LPL Financial’s Genius Sports GENI Stock Holding History

LPL Financial’s Portfolio GENI Stock Details GENI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.29M	Buy	291,492 +45,155	+18%	+$321K	﹤0.01%	3926
2025 Q4	$2.71M	Buy	246,337 +32,219	+15%	+$351K	﹤0.01%	3105
2025 Q3	$2.65M	Buy	214,118 +88,181	+70%	+$1.05M	﹤0.01%	3056
2025 Q2	$1.31M	Buy	125,937 +5,187	+4%	+$51.8K	﹤0.01%	3509
2025 Q1	$1.21M	Buy	120,750 +105,279	+680%	+$976K	﹤0.01%	3394
2024 Q4	$134K	Buy	15,471 +685	+5%	+$5.72K	﹤0.01%	4925
2024 Q3	$116K	Buy	+14,786	New	+$103K	﹤0.01%	4866
2022 Q1	–	Sell	-34,370	Closed	-$261K	–	4272
2021 Q4	$261K	Sell	34,370 -34,742	-50%	-$468K	﹤0.01%	3787
2021 Q3	$1.29M	Buy	69,112 +7,579	+12%	+$139K	﹤0.01%	2413
2021 Q2	$1.16M	Buy	+61,533	New	+$1.22M	﹤0.01%	2447

Other funds holding GENI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

LPL Financial's GENI Position: Q1 2026 in Review

LPL Financial increased its Genius Sports (GENI) stake by 18% in Q1 2026, buying an estimated $321K and bringing the position to 291,492 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #3926.

LPL Financial first reported a position in GENI in Q2 2021 and has held it in 10 quarters since. The position peaked at $2.71M in Q4 2025. 273 funds tracked by Wall St. Rank hold GENI as of Q1 2026.

LPL Financial held 291,492 shares of Genius Sports worth $1.29M as of Q1 2026.
LPL Financial bought 45,155 Genius Sports shares in Q1 2026, an estimated $321K.
Genius Sports made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3926 holding.
LPL Financial first reported a position in Genius Sports in Q2 2021 and has held it in 10 quarters since.
LPL Financial's Genius Sports position peaked at $2.71M in Q4 2025.
273 funds tracked by Wall St. Rank held Genius Sports as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.