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i3 Verticals (IIIV) Institutional Ownership

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$31.86 -0.08 (-0.25%)
As of 09:53 AM 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)
$175.91M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$96.83M
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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
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%
8/14/2025 Federated Hermes Inc.70,587$1.94M0.0%+25.4%0.212%
8/13/2025 Gabelli Funds LLC25,000$687K0.0%-16.7%0.075%
8/13/2025 Gamco Investors INC. ET AL83,021$2.28M0.0%-5.2%0.250%
8/13/2025 Teton Advisors Inc.35,000$962K0.6%-5.4%0.105%
8/13/2025 Kennedy Capital Management LLC137,726$3.79M0.1%+7.8%0.415%
8/13/2025 Invesco Ltd.26,328$723K0.0%+4.6%0.079%
8/13/2025 Long Path Partners LP1,039,847$28.58M9.7%+4.2%3.130%
8/13/2025 New York State Common Retirement Fund233,173$6.41M0.0%+0.4%0.702%
8/13/2025 Loomis Sayles & Co. L P226,000$6.21M0.0%N/A0.680%
8/13/2025 Elevation Point Wealth Partners LLC960$26K0.0%N/A0.003%
8/13/2025 Russell Investments Group Ltd.385,557$10.60M0.0%-1.3%1.161%
8/13/2025 Forager Capital Management LLC665,000$18.27M8.9%-13.1%2.002%
8/12/2025 AXQ Capital LP18,890$519K0.2%N/A0.057%
8/12/2025 Legal & General Group Plc22,513$619K0.0%-28.5%0.068%
8/12/2025 JPMorgan Chase & Co.12,383$340K0.0%+11.4%0.037%
8/12/2025 Swiss National Bank42,500$1.17M0.0%-6.4%0.128%
8/11/2025 Intrust Bank NA8,615$237K0.0%N/A0.026%
8/8/2025 Geode Capital Management LLC648,201$17.82M0.0%+0.4%1.951%
8/8/2025 PNC Financial Services Group Inc.4,523$124K0.0%+128.9%0.014%
8/7/2025 Mitsubishi UFJ Asset Management Co. Ltd.6,866$189K0.0%-13.4%0.021%
8/5/2025 Bank of Montreal Can402,053$11.05M0.0%+0.3%1.210%
8/5/2025 Palogic Value Management L.P.120,000$3.30M1.3%-7.7%0.361%
8/5/2025 Geneva Capital Management LLC1,887,701$51.87M0.9%+5.7%5.682%
8/1/2025 Jennison Associates LLC160,259$4.40M0.0%N/A0.482%
8/1/2025 Envestnet Asset Management Inc.95,311$2.62M0.0%+2.0%0.287%
7/29/2025 Harbor Asset Planning Inc.4,000$110K0.1%N/A0.012%
7/28/2025 TD Asset Management Inc65,528$1.80M0.0%N/A0.197%
7/25/2025 Sequoia Financial Advisors LLC10,242$281K0.0%N/A0.031%
7/17/2025 Janney Montgomery Scott LLC14,578$401K0.0%N/A0.044%
7/14/2025 Argent Capital Management LLC22,807$627K0.0%+5.5%0.069%
7/9/2025 Harbor 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%
5/29/2025 Rhumbline Advisers36,331$896K0.0%+2.2%0.109%
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5/28/2025 Strs 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%
5/15/2025 Palogic 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%
5/14/2025 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%
5/14/2025T. 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%
5/13/2025 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%
5/6/2025Legato 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%
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%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC58,298$1.34M0.0%+11.5%0.174%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
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%
2/17/2025 Forager 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%
2/17/2025 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%
(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, 166 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), Long Path Partners LP ($28.58M), Crosslink Capital Inc. ($27.30M), Ranger Investment Management L.P. ($26.59M), 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 133 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 7,396,811 shares in the last 24 months. This purchase volume represents approximately $175.91M in transactions.

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

Of the 52 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), Goldman Sachs Group Inc. ($225.89K), and Bank of America Corp DE ($139.39K).

How much institutional selling is happening at i3 Verticals?

Institutional investors have sold a total of 4,136,750 shares in the last 24 months. This volume of shares sold represents approximately $96.83M in transactions.


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This page (NASDAQ:IIIV) was last updated on 8/15/2025 by MarketBeat.com Staff
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