USA TODAY Co., Inc. - Common Stock, par value $0.01 per share (TDAY) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2016 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.01 per share
Symbol
TDAY on NYSE
Shares outstanding
147,911,659
Price per share
$5.15
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
138,020,753
Total reported value
$710,818,198
% of total 13F portfolios
0.01%
Share change
+13,261,160
Value change
+$71,215,831
Number of holders
185
Price from insider filings
$5.15
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of USA TODAY Co., Inc. - Common Stock, par value $0.01 per share (TDAY) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Two Seas Capital LP 9.6% +24% $58,565,965 +$12,183,500 14,180,621 +26% Two Seas Capital LP 30 Sep 2025
Apollo Management Holdings GP, LLC 8.2% +1.2% $62,463,093 +$1,178,093 12,128,756 +1.9% Apollo Management Holdings GP, LLC 31 Dec 2025
Alta Fundamental Advisers LLC 7.6% $38,409,980 11,165,692 Alta Fundamental Advisers LLC 31 Mar 2025

As of 31 Dec 2025, 185 institutional investors reported holding 138,020,753 shares of USA TODAY Co., Inc. - Common Stock, par value $0.01 per share (TDAY). This represents 93% of the company’s total 147,911,659 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of USA TODAY Co., Inc. - Common Stock, par value $0.01 per share (TDAY) together control 82% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Two Seas Capital LP 9.8% 14,552,621 +2.6% 4.4% $74,945,998
Apollo Management Holdings, L.P. 8.2% 12,128,756 +1.9% 0.62% $62,463,093
Alta Fundamental Advisers LLC 7.7% 11,329,268 +1.5% 27% $58,345,730
BlackRock, Inc. 7% 10,317,259 +0.73% 0% $53,133,884
VANGUARD GROUP INC 5.8% 8,572,585 +0.43% 0% $44,148,813
Philosophy Capital Management LLC 4.4% 6,453,919 +2.6% 3.9% $33,237,683
COOPERMAN LEON G 4.2% 6,164,811 +5.1% 1.1% $31,748,777
SG Americas Securities, LLC 4% 5,898,579 +173% 0.04% $30,378,000
GOLDMAN SACHS GROUP INC 3.7% 5,511,292 +470% 0% $28,383,153
D. E. Shaw & Co., Inc. 3.5% 5,124,041 -17% 0.02% $26,388,812
Whitefort Capital Management, LP 3.2% 4,774,833 +33% 7.4% $24,590,390
DIMENSIONAL FUND ADVISORS LP 2.5% 3,700,863 -5.1% 0% $19,060,149
Miller Value Partners, LLC 2.3% 3,403,345 +0% 6.2% $17,527,227
GEODE CAPITAL MANAGEMENT, LLC 2.1% 3,091,623 +0.25% 0% $15,924,955
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.1% 3,072,657 +19% 0% $15,824,184
STATE STREET CORP 2.1% 3,059,197 -2.6% 0% $15,754,865
FOURSIXTHREE CAPITAL LP 1.5% 2,271,441 4.9% $11,697,921
MILLENNIUM MANAGEMENT LLC 1.3% 1,857,280 +600% 0.01% $9,564,992
SHAH CAPITAL MANAGEMENT 1.2% 1,800,000 0% 1.8% $9,270,000
Jefferies Financial Group Inc. 1% 1,500,000 0.06% $7,725,000
STONEHILL CAPITAL MANAGEMENT LLC 1% 1,490,059 2.3% $7,674,000
NORTHERN TRUST CORP 0.97% 1,438,000 -5.9% 0% $7,405,701
Pentwater Capital Management LP 0.95% 1,400,000 0.05% $7,210,000
RENAISSANCE TECHNOLOGIES LLC 0.76% 1,119,419 -38% 0.01% $5,765,008
NOMURA HOLDINGS INC 0.62% 922,641 -42% 0.04% $4,751,601

Institutional Holders of USA TODAY Co., Inc. - Common Stock, par value $0.01 per share (TDAY) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 138,020,753 $710,818,198 +$71,215,831 $5.15 185
2025 Q3 125,353,662 $517,706,823 +$4,609,254 $4.13 195
2025 Q2 124,405,422 $445,372,356 +$19,516,727 $3.58 182
2025 Q1 118,901,062 $343,627,123 -$4,329,460 $2.89 181
2024 Q4 119,002,642 $602,150,715 +$15,400,232 $5.06 203
2024 Q3 115,334,871 $648,133,104 +$35,030,692 $5.62 189
2024 Q2 108,839,442 $501,795,260 +$30,749,533 $4.61 169
2024 Q1 102,378,958 $249,804,613 +$132,041 $2.44 144
2023 Q4 102,340,171 $235,385,606 -$3,884,813 $2.30 148
2023 Q3 103,444,291 $253,437,154 +$4,161,111 $2.45 151
2023 Q2 102,900,436 $231,510,824 -$1,848,483 $2.25 152
2023 Q1 103,598,175 $193,701,170 +$4,193,757 $1.87 167
2022 Q4 101,454,055 $205,976,623 +$6,659,237 $2.03 169
2022 Q3 99,868,707 $152,789,258 -$5,333,441 $1.53 152
2022 Q2 98,965,907 $286,988,132 -$2,100,582 $2.90 155
2022 Q1 97,899,122 $441,469,895 +$10,023,337 $4.51 175
2021 Q4 94,559,828 $503,902,057 -$25,472,474 $5.33 170
2021 Q3 97,097,666 $648,494,879 +$49,107,234 $6.68 171
2021 Q2 90,340,358 $495,898,245 +$11,548,907 $5.49 156
2021 Q1 88,219,593 $474,533,968 +$27,710,339 $5.38 158
2020 Q4 84,121,435 $282,616,292 +$14,544,695 $3.36 142
2020 Q3 79,526,393 $103,465,380 -$8,059,348 $1.30 135
2020 Q2 85,426,024 $117,882,442 -$36,956,417 $1.38 144
2020 Q1 111,324,237 $201,709,812 -$44,194,125 $1.48 160
2019 Q4 112,169,012 $715,594,480 +$715,388,549 $6.38 199
2019 Q3 1,477 $13,012 +$13,012 $8.81 1
2019 Q2 0 $0 -$21,179 $5.15 0
2019 Q1 2,017 $21,179 $10.50 1
2018 Q4 2,017 $23,337 $11.57 1
2018 Q3 2,017 $31,647 -$24,649 $15.69 1
2018 Q2 3,588 $54,084 $15.07 1
2018 Q1 3,588 $50,250 $14.00 1
2017 Q4 3,588 $52,053 $14.51 1
2017 Q3 3,588 $43,970 +$43,970 $12.25 1
2017 Q2 0 $0 -$15,948 $5.15 0
2017 Q1 1,126 $15,948 -$10,736 $14.16 1
2016 Q4 1,884 $18,294 +$2,952 $9.71 1
2016 Q3 1,580 $18,391 +$14,864 $11.64 1
2016 Q2 303 $4,184 -$21,679 $13.81 1
2016 Q1 1,873 $28,357 $15.14 1