i3 Verticals Ownership | Who Owns i3 Verticals?
i3 Verticals Ownership Summary
i3 Verticals is owned by 99.58% institutional investors, 2.92% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.27% of IIIV shares. Heartland Value Investor is the top mutual fund, with 4.66% of its assets in i3 Verticals shares.
IIIV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | i3 Verticals | 99.58% | 2.92% | -2.50% |
| Sector | Technology Stocks | 53.83% | 15.00% | 31.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.80M | 8.27% | $38.50M |
| Vanguard group | 1.83M | 7.66% | $46.14M |
| Blackrock | 1.78M | 7.65% | $39.40M |
| Geneva capital management | 1.19M | 5.46% | $25.42M |
| Altravue capital | 1.12M | 5.14% | $23.92M |
| Crosslink capital | 1.12M | 5.13% | $23.88M |
| Punch & associates investment management | 1.10M | 5.04% | $23.49M |
| North reef capital management lp | 1.07M | 4.93% | $22.96M |
| Heartland advisors | 965.25K | 4.43% | $20.62M |
| Forager capital management | 864.57K | 3.97% | $18.47M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Forager capital management | 864.57K | 6.94% | $18.47M |
| Cove street capital | 60.22K | 2.55% | $1.95M |
| Long path partners lp | 215.32K | 1.96% | $4.60M |
| Crosslink capital | 1.12M | 1.76% | $23.88M |
| Altravue capital | 1.12M | 1.72% | $23.92M |
| Manatuck hill partners | 130.00K | 1.40% | $4.22M |
| Punch & associates investment management | 1.10M | 1.16% | $23.49M |
| Heartland advisors | 965.25K | 0.92% | $20.62M |
| North reef capital management lp | 1.07M | 0.88% | $22.96M |
| 12th street asset management company | 223.88K | 0.68% | $4.78M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Heartland advisors | 965.25K | 0.92% | 358.30K |
| First eagle investment management | 723.01K | 0.03% | 340.87K |
| Forager capital management | 864.57K | 6.94% | 285.17K |
| Jane street group | 280.16K | 0.00% | 280.16K |
| Wellington management group llp | 224.61K | 0.00% | 224.61K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| William blair investment management | - | - | -1.18M |
| Ranger investment management | - | - | -925.89K |
| Hood river capital management | - | - | -743.71K |
| Long path partners lp | 215.32K | 1.96% | -604.31K |
| Timessquare capital management | - | - | -533.68K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Jane street group | 280.16K | 0.00% | 280.16K | $5.98M |
| Wellington management group llp | 224.61K | 0.00% | 224.61K | $4.80M |
| Renaissance | 191.28K | 0.01% | 191.28K | $4.09M |
| Sixth street partners management company | 156.39K | 0.00% | 156.39K | $3.34M |
| Marshall wace, llp | 48.71K | 0.00% | 48.71K | $1.04M |
Sold Out
| Holder | Change |
|---|---|
| Twin peaks wealth advisors | -4.00 |
| National bank of canada /fi/ | -4.00 |
| Cornerstone planning group | -19.00 |
| Parkside financial bank & trust | -25.00 |
| Coldstream capital management | -26.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 134 | -6.94% | 21,708,265 | -12.32% | 99 | 0.77% | 58 | -19.44% | 58 | 13.73% |
| Mar 31, 2026 | 139 | -9.74% | 24,537,235 | -7.78% | 103 | 0.84% | 69 | -4.17% | 50 | -16.67% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Heartland Value Investor | 850.00K | 4.66% | - |
| Heartland Value Strategy | 850.00K | 4.14% | 350.00K |
| T. Rowe Price US Small-Cap Core Equity | 903.94K | 4.09% | 16.36K |
| First Eagle Small Cap Opportunity I | 722.36K | 3.96% | 95.27K |
| Vanguard MStar Total Stk Mkt Idx Invest | 594.15K | 3.26% | - |
| Vanguard US Total Market Shares ETF | 740.23K | 3.16% | - |
| First Eagle US Small Cap Strategy | 635.92K | 3.10% | 303.09K |
| T. Rowe Price Small-Cap Stock | 680.65K | 3.08% | -223.29K |
| Vanguard Information Technology ETF | 547.79K | 3.00% | 2.23K |
| iShares Russell 2000 ETF | 582.81K | 2.98% | -10.37K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 14, 2026 | DAILY GREGORY S | Chief Executive Officer | Buy | $961.50K |
| Mar 06, 2026 | CHRISTIANS PAUL | Chief Revenue Officer | Sell | $142.21K |
| Dec 10, 2025 | WILDS DAVID M | - | Buy | - |
| Dec 10, 2025 | WILDS DAVID M | - | Sell | - |
| Dec 03, 2025 | CHRISTIANS PAUL | Chief Revenue Officer | Sell | $209.43K |
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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