Thryv Holdings Inc

NEW
NAS:THRY (USA)  
$ 1.895 -0.075 (-3.81%) 10:00 AM EST
At Loss
P/B:
0.40
Market Cap:
$ 84.21M
Enterprise V:
$ 318.81M
Volume:
91.90K
Avg Vol (2M):
776.49K
Trade In:
Volume:
91.90K
At Loss
Avg Vol (2M):
776.49K

THRY Number of Guru Trades

To

THRY Volume of Guru Trades

To

Gurus Latest Trades with NAS:THRY

No Available Data

NAS:THRY is held by these investors

Guru
Portfolio Date
Current Shares
% of Shares outstanding
% of Total Assets Managed
Comment
John Paulson
2026-08-05
8,843,383
19.900
0.96%
Add 4.73%
Total 1

Guru Commentaries on NAS:THRY

LWC Bullish
2025 Q3
LWC+Q3'25+Letter
What the manager wrote

Thryv Holdings Inc (THRY) is positioned well as a small and medium business software company, with a strong SaaS business that is experiencing significant growth. The company reported a 25% organic year-over-year revenue growth and a 20% adjusted EBITDA margin, indicating a robust business model. The transition from a declining marketing services business to a focus on software is expected to unlock further value, especially as the next generation of business owners increasingly adopts software solutions. The stock trades at an attractive valuation, approximately 9x FY’26 EBITDA from the SaaS business, which does not account for the cash expected from the legacy business runoff. This presents a compelling investment opportunity as the market underestimates the potential of Thryv's software offerings.

LWC Bullish
2025 Q2
LWC+Q2'25+Letter
What the manager wrote

Thryv Holdings Inc, our small and medium business software company, has seen its stock decline approximately 40% from its February high. This drop followed the company becoming 'rule of 40' with over 100% net revenue retention, and a slight cut in FY’25 guidance due to tariff uncertainty. The market seems to assume that small and medium businesses will struggle in a recession, but small business optimism remains above its long-term average, suggesting Thryv can continue executing its strategy. The recent addition of HubSpot’s former VP of Product to Thryv’s board indicates confidence in the business. Thryv trades at less than 2x 2025 SaaS revenue, which does not reflect the cash generated by its legacy business.

News about NAS:THRY

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