution grant rate, near 80% in January 2025, bottomed at 19.4% in August 2025 and was still just 21.5% in January 2026 before partially recovering to 47.4% in June 2026—though on a far smaller base of decisions. Measured on a trailing 12-month window, institution rates were still declining at mid-year: 27.2% against non-practicing entities (NPEs) and 41.4% against operating companies.

Two developments in the second quarter deserve careful attention. First, the quarterly institution rate against NPEs (47.0%) rose above the rate against operating companies (35.6%) for the first time since the discretionary-denial surge began—reversing the pattern documented in our 2025 and Q1 2026 reports. Second, monthly reexamination requests fell from a peak of 136 in May to 79 in June, the first notable retreat since the surge began; whether this reflects the USPTO’s April 2026 “pre-order” procedure—which gives patent owners a fee-free opportunity to oppose a reexamination request before a Substantial New Question determination—will become clearer in Q3.

Other takeaways from the first half of 2026:

  • District court patent filings totaled 1,921 in the first half of 2026, down 18.4% from the first half of 2025. Q2’s 1,007 new cases, however, were in line with quarterly volumes over the past several years—the upheaval at the USPTO has had little visible effect on district court litigation.

  • NPEs filed 50.5% of district court patent cases in the first half of 2026, but their share slipped to 48.6% in Q2—the first quarter below 50% since Q1 2018.

  • The E.D. Tex. and W.D. Tex. together drew roughly 37% of all patent filings; the E.D. Tex. alone accounted for 46.6% of NPE filings.

  • Pending PTAB matters fell to 696 at the end of June 2026, just 36.2% of the November 2018 peak of 1,923.

  • Google was the top PTAB petitioner (17 petitions), and six of the ten most-frequently challenged patent owners at the PTAB were NPEs.

  • High tech remained the center of gravity in both forums: 69.2% of PTAB petitions and 54.4% of district court cases. NPEs filed 88.3% of high-tech district court cases and were the target of 71.7% of high-tech PTAB challenges.

District Court, PTAB, and Reexamination Filings by Quarter: PTAB filings continued their steep decline through the first half of 2026 and were largely supplanted by ex parte reexaminations, which set a new all-time quarterly record in Q2. The dramatic swings in PTAB and reexamination volume have had little visible effect on district court litigation: parties filed 1,007 new patent cases in Q2 2026, in line with quarterly volumes over the past several years.

District Court, PTAB, and Reexamination Filings by Month: Requests for ex parte reexamination fell to 79 in June 2026—the low for the year so far, and the same volume recorded in January—after peaking at 136 in May. The June retreat follows the USPTO’s April 2026 announcement of the new “pre-order” procedure allowing patent owners to oppose reexamination requests before a Substantial New Question determination. New district court litigation, meanwhile, jumped from 280 cases in May to 378 in June.

Adoption of the New "Pre-Order" Procedure: The USPTO's April 2026 "pre-order" procedure gives patent owners a fee-free, 30-page opportunity to argue against a Substantial New Question of patentability before an ex parte reexamination is ordered. Patent owners moved quickly to use it: of the 234 reexamination requests filed between April 6 and June 11, 2026, patent owners filed a pre-order challenge in 97—roughly 42%. Whether this early uptake begins to dampen reexamination volume, which retreated from 136 requests in May to 79 in June, will be a key trend to watch in the second half of 2026.

Post-Grant Proceedings in the First Half of 2026: Patent challenge dynamics flipped between 2025 and 2026. In the first half of 2026, ex parte reexaminations accounted for 74.7% of post-grant filings (594 requests), with IPRs at 21.9% (174 petitions) and post-grant reviews (PGRs) at 3.4% (27 petitions). In the first half of 2025, IPRs (698) led at 72.9% while reexaminations (226) made up just 23.6%. On a quarterly basis, reexamination requests have now outnumbered all PTAB petitions combined for three consecutive quarters. Notably, PGR volume has held steady at 13–15 petitions per quarter even as IPR filings collapsed, lifting the PGR share of PTAB petitions from 4.1% in Q2 2025 to 18.6% in Q2 2026.

PTAB Filings by Quarter: Petitions for inter partes review fell to an all-time quarterly low of 57 in Q2 2026, down 51.3% from Q1 2026 and 83.8% from Q2 2025. Total PTAB petitions for the first half of 2026 stood at 201, a 72.5% decline from the 732 filed in the first half of 2025.

