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GENI · Communication Services · Internet Content & Information · Market cap $2.57B

2 funds in our archive have pitched Genius Sports, most recently Voss Capital in June 2025.

Company profile

Genius Sports Limited develops and sells technology-led products and services to the sports, sports betting, and sports media industries. It offers technology infrastructure for the collection, integration, and distribution of live data of sports leagues; streaming solutions comprising technology, automatic production, and distribution for sports to commercialize video footage of their games; and end-to-end integrity services to sports leagues, such as full-time active monitoring technology, which uses mathematical algorithms to identify and flag suspicious betting activity in global betting markets, as well as a full suite of online and offline educational and consultancy services. The company also provides live sports data collection; pre-game and in-game odds feeds; risk management services, including customer profiling, monitoring of incoming bets, automated acceptance and rejection of bets, and limit setting; live streaming services; creation, delivery, and measurement services for personalized online marketing campaigns; and fan engagement widgets for digital publishers that offer live game statistics and betting-related content. The company is headquartered in London, the United Kingdom.

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2
Reported positions
0
Bought
0
Sold
5
Letters

Position history

Between Q2 2025 and Q3 2026, 2 fund letters reported a position in Genius Sports, with no move described.

Fund letters reporting a position in Genius Sports, by quarter
QuarterLettersBoughtSoldTheses
Q3 20262000
Q2 20250002

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 2 positions

Also mentioned · 1

These funds discuss Genius Sports as a competitor, benchmark or comparable, without disclosing a position in it.

  • March 2026
    “The main “victims” of the platforms have been sports betting companies with their stricter state-by-state legislative requirements together with the suppliers of data and services to such betting providers, with significant share price dislocation (shown below – Sportradar (SRAD in orange) and Genius Sports (GENI in green)”
    Genius Sports

Fund coverage · 2 theses

  • Voss Capital
    June 2025

    Genius Sports (GENI) is a rapidly diversifying leader in sports data and technology, poised for significant growth with strong revenue outlooks and exclusive partnerships, while currently undervalued compared to peers.

    Read the full thesis
  • Choice Equities
    June 2025

    GENI is poised for significant growth with recently secured long-term data rights deals, increasing revenue opportunities in the burgeoning sports-betting market, and an ambitious target of 30% EBITDA margin by 2030, all while trading at an attractive valuation compared to peers.

    Read the full thesis

Read every full thesis on Genius Sports

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