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i3 Verticals (IIIV) Institutional Ownership

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$25.06 -0.78 (-3.02%)
Closing price 04:00 PM Eastern
Extended Trading
$25.05 -0.01 (-0.04%)
As of 04:27 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
$182.90M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$92.68M
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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
5/16/2025 Visualize Group LP284,287$7.01M2.3%N/A0.860%
5/16/2025 Goldman Sachs Group Inc.70,441$1.74M0.0%-76.2%0.213%
5/16/2025 Punch & Associates Investment Management Inc.454,272$11.21M0.7%N/A1.374%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.29,033$716K0.0%-5.1%0.088%
5/16/2025 AQR Capital Management LLC8,467$209K0.0%N/A0.026%
5/16/2025 AYAL Capital Advisors Ltd243,707$6.01M2.0%-6.2%0.737%
5/15/2025 Visualize Group LP214,400$5.29M2.8%N/A0.648%
5/15/2025 Royal Bank of Canada57,505$1.42M0.0%+31.4%0.174%
5/15/2025 Palogic Value Management L.P.130,000$3.21M1.4%-13.2%0.391%
5/15/2025 State of Wyoming4,041$100K0.0%-63.2%0.012%
5/14/2025 Teton Advisors Inc.37,000$913K0.6%-44.6%0.112%
5/14/2025 Gamco Investors INC. ET AL87,563$2.16M0.0%-5.4%0.265%
5/14/2025 Gabelli Funds LLC30,000$740K0.0%-18.9%0.091%
5/14/2025 Cramer Rosenthal Mcglynn LLC275,323$6.79M0.5%-0.4%0.832%
5/14/2025 Long Path Partners LP997,996$24.62M9.5%+1.9%3.017%
5/14/2025 MetLife Investment Management LLC12,590$311K0.0%-19.4%0.038%
5/14/2025 T. Rowe Price Investment Management Inc.406,076$10.02M0.0%N/A1.228%
5/13/2025 Raymond James Financial Inc.558,805$13.79M0.0%-3.3%1.690%
5/13/2025 American Century Companies Inc.35,133$867K0.0%+29.9%0.106%
5/13/2025 Russell Investments Group Ltd.390,724$9.64M0.0%+28.0%1.181%
5/12/2025 Nuveen LLC54,178$1.34M0.0%N/A0.164%
5/12/2025 Swiss National Bank45,400$1.12M0.0%-2.8%0.137%
5/12/2025 Mitsubishi UFJ Asset Management Co. Ltd.7,926$196K0.0%+11.2%0.024%
5/9/2025 Deutsche Bank AG21,607$533K0.0%-8.7%0.065%
5/9/2025 Vanguard Group Inc.1,297,937$32.02M0.0%-2.1%3.924%
5/9/2025 Geneva Capital Management LLC1,786,370$44.07M0.8%+0.1%5.401%
5/8/2025 Federated Hermes Inc.56,292$1.39M0.0%-25.5%0.170%
5/7/2025 Meeder Asset Management Inc.6,122$151K0.0%N/A0.019%
5/7/2025 Kapitalo Investimentos Ltda11,873$293K0.1%N/A0.036%
5/7/2025 Heartland Advisors Inc.759,200$18.73M1.1%-6.5%2.295%
5/6/2025 Avantax Advisory Services Inc.17,473$431K0.0%+8.5%0.053%
5/6/2025 Royce & Associates LP521,920$12.88M0.1%-3.6%1.578%
5/6/2025 Legato Capital Management LLC246,184$6.07M0.8%+34.0%0.744%
5/2/2025 Victory Capital Management Inc.71,373$1.76M0.0%-1.8%0.216%
5/1/2025 New York State Common Retirement Fund232,153$5.73M0.0%+32.0%0.702%
4/30/2025 Gilliland Jeter Wealth Management LLC8,400$207K0.1%N/A0.025%
4/29/2025 Envestnet Asset Management Inc.93,430$2.31M0.0%+9.7%0.282%
4/29/2025 Bank of New York Mellon Corp88,296$2.18M0.0%-1.0%0.267%
4/28/2025 D.A. Davidson & CO.9,400$232K0.0%N/A0.028%
4/28/2025 Principal Financial Group Inc.50,796$1.25M0.0%N/A0.154%
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4/24/2025 Mirae Asset Global Investments Co. Ltd.2,048$51K0.0%+2,744.4%0.006%
4/15/2025 Assenagon Asset Management S.A.15,019$371K0.0%-54.4%0.045%
4/14/2025 Harbor Capital Advisors Inc.272,044$6.71M0.3%N/A0.823%
4/9/2025 NBC Securities Inc.1,126$27K0.0%+112,500.0%0.003%
4/8/2025 Rhumbline Advisers36,331$896K0.0%+2.2%0.110%
4/4/2025 Kings 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%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC58,298$1.34M0.0%+11.5%0.174%
2/17/2025 Squarepoint Ops LLC12,774$294K0.0%N/A0.038%
2/17/2025 Two Sigma Investments LP52,296$1.21M0.0%+111.9%0.156%
2/17/2025 State of Wyoming10,987$253K0.0%-74.4%0.033%
2/17/2025 Millennium Management LLC56,473$1.30M0.0%-90.6%0.168%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.30,605$705K0.0%+4.1%0.091%
