SCHEDULE: Voss Capital Discloses 5.08% Stake in Genius Sports

Voss Capital and affiliated entities have disclosed a beneficial ownership of 5.08% in Genius Sports Ltd, totaling 12,125,000 Ordinary Shares.

Summary

• Voss Capital, LP, along with its affiliates Voss Value Master Fund, LP, Voss Value-Oriented Special Situations Fund, LP, Voss Advisors GP, LLC, and Travis W. Cocke, collectively reported beneficial ownership of Genius Sports Ltd.
• The aggregate amount beneficially owned by Voss Capital and Travis W. Cocke is 12,125,000 Ordinary Shares.
• This ownership represents 5.08% of the outstanding Ordinary Shares of Genius Sports Ltd.
• The calculation is based on 238,718,120 Ordinary Shares outstanding as of September 30, 2025, as disclosed by the Issuer on November 4, 2025.
• Voss Value Master Fund, LP holds 2,500,000 shares, representing 1.05% of the class.
• Voss Value-Oriented Special Situations Fund, LP holds 400,000 shares, representing 0.17% of the class.
• Voss Advisors GP, LLC, as general partner, is deemed to beneficially own 2,900,000 shares, representing 1.21% of the class.
• Voss Capital, LP, as investment manager, is deemed to beneficially own 12,125,000 shares, including 9,225,000 shares held in Voss Managed Accounts.
• Travis W. Cocke, as managing member of Voss Capital and Voss GP, is deemed to beneficially own 12,125,000 shares.
• The securities were not acquired and are not held for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 7

Explanation: The disclosure of a new significant institutional ownership stake (over 5%) by a value-oriented firm is generally viewed positively, indicating a belief in the company's underlying value and future prospects. It does not, however, provide operational or financial performance updates.

Positives

• Increased institutional ownership by Voss Capital, a value-oriented investment firm, may signal confidence in Genius Sports Ltd's long-term prospects.
• The filing indicates a significant stake, potentially providing a stable shareholder base.

Risks

• The filing itself does not detail operational risks for Genius Sports Ltd; it is a disclosure of ownership.

Future Outlook

This filing does not contain any forward-looking statements or guidance from Genius Sports Ltd or the reporting persons regarding the issuer's future performance.

Industry Context

The disclosure of a significant stake by an institutional investor like Voss Capital in a sports data and technology company such as Genius Sports Ltd can be viewed as a vote of confidence in the growth potential of the sports betting and data industry. Such filings often attract attention from other investors, signaling potential value or strategic interest in the sector.

Stakeholder Impact

• Shareholders: May view the increased institutional ownership as a positive signal, potentially leading to increased investor confidence and demand for the stock.
• Management: The presence of a significant institutional investor may lead to increased scrutiny or engagement regarding corporate strategy and performance.

Key Dates

Recommendation

The filing indicates a significant institutional investor has taken a substantial stake, which is generally a positive signal. However, this filing alone does not provide enough operational or financial data to warrant a 'buy' or 'strong buy' recommendation. It primarily reflects a change in ownership structure rather than fundamental business performance. Investors should 'hold' and monitor future company performance and further disclosures from both the company and the investor.

Keywords

Genius Sports, Voss Capital, Institutional Ownership, Schedule 13G, Beneficial Ownership, Ordinary Shares, Investment Firm, G3934V109