GEOSPACE TECHNOLOGIES CORP GEOS
COM · Common Stock · CUSIP 37364X109
- SectorTechnology
- IndustryMeasuring & Controlling Devices, NEC
- HeadquartersHouston, TX
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($813.7k this quarter). Holder counts are more reliable. Shares outstanding: 12.8m as of 2025-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $14.26. Options: 5 managers hold calls ($1.0m notional), 6 hold puts ($893.6k).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 31 |
| Q4 2022 | 36 |
| Q1 2023 | 38 |
| Q2 2023 | 38 |
| Q3 2023 | 46 |
| Q4 2023 | 65 |
| Q1 2024 | 71 |
| Q2 2024 | 69 |
| Q3 2024 | 73 |
| Q4 2024 | 73 |
| Q1 2025 | 62 |
| Q2 2025 | 65 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 23 | 15 |
| Q4 2023 | 42 | 13 |
| Q1 2024 | 42 | 23 |
| Q2 2024 | 38 | 43 |
| Q3 2024 | 36 | 30 |
| Q4 2024 | 31 | 29 |
| Q1 2025 | 17 | 42 |
| Q2 2025 | 33 | 40 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $44.3k | $77.5k | 1.75 |
| Q4 2024 | $0 | $0 | — |
| Q1 2025 | $118.4k | $29.6k | 0.25 |
| Q2 2025 | $1.0m | $893.6k | 0.85 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | New | +146.2k |
| ROYAL BANK OF CANADA | Added | +100.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +58.5k |
| First Eagle Investment Management, LLC | Added | +41.5k |
| Informed Momentum Co LLC | New | +38.2k |
| SummitTX Capital, L.P. | New | +37.2k |
| Squarepoint Ops LLC | New | +29.8k |
| GRACE & WHITE INC /NY | Added | +29.0k |
| Brevan Howard Capital Management LP | New | +21.5k |
| Y-Intercept (Hong Kong) Ltd | New | +20.2k |
Biggest sellers
| BlackRock, Inc. | Reduced | -469.1k |
| Glenorchy Capital Ltd | Reduced | -190.0k |
| Peapod Lane Capital LLC | Reduced | -151.9k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -142.6k |
| STATE STREET CORP | Reduced | -107.4k |
| VANGUARD GROUP INC | Reduced | -77.4k |
| NORTHERN TRUST CORP | Reduced | -66.1k |
| STRS OHIO | Sold out | -50.9k |
| CITADEL ADVISORS LLC | Sold out | -35.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Sold out | -33.3k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $698.7k49.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $262.4k18.4k shares |
| SIMPLEX TRADING, LLC | Added | $79.0k5.6k shares |
| GROUP ONE TRADING LLC | New | $7.1k500 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $439.2k30.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $202.5k14.2k shares |
| JANE STREET GROUP, LLC | New | $144.0k10.1k shares |
| SIMPLEX TRADING, LLC | New | $105.0k7.4k shares |
| GROUP ONE TRADING LLC | New | $2.9k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Tieton Capital Management, LLC 13G · institution filed 2025-02-11 | 6.9% |
| GRACE & WHITE INC /NY 13G · institution new · filed 2026-10-07 | 6.1% |
Fell to 5% or below in the last year: DISCIPLINED GROWTH INVESTORS INC /MN (0.0%, 2026-08-14), VANGUARD CAPITAL MANAGEMENT LLC (4.6%, 2026-07-31), VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 2 | $111.1k | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| DISCIPLINED GROWTH INVESTORS INC /MN 0.34% of their portfolio | 1.2m $17.8m | Reduced -23.6k |
| Tieton Capital Management, LLC 4.79% of their portfolio | 859.2k $12.3m | Reduced -4.2k |
| Moors & Cabot, Inc. 0.51% of their portfolio | 764.6k $10.9m | Reduced -21.3k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 679.7k $9.7m | Added +12.5k |
| VANGUARD GROUP INC 0.00% of their portfolio | 658.7k $9.4m | Reduced -77.4k |
| First Eagle Investment Management, LLC 0.01% of their portfolio | 509.4k $7.3m | Added +41.5k |
| BlackRock, Inc. 0.00% of their portfolio | 412.9k $5.9m | Reduced -469.1k |
| GRACE & WHITE INC /NY 0.86% of their portfolio | 330.3k $4.7m | Added +29.0k |
| Glenorchy Capital Ltd 2.04% of their portfolio | 193.9k $2.8m | Reduced -190.0k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 146.2k $2.1m | New |
| De Lisle Partners LLP 0.29% of their portfolio | 144.2k $2.1m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 141.1k $2.0m | Reduced -142.6k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 131.5k $1.9m | Added +4.9k |
