Welcome to our dedicated page for i3 Verticals SEC filings (Ticker: IIIV), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
i3 Verticals, Inc. filings document the public-company reporting record for a Nasdaq-listed public-sector software provider. Form 8-K reports furnish quarterly and annual operating results, financial condition information and Regulation FD supplemental presentations tied to continuing operations and recurring-revenue metrics.
The company’s proxy and annual meeting disclosures cover board elections, auditor ratification, executive compensation matters and stockholder voting for Class A and Class B common stock. Other filings and current reports address capital-structure actions such as Class A common stock repurchase programs, governance changes and material events affecting the company’s reporting obligations.
Crosslink Capital, Inc. and Michael J. Stark report beneficial ownership of i3 Verticals, Inc. Class A common stock on a Schedule 13G. As of June 30, 2026, funds advised by Crosslink beneficially owned 1,117,986 shares, representing 5.7% of the Class A common stock.
All 1,117,986 shares are reported with shared voting and dispositive power and no sole power. Stark is the control person of Crosslink. The ownership percentage is based on 19,549,833 shares outstanding as of May 7, 2026.
North Reef Capital Management LP, together with North Reef Capital Management GP LLC and James Hanna, III, reports beneficial ownership of 1,075,000 shares of i3 Verticals, Inc. Class A common stock. This represents 5.50% of the class. The group has shared voting and dispositive power over all 1,075,000 shares and no sole voting or dispositive power.
Punch & Associates Investment Management, Inc. reported beneficial ownership of 1,099,486 shares of i3 Verticals, Inc. common stock. This represents 5.6% of the class. Punch & Associates has sole voting power and sole dispositive power over all of these shares, with no shared voting or dispositive authority.
William Blair Investment Management, LLC filed an amended Schedule 13G indicating it no longer holds a reportable position in i3 Verticals, Inc. common stock. The filer reports 0 shares beneficially owned, representing 0.0% of the class, with no sole or shared voting or dispositive power.
The filing states that William Blair Investment Management, LLC now has ownership of 5 percent or less of i3 Verticals’ common stock, confirming the complete absence of beneficial ownership as of the report.
i3 Verticals, Inc. generated third‑quarter 2026 revenue from continuing operations of $53,067, up from $51,901 a year earlier. Income from continuing operations attributable to the company improved to $3,620 from a loss of $410, and for the nine months ended June 30, 2026 rose to $5,660 from $2,464.
Total net income attributable to i3 Verticals, Inc., including discontinued operations, was $3,482 for the quarter and $5,430 year‑to‑date, below the prior year’s $12,882 and $14,784, which had included large gains on the 2025 divestiture of the Healthcare RCM Business.
Operating cash flow strengthened to $38,414 for the nine‑month period, compared with $8,276 used in the prior year. Cash and cash equivalents declined to $2,647 as the company completed a $60,000 acquisition in the transportation market and repurchased 6,056,132 Class A shares for $137,884, funded in part by drawing $114,276 on its revolving credit facility. Goodwill increased to $282,284, and long‑lived intangible assets to $153,599, reflecting recent acquisitions.
i3 Verticals, Inc. reported fiscal third-quarter 2026 results for the three months ended June 30, 2026. Revenue from continuing operations was $53.1 million, up 2.2% year over year. Net income from continuing operations was $5.9 million, compared with a $1.0 million loss a year earlier; net income from continuing operations attributable to i3 Verticals, Inc. was $3.6 million, with diluted EPS from continuing operations of $0.19 versus a $0.03 loss. Results reflect continuing operations after the sales of the Merchant Services and Healthcare RCM businesses, with prior periods recast.
Adjusted EBITDA from continuing operations was $13.3 million, up 4.6%, and represented an adjusted EBITDA margin of 25.1%. Annualized Recurring Revenue from continuing operations reached $174.1 million, an 8.3% increase. Management stated the quarter came in below internal expectations due to weakness in certain non-recurring revenue streams and implementation delays but highlighted the go-live of four material statewide transportation services. The company noted it has repurchased more than 20% of outstanding shares under repurchase programs since October 2024 and revised its fiscal 2026 outlook to revenue of $216,000–$221,000 thousand, adjusted EBITDA of $57,000–$60,000 thousand, and adjusted diluted EPS of $1.08–$1.12.
Vanguard Capital Management LLC, together with certain affiliated entities, reports beneficial ownership of 966,213 shares of i3 Verticals Inc common stock on an amended Schedule 13G. This position represents 4.94% of the outstanding class, indicating ownership of 5 percent or less.
Vanguard has sole power to vote 151,696 shares and sole power to dispose of or direct the disposition of 966,213 shares, with no shared voting or dispositive power. The holdings include securities held by Vanguard funds and client accounts over which these Vanguard entities exercise voting and/or dispositive authority, and no other single person’s interest exceeds 5% of the class.
BlackRock, Inc. reports beneficial ownership of Class A stock of i3 Verticals Inc. BlackRock and certain of its business units hold 1,788,119 shares, representing 9.1% of the Class A stock. It has sole voting power over 1,753,394 shares and sole dispositive power over 1,788,119 shares, with no shared voting or dispositive power.
The position is held on behalf of various underlying clients. No single underlying person is stated to have an interest in more than 5% of i3 Verticals’ outstanding common shares.
i3 Verticals, Inc. furnished an investor presentation used at upcoming conferences, providing an update on its public-sector software business and recent financial performance from continuing operations for the quarter ended March 31, 2026.
Revenue from continuing operations was $57.5 million, with recurring revenue of $45.9 million and Annualized Recurring Revenue of $183.5 million, reflecting 12% year-over-year ARR growth. The company reports that recurring revenue represents 80% of year-to-date 2026 revenue and highlights a GovTech-focused model with over 5,000 contracted customers.
Non‑GAAP adjusted EBITDA from continuing operations for the quarter was $16.6 million, a 29% margin, and free cash flow was $10.9 million with a 66% free cash flow conversion rate. Adjusted diluted EPS from continuing operations was $0.32, compared with GAAP diluted EPS from continuing operations of $0.07. The presentation also describes prior sales of the merchant services and healthcare RCM businesses, which are now reported as discontinued operations.
i3 Verticals, Inc. insider activity shows an indirect open-market share purchase tied to CEO Gregory S. Daily. Daily Family Investment, LLC purchased 50,000 shares of Class A common stock in the open market at a weighted average price of $19.23 per share, with individual trades ranging from $18.72 to $19.35.
These 50,000 shares are held by Daily Family Investment, LLC, where Daily serves as tax matters partner, and he disclaims beneficial ownership except for his pecuniary interest. The filing also reports indirect holdings of 134,800 shares via GSD Family Investments, LLC, 82,087 shares via Hardsworth LLC, 10,796 shares held by his daughter, and 88,544 shares held directly, providing a snapshot of his overall equity exposure.