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i3 Verticals (IIIV) Institutional Ownership

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$15.94 -0.09 (-0.53%)
As of 03:51 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)
83
Total
Institutional Inflows
(last 12 months)
$122.62M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$131.30M
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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
10/1/2026 Confluence Investment Management LLC233,133$3.22M0.0%+1.1%0.886%
9/9/2026Engineers Gate Manager LP24,763$529K0.0%N/A0.094%
9/9/2026Integrated Wealth Concepts LLC1,891$40K0.0%N/A0.007%
9/9/2026Squarepoint Ops LLC25,100$536K0.0%N/A0.095%
8/27/2026Corient Private Wealth LP12,277$262K0.0%N/A0.047%
8/19/2026Wellington Management Group LLP224,612$4.80M0.0%N/A0.853%
8/6/2026Bank of New York Mellon Corp79,243$1.69M0.0%N/A0.284%
7/10/2026Wasatch 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%
5/21/2026Argent 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%
5/18/2026EverSource 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%
5/14/2026Gamco Investors INC. ET AL77,341$1.73M0.0%+10.2%0.254%
5/14/2026State of Wyoming3,128$70K0.0%N/A0.010%
5/13/2026Cetera Investment Advisers26,636$596K0.0%+2.4%0.087%
5/8/2026PNC Financial Services Group Inc.4,515$101K0.0%-15.1%0.015%
5/7/2026Dimensional Fund Advisors LP616,851$13.79M0.0%+12.5%2.024%
5/7/2026Heartland Advisors Inc.606,950$13.57M0.7%+11.1%1.991%
5/6/2026Jennison Associates LLC870,051$19.45M0.0%-20.5%2.854%
5/5/2026Mcmorgan & Co. LLC12,271$274K0.0%-25.1%0.040%
5/5/2026D.A. Davidson & CO.8,950$200K0.0%-24.2%0.029%
5/5/2026Bank of New York Mellon Corp77,061$1.72M0.0%-7.7%0.253%
5/1/2026Fifth Third Bancorp1,266$28K0.0%N/A0.004%
5/1/2026Kornitzer Capital Management Inc. KS46,826$1.05M0.0%-3.3%0.154%
4/21/2026Wasatch Advisors LP351,804$7.87M0.1%+44.8%1.154%
4/16/2026SG Americas Securities LLC4,852$108K0.0%-70.0%0.016%
3/3/2026Caitong 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%
2/18/2026Mercer Global Advisors Inc. ADV10,277$259K0.0%+12.0%0.034%
2/18/2026Vident 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%
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2/17/2026Cetera 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%
2/17/2026Russell Investments Group Ltd.306,983$7.73M0.0%+4.3%1.007%
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%
2/13/2026Stifel 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%
2/13/2026State 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%
2/12/2026Wasatch Advisors LP242,887$6.12M0.0%-19.4%0.751%
2/12/2026State Board of Administration of Florida Retirement System49,712$1.25M0.0%+228.1%0.154%
2/12/2026Dimensional Fund Advisors LP548,278$13.81M0.0%-3.1%1.695%
2/12/2026Geneva 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%
2/12/2026Nuveen 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%
2/11/2026Heartland Advisors Inc.546,550$13.77M0.7%+0.2%1.689%
2/11/2026Deutsche 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%
2/10/2026TD Asset Management Inc68,100$1.72M0.0%+2.7%0.211%
2/10/2026Coyle Financial Counsel LLC13,462$339K0.1%-19.3%0.042%
2/9/2026Geode 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%
2/9/2026William Blair Investment Management LLC386,385$9.73M0.0%N/A1.194%
2/6/2026EverSource Wealth Advisors LLC34,531$870K0.0%+102.2%0.107%
2/6/2026Global Retirement Partners LLC1,839$46K0.0%+8,259.1%0.006%
2/6/2026PNC Financial Services Group Inc.5,321$134K0.0%-16.0%0.016%
2/5/2026Gamco Investors INC. ET AL70,183$1.77M0.0%-4.8%0.217%
2/5/2026Teton Advisors LLC30,000$756K0.5%-14.3%0.093%
2/5/2026Gabelli Funds LLC20,000$504K0.0%-11.1%0.062%
2/5/2026Thrivent Financial for Lutherans728,505$18.35M0.0%+11.2%2.252%
2/3/2026Mitsubishi UFJ Asset Management Co. Ltd.8,613$217K0.0%+21.2%0.027%
2/2/2026Benjamin Edwards Inc.10,306$260K0.0%-17.6%0.032%
2/2/2026Conestoga Capital Advisors LLC72,902$1.84M0.0%+4.8%0.225%
2/2/2026Oppenheimer Asset Management Inc.91,484$2.30M0.0%-10.1%0.283%
1/30/2026Jennison Associates LLC1,093,762$27.55M0.0%+16.5%3.381%
1/29/2026Comerica Bank1,342$34K0.0%-31.6%0.004%
1/29/2026D.A. Davidson & CO.11,800$297K0.0%+40.5%0.036%
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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%
1/29/2026Concurrent Investment Advisors LLC11,732$296K0.0%N/A0.036%
1/28/2026Universal Beteiligungs und Servicegesellschaft mbH12,302$310K0.0%+20.3%0.038%
1/26/2026CWM LLC1,393$35K0.0%+221.7%0.004%
1/23/2026Tectonic Advisors LLC96,985$2.44M0.1%+9.2%0.300%
1/20/2026Harbor Capital Advisors Inc.116,581$2.94M0.2%-8.7%0.360%
1/13/2026Ferguson Wellman Capital Management Inc.10,901$275K0.0%+51.0%0.034%
1/12/2026Cullen Investment Group LTD.24,656$677K0.1%-8.1%0.076%
1/9/2026SG Americas Securities LLC16,194$408K0.0%+7.0%0.050%


IIIV Institutional Ownership - Frequently Asked Questions

During the previous two years, 178 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 4,679,506 shares in the last 24 months. This purchase volume represents approximately $122.62M 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 Cramer Rosenthal Mcglynn LLC ($166.97K).

Institutional investors have sold a total of 4,867,295 shares in the last 24 months. This volume of shares sold represents approximately $131.30M 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 10/1/2026. New 13F filings are added each quarter as they're published.
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