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i3 Verticals (IIIV) Institutional Ownership

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$32.09 +0.44 (+1.39%)
Closing price 04:00 PM Eastern
Extended Trading
$32.09 +0.00 (+0.00%)
As of 06:10 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)
101
Total
Institutional Inflows
(last 12 months)
$195.90M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$112.69M
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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
10/15/2025Harbor Capital Advisors Inc.127,628$4.14M0.3%-71.9%0.396%
10/14/2025 Confluence Investment Management LLC98,583$3.20M0.0%-61.0%0.306%
10/7/2025 Cullen Investment Group LTD.26,833$887K0.1%-13.6%0.083%
8/26/2025Thrivent Financial for Lutherans547,598$15.05M0.0%+274.8%1.697%
8/19/2025Ranger Investment Management L.P.1,146,200$31.50M2.2%+0.3%3.553%
8/19/2025State of Wyoming1,873$51K0.0%-53.7%0.006%
8/19/2025Pitcairn Co.16,345$449K0.0%-17.2%0.051%
8/15/2025Tower Research Capital LLC TRC 2,220$61K0.0%+229.9%0.007%
8/15/2025Wasatch Advisors LP300,994$8.27M0.0%N/A0.906%
8/15/2025Manatuck Hill Partners LLC40,000$1.10M0.4%N/A0.120%
8/15/2025Group One Trading LLC2,778$76K0.0%-18.3%0.008%
8/15/2025BNP Paribas Financial Markets2,198$60K0.0%+65.5%0.007%
8/15/2025Bank of America Corp DE103,411$2.84M0.0%-57.4%0.311%
8/14/2025Raymond James Financial Inc.580,373$15.95M0.0%+3.9%1.747%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.27,484$755K0.0%-5.3%0.083%
8/14/2025The Manufacturers Life Insurance Company 8,619$237K0.0%+4.9%0.026%
8/14/2025Sei Investments Co.15,666$430K0.0%+8.7%0.047%
8/14/2025Federated Hermes Inc.70,587$1.94M0.0%+25.4%0.212%
8/13/2025Gabelli Funds LLC25,000$687K0.0%-16.7%0.075%
8/13/2025Gamco Investors INC. ET AL83,021$2.28M0.0%-5.2%0.250%
8/13/2025Teton Advisors Inc.35,000$962K0.6%-5.4%0.105%
8/13/2025Kennedy Capital Management LLC137,726$3.79M0.1%+7.8%0.415%
8/13/2025Invesco Ltd.26,328$723K0.0%+4.6%0.079%
8/13/2025Long Path Partners LP1,039,847$28.58M9.7%+4.2%3.130%
8/13/2025New York State Common Retirement Fund233,173$6.41M0.0%+0.4%0.702%
8/13/2025Loomis Sayles & Co. L P226,000$6.21M0.0%N/A0.680%
8/13/2025Elevation Point Wealth Partners LLC960$26K0.0%N/A0.003%
8/13/2025Russell Investments Group Ltd.385,557$10.60M0.0%-1.3%1.161%
8/13/2025Forager Capital Management LLC665,000$18.27M8.9%-13.1%2.002%
8/12/2025AXQ Capital LP18,890$519K0.2%N/A0.057%
8/12/2025Legal & General Group Plc22,513$619K0.0%-28.5%0.068%
8/12/2025JPMorgan Chase & Co.12,383$340K0.0%+11.4%0.037%
8/12/2025Swiss National Bank42,500$1.17M0.0%-6.4%0.128%
8/11/2025Intrust Bank NA8,615$237K0.0%N/A0.026%
8/8/2025Geode Capital Management LLC648,201$17.82M0.0%+0.4%1.951%
8/8/2025PNC Financial Services Group Inc.4,523$124K0.0%+128.9%0.014%
8/7/2025Mitsubishi UFJ Asset Management Co. Ltd.6,866$189K0.0%-13.4%0.021%
8/5/2025Bank of Montreal Can402,053$11.05M0.0%+0.3%1.210%
8/5/2025Palogic Value Management L.P.120,000$3.30M1.3%-7.7%0.361%
8/5/2025Geneva Capital Management LLC1,887,701$51.87M0.9%+5.7%5.682%
8/1/2025Jennison Associates LLC160,259$4.40M0.0%N/A0.482%
8/1/2025Envestnet Asset Management Inc.95,311$2.62M0.0%+2.0%0.287%
7/29/2025Harbor Asset Planning Inc.4,000$110K0.1%N/A0.012%
7/28/2025TD Asset Management Inc65,528$1.80M0.0%N/A0.197%
7/25/2025Sequoia Financial Advisors LLC10,242$281K0.0%N/A0.031%
7/17/2025Janney Montgomery Scott LLC14,578$401K0.0%N/A0.044%
7/14/2025 Argent Capital Management LLC22,807$627K0.0%+5.5%0.069%
7/9/2025Harbor Capital Advisors Inc.454,743$12.50M0.5%+67.2%1.369%
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%
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%
4/1/2025Cullen Investment Group LTD.35,044$865K0.1%-31.3%0.106%
4/1/2025Confluence Investment Management LLC278,147$6.86M0.1%-4.9%0.841%
(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, 168 institutional investors and hedge funds held shares of i3 Verticals. The most heavily invested institutionals were Geneva Capital Management LLC ($51.87M), Vanguard Group Inc. ($32.02M), Ranger Investment Management L.P. ($31.50M), Long Path Partners LP ($28.58M), Crosslink Capital Inc. ($27.30M), 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 135 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 ($1.04M), AltraVue Capital LLC ($911.15K), Forager Capital Management LLC ($765K), Raymond James Financial Inc. ($599.40K), TimesSquare Capital Management LLC ($533.68K), Visualize Group LP ($498.69K), and Harbor Capital Advisors Inc. ($454.74K).

How much institutional buying is happening at i3 Verticals?

Institutional investors have bought a total of 8,119,581 shares in the last 24 months. This purchase volume represents approximately $195.90M in transactions.

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

Of the 55 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 ($546.63K), Assenagon Asset Management S.A. ($414.05K), 272 Capital LP ($394.63K), Harbor Capital Advisors Inc. ($327.12K), and Goldman Sachs Group Inc. ($225.89K).

How much institutional selling is happening at i3 Verticals?

Institutional investors have sold a total of 4,625,394 shares in the last 24 months. This volume of shares sold represents approximately $112.69M in transactions.


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This page (NASDAQ:IIIV) was last updated on 10/15/2025 by MarketBeat.com Staff
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