i3 Verticals Ownership | Who Owns i3 Verticals?
i3 Verticals Ownership Summary
i3 Verticals is owned by 70.41% institutional investors, 4.71% insiders, and 24.88% retail investors. Blackrock is the largest institutional shareholder, holding 7.65% of IIIV shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.16% of its assets in i3 Verticals shares.
IIIV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | i3 Verticals | 70.41% | 4.71% | 24.88% |
| Sector | Technology Stocks | 44.47% | 12.07% | 43.46% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.78M | 7.65% | $39.40M |
| Geneva capital management | 1.79M | 5.05% | $41.13M |
| Blackrock funding, inc. /de | 1.78M | 5.04% | $40.98M |
| Vanguard group | 1.33M | 3.75% | $30.54M |
| Ranger investment management | 1.15M | 3.27% | $26.59M |
| Crosslink capital | 1.08M | 3.06% | $24.92M |
| Long path partners lp | 979.78K | 2.77% | $22.57M |
| Altravue capital | 911.15K | 2.58% | $20.99M |
| Heartland advisors | 811.55K | 2.30% | $18.70M |
| State street | 516.79K | 2.19% | $11.91M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Forager capital management | 765.00K | 7.38% | $17.63M |
| Long path partners lp | 979.78K | 7.32% | $22.57M |
| Crosslink capital | 1.08M | 3.47% | $24.92M |
| Altravue capital | 911.15K | 1.75% | $20.99M |
| Ranger investment management | 1.15M | 1.68% | $26.59M |
| Ayal capital advisors | 259.84K | 1.54% | $5.99M |
| Palogic value management | 149.79K | 1.35% | $3.45M |
| Portolan capital management | 676.13K | 1.05% | $15.58M |
| Heartland advisors | 811.55K | 1.02% | $18.70M |
| Harbert fund advisors | 81.61K | 0.98% | $1.88M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Altravue capital | 911.15K | 1.75% | 911.15K |
| Forager capital management | 765.00K | 7.38% | 765.00K |
| Raymond james financial | 577.83K | 0.00% | 577.83K |
| Legato capital management | 183.72K | 0.55% | 183.72K |
| New york state common retirement fund | 175.83K | 0.01% | 166.84K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Voss capital | 110.00K | 0.19% | -670.43K |
| Hood river capital management | 743.71K | 0.25% | -599.62K |
| Millennium management | 56.47K | 0.00% | -546.63K |
| Timessquare capital management | - | - | -533.68K |
| Cooper creek partners management | - | - | -403.96K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Altravue capital | 911.15K | 1.75% | 911.15K | $20.99M |
| Forager capital management | 765.00K | 7.38% | 765.00K | $17.63M |
| Raymond james financial | 577.83K | 0.00% | 577.83K | $13.31M |
| Legato capital management | 183.72K | 0.55% | 183.72K | $4.23M |
| Exoduspoint capital management, lp | 38.37K | 0.01% | 38.37K | $884.00K |
Sold Out
| Holder | Change |
|---|---|
| Cornerstone planning group | -19.00 |
| Systm wealth solutions | -48.00 |
| Bessemer group | -55.00 |
| Capital performance advisors llp | -165.00 |
| Nelson, van denburg & campbell wealth management group | -470.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 106 | -24.29% | 16,582,467 | -25.60% | 70 | 1.77% | 57 | -10.94% | 28 | -37.78% |
| Sep 30, 2024 | 140 | 3.70% | 22,139,773 | 0.96% | 94 | 1.07% | 63 | -5.97% | 46 | -2.13% |
| Jun 30, 2024 | 132 | -5.71% | 21,563,904 | 0.21% | 92 | 1.08% | 65 | 1.56% | 46 | -9.80% |
| Mar 31, 2024 | 140 | -7.89% | 21,518,287 | 3.36% | 92 | 1.16% | 64 | -18.99% | 51 | 4.08% |
| Dec 31, 2023 | 152 | 8.57% | 20,819,668 | -2.09% | 89 | 1.06% | 79 | 36.21% | 49 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 740.23K | 3.16% | - |
| Vanguard US Total Market Shares ETF | 740.23K | 3.16% | - |
| Heartland Value Investor | 700.00K | 2.99% | - |
| Ranger Small Cap | 658.52K | 2.81% | -10.10K |
| iShares Russell 2000 ETF | 610.79K | 2.61% | -5.28K |
| Hood River Small-Cap Growth Instl | 595.10K | 2.54% | -262.93K |
| Nationwide Geneva Small Cap Gr Instl Svc | 593.07K | 2.53% | - |
| Ranger Micro Cap | 495.99K | 2.11% | 42.23K |
| Strategic Advisers U.S. Total Stock | 387.75K | 1.66% | 29.34K |
| Strategic Advisers Small-Mid Cap | 380.21K | 1.60% | 77.97K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 27, 2024 | STANFORD FREDERICK | President | Sell | $68.20K |
| Nov 27, 2024 | STANFORD FREDERICK | President | Sell | $376.12K |
| Nov 22, 2024 | DAILY GREGORY S | Chief Executive Officer | Buy | $1.14M |
| Nov 25, 2024 | DAILY GREGORY S | Chief Executive Officer | Buy | $962.40K |
| Aug 18, 2023 | MCKENNA TIMOTHY | - | Sell | $59.84K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2028 Q2 | - | - |
| 2024 Q3 | - | - |
| 2024 Q1 | - | - |
| 2023 Q3 | - | 1 |
| 2023 Q2 | 2 | - |
IIIV Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools