VRRMNasdaqTransportation ServicesFiscal year ends December 31
VERRA MOBILITY Corp
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$2.81−0.05 (-1.75%)
Close on Oct 19, 2026
- Market cap
- $426.97M
- P/E (TTM)
- 10.8
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
154M of 152M shares
Institutional holders
315
115 new, 85 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Ameriprise Financial, Inc. | 9,314,455 | 6.10% | 13G (passive) | Jun 30, 2026 |
| Vanguard Capital Management | 7,846,421 | 5.18% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 12,015,098 | 7.90% | 13G (passive) amendment | Sep 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of VRRM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 29,011,916 | 19.09% | $123.30M | +4,793,197 | 0.00% |
| Ameriprise Financial Inc | 9,314,455 | 6.13% | $39.59M | +8,579,902 | 0.01% |
| Vanguard Capital Management LLC | 6,624,112 | 4.36% | $28.15M | −9,647 | 0.00% |
| State Street Corp | 6,234,282 | 4.10% | $26.50M | +34,680 | 0.00% |
| D. E. Shaw & Co., Inc. | 5,878,842 | 3.87% | $24.99M | +3,205,844 | 0.01% |
| Bank Of Montreal /Can/ | 5,798,830 | 3.82% | $24.65M | +8,923 | 0.01% |
| Vanguard Portfolio Management LLC | 5,010,880 | 3.30% | $21.30M | −3,259,636 | 0.00% |
| Millennium Management LLC | 4,616,011 | 3.04% | $19.62M | +3,800,460 | 0.01% |
| Geode Capital Management, LLC | 3,921,559 | 2.58% | $16.67M | −145,272 | 0.00% |
| Mackenzie Financial Corp | 3,835,537 | 2.52% | $16.30M | +116,538 | 0.02% |
| Goldman Sachs Group Inc | 3,677,544 | 2.42% | $15.63M | +897,643 | 0.00% |
| Morgan Stanley | 3,633,119 | 2.39% | $15.44M | −255,508 | 0.00% |
| Dimensional Fund Advisors LP | 3,166,581 | 2.08% | $13.46M | −121,259 | 0.00% |
| Federated Hermes, Inc. | 3,050,015 | 2.01% | $12.96M | New | 0.02% |
| DAVENPORT & Co LLC | 2,630,630 | 1.73% | $11.23M | +1,273,705 | 0.06% |
| Aqr Capital Management LLC | 2,192,050 | 1.44% | $9.32M | +1,959,342 | 0.00% |
| Wellington Management Group Llp | 1,870,489 | 1.23% | $7.95M | −3,599,426 | 0.00% |
| Two Sigma Investments, LP | 1,834,201 | 1.21% | $7.80M | +1,801,901 | 0.01% |
| Charles Schwab Investment Management Inc | 1,689,836 | 1.11% | $7.18M | −131,551 | 0.00% |
| Counterpoint Mutual Funds LLC | 1,664,733 | 1.10% | $7.08M | +1,332,340 | 0.70% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 315 | 154M | 100.0% | 115 / 92 | 84 / 85 | 57M | 55M |
| Q1 2026 | 289 | 153M | 100.0% | 49 / 115 | 101 / 70 | 33M | 21M |
| Q4 2025 | 315 | 157M | 100.0% | 51 / 97 | 129 / 43 | 19M | 24M |
| Q3 2025 | 317 | 163M | 100.0% | 45 / 111 | 120 / 27 | 15M | 11M |
| Q2 2025 | 302 | 159M | 100.0% | 45 / 112 | 120 / 46 | 14M | 17M |
| Q1 2025 | 306 | 163M | 100.0% | 46 / 104 | 120 / 29 | 15M | 23M |
| Q4 2024 | 291 | 172M | 100.0% | 46 / 100 | 114 / 49 | 24M | 24M |
| Q3 2024 | 296 | 172M | 100.0% | 56 / 112 | 95 / 24 | 39M | 20M |
| Q2 2024 | 266 | 178M | 100.0% | 41 / 109 | 80 / 25 | 14M | 17M |
| Q1 2024 | 252 | 182M | 100.0% | 40 / 84 | 91 / 33 | 18M | 11M |
| Q4 2023 | 246 | 177M | 100.0% | 43 / 87 | 86 / 27 | 17M | 18M |
| Q3 2023 | 231 | 177M | 100.0% | 40 / 86 | 69 / 45 | 23M | 21M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of VRRM | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 9,153,970 | 6.02% | $38.90M | 0.03% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 4,609,661 | 3.03% | $19.59M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 3,968,224 | 2.61% | $16.86M | 0.02% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,747,782 | 1.15% | $7.43M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,675,133 | 1.10% | $8.86M | 0.03% | Jul 31, 2026 |
