Stocks Technology IIIV
NASDAQ · Technologyi3 Verticals, Inc. (IIIV)
i3 Verticals, Inc. brought in $218.2M of revenue over the twelve months to June 30, 2026, up 4.1% from a year earlier. Net income was $8.5M, a net margin of 3.9%. Operating cash flow minus capital spending left $3.8M of free cash flow in fiscal 2025. At June 30, 2026 it held $2.6M in cash against $114.3M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on August 7, 2026.
Key facts about i3 Verticals, Inc.
- Net worth
- i3 Verticals, Inc. has a market value (market cap) of $508.5M at the latest share price, and shareholders' equity of $280.5M on its balance sheet at June 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $213.2M (+11.5% year on year), with net income of $17.9M. Over the 12 months to June 30, 2026: revenue $218.2M, net income $8.5M.
- Cash flow
- In fiscal 2025 operations brought in $5.7M of cash; after $1.9M of capital spending, free cash flow was $3.8M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on August 7, 2026 and covers the period to June 30, 2026. Open on SEC EDGAR
- Next earnings report
- i3 Verticals, Inc.'s next report is expected around November 16, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
What i3 Verticals, Inc. does
i3 Verticals, Inc. is registered with the SEC under industry code SIC 7372 (Services-Prepackaged Software). Its shares trade on NASDAQ under the ticker IIIV.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $213.2M | $17.9M | $0.72 | $3.8M |
| 2024 | $191.2M | $113.3M | $4.73 | $45.4M |
| 2023 | $189.7M | -$811K | -$0.07 | $33M |
| 2022 | $187.8M | -$17.1M | -$0.77 | $41.5M |
| 2021 | $224.1M | -$4.5M | -$0.22 | $42.6M |
| 2020 | $150.1M | -$419K | -$0.03 | $20.8M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where IIIV ranks in Technology
Latest SEC filings
What i3 Verticals, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- October 30, 2026Passive stake (5% or more) SCHEDULE 13G
- October 20, 2026Passive stake changed SCHEDULE 13G/A
- October 9, 2026Material agreement8-Ki3 Verticals subsidiary i3 Verticals, LLC entered into an amended and restated credit agreement providing a $350 million senior secured revolving credit facility.
- September 30, 2026Passive stake (5% or more) SCHEDULE 13G
- August 14, 2026Passive stake (5% or more) SCHEDULE 13G
- August 14, 2026Passive stake (5% or more) SCHEDULE 13G
- August 14, 2026Passive stake (5% or more) SCHEDULE 13G
- August 11, 2026Passive stake changed SCHEDULE 13G/A
- August 7, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 2.2% to $53.1M versus the same quarter last year; diluted EPS $0.18 versus $0.50.
- August 6, 2026
What is IIIV worth? A DCF from its reported cash flow
Insider trades
What the people running i3 Verticals, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider bought or sold shares on the open market in the last 90 days. The 1 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| September 20, 2026 | Smith Geoffrey C.Chief Financial Officer | Shares withheld for tax | 1,476 | $21.8K |
| May 14, 2026 | Daily Gregory SChief Executive Officer, Director, 10% owner | Boughtindirect | 50,000 | $961.5K |
| March 6, 2026 | Christians PaulChief Revenue Officer | Sold | 6,122 | $142.2K |
| February 11, 2026 | Whitson Clay MChief Strategy Officer, Director | Shares withheld for tax | 4,337 | $94.9K |
| February 11, 2026 | Maple PaulGeneral Counsel and Secretary | Shares withheld for tax | 3,349 | $73.3K |
| February 11, 2026 | Stanford FrederickPresident | Shares withheld for tax | 4,626 | $101.2K |
| February 11, 2026 | Smith Geoffrey C.Chief Financial Officer | Shares withheld for tax | 4,338 | $94.9K |
| February 11, 2026 | Christians PaulChief Revenue Officer | Shares withheld for tax | 3,878 | $84.9K |
Who owns IIIV
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Forager Capital Management, LLC13G, passive with 3 related filers | 6.1% | September 30, 2026 |
| Crosslink Capital, Inc.13G, passive with 1 related filers | 5.7% | August 14, 2026 |
| Punch & Associates Investment Management, Inc.13G, passive | 5.6% | August 14, 2026 |
| North Reef Capital Management LP13G, passive with 2 related filers | 5.5% | August 14, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 134 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 1,802,534 | +26,578 |
| First Eagle Investment Management, LLC | 1,446,018 | +1,063,881 |
| Geneva Capital Management LLC | 1,190,152 | -365,752 |
| AltraVue Capital, LLC | 1,120,046 | -50,100 |
| Crosslink Capital Inc | 1,117,986 | +151,985 |
| Punch & Associates Investment Management, Inc. | 1,099,486 | +66,880 |
| North Reef Capital Management LP | 1,075,000 | +50,000 |
| Heartland Advisors Inc | 965,250 | +358,300 |
| Forager Capital Management, LLC | 864,574 | +285,173 |
| Jennison Associates LLC | 856,628 | -13,423 |
| Vanguard Capital Management LLC | 814,517 | -148,633 |
| State Street Corp | 719,056 | +25,447 |
| Vanguard Portfolio Management LLC | 693,367 | +5,638 |
| Dimensional Fund Advisors LP | 679,679 | +62,828 |
| Royce & Associates LP | 651,201 | +67,776 |
| Geode Capital Management, LLC | 533,827 | -4,884 |
| UBS Group AG | 411,915 | -8,272 |
| Wasatch Advisors LP | 377,435 | +25,631 |
| Nicholas Company, Inc. | 293,717 | -110 |
| Jane Street Group, LLC | 280,157 | new |
Insiders
13 insiders reported holding 674,168 shares in total, about $13M at the last price.
| Holder | Shares |
|---|---|
| Wilds David MDirector | 278,579 |
| Whitson Clay MChief Strategy Officer, Director | 70,928 |
| Smith Geoffrey C.Chief Financial Officer | 54,819 |
| Laisure ChristopherPresident - Public Sector | 52,341 |
| Daily Gregory SChief Executive Officer, Director, 10% owner | 50,00050,000 held indirectly |
| Maple PaulGeneral Counsel and Secretary | 39,017 |
| Stanford FrederickPresident | 35,374 |
| Christians PaulChief Revenue Officer | 31,250 |
| Morgan David K.Director | 20,372 |
| Mckenna TimothyDirector | 10,372 |
Questions about IIIV
What does i3 Verticals, Inc. do?
i3 Verticals, Inc. is a company in the Technology sector, listed on NASDAQ as IIIV. Its shares trade on NASDAQ under the ticker IIIV.
What is i3 Verticals, Inc.'s net worth?
i3 Verticals, Inc. has a market value (market cap) of $508.5M at the latest share price, and shareholders' equity of $280.5M on its balance sheet at June 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is i3 Verticals, Inc. profitable?
Yes. Over the twelve months to June 30, 2026 it reported net income of $8.5M on revenue of $218.2M, a net margin of 3.9%.
How much revenue does i3 Verticals, Inc. make?
Over the twelve months to June 30, 2026 i3 Verticals, Inc. reported revenue of $218.2M. That is 4.1% more than a year earlier.
When did i3 Verticals, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on August 7, 2026. It covers the period to June 30, 2026. Its newest filing of any kind is the passive stake (5% or more) from October 30, 2026.
When is i3 Verticals, Inc.'s next earnings report?
i3 Verticals, Inc.'s next report is expected around November 16, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values i3 Verticals, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.