i3 Verticals (IIIV) Institutional Ownership

$22.37

0.00 (0.00%)

(As of 09/17/2024 ET)

Current Institutional Ownership Percentage: 84.22%
Number of Institutional Buyers (last 12 months): 54
Total Institutional Inflows (last 12 months): $76.89M

Number of Institutional Sellers (last 12 months): 39
Total Institutional Outflows (last 12 months): $34.89M

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IIIV Institutional Buying and Selling by Quarter

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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
9/5/2024	Sanctuary Advisors LLC	12,623	$292K	0.0%	N/A	0.038%
8/27/2024	Dana Investment Advisors Inc.	67,361	$1.49M	0.1%	+22.0%	0.201%
8/15/2024	Select Equity Group L.P.	65,730	$1.45M	0.0%	+1.8%	0.196%
8/15/2024	Shellback Capital LP	181,652	$4.01M	0.3%	+39.6%	0.543%
8/15/2024	Millennium Management LLC	673,946	$14.88M	0.0%	-1.5%	2.013%
8/15/2024	Mason Capital Management LLC	337,099	$7.44M	1.4%	N/A	1.007%
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8/14/2024	272 Capital LP	256,021	$5.65M	2.8%	-6.1%	0.765%
8/14/2024	Marshall Wace LLP	12,963	$286K	0.0%	-52.6%	0.039%
8/14/2024	Long Path Partners LP	577,706	$12.76M	5.1%	N/A	1.726%
8/14/2024	Hood River Capital Management LLC	1,190,184	$26.28M	0.5%	+6.3%	3.556%
8/14/2024	Continental Advisors LLC	28,769	$635K	0.3%	N/A	0.086%
8/14/2024	EverSource Wealth Advisors LLC	193,676	$4.75M	0.3%	-11.4%	0.579%
8/14/2024	Gabelli Funds LLC	46,000	$1.02M	0.0%	-17.9%	0.137%
8/9/2024	Renaissance Technologies LLC	57,000	$1.26M	0.0%	-10.8%	0.170%
8/9/2024	Dimensional Fund Advisors LP	484,494	$10.70M	0.0%	+2.9%	1.447%
8/8/2024	Envestnet Asset Management Inc.	106,056	$2.34M	0.0%	-7.7%	0.317%
8/5/2024	Victory Capital Management Inc.	45,700	$1.01M	0.0%	+4.5%	0.137%
8/1/2024	Rhumbline Advisers	37,049	$818K	0.0%	+18.4%	0.111%
7/30/2024	Kings Path Partners LLC	48,745	$1.08M	0.5%	N/A	0.146%
7/26/2024	Bank of New York Mellon Corp	120,116	$2.65M	0.0%	+13.3%	0.359%
7/24/2024	Argent Capital Management LLC	14,066	$311K	0.0%	+60.7%	0.042%
7/18/2024	Assenagon Asset Management S.A.	429,065	$9.47M	0.0%	+33.2%	1.282%
7/16/2024	Sequoia Financial Advisors LLC	27,154	$600K	0.0%	N/A	0.081%
7/12/2024	SG Americas Securities LLC	5,262	$116K	0.0%	N/A	0.016%
7/1/2024	Cullen Investment Group LTD.	58,757	$1.30M	0.2%	-17.3%	0.176%
7/1/2024	Confluence Investment Management LLC	306,540	$6.77M	0.1%	+102.7%	0.916%
6/11/2024	EverSource Wealth Advisors LLC	218,676	$4.97M	0.4%	-26.7%	0.653%
5/28/2024	Boston Partners	35,525	$813K	0.0%	-23.6%	0.106%
5/17/2024	Comerica Bank	2,133	$49K	0.0%	+46.0%	0.006%
5/16/2024	California State Teachers Retirement System	23,197	$531K	0.0%	-5.0%	0.070%
5/16/2024	Kennedy Capital Management LLC	170,957	$3.91M	0.1%	+13.3%	0.512%
5/15/2024	Hood River Capital Management LLC	1,119,931	$25.64M	0.6%	+43.1%	3.356%
5/15/2024	Teton Advisors Inc.	76,791	$1.76M	0.6%	-3.8%	0.230%
5/15/2024	Gamco Investors INC. ET AL	108,412	$2.48M	0.0%	-0.7%	0.325%
5/14/2024	EntryPoint Capital LLC	9,171	$210K	0.2%	N/A	0.027%
5/14/2024	Pitcairn Co.	13,818	$316K	0.0%	+14.7%	0.041%
5/10/2024	Vanguard Group Inc.	1,296,132	$29.67M	0.0%	+0.1%	3.884%
5/9/2024	Scout Investments Inc.	299,271	$6.75M	0.2%	-6.0%	0.897%
5/7/2024	Heartland Advisors Inc.	599,800	$13.73M	0.7%	+10.9%	1.797%
5/4/2024	Geneva Capital Management LLC	1,919,097	$43.93M	0.8%	+1.7%	5.751%
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5/3/2024	GSA Capital Partners LLP	64,557	$1.48M	0.1%	-34.5%	0.193%
5/1/2024	BNP Paribas Financial Markets	19,920	$456K	0.0%	+11.7%	0.060%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	41,298	$992K	0.0%	+10.9%	0.124%
4/30/2024	Argent Capital Management LLC	8,755	$200K	0.0%	N/A	0.026%
4/26/2024	Conestoga Capital Advisors LLC	70,222	$1.61M	0.0%	+0.9%	0.210%
4/26/2024	YHB Investment Advisors Inc.	1,112	$25K	0.0%	N/A	0.003%
