Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in GENI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 14.6M | $64.8M | -3.7% | 5.683% | 0.00% |
| 2 | Senvest Management, LLC | 13.7M | $60.5M | +45.1% | 5.302% | 2.01% |
| 3 | Voss Capital, LLC | 13.1M | $57.9M | +17.8% | 5.077% | 3.29% |
| 4 | SHAPIRO CAPITAL MANAGEMENT LLC | 10.6M | $47.0M | +333.9% | 4.121% | 2.94% |
| 5 | GLENVIEW CAPITAL MANAGEMENT, LLC | 8.6M | $37.9M | +321.7% | 3.324% | 1.02% |
| 6 | Stephens Investment Management Group LLC | 7.6M | $33.7M | +35.1% | 2.950% | 0.46% |
| 7 | DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 7.5M | $33.0M | +79.0% | 2.894% | 1.72% |
| 8 | Hood River Capital Management LLC | 7.2M | $32.1M | +4.2% | 2.813% | 0.32% |
| 9 | TimesSquare Capital Management, LLC | 5.8M | $25.6M | +6.5% | 2.245% | 0.43% |
| 10 | GRANAHAN INVESTMENT MANAGEMENT INC/MA | 5.4M | $23.9M | -31.4% | 2.091% | 1.15% |
| 11 | FRONTIER CAPITAL MANAGEMENT CO LLC | 5.0M | $22.0M | -3.3% | 1.929% | 0.23% |
| 12 | MORGAN STANLEY | 4.5M | $19.7M | +124.6% | 1.731% | 0.00% |
| 13 | Global Alpha Capital Management Ltd. | 4.4M | $18.9M | +13.7% | 1.727% | 1.13% |
| 14 | NEEDHAM INVESTMENT MANAGEMENT LLC | 4.0M | $17.7M | +48.7% | 1.553% | 0.91% |
| 15 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.0M | $17.5M | -5.3% | 1.538% | 0.01% |
| 16 | CYPRESS POINT INVESTMENT MANAGEMENT LP | 4.0M | $17.5M | +26.5% | 1.536% | 4.13% |
| 17 | Sumitomo Mitsui Trust Holdings, Inc. | 3.9M | $17.3M | +65.7% | 1.518% | 0.01% |
| 18 | Nikko Asset Management Americas, Inc. | 3.9M | $17.3M | +65.7% | 1.518% | 0.24% |
| 19 | Samjo Management, LLC | 3.8M | $16.6M | +90.2% | 1.457% | 7.19% |
| 20 | Allspring Global Investments Holdings, LLC | 3.6M | $16.1M | +10.6% | 1.381% | 0.03% |
| 21 | IFC Advisors LLC | 3.6M | $15.9M | +23.3% | 1.392% | 2.27% |
| 22 | Point72 Asset Management, L.P. | 3.5M | $15.7M | — | 1.372% | 0.02% |
| 23 | STATE STREET CORP | 3.5M | $15.6M | +1.6% | 1.365% | 0.00% |
| 24 | ARK Investment Management LLC | 3.3M | $14.8M | +40.5% | 1.294% | 0.11% |
| 25 | CITADEL ADVISORS LLC | 2.9M | $12.8M | -35.7% | 1.120% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in GENI — a direct measure of their conviction.
Filings activity in GENI during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 265 | 0.4% | 54.67% | 83.13 pp | $964M | 60% |
| Q4 2025 | 266 | +1.1% | 137.80% | 14.79 pp | $2.43B | 9.7% |
| Q3 2025 | 263 | +13% | 152.59% | +26.78 pp | $2.69B | +21% |
| Q2 2025 | 233 | +14% | 125.81% | +13.87 pp | $2.22B | +12% |
| Q1 2025 | 205 | +19% | 111.94% | +26.32 pp | $1.97B | +31% |
| Q4 2024 | 172 | +15% | 85.62% | +14.63 pp | $1.51B | +21% |
| Q3 2024 | 149 | +15% | 70.99% | +25.45 pp | $1.25B | +56% |
| Q2 2024 | 130 | — | 45.54% | — | $803M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying GENI stock.
Based on Q1 2026 13F filings, institutional ownership of Genius Sports Limited stands at 54.7%, held across 265 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of GENI, with approximately 14,635,895 shares worth $0.06B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of GENI, including Point72 Asset Management, L.P., ARK Investment Management LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for GENI is 47 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
65 institutions opened new positions in GENI during Q1 2026, while 66 fully exited. 30 added to existing positions and 168 trimmed.
GENI institutional ownership fell by 83.13 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 43.2% of all reported 13F value in GENI, and the top 25 account for 69.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Genius Sports Limited (GENI) Institutional Ownership