Requests for Ex Parte Reexamination: Requests for ex parte reexamination reached an all-time quarterly high of 336 in Q2 2026, a 30.2% increase over Q1 2026 and a 148.9% increase over Q2 2025. The previous record—330 requests in Q3 2012—was set during the “fee rush” preceding the September 16, 2012 AIA fee increase, when 241 requests were filed in the first two weeks of September alone. Q2 2026 edged that record by 1.8%, and did so on ordinary-course filings rather than a one-time procedural deadline.

Top Reexamination Requestors.  The surge in ex parte reexamination in the first half of 2026 was led by large operating companies rather than by dedicated challengers. Samsung was the most active requester by a wide margin, filing 61 of the 594 reexamination requests (10.3%), followed by Apple (28) and Unified Patents (25). Technology and semiconductor companies—Cisco, Intel, SK Hynix, NXP, Micron, Google, and Tesla among them—filled out the top ranks. The prominence of these petitioners, many of them among the most active PTAB petitioners historically, reinforces the broader picture: as institution rates at the PTAB fell, the operating companies that once relied on inter partes review shifted their validity challenges to reexamination.

Top Reexam Targets (Patent Owners).  The patents most frequently challenged through ex parte reexamination in the first half of 2026 were split fairly evenly between non-practicing entities and operating companies. Six of the eleven most-challenged owners were NPEs—led by Massively Broadband LLC (16), K.Mizra (12), and Mosaid Technologies (11)—while five were operating companies, including Cleerly (12), Clark Equipment (10), and Magic Leap (8). The split shows that reexamination is being used not only against NPEs but also in OpCo-vs-OpCo  disputes.

PTAB Procedural Denials vs. Requests for Ex Parte Reexamination: PTAB procedural denials fell 67.9% between Q1 and Q2 2026 (156 to 50), consistent with the sharply reduced volume of petitions reaching an institution decision. Comparing the first half of 2025 to the first half of 2026 (141 to 206), however, procedural denials rose 46.1% while reexamination requests (226 to 594) rose 162.8%—the tactical migration from AIA trials to reexamination that began in 2025 accelerated in 2026.

IPR Filings vs. Institution Rate: The IPR institution grant rate, which stood at 81.8% in January 2025, fell to an all-time monthly low of 19.4% in August 2025 and was still just 21.5% in January 2026. Over the first half of 2026 the rate partially recovered, reaching 47.4% in June—though on a much smaller base of decisions. The collapse in grant probability has been mirrored by a collapse in demand: monthly IPR filings fell from 131 in January 2025 to just 22 in June 2026.

Pending PTAB Petitions & Procedural Denials: With fewer petitions coming in and elevated denials clearing the docket, the volume of open matters at the PTAB continued to contract. At the end of June 2026, only 696 cases remained pending—36.2% of the all-time peak of 1,923 reached in November 2018.

PTAB Institution Rate Against NPEs vs. Operating Companies (Trailing 12 Months): Measured on a rolling 12-month window, institution rates continued to decline for both NPEs and operating companies through the first half of 2026. As of the end of Q2, petitions against NPE-owned patents were instituted 27.2% of the time, compared to 41.4% for petitions against operating companies. The institution rate is (the number of institutions during the 12-month sliding window) ÷ (the total number of institutions and denials during that same period).

Institution Rate: NPE vs. OpCo in the First Half of 2026: For institution decisions rendered in the first half of 2026, the rate for IPR petitions against NPEs (31.7%) trailed the rate against operating companies (39.5%).

Institution Rate by Month: The Q2 Reversal: The half-year gap conceals a sharp reversal within the period. In Q1 2026, the institution rate against NPEs was 24.1%, well below the 41.7% rate against operating companies. In Q2, the relationship flipped: 47.0% against NPEs versus 35.6% against operating companies, with the crossover first appearing in April.

Filing Trends in PTAB by Entity Type: As overall PTAB volume fell, petitions against both entity types dropped in tandem: just 35 petitions against operating companies and 34 against NPEs in Q2 2026.

PTAB Petitions by Industry: Despite the decline in overall filings, high-tech patents remained the PTAB’s center of gravity, drawing 69.2% of all petitions in the first half of 2026.

Filing Trends in High Tech at the PTAB by Entity Type: Within high tech, NPEs were the target of 71.7% of PTAB challenges in the first half of 2026.

Top 10 PTAB Petitioners: Google was the top petitioner at the PTAB in the first half of 2026 with 17 petitions, followed by Cisco (14), Tesla (13), and Apple (13).

Top 10 PTAB Patent Owners: Although institution rates against NPE-owned patents ran well below those against operating companies through most of 2025 and the first quarter of 2026, NPEs still accounted for six of the ten most-frequently challenged patent owners at the PTAB in the first half of 2026, led by Qomplx (8 petitions) and Bulletproof Property Management LLC (7).

