i3 Verticals (IIIV) Institutional Ownership

$16.54 -0.26 (-1.55%)

As of 04:00 PM Eastern

Current Institutional Ownership Percentage: 84.22%
Number of Institutional Buyers (last 12 months): 82
Total Institutional Inflows (last 12 months): $130.57M

Number of Institutional Sellers (last 12 months): 54
Total Institutional Outflows (last 12 months): $136.44M

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IIIV Institutional Buying and Selling by Quarter

i3 Verticals Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/27/2026	Corient Private Wealth LP	12,277	$262K	0.0%	N/A	0.047%
8/24/2026	California State Teachers Retirement System	447,620	$9.56M	0.0%	+1,965.6%	1.701%
8/19/2026	Wellington Management Group LLP	224,612	$4.80M	0.0%	N/A	0.853%
8/6/2026	Bank of New York Mellon Corp	79,243	$1.69M	0.0%	N/A	0.284%
7/10/2026	Wasatch Advisors LP	377,435	$8.06M	0.1%	+7.3%	1.351%
7/1/2026	Confluence Investment Management LLC	230,530	$4.92M	0.1%	+91.6%	0.825%
6/16/2026	Empowered Funds LLC	12,556	$281K	0.0%	+10.6%	0.045%
5/21/2026	Argent Capital Management LLC	33,386	$747K	0.0%	+55.5%	0.120%
5/19/2026	Bank of America Corp DE	97,993	$2.19M	0.0%	-8.3%	0.351%
5/18/2026	EverSource Wealth Advisors LLC	47,626	$1.07M	0.0%	+37.9%	0.171%
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5/18/2026	Ranger Investment Management L.P.	925,888	$20.70M	1.5%	-0.5%	3.315%
5/18/2026	Empowered Funds LLC	12,556	$281K	0.0%	+10.6%	0.045%
5/16/2026	Quantinno Capital Management LP	29,884	$668K	0.0%	+66.0%	0.107%
5/15/2026	North Reef Capital Management LP	1,025,000	$22.92M	0.8%	+1,253.8%	3.363%
5/15/2026	Punch & Associates Investment Management Inc.	1,032,606	$23.09M	1.3%	+32.8%	3.388%
5/14/2026	Gamco Investors INC. ET AL	77,341	$1.73M	0.0%	+10.2%	0.254%
5/14/2026	State of Wyoming	3,128	$70K	0.0%	N/A	0.010%
5/13/2026	Cetera Investment Advisers	26,636	$596K	0.0%	+2.4%	0.087%
5/8/2026	PNC Financial Services Group Inc.	4,515	$101K	0.0%	-15.1%	0.015%
5/7/2026	Dimensional Fund Advisors LP	616,851	$13.79M	0.0%	+12.5%	2.024%
5/7/2026	Heartland Advisors Inc.	606,950	$13.57M	0.7%	+11.1%	1.991%
5/6/2026	Jennison Associates LLC	870,051	$19.45M	0.0%	-20.5%	2.854%
5/5/2026	Mcmorgan & Co. LLC	12,271	$274K	0.0%	-25.1%	0.040%
5/5/2026	D.A. Davidson & CO.	8,950	$200K	0.0%	-24.2%	0.029%
5/5/2026	Bank of New York Mellon Corp	77,061	$1.72M	0.0%	-7.7%	0.253%
5/1/2026	Fifth Third Bancorp	1,266	$28K	0.0%	N/A	0.004%
5/1/2026	Kornitzer Capital Management Inc. KS	46,826	$1.05M	0.0%	-3.3%	0.154%
4/21/2026	Wasatch Advisors LP	351,804	$7.87M	0.1%	+44.8%	1.154%
4/16/2026	SG Americas Securities LLC	4,852	$108K	0.0%	-70.0%	0.016%
3/3/2026	Caitong International Asset Management Co. Ltd	1,371	$35K	0.0%	+1,299.0%	0.004%
2/19/2026	T. Rowe Price Investment Management Inc.	3,144,580	$79.21M	0.0%	-0.3%	10.317%
2/18/2026	Mercer Global Advisors Inc. ADV	10,277	$259K	0.0%	+12.0%	0.034%
2/18/2026	Vident Advisory LLC	25,240	$636K	0.0%	+2.4%	0.083%
2/18/2026	Empowered Funds LLC	11,348	$286K	0.0%	+28.3%	0.037%
2/18/2026	XTX Topco Ltd	49,030	$1.24M	0.0%	N/A	0.161%
2/18/2026	VARCOV Co.	28,627	$721K	0.3%	N/A	0.094%
2/18/2026	Gotham Asset Management LLC	13,688	$345K	0.0%	-24.2%	0.045%
2/17/2026	Cetera Investment Advisers	26,023	$656K	0.0%	-16.6%	0.085%
2/17/2026	ArrowMark Colorado Holdings LLC	237,965	$5.99M	0.1%	-6.6%	0.781%
2/17/2026	North Reef Capital Management LP	75,711	$1.91M	0.1%	N/A	0.248%
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2/17/2026	Price T Rowe Associates Inc. MD	13,150	$332K	0.0%	+8.7%	0.043%
2/17/2026	T. Rowe Price Investment Management Inc.	512,862	$12.92M	0.0%	-83.7%	1.683%
2/17/2026	Russell Investments Group Ltd.	306,983	$7.73M	0.0%	+4.3%	1.007%
2/17/2026	&PARTNERS	11,996	$297K	0.0%	+44.4%	0.039%
2/17/2026	Royal Bank of Canada	1,343	$34K	0.0%	-93.5%	0.004%
2/16/2026	Squarepoint Ops LLC	13,191	$332K	0.0%	N/A	0.043%
