NASDAQ · Technology

TRIPADVISOR INC TRIP

Tripadvisor, Inc., an online travel company, engages in the provision of travel guidance products and services worldwide. The company operates through three segments: Experiences, Hotels and Other, and TheFork. The Experiences segment operates an online travel agency for tours, activities, and attractions, and acts as travel guidance platforms for travelers to discover, generate, and share authentic user-generated content in the form of ratings and reviews and opinions for destinations, points-of-interest, experiences, accommodations, restaurants, and cruises.

Computer Software: Programming Data Processing

Company profile

Business mix

  • The company operates through three segments: Experiences, Hotels and Other, and TheFork.
  • The Hotels and Other segment primarily consist of the Tripadvisor hotel and restaurant guidance platform, which include hotel metasearch, and related advertising offerings primarily for hotels and restaurants.
  • TheFork segment provides an online marketplace, which enables diners to discover and book online reservations at restaurants.
  • Tripadvisor, Inc. was founded in 2000 and is headquartered in Needham, Massachusetts.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in travel services?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 75.33 FCF 13.16% Buyback 14.49%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Starboard Value Jeff Smith 2.5% $114.9M 2026-03-31
Southeastern Asset Management Mason Hawkins 2.4% $49.0M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 2 Last 1 13F filing periods
Net reducers 1 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $30.8M Estimated from net added shares
Reduction amount $11.7M Estimated from net reduced shares
Net share change / base shares +14.6% +1,990,660 / 13,658,947
Southeastern Asset Management Mason Hawkins 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 62.0% 13F value change +$7.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,838,257 Last 1 periods +1,759,811 (+62.0%) Total shares 4,598,068 Value $49.0M
Starboard Value Jeff Smith 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 11.7% 13F value change -$25.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 9,644,996 Last 1 periods +1,130,000 (+11.7%) Total shares 10,774,996 Value $114.9M
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -76.5% 13F value change -$13.1M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 1,175,694 Last 1 periods -899,151 (-76.5%) Total shares 276,543 Value $3.6M

Recent mentions

No public mentions.