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i3 Verticals (IIIV) Institutional Ownership

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$28.98 +0.39 (+1.36%)
As of 02:47 PM Eastern
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Institutional Ownership Changes (13F Filings) for i3 Verticals (NASDAQ:IIIV)

Current
Institutional Ownership
Percentage
84.22%
Number of
Institutional Buyers
(last 12 months)
93
Total
Institutional Inflows
(last 12 months)
$179.90M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$91.15M
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IIIV Institutional Buying and Selling by Quarter

i3 Verticals Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2025 Confluence Investment Management LLC252,687$6.94M0.1%-9.2%0.761%
7/1/2025 Cullen Investment Group LTD.31,065$854K0.1%-11.4%0.094%
5/29/2025Rhumbline Advisers36,331$896K0.0%+2.2%0.109%
5/28/2025Strs Ohio16,600$410K0.0%N/A0.050%
5/16/2025Visualize Group LP284,287$7.01M2.3%N/A0.860%
5/16/2025Goldman Sachs Group Inc.70,441$1.74M0.0%-76.2%0.212%
5/16/2025Punch & Associates Investment Management Inc.454,272$11.21M0.7%N/A1.374%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.29,033$716K0.0%-5.1%0.088%
5/16/2025AQR Capital Management LLC8,467$209K0.0%N/A0.026%
5/16/2025AYAL Capital Advisors Ltd243,707$6.01M2.0%-6.2%0.737%
5/15/2025Visualize Group LP214,400$5.29M2.8%N/A0.648%
5/15/2025Royal Bank of Canada57,505$1.42M0.0%+31.4%0.174%
5/15/2025Palogic Value Management L.P.130,000$3.21M1.4%-13.2%0.391%
5/15/2025State of Wyoming4,041$100K0.0%-63.2%0.012%
5/14/2025Teton Advisors Inc.37,000$913K0.6%-44.6%0.112%
5/14/2025Gamco Investors INC. ET AL87,563$2.16M0.0%-5.4%0.265%
5/14/2025Gabelli Funds LLC30,000$740K0.0%-18.9%0.091%
5/14/2025Cramer Rosenthal Mcglynn LLC275,323$6.79M0.5%-0.4%0.832%
5/14/2025Long Path Partners LP997,996$24.62M9.5%+1.9%3.017%
5/14/2025MetLife Investment Management LLC12,590$311K0.0%-19.4%0.038%
5/14/2025T. Rowe Price Investment Management Inc.406,076$10.02M0.0%N/A1.228%
5/13/2025Raymond James Financial Inc.558,805$13.79M0.0%-3.3%1.690%
5/13/2025American Century Companies Inc.35,133$867K0.0%+29.9%0.106%
5/13/2025Russell Investments Group Ltd.390,724$9.64M0.0%+28.0%1.181%
5/12/2025Nuveen LLC54,178$1.34M0.0%N/A0.164%
5/12/2025Swiss National Bank45,400$1.12M0.0%-2.8%0.137%
5/12/2025Mitsubishi UFJ Asset Management Co. Ltd.7,926$196K0.0%+11.2%0.024%
5/9/2025Deutsche Bank AG21,607$533K0.0%-8.7%0.065%
5/9/2025Vanguard Group Inc.1,297,937$32.02M0.0%-2.1%3.924%
5/9/2025Geneva Capital Management LLC1,786,370$44.07M0.8%+0.1%5.401%
5/8/2025Federated Hermes Inc.56,292$1.39M0.0%-25.5%0.170%
5/7/2025Meeder Asset Management Inc.6,122$151K0.0%N/A0.019%
5/7/2025Kapitalo Investimentos Ltda11,873$293K0.1%N/A0.036%
5/7/2025Heartland Advisors Inc.759,200$18.73M1.1%-6.5%2.295%
5/6/2025Avantax Advisory Services Inc.17,473$431K0.0%+8.5%0.053%
5/6/2025Royce & Associates LP521,920$12.88M0.1%-3.6%1.578%
5/6/2025Legato Capital Management LLC246,184$6.07M0.8%+34.0%0.744%
5/2/2025Victory Capital Management Inc.71,373$1.76M0.0%-1.8%0.216%
5/1/2025New York State Common Retirement Fund232,153$5.73M0.0%+32.0%0.702%
4/30/2025Gilliland Jeter Wealth Management LLC8,400$207K0.1%N/A0.025%
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4/29/2025Envestnet Asset Management Inc.93,430$2.31M0.0%+9.7%0.282%
4/29/2025Bank of New York Mellon Corp88,296$2.18M0.0%-1.0%0.267%
4/28/2025D.A. Davidson & CO.9,400$232K0.0%N/A0.028%
4/28/2025Principal Financial Group Inc.50,796$1.25M0.0%N/A0.154%
