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Genasys

GNSS on Nasdaq. Market value $65m.

Watch this stockFree. We tell you when something changes.

Should I look at this?

We have not checked this company yet

This is not advice.

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Who owns it

None of the long-term investors we follow own it. 43 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

1 investor owns more than 5%.

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 2 insiders bought $51,950 of shares on the open market.

  • Malhotra R. Rimmy
    Director
    Bought
    Date
    26 August 2026
    Shares
    1,000
    Price
    $1.54
    Value
    $1,545
  • Dodd William H
    Director
    Bought
    Date
    19 February 2026
    Shares
    25,430
    Price
    $1.98
    Value
    $50,351
  • Dodd William H
    Director
    Bought
    Date
    18 February 2026
    Shares
    27
    Price
    $1.97
    Value
    $53

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

None of the serious warning signs we check for were found. 1 thing worth knowing.

We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.

We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 15 Dec 2025, plus the 10-Q filed 13 Aug 2026 and 12 later 8-Ks.

  • One big customer

    Worth knowing

    One customer brings in a big share of sales: 32% last year. Losing that customer would hurt.

    “For the fiscal year ended September 30, 2025, one customer accounted for 32% of revenues, with no other single customer accounting for more than 10% of revenues.”

    From the 10-K filed 15 December 2025, Item 1. Business. Read it in the filing

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.