Red Violet (RDVT)
Turns public and proprietary data into identity intelligence for risk, fraud, and real-estate workflows.
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Runs a cloud-native CORE platform that turns public-record, proprietary, and publicly available data into identity intelligence. Revenue comes from licensed access to IDI/idiCORE and FOREWARN, serving investigative, risk, fraud, compliance, and U.S. real-estate safety workflows through one reportable segment.
Built around CORE, a cloud-native identity-intelligence platform that unifies public-record, proprietary, and publicly available data about people, entities, relationships, affiliations, interactions, and events. IDI and idiCORE serve due diligence, identity authentication, collections, compliance, corporate security, and investigative workflows.
FOREWARN applies the same data orientation to real-estate safety, giving professionals identity information before in-person consumer meetings. Access is sold through hosted interfaces, batch processing, APIs, and custom integrations, with revenue coming from licensing across one identity and information solutions segment.
The business is U.S.-oriented and depends on continued access to credit-bureau, partner, government, and public-record data. Privacy regulation, data-use limits, and larger analytics competitors such as LexisNexis, TransUnion, and Thomson Reuters shape the operating context.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 17, 2026 | Raymond James | Initiate | Rating: —Target: — | Target: $90 |
| Sep 1, 2026 | Needham | Initiate | Rating: —Target: — | Target: $90 |
| Aug 11, 2026 | Lake Street | Reiterate | Rating: —Target: $62 | Target: $73 |
| Nov 6, 2025 | Lake Street | Target | Target: $60 | Target: $62 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $50.0M · Total debt $2.6M · Total assets $120.3M · Shareholders' equity $111.6M
- Revenue
- $26.7M
- Operating income
- $6.1M
- Net income
- $5.0M
| Institutions | ≈ 70.22% | 9.91M shares | |
|---|---|---|---|
| 182 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 15.05% | 2.12M shares | |
| 10 holders · as of Aug 27, 2026 | |||
| Strategic holders | 9.64% | 1.36M shares | |
| 1 holder · as of Dec 16, 2022 | |||
| Other | ≈ 5.09% | 717.2K shares | |
| remainder | |||
14.11M company shares as of Sep 16, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (16.05M in the company's Sep 22, 2026 report, 14.11M elsewhere); stakes use the report.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Greater Miami Jewish Federation, Inc.Strategicdirector | 9.64% | 1.36M | filed Dec 16, 2022 |
BlackRock, Inc.Institution | 6.74% | 950,761 | as of Jun 30, 2026 |
Wasatch Advisors LPInstitution | 6.31% | 890,738 | as of Jun 30, 2026 |
Trigran Investments, Inc.Institution | 4.25% | 600,169 | as of Jun 30, 2026 |
Superius Securities Group Inc. Profit Sharing Plan (the “Plan”)Institution | 4.25% | 599,366 | filed Feb 19, 2021 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 27, 2026 | William Paul Livek | director | +2,000 | $71.49 |
| Jun 1, 2026 | James Patrick Reilly | officer: President | −12,000 | $57.43 |
| Jun 1, 2026 | Daniel MacLachlan | officer: Chief Financial Officer | −12,000 | $57.43 |
| Jun 1, 2026 | Derek Dubner | director, officer, other: Chief Executive Officer | −12,000 | $57.43 |
| Jun 1, 2026 | Jeffrey Alan Dell | officer: Chief Information Officer | −10,000 | $57.44 |
- RELX (ADR)
Broadest overlap through LexisNexis risk and investigative tools
- TransUnion
Credit-bureau scale plus TLOxp and TruValidate overlap
- Thomson Reuters
CLEAR contests investigative, legal, risk, and fraud workflows
- Equifax
Credit data and Kount 360 challenge identity and fraud workflows
- FICO
Fraud analytics and decisioning compete around risk workflows
- Mitek Systems
Digital identity verification and fraud defense overlap at onboarding
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Red Violet | $73.01 | −3.30% | $1.07B | 66.2 | 46.5 | 10.8 | +22.7% |
| RELX (ADR) | $32.99 | −1.24% | $58.33B | 20.2 | — | 4.5 | +1.0% |
| TransUnion | $72.08 | +0.94% | $13.68B | 18.8 | 14.0 | 2.8 | +14.9% |
| Thomson Reuters | $94.95 | −0.51% | $41.66B | 25.5 | 20.1 | 5.3 | +7.0% |
| Equifax | $159.18 | +0.35% | $18.64B | 27.9 | 17.4 | 2.9 | +10.6% |
| FICO | $913.17 | −1.23% | $19.97B | 26.7 | 18.1 | 8.3 | +25.7% |
| Mitek Systems | $16.93 | −1.23% | $774.0M | 36.6 | 15.3 | 3.9 | +18.2% |
| Median | 26.1 | 17.4 | 4.2 | +12.8% |