| Vanguard Small-Cap Index Fund | 1,656,858 | 1.09% | $7.04M | 0.00% | Jun 30, 2026 |
| Counterpoint Quantitative Equity ETF | 1,601,482 | 1.05% | $6.81M | 1.85% | Jun 30, 2026 |
| Columbia Small Cap Value Discovery Fund | 1,490,010 | 0.98% | $7.88M | 0.32% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 1,444,029 | 0.95% | $6.14M | 0.04% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 1,390,336 | 0.91% | $5.91M | 0.03% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Growth ETF | 1,371,104 | 0.90% | $5.83M | 0.07% | Jun 30, 2026 |
| Federated Hermes MDT Small Cap Core Fund | 1,369,560 | 0.90% | $7.24M | 0.32% | Jul 31, 2026 |
| The Hartford Small Company Fund | 1,148,329 | 0.76% | $6.07M | 0.90% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,048,255 | 0.69% | $4.46M | 0.01% | Jun 30, 2026 |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF | 893,967 | 0.59% | $3.80M | 0.07% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| David Martin Roberts | President and CEO, Director | 1,101,834 | 0.72% | Mar 17, 2026 |
| Jonathan Keyser | Interim President and CEO | 17,704 | 0.01% | Sep 22, 2026 |
| Hiten M. Patel | Chief Accounting Officer | 6,666 | 0.00% | Aug 11, 2026 |
| Stacey Moser | Chief Customer Officer | 13,502 | 0.01% | Aug 11, 2026 |
| Craig C. Conti | Chief Financial Officer | 105,506 | 0.07% | Jun 2, 2026 |
| Jonathan Baldwin | EVP-Government Solutions | 43,746 | 0.03% | May 13, 2026 |
| Lin Bo | Sr Vice President, T2 Systems | 5,470 | 0.00% | Mar 4, 2026 |
| Steve Lalla | EVP Commercial Services | 68,459 | 0.05% | Mar 6, 2025 |
| John H. Rexford | Director | 55,453 | 0.04% | May 20, 2026 |
| Cynthia A. Russo | Director | 56,064 | 0.04% | May 20, 2026 |
| Douglas Lee Davis | Director | 56,064 | 0.04% | May 20, 2026 |
| Michael P. Huerta | Director | 26,203 | 0.02% | May 20, 2026 |
| Raj Ratnakar | Director | 16,152 | 0.01% | May 20, 2026 |
| Patrick J. Byrne | Director | 46,362 | 0.03% | May 20, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jonathan Keyser Interim President and CEO | Sep 19, 2026 | Option exercise | +4,256 | – | – | 17,704 |
| Jonathan Keyser Interim President and CEO | Sep 19, 2026 | Tax withholding | −1,801 | $3.48 | $6.27K | 15,903 |
| Hiten M. Patel Chief Accounting Officer | Aug 9, 2026 | Option exercise | +3,184 | – | – | 6,666 |
| Hiten M. Patel Chief Accounting Officer | Aug 9, 2026 | Tax withholding | −1,347 | $4.90 | $6.60K | 5,319 |
| Hiten M. Patel Chief Accounting Officer | Aug 9, 2026 | Option exercise | +1,006 | – | – | 6,325 |
| Hiten M. Patel Chief Accounting Officer | Aug 9, 2026 | Tax withholding | −425 | $4.90 | $2.08K | 5,900 |
| Stacey Moser Chief Customer Officer | Aug 7, 2026 | Option exercise | +13,502 | – | – | 13,502 |
| Stacey Moser Chief Customer Officer | Aug 7, 2026 | Tax withholding | −4,844 | $4.90 | $23.74K | 8,658 |
| Patrick J. Byrne Director | May 18, 2026 | Option exercise | +7,949 | – | – | 46,362 |
| Douglas Lee Davis Director | May 18, 2026 | Option exercise | +7,949 | – | – | 56,064 |
| John H. Rexford Director | May 18, 2026 | Option exercise | +7,949 | – | – | 55,453 |
