Via Transportation, Inc.
VIA · Services-Prepackaged Software · 12.7M shares · EDGAR filings ↗
Reference price $14.00 · est. market cap ~$178M — last insider purchase, 2026-06-16 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C52Recently-public transit-software company growing fast but loss-making and burning cash; well-funded.
Strengths
- Strong revenue growth — +28.6% (78th)
- Strong liquidity post-IPO — current ratio 4.98 (92nd)
Risks
- Operating losses — operating margin -17.6%, net margin -22.2%
- Cash burn — FCF -$32.5M (6th)
- Low gross margin for software — 39.6% (7th)
Notable findings
- High convictionHigh conviction — notable institutional holders, insider buying, and a strong balance sheet
- Net lossNet loss (net margin -22.2%)
- Cash burnNegative free cash flow (-32.5M)
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Strong balance sheetStrong balance sheet — $371M cash & investments, ~46 quarters of runway
- Insider buyingInsider buying — 5 open-market buy(s) by 3 insider(s) (cluster of 3 insiders, ~$487,291, last 6mo) Form 4 ↗
- Notable holderHeld by 5 notable fund(s): CITADEL ADVISORS LLC, FMR LLC, GOLDMAN SACHS GROUP INC +2 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
39.6%
Operating margin
-17.6%
Net margin
-22.2%
Return on equity
-15.4%
Return on assets
-13.1%
Revenue growth (QoQ)
7.2%
Current ratio
5.0×
Free cash flow
-$33M
EBITDA
-$73M
Tangible book value
$399M
Cash & investments
$371M
Cash runway
46q
Stock comp / revenue
7.0%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-16 | Ramot Daniel | Buy | 3.6K | $14.00 |
| 2026-06-16 | Fain Clara | Buy | 714 | $14.00 |
| 2026-06-12 | Fain Clara | Buy | 666 | $15.00 |
| 2026-06-12 | Ramot Daniel | Buy | 3.3K | $14.94 |
| 2026-06-09 | Peres Nechemia Jacob | Buy | 25K | $14.70 |
| 2026-02-12 | Fain Clara | Option exercise | 4.0K | $6.57 |
| 2025-12-31 | Abrams Erin | Option exercise | 5.9K | $8.10 |
| 2025-12-31 | Abrams Erin | Option exercise | 417 | $6.57 |
| 2025-12-18 | Fain Clara | Option exercise | 5.0K | $6.57 |
| 2025-12-04 | Fain Clara | Option exercise | 8.3K | $3.73 |
| 2025-12-04 | Fain Clara | Option exercise | 5.0K | $6.57 |
| 2025-09-15 | Abrams Erin | Other | 146K | — |
| 2025-09-15 | Abrams Erin | Other | 146K | — |
| 2025-09-15 | Abrams Erin | Sell | 25K | $43.10 |
| 2025-09-15 | SMITH SARAH G | Other | 5.4K | — |
| 2025-09-15 | Exor N.V. | Other | 1.2M | — |
| 2025-09-15 | Exor N.V. | Other | 1.2M | — |
| 2025-09-15 | Exor N.V. | Conversion | 13.0M | — |
| 2025-09-15 | Exor N.V. | Other | 13.0M | — |
| 2025-09-15 | Exor N.V. | Other | 13.0M | — |
| 2025-09-15 | de Boer Guido | Other | 5.4K | — |
| 2025-09-15 | de Boer Guido | Other | 5.4K | — |
| 2025-09-15 | Fain Clara | Other | 780K | — |
| 2025-09-15 | Fain Clara | Other | 780K | — |
| 2025-09-15 | Fain Clara | Sell | 150K | $43.10 |
| 2025-09-15 | Rivkin Charles H | Other | 28K | — |
| 2025-09-15 | SMITH SARAH G | Other | 5.4K | — |
| 2025-09-15 | Ramot Daniel | Other | 3.8M | — |
| 2025-09-15 | Ramot Daniel | Other | 3.0M | — |
| 2025-09-15 | Ramot Daniel | Other | 3.8M | — |
| 2025-09-15 | Ramot Daniel | Other | 3.0M | — |
| 2025-09-15 | Ramot Daniel | Other | 846K | — |
| 2025-09-15 | Ramot Daniel | Other | 3.0M | — |
| 2025-09-15 | Ramot Daniel | Sell | 500K | $43.10 |
| 2025-09-15 | Nix William Peter | Conversion | 136K | — |
| 2025-09-15 | Nix William Peter | Conversion | 625K | — |
| 2025-09-15 | Nix William Peter | Other | 5.4K | — |
| 2025-09-15 | Nix William Peter | Other | 136K | — |
| 2025-09-15 | Nix William Peter | Other | 625K | — |
| 2025-09-15 | Nix William Peter | Other | 5.4K | — |
| 2025-09-15 | Nix William Peter | Other | 136K | — |
