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i3 Verticals (IIIV) Institutional Ownership

i3 Verticals logo
$16.49 -0.14 (-0.84%)
As of 01:46 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)
84
Total
Institutional Inflows
(last 12 months)
$136.98M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$140.44M
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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
8/6/2026 Bank of New York Mellon Corp79,243$1.69M0.0%N/A0.284%
7/10/2026 Wasatch Advisors LP377,435$8.06M0.1%+7.3%1.351%
7/1/2026 Confluence Investment Management LLC230,530$4.92M0.1%+91.6%0.825%
6/16/2026Empowered Funds LLC12,556$281K0.0%+10.6%0.045%
5/21/2026 Argent Capital Management LLC33,386$747K0.0%+55.5%0.120%
5/19/2026Bank of America Corp DE97,993$2.19M0.0%-8.3%0.351%
5/18/2026 EverSource Wealth Advisors LLC47,626$1.07M0.0%+37.9%0.171%
5/18/2026Ranger Investment Management L.P.925,888$20.70M1.5%-0.5%3.315%
5/18/2026Empowered Funds LLC12,556$281K0.0%+10.6%0.045%
5/16/2026Quantinno Capital Management LP29,884$668K0.0%+66.0%0.107%
5/15/2026North Reef Capital Management LP1,025,000$22.92M0.8%+1,253.8%3.363%
5/15/2026Punch & Associates Investment Management Inc.1,032,606$23.09M1.3%+32.8%3.388%
5/14/2026 Gamco Investors INC. ET AL77,341$1.73M0.0%+10.2%0.254%
5/14/2026 State of Wyoming3,128$70K0.0%N/A0.010%
5/13/2026 Cetera Investment Advisers26,636$596K0.0%+2.4%0.087%
5/8/2026 PNC Financial Services Group Inc.4,515$101K0.0%-15.1%0.015%
5/7/2026 Dimensional Fund Advisors LP616,851$13.79M0.0%+12.5%2.024%
5/7/2026 Heartland Advisors Inc.606,950$13.57M0.7%+11.1%1.991%
5/6/2026 Jennison Associates LLC870,051$19.45M0.0%-20.5%2.854%
5/5/2026Mcmorgan & Co. LLC12,271$274K0.0%-25.1%0.040%
5/5/2026 D.A. Davidson & CO.8,950$200K0.0%-24.2%0.029%
5/5/2026 Bank of New York Mellon Corp77,061$1.72M0.0%-7.7%0.253%
5/1/2026 Fifth Third Bancorp1,266$28K0.0%N/A0.004%
5/1/2026 Kornitzer Capital Management Inc. KS46,826$1.05M0.0%-3.3%0.154%
4/21/2026 Wasatch Advisors LP351,804$7.87M0.1%+44.8%1.154%
4/16/2026 SG Americas Securities LLC4,852$108K0.0%-70.0%0.016%
3/3/2026 Caitong International Asset Management Co. Ltd1,371$35K0.0%+1,299.0%0.004%
2/19/2026T. Rowe Price Investment Management Inc.3,144,580$79.21M0.0%-0.3%10.317%
2/18/2026 Mercer Global Advisors Inc. ADV10,277$259K0.0%+12.0%0.034%
2/18/2026 Vident Advisory LLC25,240$636K0.0%+2.4%0.083%
2/18/2026Empowered Funds LLC11,348$286K0.0%+28.3%0.037%
2/18/2026XTX Topco Ltd49,030$1.24M0.0%N/A0.161%
2/18/2026VARCOV Co.28,627$721K0.3%N/A0.094%
2/18/2026Gotham Asset Management LLC13,688$345K0.0%-24.2%0.045%
2/17/2026 Cetera Investment Advisers26,023$656K0.0%-16.6%0.085%
2/17/2026ArrowMark Colorado Holdings LLC237,965$5.99M0.1%-6.6%0.781%
2/17/2026North Reef Capital Management LP75,711$1.91M0.1%N/A0.248%
2/17/2026Price T Rowe Associates Inc. MD13,150$332K0.0%+8.7%0.043%
2/17/2026T. Rowe Price Investment Management Inc.512,862$12.92M0.0%-83.7%1.683%
2/17/2026 Russell Investments Group Ltd.306,983$7.73M0.0%+4.3%1.007%
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2/17/2026&PARTNERS11,996$297K0.0%+44.4%0.039%
2/17/2026Royal Bank of Canada1,343$34K0.0%-93.5%0.004%
2/16/2026Squarepoint Ops LLC13,191$332K0.0%N/A0.043%
2/16/2026Verition Fund Management LLC11,400$287K0.0%-57.4%0.037%
2/16/2026Mariner LLC43,711$1.10M0.0%-21.7%0.143%
2/16/2026Kennedy Capital Management LLC136,400$3.44M0.1%-0.6%0.448%
2/16/2026Barclays PLC36,655$923K0.0%+12.8%0.120%
2/13/2026 Stifel Financial Corp65,885$1.66M0.0%-18.0%0.204%
2/13/2026Charles Schwab Investment Management Inc.181,949$4.58M0.0%+0.7%0.562%
2/13/2026 State Street Corp707,344$17.82M0.0%+4.3%2.187%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC44,576$1.12M0.0%+8.2%0.138%
2/13/2026Wells Fargo & Company MN45,782$1.15M0.0%+21.9%0.142%
2/12/2026 Wasatch Advisors LP242,887$6.12M0.0%-19.4%0.751%
