i3 Verticals (IIIV)

3V ImageSoft (CAN) B.C. Ltd. • ACS-Medical Business Solutions, LLC • Ad Valorem Records, Inc. • AccuFund, Inc. • Celtic Cross Holdings, Inc. • Celtic Global, Inc. • Celtic Nominee Holdings, LLC • Celtic Products, L.L.C. • Celtic Systems Private Limited • CP-DBS, LLC ...

IIIV stock data

1M 3M 6M 1Y

Latest filings (excl ownership)

View all

9 May 25

Completes Acquisition of Utility Billing Software Company

8 May 25

8-K

Entry into a Material Definitive Agreement

6 May 25

8-K

Submission of Matters to a Vote of Security Holders

7 Feb 25

Results of Operations and Financial Condition

Annual report to shareholders

10 Jan 25

DEFA14A

Additional proxy soliciting materials

10 Jan 25

DEF 14A

Definitive proxy

10 Jan 25

Transcripts

View all

IIIV

Earnings call transcript

2025 Q2

9 May 25

IIIV

Earnings call transcript

2025 Q1

7 Feb 25

IIIV

Earnings call transcript

2024 Q4

19 Nov 24

IIIV

Earnings call transcript

2024 Q3

9 Aug 24

IIIV

Earnings call transcript

2024 Q2

10 May 24

IIIV

Earnings call transcript

2024 Q1

9 Feb 24

IIIV

Earnings call transcript

2023 Q4

16 Nov 23

IIIV

Earnings call transcript

2023 Q3

9 Aug 23

IIIV

Earnings call transcript

2023 Q2

10 May 23

IIIV

Earnings call transcript

2023 Q1

9 Feb 23

Latest ownership filings

View all

CROSSLINK CAPITAL INC

Notice of proposed sale of securities

15 May 25

144

Notice of proposed sale of securities

13 May 25

144

Notice of proposed sale of securities

13 May 25

144

Notice of proposed sale of securities

13 May 25

Financial summary

Financial statements Chart IIIV financial data

Quarter (USD)	Mar 25	Dec 24	Sep 24	Jun 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Sep 24	Sep 23	Sep 22	Sep 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	10.27 mm	10.27 mm	10.27 mm	10.27 mm	10.27 mm	10.27 mm
Cash burn (monthly)	26.31 mm	(no burn)	(no burn)	(no burn)	9.04 mm	(no burn)
Cash used (since last report)	73.71 mm	n/a	n/a	n/a	25.33 mm	n/a
Cash remaining	-63.45 mm	n/a	n/a	n/a	-15.06 mm	n/a
Runway (months of cash)	-2.4	n/a	n/a	n/a	-1.7	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q4 2024

IIIV institutional ownership history Ownership history

98.0% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	154	140	+10.0%
Opened positions	30	19	+57.9%
Closed positions	16	13	+23.1%
Increased positions	55	44	+25.0%
Reduced positions	42	45	-6.7%

13F shares	Current	Prev Q	Change
Total value	495.87 bn	473.10 bn	+4.8%
Total shares	23.89 mm	24.33 mm	-1.8%
Total puts	2.10 k	4.60 k	-54.3%
Total calls	85.80 k	204.40 k	-58.0%
Total put/call ratio	0.0	0.0	+8.8%

Largest owners	Shares	Value	Change
Geneva Capital Management	1.79 mm	$41.13 bn	-1.1%
BlackRock	1.78 mm	$40.98 bn	+2.2%
Vanguard	1.33 mm	$30.54 bn	+1.5%
Ranger Investment Management	1.15 mm	$26.59 bn	-1.7%
Integrated Core Strategies	1.08 mm	$0.00	0.0%
Crosslink Capital	1.08 mm	$24.92 bn	-12.1%
Long Path Partners	979.78 k	$22.57 bn	+5.0%
WELLINGTON TRUST Co N A	977.97 k	$22.29 mm	0.0%
AltraVue Capital	911.15 k	$20.99 bn	NEW
Heartland Advisors	811.55 k	$18.70 bn	-0.1%

Largest transactions	Shares	Bought/sold	Change
AltraVue Capital	911.15 k	+911.15 k	NEW
Forager Capital Management	765.00 k	+765.00 k	NEW
Voss Capital	110.00 k	-670.43 k	-85.9%
Hood River Capital Management	743.71 k	-599.62 k	-44.6%
RJF Raymond James Financial	577.83 k	+577.83 k	NEW
Millennium Management	56.47 k	-546.63 k	-90.6%
TimesSquare Capital Management	0.00	-533.68 k	EXIT
Assenagon Asset Management	32.97 k	-327.86 k	-90.9%
Citadel Advisors	338.27 k	+284.37 k	+527.6%
272 Capital	11.00 k	-245.31 k	-95.7%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

IIIV insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
15 May 25	Geoffrey C. Smith	Class A common stock, par value $0.0001 per share	Sell	Dispose S	No	No	26.56	8,404	223.21 k	55,000
13 May 25	Wilds David M	Class B common stock, par value $0.0001 per share	Other	Dispose J	Yes	No	0	218,400	0.00	40,176
13 May 25	Wilds David M	Class A common stock, par value $0.0001 per share	Sell	Dispose S	Yes	No	24.81	218,400	5.42 mm	0
13 May 25	Wilds David M	Class A common stock, par value $0.0001 per share	Conversion	Acquire C	Yes	No	0	218,400	0.00	218,400
13 May 25	Wilds David M	Common Units Class A common stock, par value $0.0001 per share	Conversion	Dispose C	Yes	No	0	218,400	0.00	40,176
13 May 25	Harrison John C.	Class B common stock, par value $0.0001 per share	Other	Dispose J	Yes	No	0	78,597	0.00	0
13 May 25	Harrison John C.	Class A common stock, par value $0.0001 per share	Sell	Dispose S	Yes	No	24.81	78,597	1.95 mm	0
13 May 25	Harrison John C.	Class A common stock, par value $0.0001 per share	Conversion	Acquire C	Yes	No	0	78,597	0.00	78,597
13 May 25	Harrison John C.	Common Units Class A common stock, par value $0.0001 per share	Conversion	Dispose C	Yes	No	0	78,597	0.00	0
13 May 25	Harvey Robert Burton	Class B common stock, par value $0.0001 per share	Other	Dispose J	Yes	No	0	4,515	0.00	0