Filing Trends in District Court by Entity Type: NPEs filed 50.5% of district court patent cases in the first half of 2026 (970 of 1,921). In Q2, however, the NPE share slipped to 48.6% (489 NPE cases versus 477 operating-company cases)—the first quarter in which NPEs accounted for less than half of new district court patent cases since Q1 2018.

Top 10 District Court Plaintiffs. ABC IP, LLC, Rare Breed Triggers, Inc., and RBTM, LLC, grouped together, were the most active district court patent plaintiff in the first half of 2026, with 102 filings—roughly 5% of all patent cases filed over the period and more than three times the next-most-active plaintiff. The three are affiliates in a single, coordinated campaign to enforce patents relevant to the firearms-industry, as opposed to the high-technology litigation that fills the rest of the rankings. The eight next-most-active plaintiffs were all NPEs: Portus (29), Patent Armory (21), Key Patent Innovations (17), Lone Star Document Management (16), VDPP (16), ContentNexus (15), Near Field Electronics (15), and AML IP (14).

Top 10 District Court Defendants.  The most frequently named district court patent defendants in the first half of 2026 were large technology manufacturers, led by Samsung (34), Apple (25), Google (22), and Amazon (19), with TCL (14), Meta (11), and Microsoft (11) close behind. The second notable group is generic-pharmaceutical manufacturers—Zydus (18), Lupin (11), and Cipla (9).

Top District Courts for Patent Litigation: The E.D. Tex. and W.D. Tex. together accounted for roughly 37% of patent litigation filed in the first half of 2026. Beyond Texas, the D. Del., N.D. Ill., and D.N.J. remained the most frequent venues.

Top District Courts for NPE Filings: The E.D. Tex. alone drew 46.6% of NPE district court filings in the first half of 2026. Other leading NPE venues were the W.D. Tex., D. Del., N.D. Cal., and N.D. Tex.

District Court Litigation by Industry: High-tech cases accounted for 54.4% of district court patent litigation in the first half of 2026, with medical/pharmaceutical cases at 11.7%—both broadly consistent with their trailing three-year averages of 57.2% and 12.6%.

Filing Trends in High Tech in District Court by Entity Type: NPEs filed 88.3% of high-tech district court patent cases in the first half of 2026, even though they filed only about half of district court patent cases overall. NPE litigation remains overwhelmingly concentrated in high tech (93.4% of NPE cases), while operating-company litigation largely is not (11.4% high tech).


Definitions

Proceedings

PTAB = The Patent Trial and Appeal Board of the United States Patent and Trademark Office (USPTO), which hears the trial proceedings created by the America Invents Act (AIA): IPR, PGR, and (historically) CBM.

Inter Partes Review (IPR) = A trial proceeding before the PTAB, available since September 16, 2012, in which any party other than the patent owner may challenge issued patent claims as anticipated or obvious (35 U.S.C. §§ 102/103) based on patents and printed publications.

Post-Grant Review (PGR) = A trial proceeding before the PTAB in which a petitioner may challenge a recently issued patent (within nine months of grant) on any ground of invalidity.

Covered Business Method Review (CBM) = A transitional PTAB proceeding for covered business method patents; new CBM petitions ended in September 2020. CBM appears only in the historical portions of the charts.

Ex Parte Reexamination (Reexam) = A proceeding before the USPTO’s Central Reexamination Unit (CRU), available since 1981, in which any party (or the Director) may request reexamination of an issued patent based on patents and printed publications. If the request raises a Substantial New Question of patentability, reexamination is ordered; the requester does not participate after the request stage (hence ex parte).

SNQ = Substantial New Question of patentability — the threshold showing required for the USPTO to order an ex parte reexamination.

Metrics

Institution Rate = (the number of institutions during the stated window) ÷ (the total number of institutions and denials during that same window). Where a chart is labeled with a 12-month sliding window, both counts are taken over the trailing 12 months ending on the date shown.

Procedural (Discretionary) Denial = A denial of institution on non-merits grounds — for example, discretionary denial in view of parallel litigation or prior challenges — as distinct from a denial on the merits of the asserted grounds. Unless a chart states otherwise, “procedural denials” exclude merits denials.

Sotera Stipulation = A petitioner’s stipulation not to pursue in district court the invalidity grounds raised, or that reasonably could have been raised, in its IPR petition — historically offered to avoid discretionary denial based on parallel litigation.

