Thryv Holdings Inc (THRY) — 13F Holders Deep Dive (Q2 2026)

THRY ranks #3991 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

THRY is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

131 institutions disclose a position in THRY, but none treat it as a major bet — even Brooktree Capital Management, its most concentrated holder, allocates just 2.5% of its own portfolio to it.

Cliff Asness has added to its THRY position for two straight quarters, increasing it by $6.6M to reach $8.5M today.

Fidelity has trimmed its THRY position for two straight quarters, cutting it by $29.3M while still holding $19.7K.

THRY is down 5.8% today, but institutions show net buying of $7.0M this quarter — a divergence between today's price move and the underlying institutional flow.

THRY reported a net loss of $16.1M over the trailing twelve months.

• Not yet profitable — net loss of $16.1M over the trailing twelve months
• Revenue declined 6.2% year over year
• Net income improved year over year, from -$83.9M to -$16.1M
• Generated $63.5M in positive operating cash flow
• Current ratio of 1.00x — below the conventional 1.5x liquidity buffer
• Liabilities run 3.16x equity — a highly leveraged balance sheet worth noting