SCHEDULE: i3 Verticals: Crosslink Capital & Stark File Schedule 13G

Crosslink Capital, Inc. and Michael J. Stark have jointly filed a Schedule 13G, reporting beneficial ownership of 5.7% of i3 Verticals, Inc. Class A Common Stock as of June 30, 2026.

Summary

• Crosslink Capital, Inc. and Michael J. Stark have entered into a joint filing agreement to report their beneficial ownership of i3 Verticals, Inc. Class A Common Stock.
• As of June 30, 2026, the reporting persons collectively beneficially owned 1,117,986 shares of Class A Common Stock, representing 5.7% of the class.
• This ownership is held through funds advised by Crosslink Capital, Inc., with Michael J. Stark identified as the control person of Crosslink Capital, Inc.
• The filing is made under Rule 13d-1(b) of the Securities Exchange Act of 1934, indicating they are not acting to influence or change control of the issuer.
• The filing date for this Schedule 13G is August 14, 2026, with the event date requiring the filing being June 30, 2026.

Sentiment

Score: 3

Explanation: StockSavvy.ai views this as a neutral filing, primarily administrative in nature, with no immediate positive or negative financial implications.

Positives

• The reporting persons are acting in accordance with regulatory requirements for beneficial ownership disclosure.
• The filing explicitly states that the securities were not acquired for the purpose of or with the effect of changing or influencing control of the issuer.

Negatives

• No specific financial performance data or strategic updates are provided in this filing, limiting the assessment of company performance.

Risks

• The filing does not contain specific risk factors related to the company's operations or market position.

Future Outlook

This filing does not contain any forward-looking statements or guidance regarding the future performance or strategy of i3 Verticals, Inc.

Management Comments

• The Reporting Persons expressly disclaim status as a 'group' for purposes of this Schedule 13G.
• By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under 240.14a-11.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are common for institutional investors and significant shareholders who acquire stakes in companies but do not intend to control or influence management. This filing indicates a passive investment by Crosslink Capital and Michael J. Stark in i3 Verticals.

Stakeholder Impact

• Shareholders are informed of significant beneficial ownership stakes, providing transparency regarding major holders.
• The explicit statement of not seeking to influence control may provide some reassurance to existing management and board members.

Next Steps

• The reporting persons will continue to file amendments to Schedule 13G as required by SEC regulations in response to changes in beneficial ownership.

Key Dates

Keywords

i3 Verticals, Schedule 13G, Crosslink Capital, Michael J. Stark, beneficial ownership, Class A Common Stock, joint filing agreement