Tinder Turnaround Strategy Inspires Confidence in Match Group (MTCH)
She highlighted the outperformance of Internet stocks over the last 3 years, and expects the trend to continue despite some fears of stretched multiples.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Starboard Value LP Jeffrey Smith | 11,070,379 | $391,005,786 | -28% | 7.36% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 7,298,488 | $257,782,596 | +1% | 0.16% |
| 3. | AQR Capital Management Cliff Asness | 6,137,898 | $216,790,574 | +1164% | 0.14% |
| 4. | Holocene Advisors Brandon Haley | 2,741,573 | $96,832,358 | +2475% | 0.22% |
| 5. | Bridgewater Associates Ray Dalio | 2,038,086 | $71,985,198 | +15% | 0.28% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $31.84 | 14,000 | $445,691.40 | 165,128 | 2025-11-20 | Filing | |
| $37.57 | 13,250 | $497,860.80 | 150,728 | 2025-08-26 | Filing | |
| $28.54 | 17,487 | $499,030.02 | 137,478 | 2025-05-09 | Filing | |
| $27.89 | 53,398 | $1,489,216.82 | 119,991 | 2025-05-09 | Filing | |
| $34.47 | 3,000 | $103,409.70 | 33,827 | 2025-02-06 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $37.52 | 6,531 | $245,024.18 | 23,240 | 2025-09-03 | Filing | |
| $37.58 | 5,423 | $203,774.11 | 21,926 | 2025-08-27 | Filing | |
| $36.72 | 12,500 | $458,951.25 | 8,058 | 2025-08-07 | Filing | |
| $32.80 | 215,731 | $7,075,717.92 | 1,690 | 2025-03-07 | Filing | |
| $33.40 | 26,478 | $884,367.85 | 217,421 | 2025-03-07 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 28,543,146 | $921,658,185 | 0.01% | |
| 2. | 7,375,555 | $238,156,671 | 0.04% | |
| 3. | Ubs Group AgCALL | 2,430,340 | $78,475,679 | 0.01% |
| 4. | 2,020,425 | $65,239,523 | 0.21% | |
| 5. | 956,047 | $30,636,526 | 0.03% |