Recent Quarter Total Invested
$476.67 M
Recent Quarter Institutional Ownership Percentage
92.43%
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 |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 53,672 | $1.19 M | 85.34% | 0.23% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 56,057 | $1.24 M | 100.77% | 0.24% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 57,000 | $1.26 M | -10.80% | 0.24% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 57,863 | $1.28 M | -66.55% | 0.25% |
| 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% |
| SELECT EQUITY GROUP, L.P. | 08/14/2024 | 65,730 | $1.45 M | 1.78% | 0.28% |
| DANA INVESTMENT ADVISORS, INC. | 08/27/2024 | 67,361 | $1.49 M | 22.00% | 0.29% |
| CONESTOGA CAPITAL ADVISORS, LLC | 07/26/2024 | 70,002 | $1.55 M | -0.31% | 0.30% |
| CIBC PRIVATE WEALTH GROUP, LLC | 08/09/2024 | 70,706 | $1.59 M | -79.48% | 0.30% |
| TETON ADVISORS, INC. | 08/13/2024 | 71,791 | $1.59 M | -6.51% | 0.31% |
| D. E. SHAW & CO., INC. | 08/14/2024 | 72,205 | $1.59 M | -31.84% | 0.31% |
| HARBERT FUND ADVISORS, INC. | 08/14/2024 | 81,606 | $1.80 M | 0.00% | 0.35% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 88,151 | $1.95 M | 2.14% | 0.38% |
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 106,056 | $2.34 M | -7.75% | 0.45% |
| GAMCO INVESTORS, INC. ET AL | 08/13/2024 | 120,013 | $2.65 M | 10.70% | 0.51% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 120,116 | $2.65 M | 13.28% | 0.51% |
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2024 | 124,240 | $2.74 M | -20.48% | 0.53% |
| PALOGIC VALUE MANAGEMENT, L.P. | 08/13/2024 | 149,789 | $3.31 M | 0.00% | 0.64% |
| SHELLBACK CAPITAL, LP | 08/14/2024 | 181,652 | $4.01 M | 39.64% | 0.78% |
| COVENANT PARTNERS, LLC | 08/05/2024 | 185,590 | $4.10 M | 6.64% | 0.80% |
| EVERSOURCE WEALTH ADVISORS, LLC | 08/13/2024 | 193,676 | $4.75 M | -11.43% | 0.83% |
| NORTHERN TRUST CORP | 08/14/2024 | 203,371 | $4.49 M | -3.87% | 0.87% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 232,740 | $5.14 M | 5.39% | 1.00% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2024 | 251,069 | $5.54 M | 46.86% | 1.08% |
| B. RILEY ASSET MANAGEMENT, LLC | 08/14/2024 | 256,021 | $5.65 M | -6.13% | 1.10% |
| MORGAN STANLEY | 08/14/2024 | 257,961 | $5.70 M | -43.65% | 1.11% |
| SCOUT INVESTMENTS, INC. | 08/12/2024 | 273,109 | $6.03 M | -8.74% | 1.17% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 298,414 | $6.59 M | 1.44% | 1.28% |
| NICHOLAS COMPANY, INC. | 07/24/2024 | 333,325 | $7.36 M | 0.00% | 1.43% |
| MASON CAPITAL MANAGEMENT LLC | 08/14/2024 | 337,099 | $7.44 M | 100.00% | 1.44% |
| BANK OF MONTREAL /CAN/ | 08/14/2024 | 400,788 | $8.88 M | 0.00% | 1.72% |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 08/13/2024 | 403,962 | $8.92 M | 14.80% | 1.73% |
| ASSENAGON ASSET MANAGEMENT S.A. | 07/18/2024 | 429,065 | $9.47 M | 33.25% | 1.84% |
| ROYCE & ASSOCIATES LP | 08/13/2024 | 440,000 | $9.72 M | 193.33% | 1.89% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 484,494 | $10.70 M | 2.95% | 2.08% |
| STATE STREET CORP | 08/14/2024 | 493,279 | $10.89 M | 2.74% | 2.11% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 516,557 | $11.41 M | -6.13% | 2.21% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 534,142 | $11.80 M | 5.38% | 2.29% |
| LONG PATH PARTNERS LP | 08/14/2024 | 577,706 | $12.76 M | 100.00% | 2.48% |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 08/14/2024 | 629,151 | $13.89 M | -32.00% | 2.70% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 673,946 | $14.88 M | -1.47% | 2.89% |
| HEARTLAND ADVISORS INC | 08/08/2024 | 719,250 | $15.88 M | 19.92% | 3.08% |
| VOSS CAPITAL, LLC | 08/14/2024 | 760,182 | $16.78 M | 25.65% | 3.26% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 08/14/2024 | 1.14 M | $25.09 M | 1.17% | 4.87% |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 08/14/2024 | 1.19 M | $26.28 M | 6.27% | 5.10% |
| CROSSLINK CAPITAL INC | 08/14/2024 | 1.28 M | $28.27 M | -1.51% | 5.49% |
| VANGUARD GROUP INC | 08/13/2024 | 1.31 M | $28.95 M | 1.17% | 5.62% |
| BLACKROCK INC. | 08/13/2024 | 1.78 M | $39.40 M | 2.65% | 7.65% |
| GENEVA CAPITAL MANAGEMENT LLC | 08/14/2024 | 1.89 M | $41.75 M | -1.48% | 8.10% |
i3 Verticals, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of IIIV shares?
During the previous two years, 174 institutional investors and hedge funds held shares of i3 Verticals, Inc.. The most heavily invested institutionals were:
GENEVA CAPITAL MANAGEMENT LLC: 1.89 M
BlackRock Inc.: 1.78 M
VANGUARD GROUP INC: 1.31 M
CROSSLINK CAPITAL INC: 1.28 M
Hood River Capital Management LLC: 1.19 M
Ranger Investment Management, L.P.: 1.14 M
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What percentage of i3 Verticals, Inc. stock is owned by institutional investors?
92.43% 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 23.27 M shares in the last 24 months. This purchase volume represents approximately $511.29 M in transactions.