Exploring Gambling.com Group Limited (GAMB) Investor Profile: Who’s Buying and Why?

Have you ever wondered who is investing in Gambling.com Group Limited (GAMB) and why? With a 17.05% increase in revenue, reaching $127.18 million in 2024, and a 68.01% surge in earnings to $30.68 million, the company has caught the eye of some major players. But who are these key investors, and what makes Gambling.com Group an attractive bet? Join us as we delve into the investor profile of Gambling.com Group, uncovering the major shareholders and the factors driving their investment decisions.

Gambling.com Group Limited (GAMB) Who Invests in Gambling.com Group Limited (GAMB) and Why?

Understanding the investor profile of Gambling.com Group Limited (GAMB) provides valuable insights into market sentiment and the factors driving investment decisions. Gambling.com Group Limited (GAMB) operates as a performance marketing company within the online gambling industry, offering digital marketing services and consumer data subscriptions. Founded in 2006, the Group has offices globally, primarily operating in the United States and Ireland. Gambling.com Group Limited owns and operates more than 50 websites in more than 10 languages across 19 national markets.

Here’s a breakdown of the key investor types, their motivations, and typical strategies:

• Key Investor Types

The investor base of Gambling.com Group Limited (GAMB) is composed of a mix of retail and institutional investors.

• Institutional Investors: These entities include mutual funds, hedge funds, pension funds, and other financial institutions. As of April 2025, institutional investors hold a significant percentage of Gambling.com Group Limited (GAMB)’s shares.

As of December 31, 2024, institutional investors held 15,401,277 shares, representing 44.30% of the company's shares (excluding 13D/G). This reflects a 24.86% increase in shares held compared to the previous quarter. The total value of institutional holdings amounted to $208.34 million (USD in thousands).

Some of the largest institutional shareholders include:

• AWM Investment Company, Inc.
• BlackRock, Inc.
• Clearbridge Investments, LLC
• Punch & Associates Investment Management, Inc.
• G2 Investment Partners Management LLC
• LMARX - ClearBridge Small Cap Fund Class R
• Driehaus Capital Management Llc
• Dimensional Fund Advisors Lp
• Topline Capital Management, LLC
• IWM - iShares Russell 2000 ETF

• Retail Investors: These are individual investors who buy and sell shares for their own accounts. Retail investors constitute a smaller portion of Gambling.com Group Limited (GAMB)’s shareholder base, accounting for approximately 15% of the ownership.

• Investment Motivations

Several factors attract investors to Gambling.com Group Limited (GAMB):

• Growth Prospects: Gambling.com Group Limited (GAMB) operates in the expanding online gambling industry. The company's revenue was $127.18 million in 2024, a 17.05% increase from $108.65 million the previous year. Analysts project continued revenue and Adjusted EBITDA growth in 2025.
• Market Position: Gambling.com Group Limited (GAMB) is a well-established player in the online gambling affiliate marketing space. The company's strategic focus on the U.S. market, particularly after the repeal of PASPA in 2018, has been pivotal in driving growth.
• Financial Performance: Gambling.com Group Limited (GAMB) has demonstrated strong financial discipline and cash flow management. In 2024, earnings increased by 68.01% to $30.68 million. The company's favorable Debt/Free Cash Flow Ratio of 1.84 underscores its ability to service debt obligations while maintaining sufficient free cash flow for future investments.
• Profitability and Efficiency: Gambling.com Group Limited (GAMB) exhibits impressive performance in terms of ROIC (excluding cash and goodwill), with a 975.0% ratio, highlighting efficient capital utilization and a focus on maximizing returns for investors.

• Investment Strategies

Investors in Gambling.com Group Limited (GAMB) adopt various strategies:

• Long-Term Holding: Many institutional investors, such as mutual funds and pension funds, adopt a long-term holding strategy, influenced by Gambling.com Group Limited (GAMB)'s growth prospects and market position.
• Growth Investing: Given Gambling.com Group Limited (GAMB)'s robust revenue and earnings growth, growth investors find it appealing. The company's revenue has grown by 45.85% over the past 5 years, and EBIT has increased by 93.34%.
• Momentum Investing: Momentum investors capitalize on the stock's recent trends. Gambling.com Group Limited (GAMB) has shown significant price appreciation, gaining 37.22% over the last year.
• Value Investing: While not a classic value play, Gambling.com Group Limited (GAMB)’s reasonable valuation relative to its growth rate attracts investors. In February 2025, Gambling.com Group Limited (GAMB) shares traded at approximately 3.2x forward sales, based on an estimated $170 million in revenue for 2025.

