2 managers · $27M totalData: SEC EDGAR 13F · 2026Q2
Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · flat QoQ
Total position
$27M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
Greenlea LaneHold$19M5.28%Concentrated long-term value
HoskingⓘTrim-1.29%$7M0.25%Contrarian value / Global diversified
Earnings Callsⓘ
Q2 2026August 12, 2026
›
Above expectations: Subscription AOI +24% YoY, mainly driven by improved customer acquisition investment efficiency and a 25% increase in LTV per pet.
Total revenue of $392.9M, +11% YoY; subscription revenue of $276.7M, +14% YoY; net subscriber pet additions of ~18,800, +39% YoY.
Expanded deductible and coinsurance options to improve affordability, advancing digital product launches, and leveraging AI and automation to reduce costs and improve efficiency.
Full-year AOI guidance range of $176-$184M, ~+19% YoY; Q3 AOI expected at $44-$47M.
Veterinary inflation remains double-digit; the Pets Best partnership ends after 2028; announced a $100M buyback underscoring confidence.
Q1 2026April 30, 2026
›
Q4 2026February 12, 2026
›
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 20% · FCF volatile
Revenue$1.44B
Rev. YoY+11.9%
Gross margin16.1%
Net margin—
Net income—
Free cash flow$0.08B
Operating cash flow$0.09B
ROE—
Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.