4/24/2025Mirae Asset Global Investments Co. Ltd.2,048$51K0.0%+2,744.4%0.006%
4/15/2025Assenagon Asset Management S.A.15,019$371K0.0%-54.4%0.045%
4/14/2025Harbor Capital Advisors Inc.272,044$6.71M0.3%N/A0.823%
4/9/2025NBC Securities Inc.1,126$27K0.0%+112,500.0%0.003%
4/8/2025Rhumbline Advisers36,331$896K0.0%+2.2%0.110%
4/4/2025Kings Path Partners LLC29,925$738K0.4%-38.6%0.090%
4/1/2025 Cullen Investment Group LTD.35,044$865K0.1%-31.3%0.106%
4/1/2025 Confluence Investment Management LLC278,147$6.86M0.1%-4.9%0.841%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC58,298$1.34M0.0%+11.5%0.174%
2/17/2025Squarepoint Ops LLC12,774$294K0.0%N/A0.038%
2/17/2025Two Sigma Investments LP52,296$1.21M0.0%+111.9%0.156%
2/17/2025State of Wyoming10,987$253K0.0%-74.4%0.033%
2/17/2025Millennium Management LLC56,473$1.30M0.0%-90.6%0.168%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.30,605$705K0.0%+4.1%0.091%
2/17/2025Forager Capital Management LLC765,000$17.63M7.4%N/A2.281%
2/17/2025D. E. Shaw & Co. Inc.19,140$441K0.0%-45.9%0.057%
2/17/2025Deutsche Bank AG23,665$545K0.0%+42.5%0.071%
2/17/2025Covenant Partners LLC60,869$1.40M0.4%-37.2%0.181%
2/17/2025Cresset Asset Management LLC11,373$262K0.0%-15.5%0.034%
2/17/2025Bastion Asset Management Inc.54,021$1.24M0.8%N/A0.161%
2/17/2025Bank of America Corp DE37,093$855K0.0%+30.8%0.111%
2/17/2025Ameriprise Financial Inc.345,507$7.96M0.0%-24.5%1.030%
2/17/2025AYAL Capital Advisors Ltd259,844$5.99M1.6%-30.1%0.775%
2/17/2025AlTi Global Inc.8,750$202K0.0%N/A0.026%
2/17/2025272 Capital LP11,000$253K0.2%-95.7%0.033%
2/14/2025Jane Street Group LLC32,765$755K0.0%+27.9%0.098%
2/14/2025Northern Trust Corp220,597$5.08M0.0%+9.7%0.658%
2/14/2025Aquatic Capital Management LLC15,006$346K0.0%N/A0.045%
2/14/2025Oxford Asset Management LLP11,098$256K0.1%N/A0.033%
2/14/2025Johnson Financial Group Inc.2,912$72K0.0%N/A0.009%
2/14/2025North Reef Capital Management LP46,069$1.06M0.0%-4.7%0.137%
2/14/2025Nebula Research & Development LLC12,742$294K0.0%-46.1%0.038%
2/14/2025Hood River Capital Management LLC743,705$17.14M0.3%-44.6%2.217%
2/14/2025Price T Rowe Associates Inc. MD9,092$210K0.0%N/A0.027%
2/14/2025Dark Forest Capital Management LP13,265$306K0.0%N/A0.040%
2/14/2025Continental Advisors LLC32,969$760K0.3%+41.7%0.098%
2/14/2025Tower Research Capital LLC TRC4,296$99K0.0%-46.6%0.013%
2/14/2025Voss Capital LP110,000$2.53M0.2%-85.9%0.328%
2/14/2025Mcmorgan & Co. LLC133,824$3.08M0.5%+28.3%0.399%
2/14/2025MetLife Investment Management LLC15,629$360K0.0%+16.0%0.047%
2/14/2025Dimensional Fund Advisors LP498,923$11.50M0.0%+2.3%1.488%
2/14/2025Cramer Rosenthal Mcglynn LLC276,530$6.37M0.4%+32.3%0.824%
2/13/2025Marshall Wace LLP175,296$4.04M0.0%+20.0%0.523%
2/13/2025Gamco Investors INC. ET AL92,516$2.13M0.0%+0.5%0.276%
2/13/2025Gabelli Funds LLC37,000$852K0.0%-19.6%0.110%
2/13/2025Portolan Capital Management LLC676,135$15.58M1.0%+3.5%2.016%
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2/13/2025XTX Topco Ltd15,317$353K0.0%N/A0.046%
2/13/2025Barclays PLC39,833$917K0.0%-2.9%0.119%
2/13/2025Kennedy Capital Management LLC130,840$3.02M0.1%-2.4%0.390%
2/13/2025Ranger Investment Management L.P.1,153,935$26.59M1.7%-1.7%3.440%
2/13/2025Renaissance Technologies LLC29,700$684K0.0%-50.7%0.089%
2/13/2025Legal & General Group Plc34,182$788K0.0%-14.3%0.102%
2/13/2025Invesco Ltd.25,292$583K0.0%+2.6%0.075%
2/13/2025Bank of Montreal Can401,162$9.24M0.0%+0.1%1.196%
2/13/2025Federated Hermes Inc.75,603$1.74M0.0%+44.8%0.225%
2/13/2025Russell Investments Group Ltd.305,344$7.04M0.0%-13.8%0.910%
(Data available from 1/1/2016 forward)