4/23/2024	Wesbanco Bank Inc.	64,947	$1.49M	0.1%	N/A	0.195%
4/23/2024	Raymond James Financial Services Advisors Inc.	64,706	$1.48M	0.0%	-28.3%	0.194%
4/9/2024	Ferguson Wellman Capital Management Inc.	9,740	$223K	0.0%	N/A	0.029%
4/5/2024	Los Angeles Capital Management LLC	15,794	$362K	0.0%	-6.2%	0.047%
4/4/2024	Cullen Investment Group LTD.	71,037	$1.59M	0.3%	-19.9%	0.213%
4/1/2024	Confluence Investment Management LLC	151,202	$3.46M	0.0%	N/A	0.453%
3/22/2024	PNC Financial Services Group Inc.	6,515	$138K	0.0%	-12.5%	0.020%
2/20/2024	Covenant Partners LLC	260,984	$5.53M	1.7%	-24.1%	0.782%
2/15/2024	Palogic Value Management L.P.	120,000	$2.54M	1.1%	+65.5%	0.360%
2/14/2024	Crosslink Capital Inc.	1,289,426	$27.30M	4.1%	-1.1%	3.864%
2/14/2024	Ranger Investment Management L.P.	1,047,985	$22.19M	1.3%	+2.6%	3.141%
2/14/2024	Scout Investments Inc.	318,293	$6.74M	0.2%	-1.5%	0.954%
2/13/2024	Gabelli Funds LLC	56,000	$1.19M	0.0%	-8.2%	0.168%
2/13/2024	Teton Advisors Inc.	79,791	$1.69M	0.6%	-17.6%	0.239%
2/13/2024	CIBC Private Wealth Group LLC	245,440	$5.20M	0.0%	+147.4%	0.736%
2/13/2024	Campbell & CO Investment Adviser LLC	25,519	$540K	0.0%	+57.5%	0.076%
2/13/2024	Rock Creek Group LP	30,000	$635K	0.1%	-46.9%	0.090%
2/12/2024	Olympiad Research LP	9,591	$203K	0.2%	N/A	0.029%
2/12/2024	1492 Capital Management LLC	46,341	$981K	0.6%	+16.7%	0.139%
2/12/2024	Cape Investment Advisory Inc.	1,431	$30K	0.0%	N/A	0.004%
2/9/2024	Quest Partners LLC	20,382	$431K	0.1%	N/A	0.061%
2/9/2024	Trexquant Investment LP	22,200	$470K	0.0%	N/A	0.067%
2/9/2024	Dynamic Technology Lab Private Ltd	19,572	$414K	0.0%	N/A	0.059%
2/8/2024	Great Lakes Advisors LLC	78,284	$1.66M	0.0%	-54.8%	0.235%
2/8/2024	Heartland Advisors Inc.	540,750	$11.45M	0.6%	+0.6%	1.620%
2/7/2024	Jump Financial LLC	20,049	$424K	0.0%	+76.8%	0.060%
2/7/2024	Dana Investment Advisors Inc.	52,499	$1.11M	0.1%	-1.5%	0.157%
2/7/2024	BNP Paribas Financial Markets	17,835	$378K	0.0%	-15.0%	0.053%
2/7/2024	Geneva Capital Management LLC	1,887,826	$39.97M	0.8%	+0.3%	5.657%
2/6/2024	ABS Direct Equity Fund LLC	35,000	$741K	0.7%	N/A	0.105%
2/6/2024	Swiss National Bank	45,800	$970K	0.0%	-9.1%	0.137%
2/5/2024	Victory Capital Management Inc.	43,000	$910K	0.0%	+2.4%	0.129%
2/2/2024	Semanteon Capital Management LP	17,285	$366K	0.2%	N/A	0.052%
1/31/2024	Kornitzer Capital Management Inc. KS	42,600	$902K	0.0%	-46.3%	0.128%
1/31/2024	Federated Hermes Inc.	46,346	$981K	0.0%	-33.3%	0.139%
1/30/2024	Zurcher Kantonalbank Zurich Cantonalbank	4,992	$106K	0.0%	+36.9%	0.015%
1/30/2024	Voss Capital LLC	765,000	$16.20M	1.6%	-18.4%	2.292%
1/30/2024	Cullen Investment Group LTD.	88,717	$1.88M	0.3%	N/A	0.266%
1/29/2024	Shaker Investments LLC OH	23,910	$506K	0.2%	+130.5%	0.072%
1/26/2024	Conestoga Capital Advisors LLC	69,582	$1.47M	0.0%	+4.2%	0.209%
1/24/2024	Mirae Asset Global Investments Co. Ltd.	37,223	$788K	0.0%	-1.7%	0.112%
1/16/2024	Raymond James Financial Services Advisors Inc.	90,276	$1.91M	0.0%	+4.5%	0.271%
1/16/2024	Raymond James & Associates	79,927	$1.69M	0.0%	+2.9%	0.240%
1/12/2024	SG Americas Securities LLC	7,762	$164K	0.0%	+31.0%	0.023%
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12/18/2023	Vanguard Group Inc.	1,262,579	$26.69M	0.0%	+0.8%	3.784%
12/11/2023	Wesbanco Bank Inc.	49,547	$1.05M	0.0%	+37.8%	0.148%
12/1/2023	Wellington Management Group LLP	86,120	$1.82M	0.0%	-76.8%	0.258%
11/15/2023	Dana Investment Advisors Inc.	53,282	$1.13M	0.1%	-12.8%	0.160%
11/15/2023	GSA Capital Partners LLP	45,047	$952K	0.1%	-32.9%	0.135%
11/15/2023	Ranger Investment Management L.P.	1,021,315	$21.59M	1.4%	-4.3%	3.063%
11/14/2023	Meros Investment Management LP	65,743	$1.39M	0.8%	-65.2%	0.197%
11/14/2023	B. Riley Asset Management LLC	117,892	$2.49M	1.0%	N/A	0.354%
11/13/2023	Federated Hermes Inc.	69,487	$1.47M	0.0%	+19.5%	0.208%
11/13/2023	Rock Creek Group LP	56,484	$1.19M	0.1%	-4.8%	0.169%