| 2025-09-15 | Nix William Peter | Other | 625K | — |
| 2025-09-15 | Dinur Arnon | Conversion | 659K | — |
| 2025-09-15 | Dinur Arnon | Conversion | 4.3M | — |
| 2025-09-15 | Dinur Arnon | Conversion | 484K | — |
| 2025-09-15 | Dinur Arnon | Conversion | 486K | — |
| 2025-09-15 | Dinur Arnon | Other | 5.4K | — |
| 2025-09-15 | Dinur Arnon | Other | 815K | — |
| 2025-09-15 | Dinur Arnon | Other | 4.4M | — |
| 2025-09-15 | Dinur Arnon | Other | 574K | — |
| 2025-09-15 | Dinur Arnon | Other | 486K | — |
| 2025-09-15 | Dinur Arnon | Other | 5.4K | — |
| 2025-09-15 | Dinur Arnon | Other | 815K | — |
| 2025-09-15 | Dinur Arnon | Other | 4.4M | — |
| 2025-09-15 | Dinur Arnon | Other | 574K | — |
| 2025-09-15 | Dinur Arnon | Other | 486K | — |
| 2025-09-15 | Peres Nechemia Jacob | Sell | 48K | $43.10 |
| 2025-09-15 | Peres Nechemia Jacob | Sell | 135K | $43.10 |
| 2025-09-15 | Peres Nechemia Jacob | Sell | 24K | $43.10 |
| 2025-09-15 | Peres Nechemia Jacob | Sell | 2.7K | $43.10 |
| 2025-09-15 | Peres Nechemia Jacob | Sell | 580 | $43.10 |
| 2025-09-15 | Peres Nechemia Jacob | Sell | 486 | $43.10 |
| 2025-09-15 | Peres Nechemia Jacob | Sell | 153K | $43.10 |
| 2025-09-15 | Peres Nechemia Jacob | Sell | 20K | $43.10 |
| 2025-09-15 | Peres Nechemia Jacob | Sell | 3.7K | $43.10 |
| 2025-09-15 | Peres Nechemia Jacob | Conversion | 681K | — |
| 2025-09-15 | Peres Nechemia Jacob | Conversion | 1.9M | — |
| 2025-09-15 | Peres Nechemia Jacob | Conversion | 322K | — |
| 2025-09-15 | Peres Nechemia Jacob | Conversion | 38K | — |
| 2025-09-15 | Peres Nechemia Jacob | Conversion | 7.6K | — |
| 2025-09-15 | Peres Nechemia Jacob | Conversion | 6.9K | — |
| 2025-09-15 | Peres Nechemia Jacob | Conversion | 2.2M | — |
| 2025-09-15 | Peres Nechemia Jacob | Conversion | 279K | — |
| 2025-09-15 | Peres Nechemia Jacob | Conversion | 52K | — |
| 2025-09-15 | Peres Nechemia Jacob | Other | 5.4K | — |
| 2025-09-15 | Peres Nechemia Jacob | Other | 684K | — |
| 2025-09-15 | Peres Nechemia Jacob | Other | 1.9M | — |
| 2025-09-15 | Peres Nechemia Jacob | Other | 348K | — |
| 2025-09-15 | Peres Nechemia Jacob | Other | 39K | — |
| 2025-09-15 | Peres Nechemia Jacob | Other | 8.2K | — |
| 2025-09-15 | Peres Nechemia Jacob | Other | 6.9K | — |
| 2025-09-15 | Peres Nechemia Jacob | Other | 2.2M | — |
| 2025-09-15 | Peres Nechemia Jacob | Other | 281K | — |
| 2025-09-15 | Peres Nechemia Jacob | Other | 52K | — |
| 2025-09-15 | Peres Nechemia Jacob | Other | 5.4K | — |
| 2025-09-15 | Peres Nechemia Jacob | Other | 684K | — |
| 2025-09-15 | Peres Nechemia Jacob | Other | 1.9M | — |
| 2025-09-15 | Peres Nechemia Jacob | Other | 348K | — |
| 2025-09-15 | Peres Nechemia Jacob | Other | 39K | — |
| 2025-09-15 | Peres Nechemia Jacob | Other | 8.2K | — |
| 2025-09-15 | Peres Nechemia Jacob | Other | 6.9K | — |
| 2025-09-15 | Peres Nechemia Jacob | Other | 2.2M | — |
| 2025-09-15 | Peres Nechemia Jacob | Other | 281K | — |
| 2025-09-15 | Peres Nechemia Jacob | Other | 52K | — |
| 2025-09-15 | Rivkin Charles H | Conversion | 20K | — |
| 2025-09-15 | Rivkin Charles H | Other | 28K | — |
| 2025-09-11 | Ramot Daniel | Option exercise | 500K | $7.48 |
| 2025-09-11 | Fain Clara | Option exercise | 72K | $3.73 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-21 | 2026-05-18 | 0001603015-26-000017 ↗ |
| 10-Q | 2026-05-12 | 2026-03-31 | 0001603015-26-000014 ↗ |
| 8-K | 2026-05-12 | 2026-05-12 | 0001603015-26-000013 ↗ |
| 10-K | 2026-03-06 | 2025-12-31 | 0001603015-26-000008 ↗ |
| 8-K | 2026-02-27 | 2026-02-27 | 0001603015-26-000002 ↗ |
| 8-K | 2025-12-15 | 2025-12-15 | 0001603015-25-000045 ↗ |
| 10-Q | 2025-11-14 | 2025-09-30 | 0001603015-25-000042 ↗ |
| 8-K | 2025-11-13 | 2025-11-13 | 0001603015-25-000036 ↗ |