GROUPON INC GRPN
COM NEW · Common Stock · CUSIP 399473206 · ISIN US3994732069
American worldwide e-commerce marketplace
- SectorIndustrials
- IndustryServices-Advertising Agencies
- HeadquartersChicago, IL
- Founded2008
- Websitegroupon.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $12.84. Options: 27 managers hold calls ($116.9m notional), 26 hold puts ($72.8m).
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 117 |
| Q4 2022 | 108 |
| Q1 2023 | 97 |
| Q2 2023 | 97 |
| Q3 2023 | 101 |
| Q4 2023 | 106 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 50 | 66 |
| Q1 2023 | 48 | 54 |
| Q2 2023 | 50 | 65 |
| Q3 2023 | 60 | 47 |
| Q4 2023 | 53 | 53 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $5.2m | $7.0m | 1.35 |
| Q2 2023 | $45.5m | $16.4m | 0.36 |
| Q3 2023 | $185.8m | $66.1m | 0.36 |
| Q4 2023 | $116.9m | $72.8m | 0.62 |
Biggest buyers
| Divisadero Street Capital Management, LP | Added | +771.5k |
| MORGAN STANLEY | Added | +537.6k |
| D. E. Shaw & Co., Inc. | Added | +518.9k |
| JPMORGAN CHASE & CO | New | +492.9k |
| Pale Fire Capital SE | Added | +323.3k |
| Alpine Global Management, LLC | New | +291.2k |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | Added | +268.1k |
| JANE STREET GROUP, LLC | Added | +256.6k |
| Laurion Capital Management LP | New | +208.3k |
| CITADEL ADVISORS LLC | Added | +191.6k |
Biggest sellers
| GROUP ONE TRADING LLC | Reduced | -857.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -519.9k |
| Invesco Ltd. | Reduced | -301.3k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -265.9k |
| COWEN AND COMPANY, LLC | Sold out | -201.6k |
| Graham Capital Management, L.P. | Sold out | -180.7k |
| Informed Momentum Co LLC | Sold out | -178.9k |
| III Capital Management | Reduced | -177.8k |
| G2 Investment Partners Management LLC | Sold out | -151.8k |
| Squarepoint Ops LLC | Reduced | -135.5k |
Biggest calls
| Caption Management, LLC | Reduced | $17.4m1.4m shares |
| III Capital Management | New | $16.5m1.3m shares |
| CITADEL ADVISORS LLC | Added | $13.2m1.0m shares |
| GROUP ONE TRADING LLC | Reduced | $12.2m946.7k shares |
| JANE STREET GROUP, LLC | Reduced | $11.4m891.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $7.4m573.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $4.9m378.2k shares |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | Reduced | $4.2m330.0k shares |
| WOLVERINE TRADING, LLC | Reduced | $3.9m302.4k shares |
| IMC-Chicago, LLC | Reduced | $3.8m295.5k shares |
Biggest puts
| Kore Advisors LP | First filing | $17.8m1.4m shares |
| GROUP ONE TRADING LLC | Added | $13.1m1.0m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $7.6m592.6k shares |
| III Capital Management | Added | $7.4m574.8k shares |
| Walleye Capital LLC | Unchanged | $6.8m530.3k shares |
| Caption Management, LLC | Added | $4.3m334.2k shares |
| CITADEL ADVISORS LLC | Reduced | $3.4m261.1k shares |
| Walleye Trading LLC | Added | $1.9m147.1k shares |
| Sculptor Capital LP | Unchanged | $1.8m143.5k shares |
| BANK OF AMERICA CORP /DE/ | Unchanged | $1.4m112.8k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Barta Jan 13D · may seek influence -2.1 pts · filed 2026-08-10 | 32.0% |
| CONTINENTAL GENERAL INSURANCE CO 13G · passive investor -2.4 pts · filed 2026-08-13 | 6.5% |
| Windward Management LP 13G · passive investor filed 2025-11-14 | 6.5% |
| MILLENNIUM MANAGEMENT LLC 13G · passive investor new · filed 2026-08-17 | 5.0% |
Fell to 5% or below in the last year: BlackRock, Inc. (4.1%, 2026-10-27), VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q4 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 1 | $1.6m | 0 | — | — |
| Q4 2022 | 1 | $48.9m | 1 | $48.9m | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 1 | $3.1m | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-11-20 | Senkypl Dusan +3 Interim CEO, director · By Pale Fire Capital SICAV a.s. | Bought | $1.3m137.9k shares |
| 2023-11-17 | Senkypl Dusan +3 Interim CEO, director · By Pale Fire Capital SICAV a.s. | Bought | $235.6k24.8k shares |
