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i3 Verticals (IIIV) Institutional Ownership

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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)
55
Total
Institutional Inflows
(last 12 months)
$87.94M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$52.68M
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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
4/23/2024 Wesbanco Bank Inc.64,947$1.49M0.1%N/A0.195%
4/23/2024 Raymond James Financial Services Advisors Inc.64,706$1.48M0.0%-28.3%0.194%
4/9/2024 Ferguson Wellman Capital Management Inc.9,740$223K0.0%N/A0.029%
4/5/2024 Los Angeles Capital Management LLC15,794$362K0.0%-6.2%0.047%
4/4/2024 Cullen Investment Group LTD.71,037$1.59M0.3%-19.9%0.213%
4/1/2024 Confluence Investment Management LLC151,202$3.46M0.0%N/A0.453%
3/22/2024PNC Financial Services Group Inc.6,515$138K0.0%-12.5%0.020%
2/20/2024Covenant Partners LLC260,984$5.53M1.7%-24.1%0.782%
2/15/2024Palogic Value Management L.P.120,000$2.54M1.1%+65.5%0.360%
2/14/2024Crosslink Capital Inc.1,289,426$27.30M4.1%-1.1%3.864%
2/14/2024Ranger Investment Management L.P.1,047,985$22.19M1.3%+2.6%3.141%
2/14/2024Scout Investments Inc.318,293$6.74M0.2%-1.5%0.954%
2/13/2024Gabelli Funds LLC56,000$1.19M0.0%-8.2%0.168%
2/13/2024Teton Advisors Inc.79,791$1.69M0.6%-17.6%0.239%
2/13/2024CIBC Private Wealth Group LLC245,440$5.20M0.0%+147.4%0.736%
2/13/2024Campbell & CO Investment Adviser LLC25,519$540K0.0%+57.5%0.076%
2/13/2024Rock Creek Group LP30,000$635K0.1%-46.9%0.090%
2/12/2024Olympiad Research LP9,591$203K0.2%N/A0.029%
2/12/20241492 Capital Management LLC46,341$981K0.6%+16.7%0.139%
2/12/2024Cape Investment Advisory Inc.1,431$30K0.0%N/A0.004%
2/9/2024Quest Partners LLC20,382$431K0.1%N/A0.061%
2/9/2024Trexquant Investment LP22,200$470K0.0%N/A0.067%
2/9/2024Dynamic Technology Lab Private Ltd19,572$414K0.0%N/A0.059%
2/8/2024Great Lakes Advisors LLC78,284$1.66M0.0%-54.8%0.235%
2/8/2024Heartland Advisors Inc.540,750$11.45M0.6%+0.6%1.620%
2/7/2024Jump Financial LLC20,049$424K0.0%+76.8%0.060%
2/7/2024Dana Investment Advisors Inc.52,499$1.11M0.1%-1.5%0.157%
2/7/2024BNP Paribas Financial Markets17,835$378K0.0%-15.0%0.053%
2/7/2024Geneva Capital Management LLC1,887,826$39.97M0.8%+0.3%5.657%
2/6/2024ABS Direct Equity Fund LLC35,000$741K0.7%N/A0.105%
2/6/2024Swiss National Bank45,800$970K0.0%-9.1%0.137%
2/5/2024Victory Capital Management Inc.43,000$910K0.0%+2.4%0.129%
2/2/2024Semanteon Capital Management LP17,285$366K0.2%N/A0.052%
1/31/2024Kornitzer Capital Management Inc. KS42,600$902K0.0%-46.3%0.128%
1/31/2024Federated Hermes Inc.46,346$981K0.0%-33.3%0.139%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 4,992$106K0.0%+36.9%0.015%
1/30/2024Voss Capital LLC765,000$16.20M1.6%-18.4%2.292%
1/30/2024 Cullen Investment Group LTD.88,717$1.88M0.3%N/A0.266%
1/29/2024Shaker Investments LLC OH23,910$506K0.2%+130.5%0.072%
1/26/2024Conestoga Capital Advisors LLC69,582$1.47M0.0%+4.2%0.209%
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1/24/2024Mirae Asset Global Investments Co. Ltd.37,223$788K0.0%-1.7%0.112%
1/16/2024 Raymond James Financial Services Advisors Inc.90,276$1.91M0.0%+4.5%0.271%
1/16/2024 Raymond James & Associates79,927$1.69M0.0%+2.9%0.240%
1/12/2024SG Americas Securities LLC7,762$164K0.0%+31.0%0.023%
12/18/2023Vanguard Group Inc.1,262,579$26.69M0.0%+0.8%3.784%
12/11/2023 Wesbanco Bank Inc.49,547$1.05M0.0%+37.8%0.148%
12/1/2023Wellington Management Group LLP86,120$1.82M0.0%-76.8%0.258%
11/15/2023Dana Investment Advisors Inc.53,282$1.13M0.1%-12.8%0.160%
11/15/2023GSA Capital Partners LLP45,047$952K0.1%-32.9%0.135%
11/15/2023Ranger Investment Management L.P.1,021,315$21.59M1.4%-4.3%3.063%
11/14/2023Meros Investment Management LP65,743$1.39M0.8%-65.2%0.197%
11/14/2023B. Riley Asset Management LLC117,892$2.49M1.0%N/A0.354%
11/13/2023Federated Hermes Inc.69,487$1.47M0.0%+19.5%0.208%
11/13/2023Rock Creek Group LP56,484$1.19M0.1%-4.8%0.169%
11/13/2023Stifel Financial Corp86,269$1.82M0.0%-2.1%0.259%
11/13/2023Mariner LLC42,425$897K0.0%-6.6%0.127%
11/13/2023PNC Financial Services Group Inc.7,442$157K0.0%-11.3%0.022%
11/9/2023Scout Investments Inc.323,283$6.59M0.2%-2.8%0.970%
11/8/2023Campbell & CO Investment Adviser LLC16,202$343K0.0%+37.5%0.049%
11/8/2023Gabelli Funds LLC61,000$1.29M0.0%-9.0%0.183%