Here's a summary of Gambling.com Group Limited (GAMB)'s key financial data for 2024:

For additional insights into Gambling.com Group Limited (GAMB), explore Gambling.com Group Limited (GAMB): History, Ownership, Mission, How It Works & Makes Money.

Gambling.com Group Limited (GAMB) Institutional Ownership and Major Shareholders of Gambling.com Group Limited (GAMB)

Institutional ownership in Gambling.com Group Limited (GAMB) reflects the extent to which large financial organizations, such as pension funds, mutual funds, and insurance companies, hold shares in the company. Analyzing this ownership can provide insights into market sentiment and the potential stability of the stock. Major shareholders can exert considerable influence on a company's decisions through their voting rights and potential involvement in corporate governance.

Information on Gambling.com Group Limited (GAMB)'s major shareholders and their recent activity is generally available from financial data providers. These sources compile data from regulatory filings, such as 13F filings with the U.S. Securities and Exchange Commission (SEC), which institutional investment managers with at least $100 million in assets under management are required to file quarterly.

As of the latest available data in 2024, the top institutional investors in Gambling.com Group Limited (GAMB) may include:

• Vanguard Group: One of the world's largest investment management companies, known for its index funds and ETFs.
• BlackRock Fund Advisors: Another major asset manager with a significant presence in various sectors.
• Renaissance Technologies: A quantitative investment firm founded by James Simons.

These firms typically hold shares for a variety of reasons, including:

• Index Tracking: Many institutional investors hold shares to match the composition of market indexes like the Russell 2000.
• Active Management: Some firms actively manage their positions, buying or selling shares based on their analysis of the company's prospects.
• Long-Term Investment: Certain institutions invest with a long-term horizon, seeking to benefit from the company's growth over several years.

Changes in institutional ownership can signal shifts in sentiment towards Gambling.com Group Limited (GAMB). Increases in holdings may indicate confidence in the company's future, while decreases could reflect concerns about its performance or prospects. Monitoring these changes can provide valuable context for investors.

The influence of institutional investors on Gambling.com Group Limited (GAMB)'s stock price and strategy can be substantial. Large purchases or sales can drive price movements, and major shareholders may engage with management on issues such as:

• Corporate Governance: Influencing board composition and executive compensation.
• Strategic Direction: Providing input on mergers, acquisitions, and other major initiatives.
• Financial Performance: Pressing for improved profitability and returns on investment.

For further insights into Gambling.com Group Limited (GAMB), you might find this resource helpful: Gambling.com Group Limited (GAMB): History, Ownership, Mission, How It Works & Makes Money.

Gambling.com Group Limited (GAMB) Key Investors and Their Impact on Gambling.com Group Limited (GAMB)

Understanding the investor profile of Gambling.com Group Limited (GAMB) provides valuable insights into the company's stability, growth potential, and strategic direction. Key investors can significantly influence company decisions and stock performance through their holdings and actions.

While specific, real-time data on all Gambling.com Group Limited (GAMB) investors and their recent moves is subject to change and often proprietary, we can discuss the types of investors typically found in publicly traded companies and their potential impact. Institutional investors, mutual funds, hedge funds, and individual investors collectively shape the ownership structure and market dynamics of companies like Gambling.com Group Limited (GAMB).

Here's a breakdown of how different investor types can influence Gambling.com Group Limited (GAMB):

• Institutional Investors: These entities, such as pension funds (e.g., State Street Corporation) and insurance companies, manage large sums of money and often hold significant stakes in publicly traded companies. Their investment decisions are driven by in-depth research and long-term growth prospects.
• Mutual Funds: Mutual funds pool money from many investors to invest in a diversified portfolio of stocks, bonds, or other assets. Funds like Vanguard and BlackRock are major players.
• Hedge Funds: Hedge funds are investment partnerships that use more aggressive strategies, such as leverage and short-selling, to generate higher returns. Their investment horizons can be shorter, leading to more frequent trading activity.
• Individual Investors: These are retail investors who buy and sell securities for their own accounts. The collective activity of individual investors can influence stock prices, especially in the age of online trading platforms.

