Thryv Holdings (THRY) reported second-quarter 2026 revenue of $150.7 million, down from $210.5 million a year earlier. The company posted a net loss of $16.7 million, or $0.38 per diluted share, compared with net income of $13.9 million, or $0.31 per diluted share, in the second quarter of 2025.
Thryv launched its Thryv Growth Platform and announced a strategic restructuring plan. The company expects restructuring and related charges of about $20 million to $25 million, with gross annualized cost savings of about $55 million to $60 million upon completion.
- SaaS revenue was $114.5 million, representing 76% of total revenue.
- Marketing Services revenue was $36.2 million.
- SaaS monthly ARPU was $394, up 11.9% year over year.
- SaaS clients totaled 95 thousand at the end of the quarter.
- Thryv issued third-quarter 2026 SaaS revenue guidance of $111.0 million to $112.0 million.
- The company said it partnered with Ooma and plans to establish a strategic partnership with Wix.
$THRY Insider Trading Activity
$THRY insiders have traded $THRY stock on the open market 9 times in the past 6 months. Of those trades, 9 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $THRY stock by insiders over the last 6 months:
- & CO. INC. PAULSON has made 3 purchases buying 2,437,765 shares for an estimated $6,100,452 and 0 sales.
- PAUL D ROUSE (CFO, Executive VP & Treasurer) has made 2 purchases buying 20,000 shares for an estimated $48,560 and 0 sales.
- JOE WALSH (Chairman and CEO) purchased 15,000 shares for an estimated $43,650
- JOHN SLATER has made 2 purchases buying 5,000 shares for an estimated $15,040 and 0 sales.
- LOU ORFANOS purchased 5,000 shares for an estimated $13,000
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$THRY Hedge Fund Activity
We have seen 69 institutional investors add shares of $THRY stock to their portfolio, and 88 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PAULSON & CO. INC. added 4,096,765 shares (+94.2%) to their portfolio in Q1 2026, for an estimated $11,225,136
- FMR LLC removed 2,882,217 shares (-59.4%) from their portfolio in Q1 2026, for an estimated $7,897,274
- AQR CAPITAL MANAGEMENT LLC added 911,961 shares (+292.9%) to their portfolio in Q1 2026, for an estimated $2,498,773
- FIRST EAGLE INVESTMENT MANAGEMENT, LLC removed 842,943 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $2,309,663
- ACADIAN ASSET MANAGEMENT LLC added 776,466 shares (+81.2%) to their portfolio in Q1 2026, for an estimated $2,127,516
- WITTENBERG INVESTMENT MANAGEMENT, INC. added 707,181 shares (+178.9%) to their portfolio in Q1 2026, for an estimated $1,937,675
- MILLENNIUM MANAGEMENT LLC removed 479,805 shares (-64.8%) from their portfolio in Q1 2026, for an estimated $1,314,665
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
