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Genius Sports Ltd received a new large shareholder disclosure. Investment firm Voss Capital, together with related funds and managing member Travis W. Cocke, reported beneficial ownership of 12,125,000 Ordinary Shares of Genius Sports, representing approximately 5.08% of the company’s 238,718,120 shares outstanding as of September 30, 2025.
The filing breaks this out as 2,500,000 shares held by Voss Value Master Fund, 400,000 shares held by Voss Value-Oriented Special Situations Fund, and 9,225,000 shares in accounts managed by Voss Capital. The group filed on a Schedule 13G and certified that the securities were not acquired and are not held for the purpose of changing or influencing control of Genius Sports, indicating a passive investment stance.
Insights
Voss Capital discloses a passive 5.08% stake in Genius Sports.
Voss Capital and related entities report beneficial ownership of 12,125,000 Genius Sports Ordinary Shares, or about 5.08% of the company. The position is spread across Voss Value Master Fund, Voss Value-Oriented Special Situations Fund, and accounts managed by Voss Capital, with Travis W. Cocke as managing member overseeing the structure.
The stake size is calculated against 238,718,120 shares outstanding as of September 30, 2025, as referenced from a prior Form 6-K. The group filed on Schedule 13G and certified that the holdings were not acquired to change or influence control, which is consistent with a passive institutional ownership stance rather than an activist campaign.
Any future shift from a 13G (passive) to a 13D (active) filing status, if it were to occur and be disclosed, would provide clearer signals about intentions. For now, the disclosure mainly updates the ownership profile of Genius Sports without indicating strategic or control-related actions.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What ownership stake in Genius Sports (GENI) did Voss Capital report?
Voss Capital and related entities reported beneficial ownership of 12,125,000 Genius Sports Ordinary Shares, representing approximately 5.08% of the outstanding shares.
Which entities related to Voss Capital hold Genius Sports (GENI) shares?
The filing lists Voss Value Master Fund, L.P., Voss Value-Oriented Special Situations Fund, L.P., Voss Advisors GP, LLC, Voss Capital, L.P., and Travis W. Cocke as reporting persons.
How many Genius Sports (GENI) shares does each Voss fund beneficially own?
Voss Value Master Fund beneficially owns 2,500,000 shares and Voss Value-Oriented Special Situations Fund beneficially owns 400,000 shares, with additional shares held in Voss-managed accounts.
What percentage of Genius Sports (GENI) shares are outstanding, and what date is used?
Percentages are based on 238,718,120 Genius Sports Ordinary Shares outstanding as of September 30, 2025, as disclosed in a prior Form 6-K exhibit.
Is Voss Capital’s stake in Genius Sports (GENI) passive or activist?
The reporting persons filed on Schedule 13G and certified that the securities were not acquired to change or influence control, indicating a passive investment.
Who signed the Genius Sports (GENI) Schedule 13G on behalf of the Voss entities?
The statements were signed by Travis W. Cocke, identified as Managing Member of Voss Advisors GP, LLC and Voss Capital, on January 22, 2026.
The names of the persons filing this statement on Schedule 13G (collectively, the "Reporting Persons") are:
Voss Value Master Fund, L.P. ("Voss Value Master Fund");
Voss Value-Oriented Special Situations Fund, L.P. ("Voss Value-Oriented Special Situations Fund");
Voss Advisors GP, LLC ("Voss GP");
Voss Capital, L.P. ("Voss Capital"); and
Travis W. Cocke.
(b)
Address or principal business office or, if none, residence:
Voss Value Master Fund
3773 Richmond, Suite 850
Houston, Texas 77046
Voss Value-Oriented Special Situations Fund
3773 Richmond, Suite 850
Houston, Texas 77046
Voss GP
3773 Richmond, Suite 850
Houston, Texas 77046
Voss Capital
3773 Richmond, Suite 850
Houston, Texas 77046
Travis W. Cocke
3773 Richmond, Suite 850
Houston, Texas 77046
(c)
Citizenship:
Voss Value Master Fund
Cayman Islands
Voss Value-Oriented Special Situations Fund
Texas
Voss GP
Texas
Voss Capital
Texas
Travis W. Cocke
USA
(d)
Title of class of securities:
Ordinary Shares
(e)
CUSIP No.:
G3934V109
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
As of the date hereof:
(i) Voss Value Master Fund beneficially owned 2,500,000 Ordinary Shares of the Issuer (the "Shares").
(ii) Voss Value-Oriented Special Situations Fund beneficially owned 400,000 Shares.
(iii) Voss GP, as the general partner of Voss Value Master Fund and Voss Value-Oriented Special Situations Fund, may be deemed the beneficial owner of the (i) 2,500,000 Shares beneficially owned by Voss Value Master Fund and (ii) 400,000 Shares beneficially owned by Voss Value-Oriented Special Situations Fund.
(iv) Voss Capital, as the investment manager of Voss Value Master Fund, Voss Value-Oriented Special Situations Fund and certain accounts managed by Voss Capital (the "Voss Managed Accounts"), may be deemed the beneficial owner of the (i) 2,500,000 Shares beneficially owned by Voss Value Master Fund, (ii) 400,000 Shares beneficially owned by Voss Value-Oriented Special Situations Fund and (iii) 9,225,000 Shares held in the Voss Managed Accounts.
(v) Mr. Cocke, as the managing member of each of Voss Capital and Voss GP, may be deemed the beneficial owner of the (i) 2,500,000 Shares owned by Voss Value Master Fund, (ii) 400,000 Shares beneficially owned by Voss Value-Oriented Special Situations Fund and (iii) 9,225,000 Shares held in the Voss Managed Accounts.
(b)
Percent of class:
The aggregate percentage of the Shares reported owned by each person named herein is based upon 238,718,120 Shares outstanding as of September 30, 2025, which is the total number of Shares outstanding as disclosed in Exhibit 99.1 to the Issuer's Current Report on Form 6-K filed with the Securities and Exchange Commission on November 4, 2025.
As of the date hereof:
(i) Voss Value Master Fund may be deemed to beneficially own approximately 1.05% of the outstanding Shares;
(ii) Voss Value-Oriented Special Situations Fund may be deemed to beneficially own less than 1% of the outstanding Shares;
(iii) Voss GP may be deemed to beneficially own approximately 1.21% of the outstanding Shares;
(iv) Voss Capital may be deemed to beneficially own approximately 5.08% of the outstanding Shares (approximately 3.86% of the outstanding Shares are held in the Voss Managed Accounts); and
(v) Mr. Cocke may be deemed to beneficially own approximately 5.08% of the outstanding Shares.
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
See Cover Pages Items 5-9.
(ii) Shared power to vote or to direct the vote:
See Cover Pages Items 5-9.
(iii) Sole power to dispose or to direct the disposition of:
See Cover Pages Items 5-9.
(iv) Shared power to dispose or to direct the disposition of:
See Cover Pages Items 5-9.
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
Not Applicable
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(K), so indicate under Item 3(k) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group.
See Exhibit 99.1.
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
Voss Value Master Fund, LP
Signature:
/s/ Travis W. Cocke
Name/Title:
Travis W. Cocke, Managing Member of Voss Advisors GP, LLC, its General Partner
Date:
01/22/2026
Voss Value-Oriented Special Situations Fund, LP
Signature:
/s/ Travis W. Cocke
Name/Title:
Travis W. Cocke, Managing Member of Voss Advisors GP, LLC, its General Partner
