i3 Verticals Ownership | Who Owns i3 Verticals?
i3 Verticals Ownership Summary
i3 Verticals is owned by 59.18% institutional investors, 2.41% insiders, and 38.41% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 12.95% of IIIV shares. T. Rowe Price US Small-Cap Core Equity is the top mutual fund, with 4.09% of its assets in i3 Verticals shares.
IIIV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | i3 Verticals | 59.18% | 2.41% | 38.41% |
| Sector | Technology Stocks | 35.30% | 13.07% | 51.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| T. rowe price investment management | 3.15M | 12.95% | $102.36M |
| Vanguard group | 1.83M | 7.66% | $46.14M |
| Blackrock funding, inc. /de | 1.81M | 7.65% | $45.62M |
| Blackrock | 1.78M | 7.65% | $39.40M |
| Geneva capital management | 1.68M | 7.11% | $42.38M |
| Altravue capital | 1.16M | 4.87% | $29.32M |
| Jennison associates | 1.09M | 4.57% | $27.55M |
| Long path partners lp | 1.04M | 4.27% | $33.75M |
| Ranger investment management | 930.56K | 3.93% | $23.44M |
| Crosslink capital | 938.13K | 3.85% | $30.45M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Long path partners lp | 1.04M | 12.20% | $33.75M |
| Forager capital management | 665.00K | 9.52% | $21.59M |
| Cove street capital | 60.22K | 2.55% | $1.95M |
| 12th street asset management company | 595.11K | 2.47% | $14.99M |
| Altravue capital | 1.16M | 2.42% | $29.32M |
| Crosslink capital | 938.13K | 2.21% | $30.45M |
| Ranger investment management | 930.56K | 1.61% | $23.44M |
| Punch & associates investment management | 777.48K | 1.46% | $25.24M |
| Manatuck hill partners | 130.00K | 1.40% | $4.22M |
| Portolan capital management | 747.66K | 1.31% | $24.27M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| William blair investment management | 386.38K | 0.03% | 386.38K |
| Ubs group | 369.13K | 0.00% | 176.18K |
| Jennison associates | 1.09M | 0.02% | 154.89K |
| Arrowmark colorado | 254.72K | 0.15% | 94.92K |
| Manatuck hill partners | 130.00K | 1.40% | 90.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hood river capital management | - | - | -743.71K |
| Timessquare capital management | - | - | -533.68K |
| Cooper creek partners management | - | - | -403.96K |
| Bank of montreal /can/ | - | - | -401.85K |
| Ameriprise financial | - | - | -339.68K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| William blair investment management | 386.38K | 0.03% | 386.38K | $9.73M |
| Cetera investment advisers | 31.19K | 0.00% | 31.19K | $1.01M |
| Vident advisory | 24.66K | 0.01% | 24.66K | $800.46K |
| Gotham asset management | 18.07K | 0.00% | 18.07K | $586.52K |
| Concurrent investment advisors | 11.73K | 0.00% | 11.73K | $295.53K |
Sold Out
| Holder | Change |
|---|---|
| National bank of canada /fi/ | -4.00 |
| Gamma investing | -11.00 |
| Cornerstone planning group | -19.00 |
| Coldstream capital management | -26.00 |
| Srs capital advisors | -29.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 84 | -49.40% | 14,154,383 | -48.10% | 59 | 0.47% | 40 | -55.06% | 30 | -41.18% |
| Sep 30, 2025 | 99 | -35.29% | 13,596,057 | -50.03% | 55 | 0.45% | 51 | -40.70% | 28 | -26.32% |
| Jun 30, 2025 | 152 | -1.30% | 26,660,077 | 16.81% | 109 | 1.17% | 85 | 30.77% | 38 | -35.59% |
| Mar 31, 2025 | 10 | -93.59% | 4,224,275 | -80.81% | 17 | 0.21% | 3 | -96.51% | 6 | -86.05% |
| Dec 31, 2024 | 106 | -24.29% | 16,582,467 | -25.60% | 70 | 1.77% | 57 | -10.94% | 28 | -37.78% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price US Small-Cap Core Equity | 903.94K | 4.09% | 16.36K |
| T. Rowe Price Small-Cap Stock | 903.94K | 4.09% | - |
| Vanguard Total Stock Mkt Idx Inv | 722.00K | 3.27% | - |
| Vanguard US Total Market Shares ETF | 740.23K | 3.16% | - |
| Ranger Small Cap | 600.38K | 2.72% | -1.65K |
| T. Rowe Price Small-Cap Value | 593.85K | 2.69% | -25.50K |
| iShares Russell 2000 ETF | 579.39K | 2.62% | 105.00K |
| Hood River Small-Cap Growth Instl | 595.10K | 2.54% | -262.93K |
| Vanguard Information Technology ETF | 559.70K | 2.53% | 2.52K |
| Nationwide Geneva Small Cap Gr Instl Svc | 513.92K | 2.33% | 513.92K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 10, 2025 | WILDS DAVID M | - | Sell | - |
| Dec 10, 2025 | WILDS DAVID M | - | Buy | - |
| Dec 03, 2025 | CHRISTIANS PAUL | Chief Revenue Officer | Sell | $209.43K |
| Nov 26, 2025 | CHRISTIANS PAUL | Chief Revenue Officer | Sell | $78.28K |
| Nov 21, 2025 | STANFORD FREDERICK | President | Sell | $274.71K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2028 Q2 | - | - |
| 2024 Q3 | - | - |
| 2024 Q1 | - | - |
| 2023 Q3 | - | 1 |
| 2023 Q2 | 2 | - |
IIIV Ownership FAQ
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