Stubhub Holdings Inc-class A (STUB) 13F Investor Activity Report (Q2 2026)

STUB ranks #2958 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

STUB is a top-conviction position for Index Venture Associates III Ltd — at 100.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in STUB belongs to Madrone Advisors, LLC, but the position matters far more to Index Venture Associates III Ltd, who has 100.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Capital World Investors has added to its STUB position for two straight quarters, increasing it by $91.8M to reach $106.8M today.

WestCap Management, LLC has trimmed its STUB position for two straight quarters, cutting it by $250.1M while still holding $179.2M.

STUB is up 0.3% today, and institutions have been net buyers of $544.9M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

STUB reported a net loss of $1.8B over the trailing twelve months.

• Not yet profitable — net loss of $1.8B over the trailing twelve months
• Revenue grew 7.9% year over year
• Net income declined year over year, from -$54.8M to -$1.8B
• Generated $192.6M in positive operating cash flow
• Current ratio of 1.04x — below the conventional 1.5x liquidity buffer
• Liabilities run 2.63x equity — a highly leveraged balance sheet worth noting