i3 Verticals, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GENEVA CAPITAL MANAGEMENT LLC | 05/09/2025 | 1.79 M | $44.07 M | 0.07% | 7.59% |
| BLACKROCK, INC. | 05/02/2025 | 1.77 M | $43.60 M | -0.63% | 7.50% |
| VANGUARD GROUP INC | 05/09/2025 | 1.30 M | $32.02 M | -2.09% | 5.51% |
| CROSSLINK CAPITAL INC | 05/15/2025 | 1.24 M | $30.65 M | 14.89% | 5.28% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 05/15/2025 | 1.14 M | $28.19 M | -0.97% | 4.85% |
| ALTRAVUE CAPITAL, LLC | 05/13/2025 | 1.11 M | $27.35 M | 21.66% | 4.71% |
| LONG PATH PARTNERS LP | 05/14/2025 | 998.00 K | $24.62 M | 1.86% | 4.24% |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 05/15/2025 | 789.16 K | $19.47 M | 16.72% | 3.35% |
| FORAGER CAPITAL MANAGEMENT, LLC | 05/15/2025 | 765.00 K | $18.87 M | 0.00% | 3.25% |
| HEARTLAND ADVISORS INC | 05/07/2025 | 759.20 K | $18.73 M | -6.45% | 3.22% |
| STATE STREET CORP | 05/15/2025 | 652.74 K | $16.10 M | 26.31% | 2.77% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 645.87 K | $15.94 M | 20.04% | 2.74% |
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 558.81 K | $13.79 M | -3.29% | 2.37% |
| ROYCE & ASSOCIATES LP | 05/06/2025 | 521.92 K | $12.88 M | -3.59% | 2.22% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 515.04 K | $12.71 M | 3.23% | 2.19% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 05/15/2025 | 454.27 K | $11.21 M | 100.00% | 1.93% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/14/2025 | 406.08 K | $10.02 M | 100.00% | 1.72% |
| BANK OF MONTREAL /CAN/ | 05/13/2025 | 401.05 K | $9.89 M | -0.03% | 1.70% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/13/2025 | 390.72 K | $9.64 M | 27.96% | 1.66% |
| NICHOLAS COMPANY, INC. | 05/08/2025 | 345.13 K | $8.51 M | 0.00% | 1.47% |
| AMERIPRISE FINANCIAL INC | 05/14/2025 | 339.68 K | $8.38 M | -1.69% | 1.44% |
| MARSHALL WACE, LLP | 05/15/2025 | 332.83 K | $8.21 M | 89.87% | 1.41% |
| VISUALIZE GROUP LP | 05/16/2025 | 284.29 K | $7.01 M | 100.00% | 1.21% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 04/01/2025 | 278.15 K | $6.86 M | -4.95% | 1.18% |
| CRAMER ROSENTHAL MCGLYNN LLC | 05/14/2025 | 275.32 K | $6.79 M | -0.44% | 1.17% |
| HARBOR CAPITAL ADVISORS, INC. | 04/14/2025 | 272.04 K | $6.71 M | 100.00% | 1.16% |
| LEGATO CAPITAL MANAGEMENT LLC | 05/06/2025 | 246.18 K | $6.07 M | 34.00% | 1.05% |
| AYAL CAPITAL ADVISORS LTD | 05/15/2025 | 243.71 K | $6.01 M | -6.21% | 1.03% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 242.80 K | $5.99 M | 554.57% | 1.03% |
| 05/15/2025 | 239.64 K | $5.91 M | 59.76% | 1.02% | |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/01/2025 | 232.15 K | $5.73 M | 32.03% | 0.99% |
| NORTHERN TRUST CORP | 05/13/2025 | 214.48 K | $5.29 M | -2.77% | 0.91% |
| MORGAN STANLEY | 05/15/2025 | 142.73 K | $3.52 M | 3.43% | 0.61% |
| MCMORGAN & CO LLC | 05/15/2025 | 133.42 K | $3.29 M | -0.30% | 0.57% |
| PALOGIC VALUE MANAGEMENT, L.P. | 05/19/2025 | 130.00 K | $3.21 M | -13.21% | 0.55% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2025 | 127.76 K | $3.15 M | -2.36% | 0.54% |
| ENVESTNET ASSET MANAGEMENT INC | 04/29/2025 | 93.43 K | $2.30 M | 9.72% | 0.40% |
| BANK OF NEW YORK MELLON CORP | 04/29/2025 | 88.30 K | $2.18 M | -1.00% | 0.37% |
| GAMCO INVESTORS, INC. ET AL | 05/14/2025 | 87.56 K | $2.16 M | -5.35% | 0.37% |
| STIFEL FINANCIAL CORP | 05/14/2025 | 80.20 K | $1.98 M | -7.62% | 0.34% |
| HARBERT FUND ADVISORS, INC. | 05/14/2025 | 78.60 K | $1.94 M | -3.69% | 0.33% |
| VICTORY CAPITAL MANAGEMENT INC | 05/02/2025 | 71.37 K | $1.76 M | -1.76% | 0.30% |
| GOLDMAN SACHS GROUP INC | 05/16/2025 | 70.44 K | $1.74 M | -76.23% | 0.30% |
| MARINER, LLC | 05/15/2025 | 70.43 K | $1.74 M | 187.08% | 0.30% |
| CONESTOGA CAPITAL ADVISORS, LLC | 04/17/2025 | 69.77 K | $1.72 M | 0.00% | 0.30% |
| DANA INVESTMENT ADVISORS, INC. | 05/15/2025 | 67.46 K | $1.66 M | -4.90% | 0.29% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 66.38 K | $1.64 M | 0.05% | 0.28% |
| WESBANCO BANK INC | 04/14/2025 | 64.95 K | $1.60 M | 0.00% | 0.28% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/19/2025 | 57.54 K | $1.42 M | -1.30% | 0.24% |
| ROYAL BANK OF CANADA | 05/15/2025 | 57.51 K | $1.42 M | 31.36% | 0.24% |
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i3 Verticals, Inc. institutional Ownership - FAQ's
During the previous two years, 196 institutional investors and hedge funds held shares of i3 Verticals, Inc.. The most heavily invested institutionals were:
GENEVA CAPITAL MANAGEMENT LLC: 1.79 M
BlackRock, Inc.: 1.77 M
VANGUARD GROUP INC: 1.3 M
CROSSLINK CAPITAL INC: 1.24 M
Ranger Investment Management, L.P.: 1.14 M
AltraVue Capital, LLC: 1.11 M
96.75% of i3 Verticals, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 26.26 M shares in the last 24 months. This purchase volume represents approximately $665.15 M in transactions.