What smart money is saying about Verra Mobility
1 fund in our archive has pitched Verra Mobility, most recently Aristotle Capital Small Cap Equity in June 2025.
Verra Mobility Corporation provides smart mobility technology solutions and services in the United States, Australia, Canada, and Europe. It operates through three segments: Commercial Services; Government Solutions; and Parking Solutions. The Government Solutions segment offers automated safety solutions, including services and technologies that enable photo enforcement through road safety camera programs, which detects and process traffic violations related to red light, speed, school bus, and city bus lanes. This segment serves municipalities, counties, school districts, and law enforcement agencies. The Commercial Services segment provides automated toll and violations management, and title and registration services to rental car companies, fleet management companies, and other large fleet owners. The Parking Solutions segment provides an integrated suite of parking software and hardware solutions to universities, municipalities, parking operators, healthcare facilities, and transportation hubs. The company was incorporated in 2016 and is headquartered in Mesa, Arizona.
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Position history
Between Q2 2025 and Q3 2026, 6 fund letters reported a position in Verra Mobility, with 1 buy (opened or added) and 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 4 | 0 | 2 | 0 |
| Q2 2025 | 1 | 1 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 6 positions · 5 moves
- September 2026
“Services: Verra Mobility (“VRRM”) is a provider of toll collection and traffic violation management solutions throughout the US, Canada, and Europe. VRRM’s unsecured 5.5’s of 2029 generated a 6.3%1 total return and positive relative outperformance.”
Verra Mobility - June 2026
“• Verra Mobility (VRRM), is a provider of automated enforcement, tolling, and parking technologies and solutions. We exited the position after the loss of a significant customer contract materially changed our investment thesis, reducing confidence in the company's long term earnings and growth outlook. The proceeds were redeployed into higher conviction opportunities.”
Verra Mobility - June 2026
“Verra Mobility (VRRM), is a provider of automated enforcement, tolling, and parking technologies and solutions. We exited the position after the loss of a significant customer contract materially changed our investment thesis, reducing confidence in the company’s long term earnings and growth outlook.”
Verra Mobility - June 2026
“• Verra Mobility (VRRM), is a provider of automated enforcement, tolling, and parking technologies and solutions. We exited the position after the loss of a significant customer contract materially changed our investment thesis, reducing confidence in the company's long term earnings and growth outlook.”
Verra Mobility - June 2026
“Verra Mobility Corp. operates what had historically been a near monopoly in the management of rental car tolling. It also dominates red light, speed, and school bus cameras in the U.S. However, in the second quarter, Verra Mobility's largest customer, Avis, announced that it was terminating its contract with the company. Historically, the company's contracts with rental car companies had been viewed as highly sticky, but this move by Avis also called into question the viability of its contracts with Enterprise and Hertz. We viewed this development as a break in our thesis, and we exited the position.”
Verra Mobility - New positionAristotle Capital Small Cap EquityJune 2025
“• Verra Mobility (VRRM), is a provider of automated enforcement, tolling, and parking technologies and solutions.”
Verra Mobility
Also mentioned · 1
These funds discuss Verra Mobility as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedDonville Kent Capital Ideas Fund LPJune 2026
“A recent example was when Avis didn’t renew their contract with Verra Mobility because they could now replace Verra’s vertical market rental car software with in-house technology due to advances in the space.”
Verra Mobility
Fund coverage · 1 thesis
- Aristotle Capital Small Cap EquityJune 2025
Verra Mobility (VRRM) is well-positioned to capitalize on growing demand for automated enforcement solutions, supported by strong recurring revenues and high profit margins.
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