Via Transportation, Inc. SEC Filings

Via Transportation, Inc. reported Q3 2025 results and detailed its recent IPO. Revenue reached $109.7 million, up 32% from $83.3 million a year ago, driven largely by government customers and U.S. demand. Gross margin improved to 39% from 38%, and operating loss narrowed to $18.9 million. Net loss was $36.9 million, or $1.49 per share.

The company completed its IPO on September 15, issuing 7,142,857 Class A shares at $46.00 for net proceeds of $306.8 million. Certain selling stockholders sold an additional 3,571,428 shares in a secondary offering. On October 14, underwriters exercised their over-allotment option for 1,358,236 shares at $43.102, adding $58.5 million in net proceeds.

Cash and cash equivalents were $378.2 million as of September 30, 2025. Convertible notes of $53.3 million (principal and accrued interest) converted into 1,655,908 Class A shares, resulting in a $10.9 million extinguishment loss. Remaining performance obligations were $291.1 million. As of October 31, 2025, 77,144,637 Class A and 3,846,183 Class B shares were outstanding.

Via Transportation (VIA) received a Schedule 13G reporting that Exor N.V. and Giovanni Agnelli B.V. beneficially own 14,121,131 shares of Class A common stock, or 18.6% of that class, with an event date of September 30, 2025. The reporting persons disclose sole voting and sole dispositive power over these shares.

The percentage is based on 75,510,856 Class A shares outstanding as of September 11, 2025, per an issuer prospectus. Because there are 3,846,183 Class B shares that vote with Class A and carry 10 votes per share, the filing states the stake represents 12.4% of total voting power. Both reporting persons are organized in the Netherlands, and the filing notes Exor N.V. is controlled by Giovanni Agnelli B.V.

Via Transportation, Inc. received a Schedule 13G from 83North affiliates and partner Arnon Dinur reporting beneficial ownership of the company’s Class A common stock.

Mr. Dinur may be deemed to beneficially own 6,243,157 shares, representing 8.2% of the class, including 4,368,121 shares held by 83North II Limited Partnership (shown as 5.8%). The filing cites 75,742,664 Class A shares outstanding as of September 30, 2025.

Via Transportation, Inc. (VIA): Schedule 13G filing — Pitango-affiliated funds reported beneficial ownership of 5,132,117 shares of Class A common stock, representing 6.8% of the outstanding Class A. The percentage is calculated against 75,510,856 Class A shares outstanding immediately following the IPO, as disclosed in the September 15, 2025 final prospectus, assuming the underwriters’ option was not exercised.

Because Via has a dual‑class structure, the filing notes that these Class A shares represent approximately 4.5% of total voting power, reflecting the 3,846,183 Class B shares entitled to ten votes per share and a total of 113,972,686 voting rights outstanding post‑offering. The Class A holdings are spread across multiple Pitango investment vehicles, with related general partner entities holding shared voting and dispositive power over the funds’ positions.

The filing is an S-8 registration statement for Via Transportation, Inc. that incorporates by reference earlier SEC filings including a Form S-1 and the Form 8-A description of Class A common stock. The document states the company’s charter and bylaws limit director and officer liability to the fullest extent permitted by Delaware law, provides for advancement of expenses and D&O insurance, and notes indemnification agreements with officers and directors. The SEC’s view that Securities Act indemnification may be unenforceable is disclosed.

Exor N.V. and Giovanni Agnelli B.V. reported changes in beneficial ownership of Via Transportation, Inc. (VIA) arising from transactions dated 09/15/2025. Several series of preferred stock automatically converted 1-for-1 into common stock immediately prior to the issuer's IPO, and common shares were reclassified into Class A Common Stock under a Rule 16b-7 reclassification. The Form 4 shows aggregate beneficial ownership of 14,121,131 Class A shares following the reported transactions. The filing is signed by Guido de Boer on 09/16/2025. The reporting persons are marked as both Director (by deputization) and 10% owner.

Via Transportation director Guido de Boer reported a change in beneficial ownership tied to the company’s IPO-related share reclassification and a concurrent RSU grant. The filing shows 5,434 shares of Common Stock were reclassified into 5,434 shares of Class A Common Stock under a Rule 16b-7 exempt reclassification. The report also discloses 5,434 restricted stock units granted on September 11, 2025 that vest over 15 months, with 80% vesting after one year and the remainder at 15 months; each RSU converts to one share of Class A Common Stock. Following the reported transactions, the reporting person beneficially owns 5,434 shares of Class A Common Stock and 0 shares of Common Stock.

Via Transportation Form 4 shows an insider reporting equity holdings and option holdings following a reclassification tied to the company’s IPO. The reporting person holds 65,000 fully vested stock options exercisable at $23.24 per share, representing the right to acquire 65,000 Class A shares. In addition, 5,434 restricted stock units were granted that convert to Class A Common Stock and vest over 15 months with 80% vesting at one year and the remainder at the 15-month mark. A reclassification converted outstanding Common Stock into Class A Common Stock immediately prior to the IPO.