(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, 111 institutional investors and hedge funds held shares of i3 Verticals. The most heavily invested institutionals were Scissortail Wealth Management LLC ($3.37B), Geneva Capital Management LLC ($43.93M), Vanguard Group Inc. ($29.67M), Crosslink Capital Inc. ($27.30M), Hood River Capital Management LLC ($26.28M), Ranger Investment Management L.P. ($22.19M), and Voss Capital LLC ($16.20M).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 87 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: Voss Capital LLC ($937.08K), Long Path Partners LP ($577.71K), Hood River Capital Management LLC ($501.89K), Heartland Advisors Inc. ($487.65K), Assenagon Asset Management S.A. ($429.07K), Bank of Montreal Can ($414.95K), and Mason Capital Management LLC ($337.10K).

How much institutional buying is happening at i3 Verticals?: Institutional investors have bought a total of 7,444,921 shares in the last 24 months. This purchase volume represents approximately $168.08M in transactions.
Which i3 Verticals major shareholders have been selling company stock?: Of the 57 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: Driehaus Capital Management LLC ($349.04K), EverSource Wealth Advisors LLC ($332.60K), Wellington Management Group LLP ($284.34K), Portolan Capital Management LLC ($230.53K), Great Lakes Advisors LLC ($209.31K), ETF Managers Group LLC ($202.66K), and Voss Capital LLC ($172.08K).
How much institutional selling is happening at i3 Verticals?: Institutional investors have sold a total of 3,335,995 shares in the last 24 months. This volume of shares sold represents approximately $74.44M in transactions.