2/16/2026	Verition Fund Management LLC	11,400	$287K	0.0%	-57.4%	0.037%
2/16/2026	Mariner LLC	43,711	$1.10M	0.0%	-21.7%	0.143%
2/16/2026	Kennedy Capital Management LLC	136,400	$3.44M	0.1%	-0.6%	0.448%
2/16/2026	Barclays PLC	36,655	$923K	0.0%	+12.8%	0.120%
2/13/2026	Stifel Financial Corp	65,885	$1.66M	0.0%	-18.0%	0.204%
2/13/2026	Charles Schwab Investment Management Inc.	181,949	$4.58M	0.0%	+0.7%	0.562%
2/13/2026	State Street Corp	707,344	$17.82M	0.0%	+4.3%	2.187%
2/13/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	44,576	$1.12M	0.0%	+8.2%	0.138%
2/13/2026	Wells Fargo & Company MN	45,782	$1.15M	0.0%	+21.9%	0.142%
2/12/2026	Wasatch Advisors LP	242,887	$6.12M	0.0%	-19.4%	0.751%
2/12/2026	State Board of Administration of Florida Retirement System	49,712	$1.25M	0.0%	+228.1%	0.154%
2/12/2026	Dimensional Fund Advisors LP	548,278	$13.81M	0.0%	-3.1%	1.695%
2/12/2026	Geneva Capital Management LLC	1,682,481	$42.38M	0.8%	-10.6%	5.200%
2/12/2026	Loomis Sayles & Co. L P	268,245	$6.76M	0.0%	+0.5%	0.829%
2/12/2026	Nuveen LLC	159,555	$4.02M	0.0%	+10.9%	0.493%
2/11/2026	Mcmorgan & Co. LLC	16,381	$413K	0.1%	-85.0%	0.051%
2/11/2026	Empowered Funds LLC	11,348	$286K	0.0%	+28.3%	0.035%
2/11/2026	Heartland Advisors Inc.	546,550	$13.77M	0.7%	+0.2%	1.689%
2/11/2026	Deutsche Bank AG	21,198	$534K	0.0%	+4.7%	0.066%
2/11/2026	Franklin Resources Inc.	16,413	$413K	0.0%	-31.1%	0.051%
2/11/2026	AltraVue Capital LLC	1,163,866	$29.32M	2.4%	-0.4%	3.598%
2/10/2026	TD Asset Management Inc	68,100	$1.72M	0.0%	+2.7%	0.211%
2/10/2026	Coyle Financial Counsel LLC	13,462	$339K	0.1%	-19.3%	0.042%
2/9/2026	Geode Capital Management LLC	545,940	$13.75M	0.0%	-17.1%	1.687%
2/9/2026	Royce & Associates LP	504,732	$12.71M	0.1%	+7.5%	1.560%
2/9/2026	12th Street Asset Management Company LLC	595,109	$14.99M	2.5%	-2.4%	1.839%
2/9/2026	William Blair Investment Management LLC	386,385	$9.73M	0.0%	N/A	1.194%
2/6/2026	EverSource Wealth Advisors LLC	34,531	$870K	0.0%	+102.2%	0.107%
2/6/2026	Global Retirement Partners LLC	1,839	$46K	0.0%	+8,259.1%	0.006%
2/6/2026	PNC Financial Services Group Inc.	5,321	$134K	0.0%	-16.0%	0.016%
2/5/2026	Gamco Investors INC. ET AL	70,183	$1.77M	0.0%	-4.8%	0.217%
2/5/2026	Teton Advisors LLC	30,000	$756K	0.5%	-14.3%	0.093%
2/5/2026	Gabelli Funds LLC	20,000	$504K	0.0%	-11.1%	0.062%
2/5/2026	Thrivent Financial for Lutherans	728,505	$18.35M	0.0%	+11.2%	2.252%
2/3/2026	Mitsubishi UFJ Asset Management Co. Ltd.	8,613	$217K	0.0%	+21.2%	0.027%
2/2/2026	Benjamin Edwards Inc.	10,306	$260K	0.0%	-17.6%	0.032%
2/2/2026	Conestoga Capital Advisors LLC	72,902	$1.84M	0.0%	+4.8%	0.225%
2/2/2026	Oppenheimer Asset Management Inc.	91,484	$2.30M	0.0%	-10.1%	0.283%
1/30/2026	Jennison Associates LLC	1,093,762	$27.55M	0.0%	+16.5%	3.381%
1/29/2026	Comerica Bank	1,342	$34K	0.0%	-31.6%	0.004%
1/29/2026	D.A. Davidson & CO.	11,800	$297K	0.0%	+40.5%	0.036%
1/29/2026	UBS Group AG	369,135	$9.30M	0.0%	+91.3%	1.141%
1/29/2026	Vanguard Group Inc.	1,831,573	$46.14M	0.0%	+0.1%	5.662%
1/29/2026	Concurrent Investment Advisors LLC	11,732	$296K	0.0%	N/A	0.036%
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1/28/2026	Universal Beteiligungs und Servicegesellschaft mbH	12,302	$310K	0.0%	+20.3%	0.038%
1/26/2026	CWM LLC	1,393	$35K	0.0%	+221.7%	0.004%
1/23/2026	Tectonic Advisors LLC	96,985	$2.44M	0.1%	+9.2%	0.300%
1/20/2026	Harbor Capital Advisors Inc.	116,581	$2.94M	0.2%	-8.7%	0.360%
1/13/2026	Ferguson Wellman Capital Management Inc.	10,901	$275K	0.0%	+51.0%	0.034%
1/12/2026	Cullen Investment Group LTD.	24,656	$677K	0.1%	-8.1%	0.076%
1/9/2026	SG Americas Securities LLC	16,194	$408K	0.0%	+7.0%	0.050%
1/5/2026	Argent Capital Management LLC	21,468	$541K	0.0%	-6.5%	0.066%
1/5/2026	Confluence Investment Management LLC	82,095	$2.07M	0.0%	-16.7%	0.254%
1/1/2026	JPMorgan Chase & Co.	11,028	$358K	0.0%	-10.9%	0.034%

