Vivid Seats
SEAT on Nasdaq. Market value $37m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 76 funds in all.
Largest holders overall
- Gtcr$25m
- Security Benefit Life Insurance$14m
- BlackBarn Capital Partners LP$3m
- Sun Life Financial$3m
- Emeth Value Capital$2mCut
- Vanguard Capital Management$2m
- Marshall Wace, LLP$1mNew
- Quantinno Capital Management LP$1mAdded
- AQR Capital Management$1mAdded
- BlackRock$651,608Cut
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
2 investors own more than 5%.
- GTCR INVESTMENT XI LLCPassive investorat least 36.2%(filed with 5 related holders)Since 31 October 2025
What they said
Registration Rights Agreement & Stockholders' Agreement On October 19, 2025, the Issuer entered into a Corporate Simplification Agreement (the "CSA") with Hoya Intermediate, LLC, GTCR Management XI LLC, Hoya Topco, LLC ("Hoya Topco") and each other party thereto. The parties to…
Read the filing - Emeth Value Capital, LLCPassive investor5.1%−0.8 ptsSince 31 December 2025
| Holder | Stake | Since | |
|---|---|---|---|
GTCR INVESTMENT XI LLC Passive investor | at least 36.2% (filed with 5 related holders) | 31 October 2025 | What they saidRegistration Rights Agreement & Stockholders' Agreement On October 19, 2025, the Issuer entered into a Corporate Simplification Agreement (the "CSA") with Hoya Intermediate, LLC, GTCR Management XI LLC, Hoya Topco, LLC ("Hoya Topco") and each other party thereto. The parties to… Read the filing |
Emeth Value Capital, LLC Passive investor | 5.1%−0.8 pts | 31 December 2025 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought shares on the open market in the last 12 months. 4 sold $6,915.
- Arnett AustinGeneral CounselSold
- Date
- 14 September 2026
- Shares
- 64
- Price
- $4.86
- Value
- $311
- Arnett AustinGeneral CounselSold
- Date
- 13 August 2026
- Shares
- 11
- Price
- $7.22
- Value
- $79
- Arnett AustinGeneral CounselSold
- Date
- 12 June 2026
- Shares
- 62
- Price
- $8.36
- Value
- $518
- Arnett AustinGeneral CounselSold
- Date
- 13 May 2026
- Shares
- 10
- Price
- $8.53
- Value
- $85
- Arnett AustinGeneral CounselSold
- Date
- 12 March 2026
- Shares
- 247
- Price
- $5.08
- Value
- $1,255
- Arnett AustinGeneral CounselSold
- Date
- 13 February 2026
- Shares
- 12
- Price
- $6.83
- Value
- $82
- Arnett AustinGeneral CounselSold
- Date
- 12 December 2025
- Shares
- 22
- Price
- $7.56
- Value
- $166
- Epstein Emily TGeneral CounselSold
- Date
- 14 November 2025
- Shares
- 298
- Price
- $8.33
- Value
- $2,482
- Epstein Emily TGeneral CounselSold
- Date
- 13 November 2025
- Shares
- 71
- Price
- $9.39
- Value
- $667
- Bakal RivaChief Supply/Customer OfficerSold
- Date
- 20 October 2025
- Shares
- 87
- Price
- $11.03
- Value
- $960
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 14 September 2026 | Arnett Austin General Counsel | Sold | 64 | $4.86 | $311 |
| 13 August 2026 | Arnett Austin General Counsel | Sold | 11 | $7.22 | $79 |
| 12 June 2026 | Arnett Austin General Counsel | Sold | 62 | $8.36 | $518 |
| 13 May 2026 | Arnett Austin General Counsel | Sold | 10 | $8.53 | $85 |
| 12 March 2026 | Arnett Austin General Counsel | Sold | 247 | $5.08 | $1,255 |
| 13 February 2026 | Arnett Austin General Counsel | Sold | 12 | $6.83 | $82 |
| 12 December 2025 | Arnett Austin General Counsel | Sold | 22 | $7.56 | $166 |
| 14 November 2025 | Epstein Emily T General Counsel | Sold | 298 | $8.33 | $2,482 |
| 13 November 2025 | Epstein Emily T General Counsel | Sold | 71 | $9.39 | $667 |
| 20 October 2025 | Bakal Riva Chief Supply/Customer Officer | Sold | 87 | $11.03 | $960 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.