| 2023-11-16 | Senkypl Dusan +3 Interim CEO, director · By Pale Fire Capital SICAV a.s. | Bought | $1.5m160.6k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| Pale Fire Capital SE 14.14% of their portfolio | 7.0m $90.4m | Added +323.3k |
| Maple Rock Capital Partners Inc. 2.04% of their portfolio | 2.0m $26.0m | Unchanged |
| Divisadero Street Capital Management, LP 4.27% of their portfolio | 1.5m $18.9m | Added +771.5k |
| MORGAN STANLEY 0.00% of their portfolio | 1.2m $16.0m | Added +537.6k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.1m $14.5m | Added +7.6k |
| GARNET EQUITY CAPITAL HOLDINGS, INC. 11.21% of their portfolio | 869.2k $11.2m | Added +268.1k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 555.1k $7.1m | Added +518.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 492.9k $6.3m | New |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 439.4k $5.6m | Added +117.1k |
| BlackRock Inc. 0.00% of their portfolio | 431.9k $5.5m | Added +27.4k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 393.4k $5.1m | Reduced -17.4k |
| Alpine Global Management, LLC 0.55% of their portfolio | 291.2k $3.7m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 284.9k $3.7m | Reduced -519.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 282.9k $3.6m | Added +256.6k |
| Prentice Capital Management, LP 7.69% of their portfolio | 257.8k $3.3m | Added +36.0k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 237.3k $3.0m | Reduced -265.9k |
| Shay Capital LLC 1.14% of their portfolio | 228.6k $2.9m | Added +24.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 228.1k $2.9m | Added +4.1k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 221.1k $2.8m | Added +191.6k |
| Invesco Ltd. 0.00% of their portfolio | 211.8k $2.7m | Reduced -301.3k |
| Laurion Capital Management LP 0.10% of their portfolio | 208.3k $2.7m | New |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 177.2k $2.3m | New |
| BARCLAYS PLC 0.00% of their portfolio | 174.4k $2.2m | Added +5.4k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.01% of their portfolio | 164.4k $2.1m | New |
| BOOTHBAY FUND MANAGEMENT, LLC 0.07% of their portfolio | 151.5k $1.9m | Added +114.7k |
| Sculptor Capital LP 0.04% of their portfolio | 128.5k $1.6m | Reduced -15.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 124.3k $1.6m | Added +17.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 121.9k $1.6m | Added +9.1k |
| PEAK6 Investments LLC 0.06% of their portfolio | 114.3k $1.5m | Reduced -84.9k |
| SCOGGIN MANAGEMENT LP 1.39% of their portfolio | 100.0k $1.3m | Reduced -100.0k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 92.6k $1.2m | Reduced -15.9k |
| STATE STREET CORP 0.00% of their portfolio | 88.1k $1.1m | Added +3.8k |
| Washington Harbour Partners LP 2.15% of their portfolio | 87.3k $1.1m | New |
| Susquehanna Portfolio Strategies, LLC 0.02% of their portfolio | 84.0k $1.1m | First filing |
| GSA CAPITAL PARTNERS LLP 0.08% of their portfolio | 74.3k $953.0k | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 70.7k $908.0k | New |
| GROUP ONE TRADING LLC 0.03% of their portfolio | 67.9k $871.7k | Reduced -857.0k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 65.0k $834.6k | Unchanged |
| CAPITAL FUND MANAGEMENT S.A. 0.01% of their portfolio | 63.3k $812.9k | Unchanged |
| IMC-Chicago, LLC 0.02% of their portfolio | 61.1k $784.0k | Reduced -62.8k |
| Man Group plc 0.00% of their portfolio | 60.2k $773.4k | New |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 50.8k $652.3k | Reduced -26.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 50.5k $648.9k | Added +15.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 47.9k $615.2k | Added +5.4k |
| Walleye Capital LLC 0.01% of their portfolio | 47.5k $609.4k | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 45.7k $586.5k | Added +5.9k |
| Quarry LP 0.29% of their portfolio | 45.0k $577.8k | Reduced -32.0k |
