STUBHUB HOLDINGS, INC.
At today's price, STUBHUB HOLDINGS, INC. (STUB) is priced for +11.4% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• StubHub is a two-sided ticket marketplace whose GAAP statements currently hide the business: the 10-K shows the company ⟦"recognized $1,400.7 million"⟧ of stock-based compensation upon its IPO, swamping an operation that generated about $647 million of trailing free cash flow against a $4.2 billion market cap. • The defining risk is moat erosion at the supply end, with the filing conceding competitors ⟦"may include more favorable terms or pricing or exclusivity with certain venues or events"⟧,
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139 institutional managers reported holding STUB in 13F filings for the quarter ended 2026-03-31. Together they hold about 65% of the company; the top 10 hold 50%. 60 opened new positions that quarter. Held by Capital Group (American Funds), Citadel Advisors, BlackRock, among others. On the short side, 21.5M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (3.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
No open-market insider buys on file at STUB over the trailing three years. Absence is a fact about the company, not a signal. 11 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
STUB's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2025-11-15 | -21.3% | +6.7% |
| 2026-03-06 | -12.3% | -7.7% |
| 2026-05-15 | +16.5% | pending |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
STUB's latest 8-K filings: 2026-06-26 (items 5.02, 9.01); 2026-06-26 (items 5.07); 2026-05-13 (items 2.02, 9.01); 2026-03-04 (items 2.02, 8.01, 9.01); 2025-11-13 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: July 11, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.