$TDAY

$6.72 -$0.14 (2.04%) Close

$TDAY Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 146.8M shares outstanding

Who owns TDAY?

By type of holder

Institutions 95.1% Insiders 4.7% Everyone else 0.2%

Concentration Top 10 holders own 52.6%

Two Seas Capital LP 9.6% · Apollo Management Holdings, L.P. 8.3%

Institutional ownership

95.1%

+0.2 pts vs last qtr

Institutional holders

221

-2 vs last qtr

Net shares bought

+306.2K

by institutions in Q2 2026

New / sold out

33 / 35

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Bank Of America Corp /de/ +3.1M
Oasis Management Co Ltd. +1.7M

Biggest sellers in Q2 2026

SG Americas Securities, LLC −5.1M
Foursixthree Capital LP SOLD OUT −2.3M

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for USA TODAY Co Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+61.1%

+5.44% a year

Each share's claim on the business

−37.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$26.1M vs $120M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years50% 3–5 years14% 1–3 years19% Under 1 year18%

Quarterly turnover

11.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting TDAY on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
TS Two Seas Capital LP	14.1M	9.58%	+24.9K (+0.2%)	2024	2.4%
Shares held by quarter Peak holding14.6M (Q4'25) Change over 8 quarters+14.1M Share of the company9.580% Two Seas Capital LP's full portfolio →
AM Apollo Management Holdings, L.P.	12.1M	8.26%	Unchanged	2023	1.2%
Shares held by quarter Peak holding12.2M (Q3'24) Change over 8 quarters−73.7K Share of the company8.260% Apollo Management Holdings, L.P.'s full portfolio →

Two Seas Capital LP

14.1M

% of company

9.58%

Change vs last qtr

+24.9K (+0.2%)

Held since

2024

Apollo Management Holdings, L.P.

12.1M

% of company

8.26%

Change vs last qtr

Unchanged

Held since

2023

28 more super investors behind a free account

See every manager holding USA TODAY Co Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting TDAY on Form N-PORT; together they hold 20.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$38M	4.4M	3.03%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$30.1M	3.5M	2.40%	0.04%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$38M

% of company

3.03%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$30.1M

% of company

2.40%

% of the fund

0.04%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding USA TODAY Co Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
RM Reed Michael Insider	3.2M	2.16%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.160% Reed Michael's insider activity →
TL Tarica Laurence Insider	1.1M	0.77%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.770% Tarica Laurence's insider activity →

Reed Michael

Insider

3.2M

% of company

2.16%

Change vs last qtr

—

Held since

—

Tarica Laurence

Insider

1.1M

% of company

0.77%

Change vs last qtr

—

Held since

—

9 more holders behind a free account

See every insider and 5%+ holder of USA TODAY Co Inc.

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