i3 Verticals, Inc. (NASDAQ:IIIV) Q4 2025 Earnings Call Transcript
Clay M. Whitson: The cadence driven by the cadence of revenue recognition on certain projects in our utilities and transportation markets. This will be particularly true in Q1.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AltraVue Capital Touk Sinantha | 1,168,056 | $37,915,098 | +3% | 3.14% |
| 2. | Long Path Partners William Brennan And Brian Nelson | 1,039,847 | $33,753,434 | 12.2% | |
| 3. | Ranger Investment Management Conrad Doenges (Cio) | 956,195 | $31,038,090 | -17% | 2.16% |
| 4. | Crosslink Capital Seymour Sy Kaufman And Michael Stark | 938,134 | $30,451,830 | -26% | 2.21% |
| 5. | Portolan Capital Management George Mccabe | 747,656 | $24,268,914 | -23% | 1.31% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $24.06 | 40,000 | $962,400.00 | 88,544 | 2024-11-25 | Filing | |
| $23.51 | 48,544 | $1,141,269.44 | 48,544 | 2024-11-22 | Filing | |
| $21.90 | 22,377 | $490,056.30 | 134,800 | 2023-05-15 | Filing | |
| $21.28 | 27,623 | $587,817.44 | 112,423 | 2023-05-12 | Filing | |
| $24.80 | 2,000 | $49,600.00 | 10,000 | 2022-11-23 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $23.27 | 9,000 | $209,430.00 | 45,818 | 2025-12-03 | Filing | |
| $23.78 | 3,292 | $78,283.76 | 54,818 | 2025-11-26 | Filing | |
| $24.21 | 11,347 | $274,710.87 | 43,653 | 2025-11-21 | Filing | |
| $31.04 | 2,500 | $77,600.00 | 33,269 | 2025-09-11 | Filing | |
| $31.40 | 1,890 | $59,346.00 | 43,110 | 2025-08-29 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 96,985 | $2,443,052 | 0.13% | |
| 2. | 82,095 | $2,067,973 | 0.03% | |
| 3. | 24,656 | $676,561 | 0.09% | |
| 4. | 21,468 | $540,779 | 0.02% | |
| 5. | 15,019 | $378,329 | 0% |