Thryv Holdings
THRY on Nasdaq. Market value $66m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
1 long-term investor we follow owns it, unchanged from 1 last quarter. 128 funds in all.
- Royce & AssociatesChuck Royce
- Value
- $469,096
- Share of fund
- <0.1%
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| Royce & AssociatesChuck Royce | $469,096 | <0.1% |
Largest holders overall
- Paulson$33m
- BlackRock$23mAdded
- AQR Capital Management$9mAdded
- Vanguard Capital Management$7m
- Acadian Asset Management$7m
- Wittenberg Investment Management$4m
- Goldman Sachs Group$4mAdded
- Charles Schwab Investment Management$4mCut
- Geode Capital Management$4mAdded
- Brooktree Capital Management$4mAdded
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
5 investors own more than 5%.
- PAULSON & CO. INC.Passive investor19.1%+9.1 ptsSince 27 February 2026
- BlackRock Portfolio Management LLCPassive investor7.0%Since 30 June 2026
- BlackRock, Inc.Passive investor6.3%−7.5 ptsSince 31 December 2025
- SAMJO MANAGEMENT, LLCPassive investorat least 4.2%(filed with 1 related holder)Since 30 June 2025
- FMR LLCPassive investorat least 4.1%−7.1 pts(filed with 1 related holder)Since 27 February 2026
- Massachusetts Financial Services CompanyPassive investorSold down below 5%Since 31 March 2026
- The Vanguard GroupPassive investorSold down below 5%Since 13 March 2026
| Holder | Stake | Since | |
|---|---|---|---|
PAULSON & CO. INC. Passive investor | 19.1%+9.1 pts | 27 February 2026 | |
BlackRock Portfolio Management LLC Passive investor | 7.0% | 30 June 2026 | |
BlackRock, Inc. Passive investor | 6.3%−7.5 pts | 31 December 2025 | |
SAMJO MANAGEMENT, LLC Passive investor | at least 4.2% (filed with 1 related holder) | 30 June 2025 | |
FMR LLC Passive investor | at least 4.1%−7.1 pts (filed with 1 related holder) | 27 February 2026 | |
Massachusetts Financial Services Company Passive investor | Sold down below 5% | 31 March 2026 | |
The Vanguard Group Passive investor | Sold down below 5% | 13 March 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 4 insiders bought $338,601 of shares on the open market.
- Walsh JoeChairman and CEO, DirectorBought
- Date
- 18 September 2026
- Shares
- 25,000
- Price
- $1.80
- Value
- $45,000
- Orfanos LouDirectorBought
- Date
- 18 March 2026
- Shares
- 5,000
- Price
- $2.60
- Value
- $13,000
- Slater JohnDirectorBought
- Date
- 17 March 2026
- Shares
- 2,000
- Price
- $2.66
- Value
- $5,320
- Walsh JoeChairman and CEO, DirectorBought
- Date
- 13 March 2026
- Shares
- 15,000
- Price
- $2.91
- Value
- $43,650
- Slater JohnDirectorBought
- Date
- 4 March 2026
- Shares
- 3,000
- Price
- $3.24
- Value
- $9,720
- Rouse Paul DCFO, Executive VP & TreasurerBought
- Date
- 3 March 2026
- Shares
- 6,000
- Price
- $2.61
- Value
- $15,660
- Rouse Paul DCFO, Executive VP & TreasurerBought
- Date
- 2 March 2026
- Shares
- 14,000
- Price
- $2.35
- Value
- $32,900
- Walsh JoeChairman and CEO, DirectorBought
- Date
- 7 November 2025
- Shares
- 25,000
- Price
- $6.51
- Value
- $162,750
- Slater JohnDirectorBought
- Date
- 5 November 2025
- Shares
- 1,500
- Price
- $7.07
- Value
- $10,601
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 18 September 2026 | Walsh Joe Chairman and CEO, Director | Bought | 25,000 | $1.80 | $45,000 |
| 18 March 2026 | Orfanos Lou Director | Bought | 5,000 | $2.60 | $13,000 |
| 17 March 2026 | Slater John Director | Bought | 2,000 | $2.66 | $5,320 |
| 13 March 2026 | Walsh Joe Chairman and CEO, Director | Bought | 15,000 | $2.91 | $43,650 |
| 4 March 2026 | Slater John Director | Bought | 3,000 | $3.24 | $9,720 |
| 3 March 2026 | Rouse Paul D CFO, Executive VP & Treasurer | Bought | 6,000 | $2.61 | $15,660 |
| 2 March 2026 | Rouse Paul D CFO, Executive VP & Treasurer | Bought | 14,000 | $2.35 | $32,900 |
| 7 November 2025 | Walsh Joe Chairman and CEO, Director | Bought | 25,000 | $6.51 | $162,750 |
| 5 November 2025 | Slater John Director | Bought | 1,500 | $7.07 | $10,601 |
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.