Schedule A Defendant = A defendant identified only on a sealed “Schedule A” attached to the complaint — a device commonly used in suits against large numbers of online sellers, and frequent in design-patent filings. Where noted, top-defendant rankings are reported excluding Schedule A defendants.

Entities

Non-Practicing Entity (NPE) = A company that derives the majority of its total revenue from patent licensing or assertion activities rather than from making or selling products or services. Reported NPE totals include the three subtypes below.

NPE (Patent Assertion Entity) = An entity whose primary activity is licensing or asserting patents and that acquired most of its patents from another entity.

NPE (Small Company) = An entity whose original activity was providing products or services, but which is now primarily focused on monetizing its own patent portfolio.

NPE (Individual) = An entity owned or controlled by an individual inventor and primarily focused on monetizing that inventor’s patents.

NPE Aggregator = An entity that controls or owns two or more NPEs.

Operating Company (OpCo) = A company that derives most of its total revenue from product sales or services. May be an SME or a large company.

Other Entity = Universities, non-profits, governments, and non-governmental organizations (NGOs).

Third-Party Litigation Funding (TPLF) = Financing of a patent assertion by a third party — any party with a financial interest in the outcome other than the asserting entity itself. Cases are flagged as TPLF where evidence of such funding appears in court filings or public documents.

Sectors

High-Tech = Technologies relating to software, hardware, and networking.

Medical = Technologies relating to pharmaceuticals, medical devices, and health-related technologies.

Other = Technologies relating to mechanical devices, packaged goods, sporting equipment, and any other area outside high-tech and medical.

Venues

District courts are abbreviated in the conventional reporter style: a district prefix (N.D., S.D., E.D., W.D., C.D., or D. for districts covering a whole state) followed by the state. Venues appearing in this report include:

E.D. Tex. = Eastern District of Texas

W.D. Tex. = Western District of Texas

N.D. Tex. = Northern District of Texas

D. Del. = District of Delaware

N.D. Ill. = Northern District of Illinois

D.N.J. = District of New Jersey

N.D. Cal. = Northern District of California

C.D. Cal. = Central District of California

S.D.N.Y. = Southern District of New York


Methodology

This report includes all District Court, PTAB, and ex parte reexamination cases between January 1, 2012 and June 30, 2026.

The total number of reported cases can vary based on what is included. Unified made its best attempt to eliminate mistaken, duplicative, or changed-venue filings, so totals may vary slightly compared to other reporting entities. Statistics include litigations initiated by NPEs and declaratory judgment (DJ) actions initiated by operating companies against NPEs.

Unified strives to accurately identify NPEs through all available means, such as court filings, public documents, and product documentation.

Quarterly and half-year figures reflect Unified’s data as of the report’s data pull date; small revisions to previously published quarterly figures can occur as late-loading records settle.

InterDigital AV1 patent held invalid after 2nd appeal in China

On June 29, 2026, in the second appeal of Unified’s challenge of InterDigital’s CN101491099, the Beijing Intellectual Property Court confirmed the invalidity of all challenged claims (1, 2, 5-9, 15, 19-21, 24-28, 34, 38-40, 43-48, 54, 57-59, 62-67, 73, and 76). The CN’099 patent was previously deemed essential in SISVEL’s VP9 and AV1 pools.

Unified was represented by Tao Chen, Yu Yan, and Peter Zhang of the Beijing Wei Chixue Law Firm, and the case was managed by in-house counsel, Jessica L.A. Marks and Roshan Mansinghani.

Patent Dispute Report: Q1 2026

PTAB petitions dropped 64.2% year-over-year to a historic low of 131 in Q1 2026, driven by a surge in discretionary denials that began in 2025 and continued into the new year. Inter partes review (IPR) petitions, in particular, plummeted 66.3%. Potential petitioners are clearly deterred by the stricter procedural changes initiated by Acting Director Coke Morgan Stewart and Director John Squires, as highlighted in previous Unified Patents reports. This caution was likely compounded by the Federal Circuit’s November 2025 decision in In re Motorola Solutions, Inc., which suggests that the USPTO Director’s discretionary authority to institute or de-institute inter partes review (IPR) can be shielded from judicial oversight, even when Sotera stipulations are filed.

For the second consecutive quarter, requests for ex parte reexamination outpaced new PTAB petitions. These requests have already reached nearly a third of 2025’s total and are currently on pace to surpass last year’s record. 

