
What smart money is saying about Red Violet, Inc.
4 funds in our archive have pitched Red Violet, Inc., most recently Riverwater Partners Micro Opportunities Strategy in September 2026.
Red Violet, Inc. is a technology firm specializing in software and analytical services, leveraging its proprietary technology and advanced analytical prowess to deliver crucial identity intelligence solutions primarily within the United States. Among its flagship offerings is idiCORE, an investigative platform designed to tackle diverse corporate hurdles, including rigorous due diligence, proactive risk mitigation, robust identity verification, and adherence to regulatory mandates. Additionally, FOREWARN, an intuitive app-based tool, empowers professionals with immediate insights prior to in-person consumer interactions, thereby enabling them to promptly identify and reduce potential risks. Red Violet's client base spans a broad spectrum of industries, encompassing financial services, insurance, healthcare, retail, and telecommunications, alongside law enforcement bodies, government agencies, collections services, corporate security departments, and investigative organizations. Their solutions are instrumental in objectives such as comprehensive risk reduction, thorough due diligence, the prevention and detection of fraud, ensuring regulatory adherence, and facilitating strategic customer acquisition. The company employs a multi-faceted go-to-market strategy, engaging value-added distributors, resellers, and strategic alliances. Its promotional efforts include participation in trade shows and seminars, advertising campaigns, public relations initiatives, and the dissemination of sales collateral and product specifications. Furthermore, Red Violet maintains consistent engagement with prospective clients, channel partners, and its existing customer base, supplementing these efforts with direct sales activities. Established in 2017, Red Violet, Inc. maintains its corporate headquarters in Boca Raton, Florida.
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Position history
Between Q1 2025 and Q3 2026, 3 fund letters reported a position in Red Violet, Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 2 |
| Q1 2026 | 0 | 0 | 0 | 1 |
| Q2 2025 | 1 | 0 | 0 | 0 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions
- September 2026
“Red Violet (RDVT) was one of our top contributors in the third quarter, with shares gaining roughly 24% after the company reported a record second quarter in August.”
Red Violet, Inc. - September 2026
“Information Technology was our strongest sector relative to the benchmark. We were underweight in a sector that sold off sharply on fading AI-related enthusiasm, and stock selection added further, led by Red Violet (RDVT) and Climb Global Solutions (CLMB).”
Red Violet, Inc. - HoldsImmersion InvestmentsJune 2025
“2025 Annual Meeting Presentation 2025 Annual Meeting Slide Deck Additionally, David presented Red Violet (RDVT – Ugly Duckling) at an investment conference in April. You can find the presentation here: Red Violet Presentation © Immersion Investments, LLC David@immersioninvest.com | Tim@immersioninvest.com Portfolio Updates At the end of July, our largest holdings (in alphabetical order) were Celsius Holdings (CELH – Doubted Champion), Mama’s Creations (MAMA – Doubted Champion – discussed below), Potbelly (PBPB – Underdog), Red Violet (RDVT – Ugly Duckling), UFP Technologies (UFPT – Doubted Champion).”
Red Violet, Inc.
Fund coverage · 4 theses
- Riverwater Partners Micro Opportunities StrategySeptember 2026
Red Violet is an identity intelligence platform with strong operating leverage, broad-based growth, and a growing enterprise pipeline.
Read the full thesis - Riverwater Partners Small Cap StrategySeptember 2026
Red Violet is an identity intelligence platform demonstrating strong operating leverage, with 23% revenue growth, record 42% EBITDA margins, broad-based vertical growth, and a growing enterprise pipeline.
Read the full thesis - Riverwater Micro OpportunitiesMarch 2026
Red Violet, Inc. provides identity intelligence and data analytics with proprietary, hard-to-replicate datasets that support durable competitive positioning despite sector-driven multiple compression.
Read the full thesis - Riverwater Micro Opportunities StrategyMarch 2025
Red Violet Inc. is a data analytics and identity intelligence company with significant growth potential in its underpenetrated Interactive Data Inc. platform, backed by a strong management team and scalable technology.
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