Genius Sports Ltd: which funds bought and sold
Institutions that bought and sold Genius Sports shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 176 institutions that filed 13F reports for both quarters added to or opened positions in Genius Sports, and 119 cut or closed them. Together they added a net 17.5M shares, +7.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2.4M shares (−3.6%); index fund managers were net buyers of 6.7M shares (+27.3%). 57 opened a new position and 49 sold out entirely.
Bought, Q2 2026 176 institutions, 57 of them new holders Sold, Q2 2026 119 institutions, 49 of them sold out
Net change, all compared +17.5M shares (+7.9%)
Net change, active managers −2.4M shares (−3.6%), 20 bought, 27 sold
Buyers versus sellers
176 bought 24 119 sold
Active managers and hedge funds 20 bought · 27 sold · −2.4M
Index fund managers 9 bought · 1 sold · +6.7M
Other institutions 147 bought · 91 sold · +13.2M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Hood River Capital Management LLC | +5.7M +78.5% | 12.9M | $78.4M |
| Blackrock, Inc. Index funds | +5.1M +35.1% | 19.8M | $120M |
| Glenview Capital Management, LLC Hedge fund | +4.9M +57.6% | 13.5M | $81.8M |
| Frontier Capital Management Co LLC Active manager | +4.5M +89.9% | 9.4M | $57.2M |
| Portolan Capital Management, LLC | +4.2M +151.7% | 7.0M | $42.6M |
| Orbis Allan Gray Ltd Active manager | +3.8M New position | 3.8M | $22.8M |
| Stephens Investment Management Group LLC | +3.1M +40.7% | 10.7M | $64.8M |
| Senvest Management, LLC | +2.2M +16.3% | 15.9M | $96.2M |
| Granahan Investment Management, LLC | +1.6M +30.5% | 7.0M | $42.6M |
| WCM Investment Management, LLC Active manager | +1.5M +49.9% | 4.4M | $27.7M |
| Centerbook Partners LP Hedge fund | +1.4M +1384.6% | 1.5M | $8.9M |
| Samjo Management, LLC | +1.2M +30.9% | 4.9M | $29.8M |
| Needham Investment Management LLC | +925K +23.1% | 4.9M | $29.8M |
| 1060 Capital, LLC | +900K New position | 900K | $5.5M |
| Clearbridge Investments, LLC Active manager | +869K New position | 869K | $5.3M |
| Man Group PLC Hedge fund | +845K +148.5% | 1.4M | $8.6M |
| Patient Capital Management, LLC | +813K New position | 813K | $4.9M |
| Castleark Management LLC | +807K New position | 807K | $4.9M |
| Raymond James Financial Inc | +736K +56.2% | 2.0M | $12.4M |
| Bank Of America Corp | +684K +78.9% | 1.6M | $9.4M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Glenview Capital Management, LLC Hedge fund | +4.9M +57.6% | 13.5M | $81.8M |
| Frontier Capital Management Co LLC Active manager | +4.5M +89.9% | 9.4M | $57.2M |
| Orbis Allan Gray Ltd Active manager | +3.8M New position | 3.8M | $22.8M |
| WCM Investment Management, LLC Active manager | +1.5M +49.9% | 4.4M | $27.7M |
| Centerbook Partners LP Hedge fund | +1.4M +1384.6% | 1.5M | $8.9M |
| Clearbridge Investments, LLC Active manager | +869K New position | 869K | $5.3M |
| Man Group PLC Hedge fund | +845K +148.5% | 1.4M | $8.6M |
| Point72 Asset Management, L.P. Hedge fund | +489K +14.0% | 4.0M | $24.1M |
| Verition Fund Management LLC Hedge fund | +450K New position | 450K | $2.7M |
| AQR Capital Management LLC Hedge fund | +409K +74.5% | 957K | $5.8M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Voss Capital, LP Hedge fund | −6.2M −47.6% | 6.8M | $41.5M |
| Timessquare Capital Management, LLC | −5.8M Sold out | 0 | — |
| Massachusetts Financial Services Co Active manager | −4.0M Sold out | 0 | — |