PTAB institution rates against non-practicing entities (NPEs) remained low at 24.6% in Q1 2026, well below the 40.5% institution rate against operating companies–a trend noted in the 2025 Unified Patents report

While PTAB denials remained at their third-highest level in history in Q1 2026, ex parte reexamination requests surged 157.1% compared to Q1 2025. However, the future impact of this shift remains uncertain, due to the USPTO’s April 2026 announcement of a new “pre-order” procedure allowing patent owners to submit a 30-page, fee-free paper within 30 days of service of an ex parte reexamination request to argue against the finding of a Substantial New Question of patentability (SNQ). 

Other takeaways from the first quarter of 2026:

  • Compared to Q1 2025, district court filings decreased by 21.6%. 

  • The E.D.Tex. remains the most popular venue for plaintiffs, especially NPEs.

  • More than 63% of all NPE filings were in one of the four district courts in Texas.

Procedural Denials and Pending Petitions in PTAB Decline: In the first quarter of 2026, PTAB procedural denials dropped 25% over the fourth quarter of 2025 to 159, while pending petitions plummeted to a 12-year low of 815 in March 2026. Compared to Q1 2025, PTAB procedural denials surged 622.7% in Q1 2026.

PTAB Rate of Institution Against NPEs Remain Below Rate Against Operating Companies: As noted in last year’s Q3 and year-end reports, the institution rate for petitions against NPEs is now lower than the institution rate against operating companies. The institution rate is (the number of institutions during the 12-month sliding window period) / (the total number of both institutions & denials during that same period).

In the first quarter of 2026, the institution rate for PTAB petitions against NPEs was more than 15% lower than the institution rate against operating companies. In Q4 2025, the institution rate was 33.6% against NPEs and 53.2% against operating companies. Year over year, the Q1 2026 institution rate is significantly lower than it was in Q1 2025, where the institution rate was 64.6% against NPEs and 81.6% against operating companies.

PTAB Procedural Denials vs. Requests for Ex Parte Reexaminations: Driven by elevated PTAB discretionary denials, Q1 2026 recorded the second-highest volume of ex parte reexamination requests, trailing only the all-time high set in Q4 2025. Although PTAB denials dipped 25% from Q4 2025, they remained the third-highest in history. Comparing Q1 2026 to Q1 2025, PTAB denials increased 622.7% and requests for reexamination increased 157.1%.

District Court, PTAB and Reexam Filings year over year:  Compared to Q1 2025, in Q1 2026 district court filings decreased 21.6% and PTAB petitions decreased 64.2% while requests for ex parte reexaminations increased 157.1%. Between Q4 2025 and Q1 2026, district court filings decreased 17.1%, PTAB petitions dropped 32.5% and requests for ex parte reexaminations decreased 21.2%.

The top district courts for patent litigation filings in Q1 2026: More than 37% of all patent cases were filed in the E.D.Tex. or the W.D.Tex. Other top venues included D.Del., N.D.Ill. and D.N.J.

The top district courts for NPE filings in Q1 2026: More than 57% of all NPE cases were filed in the E.D.Tex. or the W.D.Tex. Other top venues included D.Del., S.D.N.Y. and N.D.Cal.

Post-Grant Proceedings: In Q1 2026, IPR petitions decreased 66.3% compared to Q1 2025, while requests for ex parte reexaminations increased 157.1% and petitions for post grant review decreased 26.3% for the same time period. Compared to Q4 2025, IPR petitions decreased 35.4%, while requests for ex parte reexaminations decreased 21.2%. Petitions for post grant review increased 7.7% over Q4 2025.

Q1 2026 indicates a continued decline in the attractiveness of AIA reviews compared to both the previous quarter (Q4 2025) and the same period last year. While Q1 2026 saw IPRs decrease 35.4% and reexams fall 21.2% against Q4 2025 levels, the year-over-year comparison reveals a 66.3% plunge in IPRs alongside a 157.1% increase in reexamination requests, highlighting a significant shift toward alternative patent challenges.

Top 10 District Court Plaintiffs: Eight of the top 10 district court plaintiffs in the first quarter of 2026 were NPEs.

Top 10 PTAB Patent Owners: In the first quarter of 2026, Bulletproof Property Management LLC, an NPE, was the top patent owner in the PTAB. Six of the top 10 patent owners were NPEs.

Top 10 District Court Defendants: In the first quarter of 2026, Apple was the top defendant in district court that was not a Schedule A defendant. Schedule A defendants appear frequently in district court filings for design patent infringement.

Top 10 PTAB Petitioners: Google was the top petitioner at the PTAB in the first quarter of 2026.

Requests for Ex Parte Reexaminations: Ex parte reexamination requests in Q1 2026 surged by 157.1% compared to the same period in 2025.