IIIV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IIIV shares?

During the previous two years, 163 institutional investors and hedge funds held shares of i3 Verticals. The most heavily invested institutionals were Geneva Capital Management LLC ($44.07M), Vanguard Group Inc. ($32.02M), Crosslink Capital Inc. ($27.30M), Ranger Investment Management L.P. ($26.59M), Long Path Partners LP ($24.62M), AltraVue Capital LLC ($20.99M), and Heartland Advisors Inc. ($18.73M).Learn more on i3 Verticals' institutional investors.

What percentage of i3 Verticals' stock is owned by institutional investors?

84.22% of i3 Verticals' stock is owned by institutional investors. Learn more on IIIV's institutional investor holdings.

Which institutional investors have been buying i3 Verticals' stock?

Of the 130 institutional investors that purchased i3 Verticals' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Long Path Partners LP ($998.00K), AltraVue Capital LLC ($911.15K), Forager Capital Management LLC ($765K), Raymond James Financial Inc. ($577.83K), TimesSquare Capital Management LLC ($533.68K), Voss Capital LLC ($504.89K), and Visualize Group LP ($498.69K).

How much institutional buying is happening at i3 Verticals?

Institutional investors have bought a total of 7,796,835 shares in the last 24 months. This purchase volume represents approximately $179.90M in transactions.

Which of i3 Verticals' major shareholders have been selling company stock?

Of the 51 institutional investors that sold i3 Verticals' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Voss Capital LP ($670.43K), Hood River Capital Management LLC ($599.62K), Millennium Management LLC ($556.72K), Assenagon Asset Management S.A. ($414.05K), 272 Capital LP ($411.36K), Goldman Sachs Group Inc. ($225.89K), and AYAL Capital Advisors Ltd ($128.15K).

How much institutional selling is happening at i3 Verticals?

Institutional investors have sold a total of 3,948,173 shares in the last 24 months. This volume of shares sold represents approximately $91.15M in transactions.


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This page (NASDAQ:IIIV) was last updated on 7/3/2025 by MarketBeat.com Staff
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