11/8/2023Gamco Investors INC. ET AL127,971$2.71M0.0%-20.2%0.384%
11/8/2023Heartland Advisors Inc.537,310$11.36M0.6%+4.9%1.612%
11/8/2023Boston Partners46,278$978K0.0%N/A0.139%
11/7/2023Great Lakes Advisors LLC173,074$3.66M0.0%-18.1%0.519%
11/7/2023Barclays PLC8,194$174K0.0%-6.9%0.025%
11/7/2023Jump Financial LLC11,340$240K0.0%-24.9%0.034%
11/6/2023 Assenagon Asset Management S.A.322,011$6.81M0.0%N/A0.966%
11/6/2023Victory Capital Management Inc.41,975$887K0.0%-5.7%0.126%
11/2/2023Principal Financial Group Inc.9,463$200K0.0%N/A0.028%
10/27/2023 Allspring Global Investments Holdings LLC106,803$2.26M0.0%-58.0%0.320%
10/27/2023Emerald Mutual Fund Advisers Trust46,798$989K0.1%-67.9%0.140%
10/26/2023Mirae Asset Global Investments Co. Ltd.37,859$800K0.0%-2.3%0.114%
10/24/2023Bank of New York Mellon Corp114,906$2.43M0.0%+1.5%0.345%
10/24/2023 Raymond James Financial Services Advisors Inc.86,372$1.83M0.0%+1.8%0.259%
10/24/2023 Raymond James & Associates77,660$1.64M0.0%+28.7%0.233%
10/19/2023Voss Capital LLC937,083$19.81M2.5%+36.9%2.811%
10/13/2023SG Americas Securities LLC5,926$125K0.0%N/A0.018%
10/10/2023 Confluence Investment Management LLC175,515$3.71M0.1%-6.2%0.526%
9/1/2023 Portside Wealth Group LLC114,760$2.62M0.2%N/A0.344%
8/15/2023Ranger Investment Management L.P.1,067,730$24.41M1.5%+5.6%3.208%
8/15/2023Caas Capital Management LP18,427$421K0.0%N/A0.055%
8/14/2023State of Wyoming13,798$315K0.1%+170.2%0.041%
8/14/2023Portolan Capital Management LLC583,127$13.33M1.2%-4.4%1.752%
8/14/2023Driehaus Capital Management LLC108,642$2.48M0.0%-67.9%0.326%
8/14/2023Silvercrest Asset Management Group LLC209,530$4.79M0.0%+16.4%0.630%
8/11/2023Meros Investment Management LP189,083$4.32M2.1%+14.0%0.568%
8/11/2023Sei Investments Co.169,804$3.88M0.0%+3.3%0.510%
8/11/2023ExodusPoint Capital Management LP26,280$601K0.0%N/A0.079%
8/10/2023Teton Advisors Inc.96,791$2.21M0.6%-4.9%0.291%
8/10/2023Gamco Investors INC. ET AL160,338$3.67M0.0%-4.2%0.482%
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8/10/2023Mirae Asset Global Investments Co. Ltd.38,753$886K0.0%-6.3%0.116%
8/10/2023Great Lakes Advisors LLC211,249$4.83M0.0%-26.5%0.635%
8/10/2023Russell Investments Group Ltd.326,719$7.47M0.0%+4.5%0.982%
8/9/2023Rock Creek Group LP59,336$1.36M0.2%+137.3%0.178%
8/9/2023Mitsubishi UFJ Kokusai Asset Management Co. Ltd.3,821$87K0.0%+20.8%0.011%
8/8/2023 Wasatch Advisors LP286,319$6.55M0.0%-10.3%0.860%
8/4/2023Envestnet Asset Management Inc.86,990$1.99M0.0%-5.7%0.261%
8/3/2023 Los Angeles Capital Management LLC16,836$385K0.0%+4.3%0.051%
8/3/2023Bank of New York Mellon Corp113,157$2.59M0.0%-1.9%0.340%
8/2/2023Bank of Montreal Can401,553$9.40M0.0%N/A1.207%
(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, 108 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 ($39.97M), Crosslink Capital Inc. ($27.30M), Vanguard Group Inc. ($26.69M), Ranger Investment Management L.P. ($22.19M), Hood River Capital Management LLC ($18.64M), 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 88 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), Portolan Capital Management LLC ($507.39K), Bank of Montreal Can ($459.77K), Driehaus Capital Management LLC ($447.49K), Heartland Advisors Inc. ($428.60K), Assenagon Asset Management S.A. ($322.01K), and G2 Investment Partners Management LLC ($316.17K).

How much institutional buying is happening at i3 Verticals?

Institutional investors have bought a total of 7,488,301 shares in the last 24 months. This purchase volume represents approximately $177.98M in transactions.

Which i3 Verticals major shareholders have been selling company stock?

Of the 55 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: Russell Investments Group Ltd. ($1.12M), Driehaus Capital Management LLC ($349.04K), Wellington Management Group LLP ($284.34K), Portolan Capital Management LLC ($230.53K), EverSource Wealth Advisors LLC ($228.04K), Voya Investment Management LLC ($224.82K), and Great Lakes Advisors LLC ($209.31K).

How much institutional selling is happening at i3 Verticals?

Institutional investors have sold a total of 4,454,589 shares in the last 24 months. This volume of shares sold represents approximately $105.94M in transactions.


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This page (NASDAQ:IIIV) was last updated on 4/27/2024 by MarketBeat.com Staff

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