2/17/2025 Forager Capital Management LLC765,000$17.63M7.4%N/A2.281%
2/17/2025 D. E. Shaw & Co. Inc.19,140$441K0.0%-45.9%0.057%
2/17/2025 Deutsche Bank AG23,665$545K0.0%+42.5%0.071%
2/17/2025 Covenant Partners LLC60,869$1.40M0.4%-37.2%0.181%
2/17/2025 Cresset Asset Management LLC11,373$262K0.0%-15.5%0.034%
2/17/2025 Bastion Asset Management Inc.54,021$1.24M0.8%N/A0.161%
2/17/2025 Bank of America Corp DE37,093$855K0.0%+30.8%0.111%
2/17/2025 Ameriprise Financial Inc.345,507$7.96M0.0%-24.5%1.030%
2/17/2025 AYAL Capital Advisors Ltd259,844$5.99M1.6%-30.1%0.775%
2/17/2025 AlTi Global Inc.8,750$202K0.0%N/A0.026%
2/17/2025 272 Capital LP11,000$253K0.2%-95.7%0.033%
2/14/2025 Jane Street Group LLC32,765$755K0.0%+27.9%0.098%
2/14/2025 Northern Trust Corp220,597$5.08M0.0%+9.7%0.658%
2/14/2025 Aquatic Capital Management LLC15,006$346K0.0%N/A0.045%
2/14/2025 Oxford Asset Management LLP11,098$256K0.1%N/A0.033%
2/14/2025 Johnson Financial Group Inc.2,912$72K0.0%N/A0.009%
2/14/2025 North Reef Capital Management LP46,069$1.06M0.0%-4.7%0.137%
2/14/2025 Nebula Research & Development LLC12,742$294K0.0%-46.1%0.038%
2/14/2025 Hood River Capital Management LLC743,705$17.14M0.3%-44.6%2.217%
2/14/2025 Price T Rowe Associates Inc. MD9,092$210K0.0%N/A0.027%
2/14/2025 Dark Forest Capital Management LP13,265$306K0.0%N/A0.040%
2/14/2025 Continental Advisors LLC32,969$760K0.3%+41.7%0.098%
2/14/2025 Tower Research Capital LLC TRC4,296$99K0.0%-46.6%0.013%
2/14/2025 Voss Capital LP110,000$2.53M0.2%-85.9%0.328%
2/14/2025 Mcmorgan & Co. LLC133,824$3.08M0.5%+28.3%0.399%
2/14/2025 MetLife Investment Management LLC15,629$360K0.0%+16.0%0.047%
2/14/2025 Dimensional Fund Advisors LP498,923$11.50M0.0%+2.3%1.488%
2/14/2025 Cramer Rosenthal Mcglynn LLC276,530$6.37M0.4%+32.3%0.824%
2/13/2025 Marshall Wace LLP175,296$4.04M0.0%+20.0%0.523%
2/13/2025 Gamco Investors INC. ET AL92,516$2.13M0.0%+0.5%0.276%
2/13/2025 Gabelli Funds LLC37,000$852K0.0%-19.6%0.110%
2/13/2025 Portolan Capital Management LLC676,135$15.58M1.0%+3.5%2.016%
2/13/2025 XTX Topco Ltd15,317$353K0.0%N/A0.046%
2/13/2025 Barclays PLC39,833$917K0.0%-2.9%0.119%
2/13/2025 Kennedy Capital Management LLC130,840$3.02M0.1%-2.4%0.390%
2/13/2025 Ranger Investment Management L.P.1,153,935$26.59M1.7%-1.7%3.440%
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2/13/2025 Renaissance Technologies LLC29,700$684K0.0%-50.7%0.089%
2/13/2025 Legal & General Group Plc34,182$788K0.0%-14.3%0.102%
2/13/2025 Invesco Ltd.25,292$583K0.0%+2.6%0.075%
2/13/2025 Bank of Montreal Can401,162$9.24M0.0%+0.1%1.196%
2/13/2025 Federated Hermes Inc.75,603$1.74M0.0%+44.8%0.225%
2/13/2025 Russell Investments Group Ltd.305,344$7.04M0.0%-13.8%0.910%
2/13/2025 Envestnet Asset Management Inc.85,153$1.96M0.0%+6.1%0.254%
2/13/2025 Dynamic Technology Lab Private Ltd14,924$344K0.1%N/A0.044%
2/13/2025 Wells Fargo & Company MN15,911$367K0.0%+38.5%0.047%
2/13/2025 Integrated Quantitative Investments LLC16,871$389K0.2%N/A0.050%
(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, 162 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 IIIV's 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 129 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 11,107,078 shares in the last 24 months. This purchase volume represents approximately $253.16M in transactions.

Which i3 Verticals major shareholders have been selling company stock?

Of the 77 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), Wellington Management Group LLP ($284.34K), and Driehaus Capital Management LLC ($229.58K).

How much institutional selling is happening at i3 Verticals?

Institutional investors have sold a total of 5,880,637 shares in the last 24 months. This volume of shares sold represents approximately $132.91M in transactions.


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This page (NASDAQ:IIIV) was last updated on 5/21/2025 by MarketBeat.com Staff
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