What smart money is saying about GB Group
GBG.L
No fund has written a full thesis on GB Group in our archive, but 2 fund letters report a position in it — most recently Malborough Marlborough Special Situations in September 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in GB Group, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- September 2026
“GB Group (-27%), the provider of identity data intelligence products, fell following a negative trading update in which revenue and profit expectations were downgraded.”
GB Group - HoldsJupiter UK Dynamic Equity FundJune 2026
“AI risk bucket Readers will know this Fund holds a small group of stocks whose prevailing narrative is AI risk. Interestingly, several were strong this quarter: Pearson (+38bps), MONY Group (+34 bps) and YouGov (+20bps) moved strongly after statements reiterating guidance and supportive strategy updates. GB Group and WPP remained in the doldrums (unfairly, we think) despite showing progress.”
GB Group
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