| Peapod Lane Capital LLC 1.83% of their portfolio | 128.1k $1.8m | Reduced -151.9k |
| US BANCORP \DE\ 0.00% of their portfolio | 124.0k $1.8m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 101.8k $1.5m | Added +100.8k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 93.3k $1.3m | Reduced -16.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 81.2k $1.2m | Added +58.5k |
| Empowered Funds, LLC 0.01% of their portfolio | 57.1k $813.7k | Added +4.9k |
| STATE STREET CORP 0.00% of their portfolio | 51.2k $730.0k | Reduced -107.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 45.2k $644.6k | Added +600 |
| NORTHERN TRUST CORP 0.00% of their portfolio | 41.0k $584.4k | Reduced -66.1k |
| Informed Momentum Co LLC 0.08% of their portfolio | 38.2k $544.6k | New |
| SummitTX Capital, L.P. 0.02% of their portfolio | 37.2k $530.4k | New |
| IRONWOOD INVESTMENT MANAGEMENT LLC 0.26% of their portfolio | 37.2k $530.0k | Added +2.1k |
| EagleClaw Capital Managment, LLC 0.08% of their portfolio | 36.1k $515.5k | Reduced -4.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 31.5k $449.7k | Added +11.7k |
| Squarepoint Ops LLC 0.00% of their portfolio | 29.8k $425.4k | New |
| Mraz, Amerine & Associates, Inc. 0.06% of their portfolio | 24.1k $343.4k | Reduced -100 |
| Brevan Howard Capital Management LP 0.00% of their portfolio | 21.5k $306.3k | New |
| Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio | 20.2k $287.8k | New |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 16.1k $229.0k | Reduced -26.9k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 15.3k $217.8k | New |
| HRT FINANCIAL LP 0.00% of their portfolio | 15.2k $216.0k | New |
| GSA CAPITAL PARTNERS LLP 0.01% of their portfolio | 14.1k $202.0k | New |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.04% of their portfolio | 13.6k $194.4k | Reduced -5.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 13.0k $186.0k | Added +5.3k |
| ARS Wealth Advisors Group, LLC 0.02% of their portfolio | 12.6k $179.0k | New |
| Jain Global LLC 0.00% of their portfolio | 11.6k $165.1k | New |
| MORGAN STANLEY 0.00% of their portfolio | 7.3k $104.3k | Reduced -10.7k |
| CIBC Private Wealth Group LLC 0.00% of their portfolio | 7.0k $99.8k | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 6.9k $98.6k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 6.2k $88.8k | Reduced -8.6k |
| CITIGROUP INC 0.00% of their portfolio | 5.7k $81.6k | Reduced -2.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 3.6k $50.9k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 2.1k $29.6k | Added +725 |
| UBS Group AG 0.00% of their portfolio | 1.9k $27.4k | Reduced -7.9k |
| FMR LLC 0.00% of their portfolio | 1.2k $16.6k | Reduced -43 |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 1.1k $15.9k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 1.1k $15.7k | Added +600 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 600 $8.6k | Reduced -11.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 448 $6.4k | Reduced -394 |
| CWM, LLC 0.00% of their portfolio | 391 $6.0k | Added +199 |
| Sunbelt Securities, Inc. 0.00% of their portfolio | 300 $3.0k | Unchanged |
| Brooklyn Investment Group 0.00% of their portfolio | 141 $2.0k | New |
| Capital Advisors, Ltd. LLC 0.00% of their portfolio | 122 $2.0k | Unchanged |
| Talon Private Wealth, LLC 0.00% of their portfolio | 112 $1.6k | New |
| REAP Financial Group, LLC 0.00% of their portfolio | 100 $1.4k | New |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 65 $1.0k | New |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 16 $228 | New |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 10 $143 | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2 $29 | Reduced -5.9k |
| BARCLAYS PLC 0.00% of their portfolio | 1 $14 | Reduced -12.3k |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 0 $328 | New |