2/12/2026 State Board of Administration of Florida Retirement System49,712$1.25M0.0%+228.1%0.154%
2/12/2026 Dimensional Fund Advisors LP548,278$13.81M0.0%-3.1%1.695%
2/12/2026 Geneva Capital Management LLC1,682,481$42.38M0.8%-10.6%5.200%
2/12/2026Loomis Sayles & Co. L P268,245$6.76M0.0%+0.5%0.829%
2/12/2026 Nuveen LLC159,555$4.02M0.0%+10.9%0.493%
2/11/2026Mcmorgan & Co. LLC16,381$413K0.1%-85.0%0.051%
2/11/2026Empowered Funds LLC11,348$286K0.0%+28.3%0.035%
2/11/2026 Heartland Advisors Inc.546,550$13.77M0.7%+0.2%1.689%
2/11/2026 Deutsche Bank AG21,198$534K0.0%+4.7%0.066%
2/11/2026Franklin Resources Inc.16,413$413K0.0%-31.1%0.051%
2/11/2026AltraVue Capital LLC1,163,866$29.32M2.4%-0.4%3.598%
2/10/2026 TD Asset Management Inc68,100$1.72M0.0%+2.7%0.211%
2/10/2026 Coyle Financial Counsel LLC13,462$339K0.1%-19.3%0.042%
2/9/2026 Geode Capital Management LLC545,940$13.75M0.0%-17.1%1.687%
2/9/2026Royce & Associates LP504,732$12.71M0.1%+7.5%1.560%
2/9/202612th Street Asset Management Company LLC595,109$14.99M2.5%-2.4%1.839%
2/9/2026 William Blair Investment Management LLC386,385$9.73M0.0%N/A1.194%
2/6/2026 EverSource Wealth Advisors LLC34,531$870K0.0%+102.2%0.107%
2/6/2026 Global Retirement Partners LLC1,839$46K0.0%+8,259.1%0.006%
2/6/2026 PNC Financial Services Group Inc.5,321$134K0.0%-16.0%0.016%
2/5/2026 Gamco Investors INC. ET AL70,183$1.77M0.0%-4.8%0.217%
2/5/2026 Teton Advisors LLC30,000$756K0.5%-14.3%0.093%
2/5/2026 Gabelli Funds LLC20,000$504K0.0%-11.1%0.062%
2/5/2026Thrivent Financial for Lutherans728,505$18.35M0.0%+11.2%2.252%
2/3/2026 Mitsubishi UFJ Asset Management Co. Ltd.8,613$217K0.0%+21.2%0.027%
2/2/2026 Benjamin Edwards Inc.10,306$260K0.0%-17.6%0.032%
2/2/2026 Conestoga Capital Advisors LLC72,902$1.84M0.0%+4.8%0.225%
2/2/2026 Oppenheimer Asset Management Inc.91,484$2.30M0.0%-10.1%0.283%
1/30/2026 Jennison Associates LLC1,093,762$27.55M0.0%+16.5%3.381%
1/29/2026Comerica Bank1,342$34K0.0%-31.6%0.004%
1/29/2026 D.A. Davidson & CO.11,800$297K0.0%+40.5%0.036%
1/29/2026UBS Group AG369,135$9.30M0.0%+91.3%1.141%
1/29/2026Vanguard Group Inc.1,831,573$46.14M0.0%+0.1%5.662%
1/29/2026 Concurrent Investment Advisors LLC11,732$296K0.0%N/A0.036%
1/28/2026 Universal Beteiligungs und Servicegesellschaft mbH12,302$310K0.0%+20.3%0.038%
1/26/2026CWM LLC1,393$35K0.0%+221.7%0.004%
1/23/2026 Tectonic Advisors LLC96,985$2.44M0.1%+9.2%0.300%
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1/20/2026 Harbor Capital Advisors Inc.116,581$2.94M0.2%-8.7%0.360%
1/13/2026 Ferguson Wellman Capital Management Inc.10,901$275K0.0%+51.0%0.034%
1/12/2026 Cullen Investment Group LTD.24,656$677K0.1%-8.1%0.076%
1/9/2026 SG Americas Securities LLC16,194$408K0.0%+7.0%0.050%
1/5/2026 Argent Capital Management LLC21,468$541K0.0%-6.5%0.066%
1/5/2026 Confluence Investment Management LLC82,095$2.07M0.0%-16.7%0.254%
1/1/2026 JPMorgan Chase & Co.11,028$358K0.0%-10.9%0.034%
11/24/2025CIBC Private Wealth Group LLC3,265$106K0.0%-36.0%0.010%
11/18/2025 Advisory Services Network LLC2,324$75K0.0%N/A0.007%
11/17/2025Verition Fund Management LLC26,731$868K0.0%+129.3%0.083%


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 149 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), 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), and Thrivent Financial for Lutherans ($582.40K).

Institutional investors have bought a total of 5,136,669 shares in the last 24 months. This purchase volume represents approximately $136.98M in transactions.

Of the 56 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 5,171,215 shares in the last 24 months. This volume of shares sold represents approximately $140.44M 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 8/6/2026. New 13F filings are added each quarter as they're published.
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