IIIV at a glance
i3 Verticals, Inc. (IIIV, SEC CIK 1728688) filed its latest 10-K annual report on November 21, 2025, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as September 22, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 30, 2025 (FY2025), i3 Verticals, Inc. (IIIV) reported revenue of $213.2 million (down 7.3% from FY2024) and net income of $17.9 million. Diluted EPS was $0.72.
- As of June 30, 2026, 23 institutional investment managers tracked by SignalX reported holding i3 Verticals, Inc. (IIIV) shares worth $126.6 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by CHRISTIANS PAUL on March 6, 2026 of 6,122 shares at $23.23 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $213.2M
- −7.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 23 funds
- $126.6M · +1 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No material risk-factor changes from the September 30, 2025 Form 10-K
AI summary of the IIIV 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Supplemental presentation covers i3 Verticals’ three months ended June 30, 2026
- Exhibit 99.2 contains additional financial information relevant to fiscal-year 2026 results
Item 7.01: Regulation FD Disclosure
- Exhibit 99.1 is a presentation accompanying i3 Verticals’ Regulation FD disclosure
- Presentation content is the primary source for assessing the disclosed investor-relevant information
Item 8.01: Other Events
- New $100 million Class A share repurchase authorization approved May 12, 2026
- Prior February 5, 2026 authorization fully expended, signaling continued capital-return commitment
AI summaries of IIIV 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for IIIV
Don't miss the next IIIV filing
- Alerts as it files. A push when IIIV files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut IIIV, by share count.
- Ask anything. An AI agent that reads every IIIV filing and answers with sources.
IIIV alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| SMITH GEOFFREY C. | F | Sep 20, 2026 | 1,476 | $14.78 |
| CHRISTIANS PAUL | Sell | Mar 6, 2026 | 6,122 | $23.23 |
| MAPLE PAUL | F | Feb 11, 2026 | 3,349 | $21.88 |
| STANFORD FREDERICK | F | Feb 11, 2026 | 4,626 | $21.88 |
| CHRISTIANS PAUL | F | Feb 11, 2026 | 3,878 | $21.88 |
| SMITH GEOFFREY C. | F | Feb 11, 2026 | 4,338 | $21.88 |
| WHITSON CLAY M | F | Feb 11, 2026 | 4,337 | $21.88 |
| LAISURE CHRISTOPHER | F | Feb 11, 2026 | 2,456 | $21.88 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $229.9M | $213.2M |
| Operating Income | $22.7M | $6.9M | $3.8M |
| Net Income | - | $113.3M | $17.9M |
| Op. Margin | - | 3.0% | 1.8% |
| Net Margin | - | 49.3% | 8.4% |
| Balance Sheet | |||
| Total Assets | $881.5M | $730.7M | $638.4M |
| Equity | $236.7M | $379.7M | $389.6M |
| ROE | - | 29.8% | 4.6% |
| Per Share | |||
| EPS | - | $4.73 | $0.72 |
| Cash Flow | |||
| Operating CF | - | $48.4M | $5.7M |
| CapEx | $4.2M | $3.0M | $1.9M |
Source: XBRL data in i3 Verticals, Inc. (IIIV)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate IIIV share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 23 | $126.6M |
| Q1 2026 | 22 | $134.9M |
| Q4 2025 | 18 | $156.3M |
| Q3 2025 | 20 | $204.0M |
| Q2 2025 | 22 | $175.0M |
| Q1 2025 | 24 | $108.4M |
| Q4 2024 | 17 | $96.1M |
| Q3 2024 | 13 | $56.6M |
- Citadel Advisors LLC+208.8K (+396%)
- Dimensional Fund Advisors+62.8K (+10%)
- BlackRock+26.6K (+1%)
- State Street Corp+25.4K (+4%)
- Goldman Sachs Group+25.4K (+20%)
- Raymond James Financial−455.2K (-91%)
- Vanguard Capital Management LLC−148.6K (-15%)
- Bank of America Corp−49.7K (-51%)
- Morgan Stanley−12.2K (-16%)
- Wells Fargo & Co−7.9K (-30%)
- Renaissance Technologies LLC+191.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 159 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
IIIV filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 22, 2026 | - | - | - |
| SC 13G | Aug 14, 2026 | - | - | |
| SC 13G | Aug 14, 2026 | - | - | |
| SC 13G | Aug 14, 2026 | - | - | |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 8-K | Jun 2, 2026 | - | Analysis | |
| 8-K | May 12, 2026 | - | Analysis | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | May 7, 2026 | - | - | |
| 8-K | May 7, 2026 | - | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| 4 | Mar 9, 2026 | - | - | - |
| 8-K | Mar 3, 2026 | - | Analysis | - |
| 4 | Feb 12, 2026 | - | - | |
| 4 | Feb 12, 2026 | - | - | |
| 4 | Feb 12, 2026 | - | - | |
| 4 | Feb 12, 2026 | - | - | |
| 4 | Feb 12, 2026 | - | - | |
| 4 | Feb 12, 2026 | - | - | |
| 4 | Feb 12, 2026 | - | - | |
| 4 | Feb 12, 2026 | - | - | |
| 4 | Feb 12, 2026 | - | - | |
| 4 | Feb 12, 2026 | - | - | |
| 4 | Feb 12, 2026 | - | - |
Related Information Technology companies
- DDD · 3D SYSTEMS CORPServices-Prepackaged Software
- ACIW · ACI WORLDWIDE, INC.Services-Prepackaged Software
- ADBE · Adobe Inc.Services-Prepackaged Software
- AISP · Airship AI Holdings, Inc.Services-Prepackaged Software
- ALRM · Alarm.com Holdings, Inc.Services-Prepackaged Software
- ALKT · ALKAMI TECHNOLOGY, INC.Services-Prepackaged Software
- AMPL · Amplitude, Inc.Services-Prepackaged Software
- APPN · APPIAN CORPServices-Prepackaged Software
IIIV SEC filings: frequently asked questions
Which institutions hold IIIV stock?
As of June 30, 2026, the largest i3 Verticals, Inc. (IIIV) holders among the 13F filers tracked by SignalX were BlackRock ($38.5 million), Vanguard Capital Management LLC ($17.4 million), State Street Corp ($15.4 million), Vanguard Portfolio Management LLC ($14.8 million), Dimensional Fund Advisors ($14.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was IIIV's revenue in fiscal year 2025?
For the fiscal year ended September 30, 2025 (FY2025), i3 Verticals, Inc. (IIIV) reported revenue of $213.2 million (down 7.3% from FY2024) and net income of $17.9 million. Diluted EPS was $0.72. The figures come from the XBRL data in the 10-K.
What did IIIV report in its latest 8-K?
i3 Verticals, Inc. (IIIV) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Supplemental presentation covers i3 Verticals’ three months ended June 30, 2026.
What are the latest IIIV SEC filings?
i3 Verticals, Inc. (IIIV) filed its latest 10-K annual report on November 21, 2025, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on September 22, 2026.
What is IIIV's SEC CIK number?
i3 Verticals, Inc. (IIIV)'s SEC Central Index Key (CIK) is 1728688. EDGAR lists every IIIV filing under that number.
Ask anything about IIIV
The research agent reads IIIV's filings, financials, insider trades and 13F holders, then answers with sources.