Recent Quarter Total Invested
$484.74 M
Recent Quarter Institutional Ownership Percentage
93.99%
Total Invested of Last Quarter
$492.34 M
Ownership Percentage of Last Quarter
92.48%
i3 Verticals, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GENEVA CAPITAL MANAGEMENT LLC | 08/14/2024 | 1.89 M | $41.75 M | -1.48% | 8.10% |
| BLACKROCK INC. | 08/13/2024 | 1.78 M | $39.40 M | 2.65% | 7.65% |
| VANGUARD GROUP INC | 08/13/2024 | 1.31 M | $28.95 M | 1.17% | 5.62% |
| CROSSLINK CAPITAL INC | 08/14/2024 | 1.28 M | $28.27 M | -1.51% | 5.49% |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 08/14/2024 | 1.19 M | $26.28 M | 6.27% | 5.10% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 08/14/2024 | 1.14 M | $25.09 M | 1.17% | 4.87% |
| VOSS CAPITAL, LLC | 08/14/2024 | 760,182 | $16.78 M | 25.65% | 3.26% |
| HEARTLAND ADVISORS INC | 08/08/2024 | 719,250 | $15.88 M | 19.92% | 3.08% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 673,946 | $14.88 M | -1.47% | 2.89% |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 08/14/2024 | 629,151 | $13.89 M | -32.00% | 2.70% |
| LONG PATH PARTNERS LP | 08/14/2024 | 577,706 | $12.76 M | 100.00% | 2.48% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 534,142 | $11.80 M | 5.38% | 2.29% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 516,557 | $11.41 M | -6.13% | 2.21% |
| STATE STREET CORP | 08/14/2024 | 493,279 | $10.89 M | 2.74% | 2.11% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 484,494 | $10.70 M | 2.95% | 2.08% |
| ROYCE & ASSOCIATES LP | 08/13/2024 | 440,000 | $9.72 M | 193.33% | 1.89% |
| ASSENAGON ASSET MANAGEMENT S.A. | 07/18/2024 | 429,065 | $9.47 M | 33.25% | 1.84% |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 08/13/2024 | 403,962 | $8.92 M | 14.80% | 1.73% |
| BANK OF MONTREAL /CAN/ | 08/14/2024 | 400,788 | $8.88 M | 0.00% | 1.72% |
| MASON CAPITAL MANAGEMENT LLC | 08/14/2024 | 337,099 | $7.44 M | 100.00% | 1.44% |
| NICHOLAS COMPANY, INC. | 07/24/2024 | 333,325 | $7.36 M | 0.00% | 1.43% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 07/01/2024 | 306,540 | $6.77 M | 102.74% | 1.31% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 298,414 | $6.59 M | 1.44% | 1.28% |
| SCOUT INVESTMENTS, INC. | 08/12/2024 | 273,109 | $6.03 M | -8.74% | 1.17% |
| MORGAN STANLEY | 10/17/2024 | 257,961 | $5.70 M | -43.65% | 1.11% |
| B. RILEY ASSET MANAGEMENT, LLC | 08/14/2024 | 256,021 | $5.65 M | -6.13% | 1.10% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2024 | 251,069 | $5.54 M | 46.86% | 1.08% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 232,740 | $5.14 M | 5.39% | 1.00% |
| NORTHERN TRUST CORP | 08/14/2024 | 203,371 | $4.49 M | -3.87% | 0.87% |
| EVERSOURCE WEALTH ADVISORS, LLC | 08/13/2024 | 193,676 | $4.75 M | -11.43% | 0.83% |
| COVENANT PARTNERS, LLC | 08/05/2024 | 185,590 | $4.10 M | 6.64% | 0.80% |
| SHELLBACK CAPITAL, LP | 08/14/2024 | 181,652 | $4.01 M | 39.64% | 0.78% |
| PALOGIC VALUE MANAGEMENT, L.P. | 08/13/2024 | 149,789 | $3.31 M | 0.00% | 0.64% |
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2024 | 124,240 | $2.74 M | -20.48% | 0.53% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 120,116 | $2.65 M | 13.28% | 0.51% |
| GAMCO INVESTORS, INC. ET AL | 08/13/2024 | 120,013 | $2.65 M | 10.70% | 0.51% |
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 106,056 | $2.34 M | -7.75% | 0.45% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 88,151 | $1.95 M | 2.14% | 0.38% |
| HARBERT FUND ADVISORS, INC. | 08/14/2024 | 81,606 | $1.80 M | 0.00% | 0.35% |
| D. E. SHAW & CO., INC. | 08/14/2024 | 72,205 | $1.59 M | -31.84% | 0.31% |
| TETON ADVISORS, INC. | 08/13/2024 | 71,791 | $1.59 M | -6.51% | 0.31% |
| CIBC PRIVATE WEALTH GROUP, LLC | 08/09/2024 | 70,706 | $1.59 M | -79.48% | 0.30% |
| CONESTOGA CAPITAL ADVISORS, LLC | 07/26/2024 | 70,002 | $1.55 M | -0.31% | 0.30% |
| DANA INVESTMENT ADVISORS, INC. | 08/27/2024 | 67,361 | $1.49 M | 22.00% | 0.29% |
| SELECT EQUITY GROUP, L.P. | 08/14/2024 | 65,730 | $1.45 M | 1.78% | 0.28% |
| WESBANCO BANK INC | 07/11/2024 | 64,947 | $1.43 M | 0.00% | 0.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 64,946 | $1.43 M | 5.99% | 0.28% |
| CULLEN INVESTMENT GROUP, LTD. | 07/01/2024 | 58,757 | $1.30 M | -17.29% | 0.25% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 57,863 | $1.28 M | -66.55% | 0.25% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 57,000 | $1.26 M | -10.80% | 0.24% |
i3 Verticals, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of IIIV shares?
During the previous two years, 159 institutional investors and hedge funds held shares of i3 Verticals, Inc.. The most heavily invested institutionals were:
GENEVA CAPITAL MANAGEMENT LLC: 1.81 M
BlackRock Funding, Inc. /DE: 1.74 M
Hood River Capital Management LLC: 1.34 M
CROSSLINK CAPITAL INC: 1.23 M
Ranger Investment Management, L.P.: 1.17 M
Long Path Partners LP: 933,098
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What percentage of i3 Verticals, Inc. stock is owned by institutional investors?
93.99% of i3 Verticals, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at IIIV ?
Institutional investors have bought a total of 23.88 M shares in the last 24 months. This purchase volume represents approximately $558.23 M in transactions.