Trupanion (TRUP)

• Market cap: $1.91B
• 1 day: -0.58%
• 5 days: 4.32%
• 1 month: -8.48%
• 3 months: -15.92%
• 6 months: 23.19%
• Year to date: -7.74%
• 1 year: -4.47%
• 5 years: -38.33%
• 10 years: 467.94%
• Sector: Financials
• Industry: Property & Casualty Insurance

About: Trupanion Inc is a specialty insurance products provider in the United States. Its core business is the sale of insurance products tailor-made for pets, especially cats and dogs. It operates in two business segments: The subscription business segment generates revenue majorly from subscription fees related to the Company's direct-to-consumer products and Other business segment is comprised of revenue from other product offerings that generally have a business-to-business relationship and a different margin profile than subscription business segment, including revenue from writing policies on behalf of third parties and revenue from other products and software solutions.

Employees: 1,130

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

77% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 22

47% more capital invested

Capital invested by funds: $1.47B [Q1] → $2.16B (+$697M) [Q2]

28% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 69

6% more funds holding

Funds holding: 216 [Q1] → 230 (+14) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 5 [Q1] → 5 (+0) [Q2]

2% less call options, than puts

Call options by funds: $30M | Put options by funds: $30.6M

1.27% less ownership

Funds ownership: 92.69% [Q1] → 91.42% (-1.27%) [Q2]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $45
• Avg. target: $56
• High target: $67

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Stifel Jonathan Block	$45	Hold Maintained	8 Aug 2025
Piper Sandler John Barnidge	$67	Overweight Maintained	8 Aug 2025