IIIV Institutional Ownership - Frequently Asked Questions

During the previous two years, 177 institutional investors and hedge funds held shares of i3 Verticals. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($79.21M), Vanguard Group Inc. ($46.14M), Geneva Capital Management LLC ($42.38M), AltraVue Capital LLC ($29.32M), Long Path Partners LP ($28.58M), Portolan Capital Management LLC ($24.27M), and Punch & Associates Investment Management Inc. ($23.09M).Learn more on i3 Verticals' institutional investors.

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

Of the 147 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: North Reef Capital Management LP ($1.03M), AltraVue Capital LLC ($934.83K), Forager Capital Management LLC ($765K), Punch & Associates Investment Management Inc. ($720.19K), Raymond James Financial Inc. ($599.40K), Thrivent Financial for Lutherans ($582.40K), and TimesSquare Capital Management LLC ($533.68K).

Institutional investors have bought a total of 5,051,099 shares in the last 24 months. This purchase volume represents approximately $130.57M in transactions.

Of the 54 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: T. Rowe Price Investment Management Inc. ($2.65M), Harbor Capital Advisors Inc. ($338.16K), Jennison Associates LLC ($223.71K), Portolan Capital Management LLC ($213.96K), Geneva Capital Management LLC ($205.22K), Ranger Investment Management L.P. ($194.68K), and Confluence Investment Management LLC ($170.59K).

Institutional investors have sold a total of 5,025,631 shares in the last 24 months. This volume of shares sold represents approximately $136.44M in transactions.

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Institutional ownership data for NASDAQ:IIIV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.

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i3 Verticals (IIIV) Institutional Ownership

IIIV Institutional Buying and Selling by Quarter

i3 Verticals Major Shareholders & Ownership History

IIIV Institutional Ownership - Frequently Asked Questions

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i3 Verticals (IIIV) Institutional Ownership

Institutional Ownership Changes (13F Filings) for i3 Verticals (NASDAQ:IIIV)

IIIV Institutional Buying and Selling by Quarter

i3 Verticals Major Shareholders & Ownership History

IIIV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IIIV shares?

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

Which institutional investors have been buying i3 Verticals' stock?

How much institutional buying is happening at i3 Verticals?

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

How much institutional selling is happening at i3 Verticals?

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