i3 Verticals Ownership | Who Owns i3 Verticals?
i3 Verticals Ownership Summary
i3 Verticals is owned by 103.64% institutional investors, 2.69% insiders. Vanguard group is the largest institutional shareholder, holding 7.66% 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 | 103.64% | 2.69% | -6.33% |
| Sector | Technology Stocks | 36.93% | 14.89% | 48.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 1.83M | 7.66% | $46.14M |
| Blackrock | 1.78M | 7.65% | $39.40M |
| Blackrock funding, inc. /de | 1.78M | 7.50% | $39.71M |
| Geneva capital management | 1.56M | 6.57% | $34.79M |
| William blair investment management | 1.18M | 4.97% | $26.32M |
| Altravue capital | 1.17M | 4.94% | $26.16M |
| Punch & associates investment management | 1.03M | 4.36% | $23.09M |
| North reef capital management lp | 1.02M | 4.33% | $22.92M |
| Crosslink capital | 966.00K | 4.08% | $21.60M |
| Ranger investment management | 925.89K | 3.91% | $20.70M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Long path partners lp | 819.63K | 8.32% | $18.33M |
| Forager capital management | 579.40K | 6.45% | $12.96M |
| Cove street capital | 60.22K | 2.55% | $1.95M |
| Altravue capital | 1.17M | 2.25% | $26.16M |
| Crosslink capital | 966.00K | 2.11% | $21.60M |
| 12th street asset management company | 522.82K | 1.91% | $11.69M |
| Ranger investment management | 925.89K | 1.50% | $20.70M |
| Manatuck hill partners | 130.00K | 1.40% | $4.22M |
| Punch & associates investment management | 1.03M | 1.33% | $23.09M |
| North reef capital management lp | 1.02M | 0.79% | $22.92M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| North reef capital management lp | 1.02M | 0.79% | 949.29K |
| William blair investment management | 1.18M | 0.09% | 790.58K |
| First eagle investment management | 382.14K | 0.01% | 382.14K |
| Punch & associates investment management | 1.03M | 1.33% | 255.08K |
| Vanguard fiduciary trust | 129.12K | 0.00% | 129.12K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | 703.62K | 0.01% | -2.44M |
| Hood river capital management | - | - | -743.71K |
| Timessquare capital management | - | - | -533.68K |
| Portolan capital management | 207.27K | 0.25% | -464.71K |
| Cooper creek partners management | - | - | -403.96K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| First eagle investment management | 382.14K | 0.01% | 382.14K | $8.54M |
| Vanguard fiduciary trust | 129.12K | 0.00% | 129.12K | $2.89M |
| Hrt financial lp | 35.87K | 0.00% | 35.87K | $802.00K |
| Vanguard asset management | 15.48K | 0.00% | 15.48K | $346.04K |
| Susquehanna group, llp | 13.60K | - | 13.60K | $304.10K |
Sold Out
| Holder | Change |
|---|---|
| National bank of canada /fi/ | -4.00 |
| Cornerstone planning group | -19.00 |
| Parkside financial bank & trust | -25.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 10 | -93.59% | 4,224,275 | -80.81% | 17 | 0.21% | 3 | -96.51% | 6 | -86.05% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price US Small-Cap Core Equity | 903.94K | 4.09% | 16.36K |
| Vanguard Total Stock Mkt Idx Inv | 722.00K | 3.51% | - |
| Vanguard US Total Market Shares ETF | 740.23K | 3.16% | - |
| T. Rowe Price Small-Cap Stock | 680.65K | 3.08% | -223.29K |
| Vanguard Information Technology ETF | 561.86K | 2.74% | 2.77K |
| Ranger Small Cap | 596.84K | 2.70% | -3.54K |
| iShares Russell 2000 ETF | 545.00K | 2.65% | 4.61K |
| Hood River Small-Cap Growth Instl | 595.10K | 2.54% | -262.93K |
| Heartland Value Investor | 500.00K | 2.43% | - |
| Thrivent Small-Mid Cap Equity SMA | 467.00K | 2.27% | 5.63K |
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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