| Marathon Trading Investment Management LLC 0.11% of their portfolio | 43.0k $552.1k | New |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 41.7k $535.7k | Added +2.4k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 39.6k $509.0k | New |
| Swiss National Bank 0.00% of their portfolio | 37.0k $475.1k | New |
| Weil Company, Inc. 0.20% of their portfolio | 35.3k $453.1k | Reduced -20.0k |
| GTS SECURITIES LLC 0.01% of their portfolio | 35.2k $452.1k | Reduced -3.4k |
| Walleye Trading LLC 0.01% of their portfolio | 26.8k $343.6k | Reduced -41.0k |
| TWO SIGMA SECURITIES, LLC 0.01% of their portfolio | 20.9k $267.7k | Reduced -50.2k |
| Verition Fund Management LLC 0.00% of their portfolio | 20.3k $261.3k | Reduced -10.1k |
| 683 Capital Management, LLC 0.02% of their portfolio | 19.2k $246.8k | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 17.3k $222.3k | New |
| Larson Financial Group LLC 0.02% of their portfolio | 17.0k $218.2k | Reduced -2.3k |
| CITIGROUP INC 0.00% of their portfolio | 16.8k $215.5k | Added +1.9k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 15.7k $202.1k | New |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 15.5k $199.1k | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 15.3k $196.7k | Reduced -135.5k |
| Belvedere Trading LLC 0.02% of their portfolio | 14.2k $182.9k | Reduced -34.0k |
| UBS Group AG 0.00% of their portfolio | 14.2k $182.7k | Added +13.9k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 13.8k $177.2k | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 13.2k $169.7k | Unchanged |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 12.5k $164.2k | Reduced -25 |
| Lombard Odier Asset Management (USA) Corp 0.02% of their portfolio | 12.1k $155.5k | Reduced -5.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 10.6k $135.7k | Added +178 |
| Corton Capital Inc. 0.04% of their portfolio | 10.5k $134.9k | New |
| SG Americas Securities, LLC 0.00% of their portfolio | 8.8k $113.0k | New |
| Legal & General Group Plc 0.00% of their portfolio | 8.3k $106.2k | New |
| Cutler Group LLC / CA 0.01% of their portfolio | 7.9k $100.0k | Reduced -43.6k |
| FMR LLC 0.00% of their portfolio | 3.8k $48.2k | Reduced -639 |
| State of Wyoming 0.01% of their portfolio | 2.7k $35.1k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 2.7k $34.4k | Reduced -68 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 2.7k $34.2k | Reduced -2.7k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 1.9k $24.6k | New |
| Headlands Technologies LLC 0.01% of their portfolio | 1.3k $17.1k | Added +866 |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1.0k $12.9k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 903 $11.6k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 898 $11.6k | Reduced -684 |
| III Capital Management 0.00% of their portfolio | 541 $6.9k | Reduced -177.8k |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 515 $6.6k | Unchanged |
| Tradition Wealth Management, LLC 0.00% of their portfolio | 445 $6.0k | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 376 $4.8k | Unchanged |
| BESSEMER GROUP INC 0.00% of their portfolio | 300 $4.0k | New |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 290 $3.7k | Unchanged |
| ARMSTRONG ADVISORY GROUP, INC 0.00% of their portfolio | 170 $2.2k | Unchanged |
| Banque Cantonale Vaudoise 0.00% of their portfolio | 150 $2.0k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 134 $2.0k | Reduced -5 |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 78 $1.0k | Unchanged |
| North Star Investment Management Corp. 0.00% of their portfolio | 75 $963 | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 74 $950 | Unchanged |
| Cornerstone Planning Group LLC 0.00% of their portfolio | 70 $899 | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 50 $1.0k | Reduced -2.3k |
| Global Retirement Partners, LLC 0.00% of their portfolio | 20 $243 | New |
| HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio | 15 $0 | Unchanged |
| NewEdge Advisors, LLC 0.00% of their portfolio | 10 $128 | Unchanged |