USA Today Co Inc (TDAY) — Institutional Investor Activity (Q2 2026)

TDAY ranks #2723 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

TDAY is a top-conviction position for Alta Fundamental Advisers LLC — at 27.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in TDAY belongs to California State Teachers Retirement System, but the position matters far more to Alta Fundamental Advisers LLC, who has 27.6% 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.

California State Teachers Retirement System has added to its TDAY position for two straight quarters, increasing it by $151.7M to reach $152.4M today.

Whitefort Capital Management, LP has trimmed its TDAY position for two straight quarters, cutting it by $7.4M while still holding $17.1M.

TDAY is down 1.4% today, but institutions show net buying of $86.2M this quarter — a divergence between today's price move and the underlying institutional flow.

TDAY reported a net loss of $40.3M over the trailing twelve months.

• Not yet profitable — net loss of $40.3M over the trailing twelve months
• Revenue declined 6.7% year over year
• Net income declined year over year, from $115.7M to -$40.3M
• Generated $114.4M in positive operating cash flow
• Current ratio of 0.75x — below the conventional 1.5x liquidity buffer
• Liabilities run 10.85x equity — a highly leveraged balance sheet worth noting