i3 Verticals, Inc. (IIIV) Ownership

$24.52

$0.24 (-0.97%)
Last update: 10:48 AM EST
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$24.49
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$24.79

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%
UBS GROUP AG 05/13/2025 104.30 K $2.57 M   278.35% 0.44%
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%

i3 Verticals, Inc. institutional Ownership - FAQ's

During the previous two years, 198 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

96.82% of i3 Verticals, Inc. stock is owned by institutional investors.

Institutional investors have bought a total of 26.38 M shares in the last 24 months. This purchase volume represents approximately $649.75 M in transactions.