System1
About: System1 Inc develops technology and data science to operate a responsive acquisition marketing platform. It serves customers in the areas of health and wellness, automotive, finance, travel, and entertainment. The company's segment includes Owned and Operated Advertising (O&O); and Partner Network. It generates maximum revenue from the Owned and Operated Advertising (O&O) segment. Geographically, it operates in United States and Other countries.
Employees: 300
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
36% more capital invested
Capital invested by funds: $13.2M [Q1] → $17.9M (+$4.74M) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
0.33% less ownership
Funds ownership: 4.64% [Q1] → 4.31% (-0.33%) [Q2]
27% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 15
37% less funds holding
Funds holding: 54 [Q1] → 34 (-20) [Q2]
77% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 26
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Benchmark
Daniel Kurnos
|
$10
|
Buy
Maintained
|
8 Aug 2025 |
Financial journalist opinion