i3 Verticals, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GENEVA CAPITAL MANAGEMENT LLC | 02/06/2025 | 1.79 M | $41.13 M | -1.12% | 7.58% |
| BLACKROCK, INC. | 02/07/2025 | 1.78 M | $40.98 M | 2.23% | 7.55% |
| VANGUARD GROUP INC | 02/11/2025 | 1.33 M | $30.54 M | 1.48% | 3.75% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 02/13/2025 | 1.15 M | $26.59 M | -1.67% | 3.27% |
| CROSSLINK CAPITAL INC | 02/14/2025 | 1.08 M | $24.92 M | -12.10% | 3.06% |
| LONG PATH PARTNERS LP | 02/12/2025 | 979,777 | $22.57 M | 5.00% | 2.77% |
| ALTRAVUE CAPITAL, LLC | 02/12/2025 | 911,146 | $20.99 M | 100.00% | 2.58% |
| ROYCE & ASSOCIATES LP | 02/10/2025 | 541,350 | $12.47 M | 10.74% | 2.30% |
| HEARTLAND ADVISORS INC | 02/12/2025 | 811,550 | $18.70 M | -0.10% | 2.30% |
| FORAGER CAPITAL MANAGEMENT, LLC | 02/14/2025 | 765,000 | $17.63 M | 100.00% | 2.17% |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 02/14/2025 | 743,705 | $17.13 M | -44.64% | 2.11% |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 02/13/2025 | 676,135 | $15.58 M | 3.53% | 1.91% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 577,832 | $13.31 M | 100.00% | 1.64% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 538,057 | $12.40 M | 0.63% | 1.52% |
| NICHOLAS COMPANY, INC. | 02/10/2025 | 345,128 | $7.95 M | 0.00% | 1.47% |
| STATE STREET CORP | 02/14/2025 | 516,788 | $11.91 M | 4.20% | 1.46% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 498,923 | $11.50 M | 2.31% | 1.41% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 01/02/2025 | 292,629 | $6.74 M | -2.35% | 1.24% |
| BANK OF MONTREAL /CAN/ | 02/13/2025 | 401,162 | $9.24 M | 0.09% | 1.14% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 345,507 | $7.96 M | -24.49% | 0.98% |
| CITADEL ADVISORS LLC | 02/14/2025 | 338,268 | $7.79 M | 527.56% | 0.96% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/13/2025 | 305,344 | $7.04 M | -13.80% | 0.86% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 296,328 | $6.83 M | -25.73% | 0.84% |
| CRAMER ROSENTHAL MCGLYNN LLC | 02/13/2025 | 276,530 | $6.37 M | 32.29% | 0.78% |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/10/2025 | 184,111 | $4.24 M | -4.94% | 0.78% |
| LEGATO CAPITAL MANAGEMENT LLC | 01/29/2025 | 183,724 | $4.23 M | 100.00% | 0.78% |
| NEW YORK STATE COMMON RETIREMENT FUND | 01/31/2025 | 175,833 | $4.05 M | 1,855.87% | 0.75% |
| AYAL CAPITAL ADVISORS LTD | 02/14/2025 | 259,844 | $5.99 M | -30.12% | 0.74% |
| NORTHERN TRUST CORP | 02/14/2025 | 220,597 | $5.08 M | 9.73% | 0.62% |
| MARSHALL WACE, LLP | 02/13/2025 | 175,296 | $4.04 M | 19.98% | 0.50% |
| 02/14/2025 | 150,000 | $3.46 M | 100.00% | 0.42% | |
| PALOGIC VALUE MANAGEMENT, L.P. | 03/12/2025 | 149,789 | $3.45 M | 0.00% | 0.42% |
| MORGAN STANLEY | 02/14/2025 | 137,999 | $3.18 M | -1.84% | 0.39% |
| MCMORGAN & CO LLC | 02/13/2025 | 133,824 | $3.08 M | 28.28% | 0.38% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2025 | 130,840 | $3.01 M | -2.39% | 0.37% |
| VOSS CAPITAL, LLC | 02/13/2025 | 110,000 | $2.53 M | -85.91% | 0.31% |
| DANA INVESTMENT ADVISORS, INC. | 02/06/2025 | 70,930 | $1.63 M | -0.23% | 0.30% |
| CONESTOGA CAPITAL ADVISORS, LLC | 01/24/2025 | 69,772 | $1.61 M | -0.33% | 0.30% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 66,350 | $1.53 M | 2.16% | 0.28% |
| WESBANCO BANK INC | 01/17/2025 | 64,947 | $1.50 M | 0.00% | 0.28% |
| GAMCO INVESTORS, INC. ET AL | 02/13/2025 | 92,516 | $2.13 M | 0.52% | 0.26% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 89,192 | $2.05 M | 0.21% | 0.25% |
| STIFEL FINANCIAL CORP | 02/13/2025 | 86,815 | $2.00 M | -0.03% | 0.25% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 85,153 | $1.96 M | 6.07% | 0.24% |
| HARBERT FUND ADVISORS, INC. | 02/13/2025 | 81,606 | $1.88 M | 0.00% | 0.23% |
| CULLEN INVESTMENT GROUP, LTD. | 01/13/2025 | 51,045 | $1.18 M | -8.45% | 0.22% |
| FEDERATED HERMES, INC. | 02/13/2025 | 75,603 | $1.74 M | 44.80% | 0.21% |
| KINGS PATH PARTNERS LLC | 01/06/2025 | 48,745 | $1.12 M | 0.00% | 0.21% |
| VICTORY CAPITAL MANAGEMENT INC | 02/06/2025 | 72,652 | $1.67 M | 49.80% | 0.21% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 01/31/2025 | 48,200 | $1.11 M | 0.00% | 0.20% |
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i3 Verticals, Inc. institutional Ownership - FAQ's
During the previous two years, 178 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.: 1.78 M
VANGUARD GROUP INC: 1.33 M
Ranger Investment Management, L.P.: 1.15 M
CROSSLINK CAPITAL INC: 1.08 M
Long Path Partners LP: 979,777
93.46% of i3 Verticals, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 25.17 M shares in the last 24 months. This purchase volume represents approximately $584.95 M in transactions.