i3 Verticals, Inc. (IIIV)

Price$16.60Cached quote
IIIVNasdaq
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Financial charts

Revenue

Net income

Total cash / debt

CashTotal debt

Financial statements

10 annual periodsNewest to oldest
2025202420232022202120202019201820172016
Revenue$213.2M$191.2M$189.7M$187.8M$224.1M$150.1M$376.3M$323.5M$262.6M$199.6M
Gross profit$146.6M$130.7M$333.3M$282.7M$195.3M$123.4M$106.9M$83.2M$56.8M$45.6M
Gross margin68.76%68.35%175.73%150.59%87.16%82.16%28.40%25.71%21.62%22.83%
Operating expenses$209.4M$186.9M$194.1M$210.9M$224.1M$142.4M$369.9M$311.1M$255.0M$195.7M
Operating income$3.8M$4.4M−$4.4M−$23.1M−$12,000$7.8M$6.4M$12.4M$7.6M$4.0M
Operating margin1.77%2.28%−2.33%−12.33%−0.01%5.18%1.70%3.82%2.89%1.99%
EBITDA$31.7M$29.9M$18.9M−$3.8M$24.4M$26.0M$23.0M$24.2M$17.7M$13.9M
EBITDA margin14.86%15.64%9.97%−2.03%10.89%17.31%6.10%7.48%6.74%6.94%
Net income$17.9M$113.3M−$811,000−$17.1M−$4.5M−$419,000−$3.0M−$6.9M$902,000−$2.1M
Net profit margin8.38%59.27%−0.43%−9.11%−1.99%−0.28%−0.81%−2.13%0.34%−1.05%
Basic EPSper basic share$0.75$4.84-$0.04-$0.77-$0.21-$0.03-$0.29$0.08——
Diluted EPSper diluted share$0.72$4.73-$0.07-$0.77-$0.22-$0.03-$0.29$0.08——

Owners

Reported shareholders

Reference date Jun 30, 2026
BlackRock, Inc. · 9.88% of listed sharesFirst Eagle Investment Management, LLC · 7.93% of listed sharesGENEVA CAPITAL MANAGEMENT LLC · 6.52% of listed sharesAltraVue Capital, LLC · 6.14% of listed sharesCROSSLINK CAPITAL INC · 6.13% of listed sharesPUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. · 6.03% of listed sharesNorth Reef Capital Management LP · 5.89% of listed sharesHEARTLAND ADVISORS INC · 5.29% of listed sharesForager Capital Management, LLC · 4.74% of listed sharesJENNISON ASSOCIATES LLC · 4.70% of listed sharesVANGUARD CAPITAL MANAGEMENT LLC · 4.47% of listed sharesSTATE STREET CORP · 3.94% of listed sharesVANGUARD PORTFOLIO MANAGEMENT LLC · 3.80% of listed sharesDIMENSIONAL FUND ADVISORS LP · 3.73% of listed sharesROYCE & ASSOCIATES LP · 3.57% of listed sharesLAISURE CHRISTOPHER · ≈3.47% of listed sharesGEODE CAPITAL MANAGEMENT, LLC · 2.93% of listed sharesT. Rowe Price Investment Management, Inc. · 2.53% of listed sharesUBS Group AG · 2.26% of listed sharesWASATCH ADVISORS LP · 2.07% of listed shares
9.88%of listed shares
BlackRock, Inc.1.8M shares · Jun 30, 2026
View holders
Top 20 reported holders of IIIV
Holder% owned
BlackRock, Inc.
9.88%1.8M shares
First Eagle Investment Management, LLC
7.93%1.45M shares
GENEVA CAPITAL MANAGEMENT LLC
6.52%1.19M shares
AltraVue Capital, LLC
6.14%1.12M shares
CROSSLINK CAPITAL INC
6.13%1.12M shares
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
6.03%1.1M shares
North Reef Capital Management LP
5.89%1.08M shares
HEARTLAND ADVISORS INC
5.29%965.25K shares
Forager Capital Management, LLC
4.74%864.57K shares
JENNISON ASSOCIATES LLC
4.70%856.63K shares
VANGUARD CAPITAL MANAGEMENT LLC
4.47%814.52K shares
STATE STREET CORP
3.94%719.06K shares
VANGUARD PORTFOLIO MANAGEMENT LLC
3.80%693.37K shares
DIMENSIONAL FUND ADVISORS LP
3.73%679.68K shares
ROYCE & ASSOCIATES LP
3.57%651.2K shares
LAISURE CHRISTOPHER
≈3.47%632.24K shares
GEODE CAPITAL MANAGEMENT, LLC
2.93%533.83K shares
T. Rowe Price Investment Management, Inc.
2.53%461.79K shares
UBS Group AG
2.26%411.92K shares
WASATCH ADVISORS LP
2.07%377.44K shares

Percentages use 18.24M shares of this listed class outstanding on Jun 30, 2026. ≈ compares the latest reported holding with a share total from a different date; it is not a confirmed current stake.

Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.

Source: SEC Form 13F ↗Updated Sep 29, 2026 · Quarterly data

Insider buys & sells

Jul 1, 2024–Jun 30, 2026
Buys4$3.25M disclosed value
Sells (SEC code S)16$11.06M disclosed value
20 recent transactions
TransactionInsiderTypeSharesPriceValueOwned after
May 14, 2026Form 4DAILY GREGORY SChief Executive OfficerBuyClass A common stock, par value $0.0001 per share · indirect50.0K$19.23$961.5K50.0K
Mar 6, 2026Form 4CHRISTIANS PAULChief Revenue OfficerSellClass A common stock, par value $0.0001 per share6.1K$23.23$142.2K31.3K
Dec 10, 2025Form 4WILDS DAVID MDirectorBuyCommon Units · derivative7.5K$24.50$185.0K268.2K
Dec 10, 2025Form 4WILDS DAVID MDirectorSellCommon Units · derivative · indirect7.5K$24.50$185.0K0
Dec 3, 2025Form 4CHRISTIANS PAULChief Revenue OfficerSellClass A common stock, par value $0.0001 per share9.0K$23.27$209.4K45.8K

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