| Citadel Advisors LLC Hedge fund | −2.2M −79.9% | 556K | $3.4M |
| Healthcare Of Ontario Pension Plan Trust Fund | −2.2M Sold out | 0 | — |
| Engineers Gate Manager LP Hedge fund | −2.1M Sold out | 0 | — |
| Renaissance Technologies LLC Hedge fund | −2.0M −91.1% | 196K | $1.2M |
| Longaeva Partners L.P. | −1.5M −38.1% | 2.4M | $14.4M |
| Marshall Wace, LLP Hedge fund | −1.0M −50.0% | 1.0M | $6.2M |
| Tudor Investment Corp Et Al Hedge fund | −900K Sold out | 0 | — |
| Balyasny Asset Management L.P. Hedge fund | −848K −43.8% | 1.1M | $6.6M |
| Squarepoint Ops LLC Hedge fund | −754K −46.5% | 866K | $5.2M |
| Allspring Global Investments Holdings, LLC | −751K −21.1% | 2.8M | $17.8M |
| Shapiro Capital Management LLC | −725K −6.8% | 9.9M | $59.9M |
| Xtx Topco Ltd | −678K −75.7% | 217K | $1.3M |
| Wilson Asset Management (International) Pty Ltd | −585K −56.1% | 458K | $2.8M |
| Creek Drive Management Group LLC | −581K −43.8% | 744K | $4.5M |
| Abs Direct Equity Fund LLC | −400K Sold out | 0 | — |
| Amova Asset Management Americas, Inc. | −395K −10.1% | 3.5M | $21.3M |
| Sumitomo Mitsui Trust Group, Inc. | −383K −9.8% | 3.5M | $21.4M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Voss Capital, LP Hedge fund | −6.2M −47.6% | 6.8M | $41.5M |
| Massachusetts Financial Services Co Active manager | −4.0M Sold out | 0 | — |
| Citadel Advisors LLC Hedge fund | −2.2M −79.9% | 556K | $3.4M |
| Engineers Gate Manager LP Hedge fund | −2.1M Sold out | 0 | — |
| Renaissance Technologies LLC Hedge fund | −2.0M −91.1% | 196K | $1.2M |
| Marshall Wace, LLP Hedge fund | −1.0M −50.0% | 1.0M | $6.2M |
| Tudor Investment Corp Et Al Hedge fund | −900K Sold out | 0 | — |
| Balyasny Asset Management L.P. Hedge fund | −848K −43.8% | 1.1M | $6.6M |
| Squarepoint Ops LLC Hedge fund | −754K −46.5% | 866K | $5.2M |
| Jacobs Levy Equity Management, Inc Active manager | −296K −53.2% | 260K | $1.6M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Orbis Allan Gray LtdActive manager | 3.8M | $22.8M |
| 1060 Capital, LLC | 900K | $5.5M |
| Clearbridge Investments, LLCActive manager | 869K | $5.3M |
| Patient Capital Management, LLC | 813K | $4.9M |
| Castleark Management LLC | 807K | $4.9M |
| Verition Fund Management LLCHedge fund | 450K | $2.7M |
| Soviero Asset Management, LP | 440K | $2.7M |
| Western Standard LLC | 400K | $2.4M |
| Wealthspire Advisors, LLC | 301K | $1.8M |
| Simplex Trading, LLC | 209K | $1.3M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Timessquare Capital Management, LLC | 5.8M | $25.6M |
| Massachusetts Financial Services CoActive manager | 4.0M | $17.5M |
| Healthcare Of Ontario Pension Plan Trust Fund | 2.2M | $9.6M |
| Engineers Gate Manager LPHedge fund | 2.1M | $9.3M |
| Tudor Investment Corp Et AlHedge fund | 900K | $4M |
| Abs Direct Equity Fund LLC | 400K | $1.8M |
| K2 Principal Fund, L.P. | 371K | $1.6M |
| Campbell & Co Investment Adviser LLC | 360K | $1.6M |
| Gsa Capital Partners LLP | 307K | $1.4M |
| J. Goldman & Co LPHedge fund | 250K | $1.1M |
Who holds the shares
- Institutions reporting
- 271
- Ten largest holders
- 47.4% of 13F-reported shares
- Index fund managers
- 13.0% of 13F-reported shares
- Active managers and hedge funds
- 27.2% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 20 | 27 | 8 | 13 | −2.4M | −3.6% |
| Index fund managers | 9 | 1 | 0 | 0 | +6.7M | +27.3% |
| Other institutions | 147 | 91 | 49 | 36 | +13.2M | +10.2% |