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Genius Sports Ltd

GENI
Exchange
NYSE
Industry
Services-Miscellaneous Amusement & Recreation
SEC CIK
0001834489

In the last 90 days, Genius Sports Ltd insiders filed 0 open-market purchases and 2 sales; 275 institutions reported holding it in 13F filings for Q2 2026, worth $1.46B in total; ARK Invest is the only superinvestor holding it.

13F holders, Q4 2023

Institutional positions in Genius Sports Ltd as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
131
−1 vs. Q3 2023
Shares held
128.4M
+13.8M (+12.0%) vs. Q3 2023
Total value
$792.8M
+$182.5M (+29.9%) vs. Q3 2023
New holders
26
40 more added
Sold out
27
41 more reduced

4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting GENI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 131 institutions
Q1 2021: 0 institutionsQ2 2021: 117 institutionsQ3 2021: 112 institutionsQ4 2021: 107 institutionsQ1 2022: 106 institutionsQ2 2022: 97 institutionsQ3 2022: 86 institutionsQ4 2022: 93 institutionsQ1 2023: 95 institutionsQ2 2023: 116 institutionsQ3 2023: 136 institutionsQ4 2023: 131 institutionsQ1 2024: 132 institutionsQ2 2024: 133 institutionsQ3 2024: 153 institutionsQ4 2024: 180 institutionsQ1 2025: 214 institutionsQ2 2025: 240 institutionsQ3 2025: 274 institutionsQ4 2025: 276 institutionsQ1 2026: 274 institutionsQ2 2026: 275 institutions
Value heldQ4 2023: $792.8M
Q1 2021: $0Q2 2021: $1.59BQ3 2021: $1.63BQ4 2021: $640.6MQ1 2022: $372.9MQ2 2022: $174.7MQ3 2022: $277.9MQ4 2022: $281.8MQ1 2023: $429.5MQ2 2023: $589.0MQ3 2023: $632.2MQ4 2023: $792.8MQ1 2024: $769.9MQ2 2024: $816.3MQ3 2024: $1.35BQ4 2024: $1.64BQ1 2025: $2.13BQ2 2025: $2.32BQ3 2025: $2.73BQ4 2025: $2.46BQ1 2026: $984.6MQ2 2026: $1.46B
Institutions holding GENI and their total value by quarter
QuarterHoldersValue
Q2 2026275$1.46B
Q1 2026274$984.6M
Q4 2025276$2.46B
Q3 2025274$2.73B
Q2 2025240$2.32B
Q1 2025214$2.13B
Q4 2024180$1.64B
Q3 2024153$1.35B
Q2 2024133$816.3M
Q1 2024132$769.9M
Q4 2023131$792.8M
Q3 2023136$632.2M
Q2 2023116$589.0M
Q1 202395$429.5M
Q4 202293$281.8M
Q3 202286$277.9M
Q2 202297$174.7M
Q1 2022106$372.9M
Q4 2021107$640.6M
Q3 2021112$1.63B
Q2 2021117$1.59B
Q1 20210$0

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Genius Sports Ltd; share changes are against Q3 2023.

