Genius Sports Ltd Chief Financial Officer Bryan Castellani reported exercising 151,771 vested RSUs into 151,771 Ordinary Shares on October 2, 2026. On that date, 53,297 Ordinary Shares were delivered or withheld for payment of exercise price or tax liability, at a reported $5.68 per share. The reported post-transaction RSU position was 354,131. The 505,902-RSU award, granted December 17, 2025, has further installments of 168,634 RSUs on October 1, 2027 and 185,497 RSUs on October 1, 2028, subject to continued service.
Genius Sports Ltd (GENI) reported that its Chief Legal Officer, Russell Thomas, sold 50,000 Ordinary Shares on September 17, 2026 in an open-market or private transaction at a weighted average price of $6.5113 per share, with individual trade prices ranging from $6.51 to $6.53.
Following this sale, Thomas directly holds 471,467 Ordinary Shares. No transactions were reported under a Rule 10b5-1 trading plan.
Genius Sports Ltd (GENI) disclosed that Chief Executive Officer and director Mark Locke reported several transactions in the company’s Ordinary Shares. On September 15, 16 and 17, 2026 he sold a total of 800,001 Ordinary Shares in open-market transactions at weighted average prices around $6.55 per share, with detailed price ranges noted for the larger blocks.
On September 15, 2026 he also entered into a zero cost collar over 4,400,000 Ordinary Shares, writing European call options with a $10.20 exercise price and purchasing American put options with a $5.00 exercise price, both expiring on September 6, 2028. Only one side of the collar can be in the money at expiration, and the collar will be settled in cash unless he elects physical settlement. No Rule 10b5-1 trading plan is reported in connection with these transactions.
Genius Sports Ltd (GENI) is the subject of a Form 144 filed for the potential sale of up to 50,000 shares of common stock for the account of officer Russell Thomas through Fidelity Brokerage Services LLC. The shares were acquired via restricted stock vesting on January 3, 2024 and January 2, 2025 and may be sold on the NYSE.
BlackRock, Inc. has reported a significant ownership stake in Genius Sports Ltd common stock. BlackRock beneficially owns 13,568,701 shares, representing 5.3% of the outstanding common shares. It has sole voting power over 13,317,609 shares and sole dispositive power over 13,568,701 shares, with no shared voting or dispositive power reported. Various underlying clients and accounts have rights to dividends or sale proceeds, but no single underlying holder has more than five percent of Genius Sports’ total outstanding common shares.
Voss Capital, L.P., its affiliated funds and managing member Travis W. Cocke report beneficial ownership of ordinary shares of Genius Sports Ltd. Voss Value Master Fund holds 600,000 Ordinary Shares, representing approximately 0.2% of the class.
Voss Capital, as investment manager to the funds and certain managed accounts, may be deemed to beneficially own a total of 6,444,345 Ordinary Shares, including 5,844,345 Shares held in Voss Managed Accounts, representing approximately 2.4% of the 267,626,957 Shares outstanding as of April 30, 2026. Mr. Cocke, as managing member of Voss Capital and Voss GP, may be deemed to beneficially own the same aggregate amount, also approximately 2.4% of the outstanding shares.
Glenview Capital Management and Larry Robbins filed a Schedule 13G reporting beneficial ownership of 13,795,208 ordinary shares of Genius Sports Ltd. The filing states this equals approximately 5.2% of the class, based on 267,626,957 shares outstanding as of April 30, 2026. The reported position comprises 5,814,989 shares held for Glenview Capital Master Fund and 7,980,219 shares held for Glenview Offshore Opportunity Master Fund, with shared voting and dispositive power over the 13,795,208 shares.
Genius Sports Limited received an amended Schedule 13G/A reporting that Wellington Management Group LLP and affiliated entities beneficially own 1,545,484 shares of Common Stock, representing 0.63% of the class. The filing lists shared voting power of 1,380,263 and shared dispositive power of 1,545,484.
The report states these shares are held of record by clients of Wellington investment advisers and that no client is known to hold more than five percent of the class. The filing is signed by Matthew Revell as Compliance Manager.
Genius Sports Limited reported strong top-line growth but a much larger loss for the three months ended March 31, 2026. Revenue rose to $187.9 million, up 31% from $144.0 million, driven mainly by Betting Technology, Content and Services at $146.2 million and Media Technology, Content and Services at $41.7 million.
Data and streaming rights costs climbed to $85.6 million, helping push total cost of revenue up 33% and limiting gross profit to $43.3 million. Operating expenses increased 55% to $86.5 million, including sharply higher stock-based compensation of $30.9 million and $7.5 million of transaction expenses.
Net loss widened to $55.5 million, or $0.21 per share, compared with a $8.2 million loss, while Adjusted EBITDA improved to $24.0 million. Cash and cash equivalents fell to $197.4 million from $280.6 million as operating activities used $66.4 million of cash. After quarter-end, Genius closed the Legend acquisition for $800 million in cash plus 10.1 million shares and put in place a new $825 million term loan and $220 million revolving facility, significantly expanding its scale and leverage.