| Raj Ratnakar Director | May 18, 2026 | Option exercise | +7,949 | – | – | 16,152 |
| Michael P. Huerta Director | May 18, 2026 | Option exercise | +7,949 | – | – | 26,203 |
| Cynthia A. Russo Director | May 18, 2026 | Option exercise | +7,949 | – | – | 56,064 |
| Jonathan Baldwin EVP-Government Solutions | May 11, 2026 | Tax withholding | −5,058 | $13.79 | $69.75K | 43,746 |
| Jonathan Baldwin EVP-Government Solutions | May 11, 2026 | Option exercise | +10,917 | – | – | 48,804 |
| Craig C. Conti Chief Financial Officer | May 11, 2026 | Tax withholding | −2,272 | $13.79 | $31.33K | 105,506 |
| Craig C. Conti Chief Financial Officer | May 11, 2026 | Option exercise | +5,369 | – | – | 107,778 |
| Jonathan Keyser Chief Legal Officer | Mar 16, 2026 | Tax withholding | −2,257 | $16.70 | $37.69K | 13,448 |
| Jonathan Keyser Chief Legal Officer | Mar 16, 2026 | Award | +5,334 | – | – | 15,705 |
| Craig C. Conti Chief Financial Officer | Mar 16, 2026 | Tax withholding | −11,742 | $16.70 | $196.09K | 102,409 |
| Craig C. Conti Chief Financial Officer | Mar 16, 2026 | Award | +27,741 | – | – | 114,151 |
| David Martin Roberts President and CEO, Director | Mar 16, 2026 | Award | +93,362 | – | – | 882,089 |
| David Martin Roberts President and CEO, Director | Mar 16, 2026 | Tax withholding | −39,520 | $16.70 | $659.98K | 842,569 |
| Jonathan Baldwin EVP-Government Solutions | Mar 16, 2026 | Tax withholding | −9,888 | $16.70 | $165.13K | 37,887 |
| Jonathan Baldwin EVP-Government Solutions | Mar 16, 2026 | Award | +21,339 | – | – | 47,775 |
| Jonathan Baldwin EVP-Government Solutions | Mar 3, 2026 | Option exercise | +4,790 | – | – | 28,655 |
| Jonathan Baldwin EVP-Government Solutions | Mar 3, 2026 | Tax withholding | −2,219 | $16.79 | $37.26K | 26,436 |
| Jonathan Keyser Chief Legal Officer | Mar 3, 2026 | Tax withholding | −1,290 | $16.79 | $21.66K | 10,371 |
| Jonathan Keyser Chief Legal Officer | Mar 3, 2026 | Option exercise | +3,048 | – | – | 11,661 |
| Craig C. Conti Chief Financial Officer | Mar 3, 2026 | Tax withholding | −3,041 | $16.79 | $51.06K | 86,410 |
| Craig C. Conti Chief Financial Officer | Mar 3, 2026 | Option exercise | +7,186 | – | – | 89,451 |
| David Martin Roberts President and CEO, Director | Mar 3, 2026 | Tax withholding | −6,817 | $16.79 | $114.46K | 780,250 |
| David Martin Roberts President and CEO, Director | Mar 3, 2026 | Option exercise | +14,699 | – | – | 794,949 |
| David Martin Roberts President and CEO, Director | Mar 3, 2026 | Tax withholding | −6,222 | $16.79 | $104.47K | 788,727 |
| David Martin Roberts President and CEO, Director | Mar 3, 2026 | Option exercise | +16,106 | – | – | 787,067 |
| Hiten M. Patel Chief Accounting Officer | Mar 3, 2026 | Option exercise | +1,578 | – | – | 3,996 |
| Hiten M. Patel Chief Accounting Officer | Mar 3, 2026 | Tax withholding | −514 | $16.79 | $8.63K | 3,482 |
| Lin Bo Sr Vice President, T2 Systems | Mar 3, 2026 | Option exercise | +1,959 | – | – | 5,470 |
| Lin Bo Sr Vice President, T2 Systems | Mar 3, 2026 | Tax withholding | −678 | $16.79 | $11.38K | 4,792 |
| Jonathan Baldwin EVP-Government Solutions | Mar 2, 2026 | Option exercise | +5,634 | – | – | 26,562 |
| Jonathan Baldwin EVP-Government Solutions | Mar 2, 2026 | Tax withholding | −2,697 | $16.70 | $45.04K | 23,865 |
| Jonathan Keyser Chief Legal Officer | Mar 2, 2026 | Tax withholding | −4,620 | $16.70 | $77.15K | 8,613 |
