THRY
Thryv Holdings, Inc. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares -18.2% ·
flujo de acciones -15.7% ·
nuevas posiciones netas -20.0%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| 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) | 1.43M | +8.3% | $18.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 938.70K | +3.8% | $12.03M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 938.70K | +3.8% | $12.03M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 442.84K | +0.5% | $5.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 442.84K | +0.5% | $5.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 224.56K | -39.0% | $2.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 224.56K | -39.0% | $2.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 196.30K | -38.9% | $2.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 151.44K | -5.0% | $1.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 151.44K | -5.0% | $1.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 69.84K | +11.0% | $894,676 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 69.84K | +11.0% | $894,676 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 69.84K | +11.0% | $894,676 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 69.84K | +11.0% | $894,676 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 69.84K | +11.0% | $894,676 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Millennium Management ✦ | 47.62K | -85.2% | $610,012 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 46.18K | -50.5% | $591,553 | 0.0% | ▼ Trim | 2 | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Soros Fund Management | $2.22M | era 0.1% |
| Point72 Asset Management | $956,259 | era 0.0% |
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.