Based on ex parte reexamination data since 2020, Unified Patents boasts the highest success rate among top-volume requestors with at least 20 decisions against utility patents, with success defined as at least one claim being canceled.

Filing Trends in District Court by Entity: NPEs filed 53.2% of the patent cases in district court in the first quarter of 2026, while operating companies filed 44.1%. By comparison, in Q4 2025, NPEs filed 52.5% of patent cases in district court, while operating companies filed 45.7%, and in Q1 2025, NPEs filed 60.0% of patent cases in district court, while operating companies filed 37.0%.

Filing Trends in High Tech in District Court by Entity Type: In Q1 2026, NPEs were responsible for 90.3% of high-tech patent litigation.

Filing Trends in PTAB by Entity Type over Time: NPEs were patent owners on 52.7% of the PTAB petitions in the first quarter of 2026, while operating companies were patent owners on 46.6%. In Q4 2025, NPEs were patent owners on 60.0% of the PTAB petitions, while operating companies were patent owners on 39.7%. For further comparison, in Q1 2025, NPEs were patent owners on 44.0% of the PTAB petitions while operating companies were patent owners on 53.6%.

Filing Trends in High Tech at the PTAB by Entity Type: In the first quarter of 2026, NPEs were the target of 70.5% of high-tech PTAB challenges.


Definitions

Sectors

High-Tech = Technologies relating to Software, Hardware, and Networking

Medical = Technologies relating to Pharmaceuticals, Medical Devices, Health Related Technologies

Other = Technologies relating to Mechanical, Packaged Goods, Sporting Equipment and any other area outside of high-tech and medical patents.

Entities

Non Practicing Entity (NPE) = Company which derives the majority of its total revenue from Patent Licensing activities.

Operating Company or Op. Co. = Company which derives most of its total revenue from Product Sales or Services. Could be an SME or a large company.

Other Entity = Universities / Non-Profits / Government / Non-Governmental Organizations (NGOs)

NPE (Patent Assertion Entities) = Entity whose primary activity is licensing patents and acquired most of its patents from another entity

NPE (Small Company) = Entity whose original activity was providing products and services, but now is primarily focused on monetizing its own patent portfolio.

NPE (Individual) = Entity owned or controlled by an individual inventor who is primarily focused on monetizing inventions patents by that individual inventor.

NPE Aggregator = Entity that has control or ownership over two or more entities. 

Litigation Investment Entities = Evidence of any third party with a financial interest, other than the assertors.

Venues

CACD = Central District of California

CAND = Northern District of California

DED = Delaware


Methodology

This report includes all District Court, PTAB, Reexam, and UPC cases between January 1, 2012 and March 31, 2026.

The total number of reported cases can vary based on what is included. Unified made its best attempt to eliminate mistaken, duplicative, or changes in venue filings, hence the totals may vary slightly compared to other reporting entities. Statistics include litigations initiated by NPEs or Declaratory Judgments (DJs) initiated by operating companies against NPEs.

Unified strives to accurately identify NPEs through all available means, such as court filings, public documents, and product documentation.

AiPi affiliate Pedersen message distribution patent confirmed invalid by Fed. Circuit

On March 26, 2026, the Federal Circuit's written opinion affirmed the PTAB’s decision in IPR2023-00029, challenging claims 1 and 14-17 of U.S. Patent 6,965,920. Owned and asserted by Peter Henrik Pedersen, believed to be associated with AiPi Solutions, the '920 patent is generally directed to the specification and management of how messages are distributed to recipients. The ’920 patent was asserted against several including Zoho Corp., Ziff Davis, Intuit, Salesforce, Blackbaud, Constant Contact, Monday.com, Zendesk, Aurea Software, Google, Microsoft, Yahoo, Oracle, Adobe, Wix.com, and others.

View district court litigations by Pedersen. To read the petition and view the case record, see Unified’s Portal. The PTAB case was initially handled by Jon Bowser, Angela Oliver, and Michael McCarty of Haynes and Boone. The case was brought fully in-house once it was appealed and handled by Kelly Hughes and Alyssa Holtslander.

Patent Dispute Report: 2025 in Review

Seeking to bypass a record-setting wave of procedural denials from the Patent Trial and Appeal Board (PTAB), which rose more than 630% year-over-year, defendants increasingly turned to the USPTO for ex parte reexaminations. In Q4 2025, the institution rate against NPEs fell to 33.6% (from 64.6% in Q1 2025) and against operating companies decreased to 53.2% (from 81.6%). This shift drove reexamination requests to an all-time high in 2025, representing a 66% increase over 2024 and signaling a major tactical pivot in patent validity challenges.

