i3 Verticals Ownership | Who Owns i3 Verticals?
i3 Verticals Ownership Summary
i3 Verticals is owned by 109.51% institutional investors, 2.20% insiders. T. rowe price investment management is the largest institutional shareholder, holding 13.04% of IIIV shares. T. Rowe Price Small-Cap Stock is the top mutual fund, with 3.54% of its assets in i3 Verticals shares.
IIIV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | i3 Verticals | 109.51% | 2.20% | -11.71% |
| Sector | Technology Stocks | 144.02% | 12.52% | -56.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| T. rowe price investment management | 3.18M | 13.04% | $87.27M |
| Geneva capital management | 1.89M | 7.75% | $51.87M |
| Blackrock | 1.78M | 7.65% | $39.40M |
| Blackrock funding, inc. /de | 1.78M | 7.32% | $48.97M |
| Crosslink capital | 1.25M | 5.14% | $34.42M |
| Ranger investment management | 1.14M | 4.85% | $28.19M |
| Long path partners lp | 1.04M | 4.27% | $28.57M |
| Portolan capital management | 961.62K | 3.95% | $26.43M |
| Vanguard group | 1.33M | 3.75% | $30.54M |
| Punch & associates investment management | 766.64K | 3.15% | $21.07M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Long path partners lp | 1.04M | 9.70% | $28.57M |
| Forager capital management | 665.00K | 8.94% | $18.27M |
| Cove street capital | 58.36K | 2.35% | $1.60M |
| Ranger investment management | 1.14M | 2.01% | $28.19M |
| Crosslink capital | 1.25M | 1.96% | $34.42M |
| Altravue capital | 911.15K | 1.75% | $20.99M |
| Portolan capital management | 961.62K | 1.66% | $26.43M |
| Palogic value management | 120.00K | 1.35% | $3.30M |
| Punch & associates investment management | 766.64K | 1.30% | $21.07M |
| 12th street asset management company | 234.70K | 1.11% | $6.45M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | 3.18M | 0.06% | 2.77M |
| Altravue capital | 911.15K | 1.75% | 911.15K |
| Punch & associates investment management | 766.64K | 1.30% | 312.37K |
| Wasatch advisors lp | 300.99K | 0.04% | 300.99K |
| 12th street asset management company | 234.70K | 1.11% | 234.70K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hood river capital management | - | - | -743.71K |
| Timessquare capital management | - | - | -533.68K |
| Cooper creek partners management | - | - | -403.96K |
| Ameriprise financial | - | - | -339.68K |
| Mason capital management | - | - | -337.10K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Altravue capital | 911.15K | 1.75% | 911.15K | $20.99M |
| Wasatch advisors lp | 300.99K | 0.04% | 300.99K | $8.27M |
| 12th street asset management company | 234.70K | 1.11% | 234.70K | $6.45M |
| Loomis sayles & co l p | 226.00K | 0.01% | 226.00K | $6.21M |
| Jennison associates | 160.26K | 0.00% | 160.26K | $4.40M |
Sold Out
| Holder | Change |
|---|---|
| Smartleaf asset management | -6.00 |
| Cornerstone planning group | -19.00 |
| Coldstream capital management | -26.00 |
| Fifth third bancorp | -35.00 |
| Creative planning | -39.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price Small-Cap Stock | 863.79K | 3.54% | -1.01K |
| T. Rowe Price US Small-Cap Core Equity | 863.79K | 3.54% | 863.79K |
| Vanguard US Total Market Shares ETF | 740.23K | 3.16% | - |
| Vanguard Total Stock Mkt Idx Inv | 724.17K | 3.05% | -16.06K |
| T. Rowe Price Small-Cap Value | 684.30K | 2.81% | -801.00 |
| Nationwide Geneva Small Cap Gr Instl Svc | 662.11K | 2.78% | -13.08K |
| Strategic Advisers U.S. Total Stock | 627.79K | 2.57% | 2.67K |
| Ranger Small Cap | 626.15K | 2.57% | -32.37K |
| Hood River Small-Cap Growth Instl | 595.10K | 2.54% | -262.93K |
| iShares Russell 2000 ETF | 554.63K | 2.33% | -10.50K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 11, 2025 | MAPLE PAUL | General Counsel and Secretary | Sell | $77.60K |
| Aug 29, 2025 | CHRISTIANS PAUL | Chief Revenue Officer | Sell | $59.35K |
| Aug 12, 2025 | MCKENNA TIMOTHY | - | Sell | $218.92K |
| May 13, 2025 | WILDS DAVID M | - | Sell | $5.42M |
| May 15, 2025 | SMITH GEOFFREY C. | Chief Financial Officer | Sell | $223.21K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2028 Q2 | - | - |
| 2024 Q3 | - | - |
| 2024 Q1 | - | - |
| 2023 Q3 | - | 1 |
| 2023 Q2 | 2 | - |
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