
What smart money is saying about Magnite
1 fund in our archive has pitched Magnite — most recently Crossroads Capital in March 2025.
Magnite, Inc. operates an independent sell-side advertising platform in the United States and internationally. The company's platform offers applications and services for sellers of digital advertising inventory or publishers that own and operate CTV channels, applications, websites, and other digital media properties, to manage and monetize their inventory; and provides applications and services for buyers, including advertisers, agencies, agency trading desks, and demand side platforms to buy digital advertising inventory. It markets its technology solutions to buyers and sellers through a sales teams that operate from various locations. The company was formerly known as The Rubicon Project, Inc. and changed name to Magnite, Inc. in July 2020. Magnite, Inc. was incorporated in 2007 and is headquartered in New York, New York.
Get an email when a fund writes about it
Position history
Between Q1 2025 and Q2 2026, 3 fund letters reported a position in Magnite — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 1 | 0 | 0 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 3 positions · 1 move
- New positionAntipodes Global SMID Active ETFJune 2026
“We re-entered Similarweb and Magnite, two of the names exited last quarter on the widening margin of error from agentic disruption, following positive company-specific AI developments:”
Magnite - June 2026
Listed in Granahan Investment Management SMID Select Strategy’s reported holdings.
Magnite Listed in Granahan Investment Management Small Cap Core Growth Strategy’s reported holdings.
Magnite
Fund coverage · 1 thesis
- Crossroads CapitalMarch 2025
Magnite (MGNI) is the largest independent programmatic SSP that, following strategic acquisitions and a contract with Netflix, is well-positioned to capitalize on the growing CTV advertising market, while also potentially benefiting from changes in the ad tech landscape due to Google's looming breakup.
Read the full thesis
Read every full thesis on Magnite
Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→