The surge in PTAB procedural denials and the record-high reexamination requests are the direct outcomes of procedural changes initiated by former Acting Director Coke Morgan Stewart (addressed in previous Unified Patents reports) and expanded by Director John Squires, who took office in September 2025, including most recently:

  • Revoking delegation of institution decisions from PTAB panels and assuming personal responsibility for all inter partes review (IPR) and post grant review (PGR) institution determinations. Under this new structure, the Director issues concise summary notices rather than detailed opinions; consultation with at least three PTAB judges is required, but final authority rests with the Director; and detailed treatment or referral to PTAB panels is reserved only for “novel or important” factual issues. 

  • Restoring the practice of requiring PTAB petitioners to identify all real parties in interest before institution.

Although PTAB filings during the first six months of 2025 had been on pace to exceed previous levels—reaching 53.9% of the 2024 total—the year concluded with a downward trend. By year-end, total PTAB petitions had declined by 5.8% year-over-year.

The drop in PTAB institutions and petitions filed is likely to continue, given that in October 2025, the USPTO introduced proposed rules aimed at codifying the following restrictions for IPRs: 

  • Petitioners must abandon all Section 102/103 defenses in all other forums in order to be eligible.

  • Denial is mandatory if any claim was previously upheld by the USPTO, ITC, or a court, regardless of the parties or prior art involved.

  • If a parallel proceeding is scheduled to resolve validity first, the petition must be denied.

  • The Director retains discretion to institute proceedings in "exceptional circumstances," though the proposed rules explicitly exclude new prior art, expert testimony, or case law developments from qualifying as exceptional. 

Other key takeaways from 2025:

  • NPE district court filings jumped 21.6% in 2025 compared to 2024; overall, district court patent case filings increased by 12% over 2024’s numbers. The Eastern District of Texas remains the most popular court for patent case filings, including filings by NPEs.

  • Infringement actions filed in the Unified Patent Court (UPC) increased by 25% over 2024.

Procedural Denials in PTAB Increase Significantly: The PTAB issued a record-high 607 denials in 2025, and the number of pending PTAB petitions fell to a 10-year low.

PTAB Institution Rate Against NPEs Remains Below Operating Companies: Since the PTAB changed its procedures for discretionary denials earlier in 2025, the overall institution rate has dropped. In 2025, the institution rate for petitions against NPEs fell below the institution rate against operating companies. The institution rate is {​the number of institutions during the 12-month sliding window period} ÷ {​the total number of both institutions & denials during that same period}.

Quarterly Institution Rates in the PTAB by Entity: The quarterly PTAB institution rates decreased between Q1 and Q4 2025 for both NPEs and operating companies, with the institution rate against NPEs falling below 15% in Q3 before rebounding to just below 34% in Q4. The institution rate against operating companies was just below 34% in Q3 before increasing to 53.2% in Q4.

PTAB Procedural Denials vs. Requests for Ex Parte Reexaminations: Requests for ex parte reexaminations reached an all-time high (726) in 2025, mirroring the rise of discretionary denials at the PTAB, which also reached an all-time high (607) that same year.

Filings in 2025:  PTAB petitions decreased 5.9% from 1,361 petitions in 2024 to 1,281 petitions in 2025. Requests for ex parte reexamination increased 66.1% from 437 requests filed in 2024 to 726 requests filed in 2025. District court patent cases increased 12% from 4,053 filings in 2024 to 4,531 filings in 2025.

The top five district courts for patent litigation filings in 2025: E.D.Tex. (27.7%), W.D.Tex. (11.5%), D.Del. (11.4%), N.D.Ill. (8.5%), and D.N.J. (5.0%). 2025 marks the apparent resurgence of the W.D.Tex., which in 2024 had been the fourth-most popular venue for patent litigation filings after the E.D.Tex., the N.D.Ill. and the D.Del.

The top five district courts for NPE patent litigation filings in 2025: Texas remains the epicenter of NPE litigation, with the E.D.Tex. (44.2%) and W.D.Tex. (17.5%) accounting for more than 60% of all cases. Other top venues included the D.Del. (8.7%), N.D.Tex. (3.8%), and N.D.Cal. (3.5%). Compared to 2024, the E.D.Tex. saw a slight decrease in its share, while the W.D.Tex. and D.Del. experienced modest growth.

