i3 Verticals Ownership | Who Owns i3 Verticals?
i3 Verticals Ownership Summary
i3 Verticals is owned by 17.94% institutional investors, 2.15% insiders, and 79.91% retail investors. Blackrock is the largest institutional shareholder, holding 7.65% of IIIV shares. Vanguard US Total Market Shares ETF 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 | 17.94% | 2.15% | 79.91% |
| Sector | Technology Stocks | 38.43% | 12.63% | 48.94% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.78M | 7.65% | $39.40M |
| Crosslink capital | 1.24M | 5.28% | $30.65M |
| Geneva capital management | 1.79M | 5.05% | $41.13M |
| Blackrock funding, inc. /de | 1.78M | 5.04% | $40.98M |
| Ranger investment management | 1.14M | 4.85% | $28.19M |
| Long path partners lp | 998.00K | 4.24% | $24.62M |
| Vanguard group | 1.33M | 3.75% | $30.54M |
| 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 |
|---|---|---|---|
| Long path partners lp | 998.00K | 9.52% | $24.62M |
| Forager capital management | 765.00K | 7.38% | $17.63M |
| Crosslink capital | 1.24M | 4.77% | $30.65M |
| Ranger investment management | 1.14M | 2.01% | $28.19M |
| Ayal capital advisors | 243.71K | 1.99% | $6.01M |
| Altravue capital | 911.15K | 1.75% | $20.99M |
| 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 |
|---|---|---|---|
| Hood river capital management | - | - | -743.71K |
| Timessquare capital management | - | - | -533.68K |
| Cooper creek partners management | - | - | -403.96K |
| Mason capital management | - | - | -337.10K |
| Assenagon asset management | 32.97K | 0.00% | -327.86K |
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 |
| Arrowstreet capital, limited partnership | 36.11K | 0.00% | 36.11K | $832.00K |
Sold Out
| Holder | Change |
|---|---|
| Cornerstone planning group | -19.00 |
| Creative planning | -39.00 |
| Systm wealth solutions | -48.00 |
| Bessemer group | -55.00 |
| Ronald blue trust | -69.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 740.23K | 3.16% | - |
| Vanguard Total Stock Mkt Idx Inv | 740.23K | 3.04% | - |
| Ranger Small Cap | 658.52K | 2.81% | -10.10K |
| Strategic Advisers U.S. Total Stock | 625.12K | 2.56% | 167.91K |
| Nationwide Geneva Small Cap Gr Instl Svc | 624.36K | 2.56% | 33.72K |
| Hood River Small-Cap Growth Instl | 595.10K | 2.54% | -262.93K |
| Heartland Value Investor | 586.74K | 2.41% | -113.26K |
| iShares Russell 2000 ETF | 577.10K | 2.37% | - |
| Vanguard Information Technology ETF | 525.46K | 2.15% | 501.25K |
| Ranger Micro Cap | 495.99K | 2.11% | 42.23K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 13, 2025 | WILDS DAVID M | - | Sell | $5.42M |
| May 15, 2025 | SMITH GEOFFREY C. | Chief Financial Officer | Sell | $223.21K |
| May 13, 2025 | HARRISON JOHN C. | - | Sell | $1.95M |
| May 13, 2025 | HARVEY ROBERT BURTON | - | Sell | $1.00M |
| May 13, 2025 | HARVEY ROBERT BURTON | - | Sell | $669.64K |
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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