THRY
Thryv Holdings, Inc. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares +30.0% ·
flujo de acciones +21.7% ·
nuevas posiciones netas +20.0%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 63 | +3 | 20.66M | $81.40M | +10 | −7 |
| Q1 2026 | 62 | -9 | 19.34M | $53.10M | +5 | −14 |
| Q4 2025 | 71 | +1 | 27.27M | $164.97M | +1 | — |
| Q3 2025 | 16 | +2 | 19.34M | $233.25M | +2 | — |
| Q2 2025 | 11 | -1 | 19.06M | $231.83M | — | −1 |
| Q1 2025 | 9 | -2 | 3.55M | $45.47M | — | −2 |
| Q4 2024 | 11 | +3 | 4.21M | $62.29M | +3 | — |
| Q3 2024 | 7 | 0 | 2.14M | $36.79M | — | — |
| Q2 2024 | 7 | — | 2.09M | $37.25M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 1.32M | — | $19.57M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 904.22K | +17.9% | $13.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 904.22K | +17.9% | $13.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 440.85K | +2.7% | $6.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 440.85K | +2.7% | $6.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 368.16K | -20.1% | $5.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 368.16K | -20.1% | $5.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Millennium Management ✦ | 321.90K | +31.4% | $4.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 321.20K | +317.1% | $4.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 159.33K | +88.2% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 159.33K | +88.2% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Soros Fund Management ✦ | 150.00K | Nuevo | $2.22M | 0.1% | New | 1 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 93.28K | Nuevo | $1.38M | 0.0% | New | 1 | SEC ↗ |
| 14 | Point72 Asset Management ✦ | 64.61K | Nuevo | $956,259 | 0.0% | New | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 62.92K | -11.8% | $931,290 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 62.92K | -11.8% | $931,290 | 0.0% | ▼ Trim | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Soros Fund Management | $2.22M | 0.1% |
| Two Sigma Investments | $1.38M | 0.0% |
| Point72 Asset Management | $956,259 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 129 tenedores, 39.09M acciones, $101.05M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.