Institutions holding GENI in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
P.A.W. Capital Corp540,000$3.34M8.10%+40,000+8.0%Added
Brandywine Global Investment Management, LLC559,000$3.45M0.03%−111,300−16.6%Reduced
Legal & General Group Plc626,797$3.87M0.00%+109,972+21.3%Added
Castleark Management LLC628,090$3.88M0.17%+39,080+6.6%Added
Moody National Bank Trust Division644,663$3.98M0.31%00.0%Unchanged
Morgan Stanley731,164$4.52M0.00%+413,047+129.8%Added
Wilson Asset Management (International) Pty Ltd754,756$4.66M1.30%+16,643+2.3%Added
UBS Group AG761,638$4.71M0.00%+6,261+0.8%Added
Millennium Management LLC842,106$5.20M0.00%−670,317−44.3%Reduced
Wells Fargo & Company1,079,701$6.67M0.00%+399,659+58.8%Added
Silvercrest Asset Management Group LLC1,108,983$6.85M0.05%00.0%Unchanged
Roubaix Capital, LLC1,111,559$6.87M4.81%+174,884+18.7%Added
Amundi1,297,725$7.57M0.00%+7,262+0.6%Added
Intrinsic Edge Capital Management LLC1,631,145$10.1M1.08%+134,442+9.0%Added
Driehaus Capital Management LLC2,061,421$12.7M0.15%+589,990+40.1%Added
Discovery Capital Management, LLC2,300,380$14.2M2.15%+2,300,380New
Portolan Capital Management, LLC2,383,604$14.7M1.29%−728,574−23.4%Reduced
Hood River Capital Management LLC3,490,572$21.6M0.59%+33,828+1.0%Added
Ophir Asset Management Pty Ltd3,553,565$22.0M4.36%+3,553,565New
Samjo Management, LLC4,008,000$24.8M8.77%+4,008,000New
FMR LLC4,357,738$26.9M0.00%+2,794,700+178.8%Added
Senvest Management, LLC4,519,587$27.9M1.07%−5840.0%Reduced
Massachusetts Financial Services Co5,351,090$33.1M0.01%+919,980+20.8%Added
BlackRock Inc.5,446,570$33.7M0.00%+147,925+2.8%Added
Bank of New York Mellon Corp5,823,203$36.0M0.01%−349,131−5.7%Reduced
Nikko Asset Management Americas, Inc.6,800,961$42.0M0.40%−246,619−3.5%Reduced
Sumitomo Mitsui Trust Holdings, Inc.6,800,961$42.0M0.03%−246,619−3.5%Reduced
ARK Investment Management LLCSuperinvestorARK Invest6,914,013$42.7M0.25%+620,472+9.9%Added
Wellington Management Group LLP7,277,462$45.0M0.01%+5,772,540+383.6%Added
Granahan Investment Management Inc13,578,412$83.9M2.77%−825,885−5.7%Reduced
Caledonia (Private) Investments Pty Ltd20,526,210$126.9M2.69%00.0%Unchanged
Marshall Wace, LLP0$00.00%−1,578,390−100.0%Sold out
Maven Securities LTD0$00.00%−977,704−100.0%Sold out
Monashee Investment Management LLC0$00.00%−290,000−100.0%Sold out
HBK Investments L P0$00.00%−125,000−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−119,876−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−115,341−100.0%Sold out
Shellback Capital, LP0$00.00%−100,000−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−99,519−100.0%Sold out
Chase Investment Counsel Corp0$00.00%−65,059−100.0%Sold out
Toroso Investments, LLC0$00.00%−32,233−100.0%Sold out
Verition Fund Management LLC0$00.00%−30,000−100.0%Sold out
Quadrature Capital Ltd0$00.00%−28,177−100.0%Sold out
Regions Financial Corp0$00.00%−22,000−100.0%Sold out
MQS Management LLC0$00.00%−16,568−100.0%Sold out
Thompson Davis & Co., Inc.0$00.00%−13,000−100.0%Sold out
Algert Global LLC0$00.00%−12,740−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−12,130−100.0%Sold out
JustInvest LLC0$00.00%−11,855−100.0%Sold out
Brinker Capital Investments, LLC0$00.00%−10,964−100.0%Sold out
Orion Portfolio Solutions, LLC0$00.00%−10,964−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−5,294−100.0%Sold out
Quarry LP0$00.00%−1,693−100.0%Sold out
Vestcor Inc0$00.00%−1,436−100.0%Sold out
Retirement Group, LLC0$00.00%−1,000−100.0%Sold out
Blue Bell Private Wealth Management, LLC0$00.00%−400−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−150−100.0%Sold out
Parallel Advisors, LLC0$00.00%−10−100.0%Sold out
Samjo Capital LLC––––Not filed
Trellus Management Company, LLC––––Not filed
Quantamental Technologies LLC––––Not filed
Johnson Midwest Financial, LLC––––Not filed