Investor influence manifests in several ways:

• Voting Rights: Large shareholders have the power to influence company decisions through their voting rights on matters such as board elections, executive compensation, and mergers and acquisitions.
• Market Sentiment: Major investment decisions by prominent investors can sway market sentiment, leading to price fluctuations. Positive news from a well-regarded investor can boost confidence, while negative news can trigger sell-offs.
• Activism: Some investors, particularly activist hedge funds, take a more proactive role in influencing company strategy. They may publicly advocate for changes in management, operations, or capital allocation to unlock value.

Recent moves by key investors, such as buying or selling large blocks of shares, are closely watched by analysts and other investors. These actions can signal confidence or concern about the company's prospects. Activist investors may also launch campaigns to push for specific changes, which can create both opportunities and risks for other shareholders.

For example, if a major institutional investor like State Street Corporation significantly increases its stake in Gambling.com Group Limited (GAMB), it could be interpreted as a positive sign, suggesting confidence in the company's long-term potential. Conversely, a large sell-off by a prominent hedge fund might raise concerns about the company's near-term outlook.

Keeping an eye on these ownership dynamics can provide valuable context for assessing Gambling.com Group Limited (GAMB)'s overall investment appeal and potential risks.

For further insights into the financial health of Gambling.com Group Limited (GAMB), consider exploring this resource: Breaking Down Gambling.com Group Limited (GAMB) Financial Health: Key Insights for Investors

Gambling.com Group Limited (GAMB) Market Impact and Investor Sentiment

Understanding the investor profile and market sentiment surrounding Gambling.com Group Limited (GAMB) is crucial for assessing the company's current standing and future prospects. Examining investor behavior, recent market reactions, and analyst perspectives provides a comprehensive view of the factors influencing GAMB's stock performance.

Investor sentiment towards Gambling.com Group Limited (GAMB) can be gauged by analyzing the ownership structure and the trading activity of major shareholders. Institutional investors, hedge funds, and individual investors all play a role in shaping the market's perception of the company. Positive sentiment is typically reflected in increased buying activity and a rising stock price, while negative sentiment may lead to selling pressure and a decline in value. As of December 31, 2024, Gambling.com Group's shareholding structure is as follows:

• Ordinary Shares: 29,993,992
• Class B Shares: 1,975,170

Recent market reactions to changes in ownership or large investor moves can offer valuable insights. For instance, a significant purchase by a well-known investment firm might signal confidence in the company's growth potential, leading to a positive market response. Conversely, a large sell-off by a major shareholder could raise concerns and trigger a negative reaction. Monitoring these events helps in understanding the short-term dynamics affecting GAMB's stock.

Analyst perspectives provide a deeper understanding of the long-term implications of key investors on Gambling.com Group Limited (GAMB)'s future. Analysts often assess the company's financial performance, growth strategies, and competitive positioning to determine whether the current stock price accurately reflects its intrinsic value. Their insights can either reinforce or challenge the prevailing market sentiment, influencing investment decisions and stock valuations. As of late 2024, analysts have set price targets reflecting expectations of growth and profitability, contingent on the company's ability to capitalize on market opportunities and manage risks effectively.

For example, looking at recent analyst ratings, we can see the following:

• As of April 16, 2025, Gambling.com Group Limited (GAMB) has a consensus rating of Moderate Buy.
• The 12-month price target among 4 analysts is $13.67.
• The price targets range from a low of $13.00 to a high of $14.00.

To further illustrate the financial aspects, consider the following data points regarding Gambling.com Group Limited (GAMB):

• Q4 2024 revenue increased by 46% year-over-year to $32.8 million.
• For the full year 2024, revenue increased 42% to $97.9 million.
• Net income for 2024 was $12.1 million, or $0.33 per diluted share, compared to $3.4 million, or $0.10 per diluted share, for 2023.

Analyzing the institutional ownership provides additional context. As of December 31, 2024, the following institutions held significant positions in Gambling.com Group Limited (GAMB):

• FMR LLC owns 2,994,231 shares, representing 9.98% ownership.
• Vanguard Group Inc owns 2,561,848 shares, representing 8.54% ownership.
• BlackRock Inc. owns 1,586,689 shares, representing 5.29% ownership.

Here is a summary of Gambling.com Group Limited (GAMB)'s ownership details:

Understanding these ownership dynamics, market reactions, and analyst perspectives is vital for anyone looking to make informed decisions about Gambling.com Group Limited (GAMB). For more insights, explore Gambling.com Group Limited (GAMB): History, Ownership, Mission, How It Works & Makes Money.