Top 10 Plaintiffs in District Court in 2025:  Nine of the top ten patent plaintiffs filing in district court in 2025 were NPEs, with the top spot going to Torus Ventures LLC, a Jeffrey Gross entity. In fact, three of the top district court patent plaintiffs in 2025 were Jeffrey Gross entities. Last year’s top patent plaintiff, Patent Armory, was the No. 3 patent plaintiff in 2025.

Post-Grant Proceedings in 2025: IPR petitions fell to 60.4% of total filings (from 73.0% in 2024), while ex parte reexaminations increased to 36.0% (up from 24.6%).

Top 10 Patent Owners in PTAB in 2025: Seven of the top ten patent owners defending against a PTAB petition filed in 2025 were NPEs.

Top 10 Defendants in District Court and Top 10 PTAB Petitioners in 2025: For both 2024 and 2025, Samsung ranked as the No. 1 defendant in district court patent filings and the No. 1 petitioner at the PTAB.

Filing Trends in District Court by Entity Type over Time: NPEs increased their lead in patent litigation, filing 55.4% of cases (up from 51.8% in 2024). Operating companies saw their share decrease to 41.2% (down from 44.9%).

Filing Trends in High Tech in District Court by Entity Type: In 2025, the concentration of NPE activity within the high-tech sector intensified. While NPEs accounted for 55.4% of all patent filings, they were responsible for a staggering 90.3% of high-tech patent litigation. This reflects a widening gap compared to 2024, when NPEs initiated 88% of high-tech cases despite comprising 51.8% of total patent filings.

Filing Trends in PTAB by Entity Type over Time:  In a notable shift from 2024, NPEs became the primary targets of PTAB petitions in 2025. While operating companies owned the majority of challenged patents in 2024 (52.7%), they accounted for only 46.1% in 2025, with NPE ownership rising to 52.1%.

Filing Trends in High Tech at the PTAB by Entity Type: In 2025, NPEs were the target of 70.3% of high-tech PTAB challenges—an increase from 63.5% in 2024—yet they continued to drive a disproportionate 90.3% of high-tech district court litigation.

District Court Patent Litigation by Industry Type over Time: In 2025, high-tech litigation continued to dominate district court patent case filings, rising to 58.9% from 57% in 2024. Conversely, the share of medical-related cases saw a slight decline, falling from 13.3% in 2024 to 12.1% in 2025.

PTAB Petitions by Industry Type over Time: PTAB petitions in the high-tech industry rose to 73.1% (up from 69.6% in 2024), while medical-related petitions reached 12.7% (up from 11.6%).

Unified Patent Court: In 2025, the UPC saw a 25.6% increase in infringement actions (206 total) over 2024, peaking with an all-time monthly high in June. However, validity challenges cooled, with standalone revocations down 25.8% and counterclaims down 48.3%. NPE activity grew significantly, as their infringement actions as claimants increased by 50%. This boosted the NPE share of all infringement claimants to 21.8%, compared to 18.3% in 2024.


Definitions

Sectors

High-Tech = Technologies relating to Software, Hardware, and Networking

Medical = Technologies relating to Pharmaceuticals, Medical Devices, Health Related Technologies

Other = Technologies relating to Mechanical, Packaged Goods, Sporting Equipment and any other area outside of high-tech and medical patents.

Entities

Non Practicing Entity (NPE) = Company which derives the majority of its total revenue from Patent Licensing activities.

Operating Company or Op. Co. = Company which derives most of its total revenue from Product Sales or Services. Could be an SME or a large company.

Other Entity = Universities / Non-Profits / Government / Non-Governmental Organizations (NGOs)

NPE (Patent Assertion Entities) = Entity whose primary activity is licensing patents and acquired most of its patents from another entity

NPE (Small Company) = Entity whose original activity was providing products and services, but now is primarily focused on monetizing its own patent portfolio.

NPE (Individual) = Entity owned or controlled by an individual inventor who is primarily focused on monetizing inventions patents by that individual inventor.

NPE Aggregator = Entity that has control or ownership over two or more entities. 

Litigation Investment Entities = Evidence of any third party with a financial interest, other than the assertors.

Venues

CACD = Central District of California

CAND = Northern District of California

DED = Delaware


Methodology

This report includes all District Court, PTAB, Reexam, and UPC cases between January 1, 2012 and December 31, 2025.

The total number of reported cases can vary based on what is included. Unified made its best attempt to eliminate mistaken, duplicative, or changes in venue filings, hence the totals may vary slightly compared to other reporting entities. Statistics include litigations initiated by NPEs or Declaratory Judgments (DJs) initiated by operating companies against NPEs.

Unified strives to accurately identify NPEs through all available means, such as court filings, public documents, and product documentation.