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.