| Jonathan Keyser Chief Legal Officer | Mar 2, 2026 | Option exercise | +10,566 | – | – | 13,233 |
| Craig C. Conti Chief Financial Officer | Mar 2, 2026 | Tax withholding | −3,099 | $16.70 | $51.75K | 82,265 |
| Craig C. Conti Chief Financial Officer | Mar 2, 2026 | Option exercise | +7,324 | – | – | 85,364 |
| David Martin Roberts President and CEO, Director | Mar 2, 2026 | Tax withholding | −6,707 | $16.70 | $112.01K | 770,961 |
| David Martin Roberts President and CEO, Director | Mar 2, 2026 | Option exercise | +15,845 | – | – | 777,668 |
| Jonathan Baldwin EVP-Government Solutions | Mar 1, 2026 | Option exercise | +4,370 | – | – | 23,184 |
| Jonathan Baldwin EVP-Government Solutions | Mar 1, 2026 | Tax withholding | −2,256 | $16.71 | $37.70K | 20,928 |
| Jonathan Keyser Chief Legal Officer | Mar 1, 2026 | Option exercise | +2,841 | – | – | 4,020 |
| Jonathan Keyser Chief Legal Officer | Mar 1, 2026 | Tax withholding | −1,353 | $16.71 | $22.61K | 2,667 |
| Craig C. Conti Chief Financial Officer | Mar 1, 2026 | Tax withholding | −2,955 | $16.71 | $49.38K | 78,040 |
| Craig C. Conti Chief Financial Officer | Mar 1, 2026 | Option exercise | +6,337 | – | – | 80,995 |
| David Martin Roberts President and CEO, Director | Mar 1, 2026 | Option exercise | +13,112 | – | – | 767,525 |
| David Martin Roberts President and CEO, Director | Mar 1, 2026 | Tax withholding | −5,702 | $16.71 | $95.28K | 761,823 |
| Lin Bo Sr Vice President, T2 Systems | Nov 1, 2025 | Option exercise | +4,325 | – | – | 4,325 |
| Lin Bo Sr Vice President, T2 Systems | Nov 1, 2025 | Tax withholding | −1,269 | $23.21 | $29.45K | 3,056 |
| Lin Bo Sr Vice President, T2 Systems | Nov 1, 2025 | Option exercise | +643 | – | – | 3,699 |
| Lin Bo Sr Vice President, T2 Systems | Nov 1, 2025 | Tax withholding | −188 | $23.21 | $4.36K | 3,511 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| M. Roberts David Former Affiliate | Jun 26, 2026 | 508,472 | $2.13M | Jun 26, 2026 | Compensation |
| M. Roberts David Affiliate | Jun 11, 2026 | 500,000 | $2.34M | Jun 11, 2026 | Compensation |
| Michael P. Huerta Director | May 21, 2025 | 6,000 | $145.80K | May 21, 2025 | RESTRICTED STOCK |
| Baldwin Jonathan Officer | May 13, 2025 | 5,858 | $140.81K | May 13, 2025 | Restricted Stock |
| Jonathan Keyser Officer | May 9, 2025 | 18,719 | $454.51K | May 9, 2025 | STOCK OPTION EXERCISE |
| Baldwin Jonathan Officer | Mar 4, 2025 | 5,293 | $121.06K | Mar 4, 2025 | Restricted Stock |
| Roberts David Officer, Director | Aug 13, 2024 | 129,018 | $3.48M | Aug 13, 2024 | Stock Option Exercise |
| Conti Craig Officer | Aug 13, 2024 | 25,000 | $672.91K | Aug 13, 2024 | Restricted Stock |
| Baldwin Jonathan Officer | Jun 13, 2024 | 9,758 | $255.09K | Jun 13, 2024 | Restricted Stock |
| Michael P. Huerta Director | Jun 5, 2024 | 8,690 | $230.29K | May 29, 2024 | RESTRICTED STOCK UNITS |
| John H. Rexford Director | Jun 4, 2024 | 9,545 | $250.08K | Jun 4, 2024 | RESTRICTED STOCK |
| John H. Rexford Director | Mar 12, 2024 | 10,000 | $228.19K | Mar 12, 2024 | Settlement of Restricted Stock Unit Award |
| Jonathan Keyser Officer | Mar 5, 2024 | 7,789 | $174.55K | Mar 4, 2024 | Settlement of Restricted Stock Unit Award |
| Roberts David Officer, Director | Nov 14, 2023 | 193,252 | $3.91M | Nov 14, 2023 | Stock Option Exercise |
| Inclusive Capital Partners, L.P. (1) Shareholder | Nov 13, 2023 | 140,048 | $2.62M | Nov 13, 2023 | See Remark 2 |