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i3 Verticals (IIIV) Institutional Ownership

i3 Verticals logo
$24.82 -0.05 (-0.20%)
(As of 11/15/2024 ET)
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Institutional Ownership Changes (13F Filings) for i3 Verticals (NASDAQ:IIIV)

Current
Institutional Ownership
Percentage
84.22%
Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$81.32M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$31.87M
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IIIV Institutional Buying and Selling by Quarter

i3 Verticals Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/16/2024 Geode Capital Management LLC534,684$11.40M0.0%+0.1%1.582%
11/15/2024ABS Direct Equity Fund LLC35,000$746K0.8%+40.0%0.104%
11/15/2024Barclays PLC41,036$873K0.0%+112.3%0.121%
11/15/2024Jane Street Group LLC25,625$546K0.0%-23.4%0.076%
11/15/2024 State Street Corp495,943$10.57M0.0%+0.5%1.468%
11/15/2024 Stifel Financial Corp86,843$1.85M0.0%-1.5%0.257%
11/15/2024 Portolan Capital Management LLC653,072$13.92M1.0%+3.8%1.933%
11/15/2024 Atom Investors LP10,225$218K0.0%N/A0.030%
11/14/2024 272 Capital LP106,706$2.27M2.5%-58.3%0.316%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC52,280$1.11M0.0%-6.7%0.155%
11/13/2024 Quantbot Technologies LP5,124$109K0.0%N/A0.015%
11/12/2024 Long Path Partners LP933,098$19.88M6.5%+61.5%2.761%
11/6/2024 Royce & Associates LP488,840$10.42M0.1%+11.1%1.447%
11/5/2024 Geneva Capital Management LLC1,805,378$38.47M0.6%-4.5%5.343%
11/5/2024 Victory Capital Management Inc.48,500$1.03M0.0%+6.1%0.144%
11/4/2024 TimesSquare Capital Management LLC533,680$11.37M0.2%N/A1.579%
10/31/2024 Confluence Investment Management LLC299,672$6.39M0.1%-2.2%0.895%
10/24/2024 Covenant Partners LLC96,973$2.07M0.6%-47.7%0.290%
10/23/2024 Assenagon Asset Management S.A.360,825$7.69M0.0%-15.9%1.078%
10/23/2024 Argent Capital Management LLC16,180$345K0.0%+15.0%0.048%
10/5/2024 Cullen Investment Group LTD.55,755$1.19M0.2%-5.1%0.167%
9/5/2024Sanctuary Advisors LLC12,623$292K0.0%N/A0.038%
8/27/2024 Dana Investment Advisors Inc.67,361$1.49M0.1%+22.0%0.201%
8/15/2024 Select Equity Group L.P.65,730$1.45M0.0%+1.8%0.196%
8/15/2024 Shellback Capital LP181,652$4.01M0.3%+39.6%0.543%
8/15/2024 Millennium Management LLC673,946$14.88M0.0%-1.5%2.013%
8/15/2024 Mason Capital Management LLC337,099$7.44M1.4%N/A1.007%
8/14/2024 272 Capital LP256,021$5.65M2.8%-6.1%0.765%
8/14/2024 Marshall Wace LLP12,963$286K0.0%-52.6%0.039%
8/14/2024 Long Path Partners LP577,706$12.76M5.1%N/A1.726%
8/14/2024 Hood River Capital Management LLC1,190,184$26.28M0.5%+6.3%3.556%
8/14/2024 Continental Advisors LLC28,769$635K0.3%N/A0.086%
8/14/2024 EverSource Wealth Advisors LLC193,676$4.75M0.3%-11.4%0.579%
8/14/2024 Gabelli Funds LLC46,000$1.02M0.0%-17.9%0.137%
8/9/2024 Renaissance Technologies LLC57,000$1.26M0.0%-10.8%0.170%
8/9/2024 Dimensional Fund Advisors LP484,494$10.70M0.0%+2.9%1.447%
8/8/2024 Envestnet Asset Management Inc.106,056$2.34M0.0%-7.7%0.317%
8/5/2024 Victory Capital Management Inc.45,700$1.01M0.0%+4.5%0.137%
8/1/2024 Rhumbline Advisers37,049$818K0.0%+18.4%0.111%
7/30/2024 Kings Path Partners LLC48,745$1.08M0.5%N/A0.146%
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7/26/2024 Bank of New York Mellon Corp120,116$2.65M0.0%+13.3%0.359%
7/24/2024 Argent Capital Management LLC14,066$311K0.0%+60.7%0.042%
7/18/2024 Assenagon Asset Management S.A.429,065$9.47M0.0%+33.2%1.282%
7/16/2024 Sequoia Financial Advisors LLC27,154$600K0.0%N/A0.081%
7/12/2024 SG Americas Securities LLC5,262$116K0.0%N/A0.016%
7/1/2024 Cullen Investment Group LTD.58,757$1.30M0.2%-17.3%0.176%
7/1/2024 Confluence Investment Management LLC306,540$6.77M0.1%+102.7%0.916%
6/11/2024 EverSource Wealth Advisors LLC218,676$4.97M0.4%-26.7%0.653%
5/28/2024 Boston Partners35,525$813K0.0%-23.6%0.106%
5/17/2024 Comerica Bank2,133$49K0.0%+46.0%0.006%
5/16/2024 California State Teachers Retirement System23,197$531K0.0%-5.0%0.070%
5/16/2024 Kennedy Capital Management LLC170,957$3.91M0.1%+13.3%0.512%
5/15/2024 Hood River Capital Management LLC1,119,931$25.64M0.6%+43.1%3.356%
5/15/2024 Teton Advisors Inc.76,791$1.76M0.6%-3.8%0.230%
5/15/2024 Gamco Investors INC. ET AL108,412$2.48M0.0%-0.7%0.325%
5/14/2024 EntryPoint Capital LLC9,171$210K0.2%N/A0.027%
5/14/2024 Pitcairn Co.13,818$316K0.0%+14.7%0.041%
5/10/2024 Vanguard Group Inc.1,296,132$29.67M0.0%+0.1%3.884%
5/9/2024 Scout Investments Inc.299,271$6.75M0.2%-6.0%0.897%
5/7/2024 Heartland Advisors Inc.599,800$13.73M0.7%+10.9%1.797%
5/4/2024 Geneva Capital Management LLC1,919,097$43.93M0.8%+1.7%5.751%
5/3/2024 GSA Capital Partners LLP64,557$1.48M0.1%-34.5%0.193%
5/1/2024 BNP Paribas Financial Markets19,920$456K0.0%+11.7%0.060%
5/1/2024 Mirae Asset Global Investments Co. Ltd.41,298$992K0.0%+10.9%0.124%
4/30/2024 Argent Capital Management LLC8,755$200K0.0%N/A0.026%
4/26/2024 Conestoga Capital Advisors LLC70,222$1.61M0.0%+0.9%0.210%
4/26/2024 YHB Investment Advisors Inc.1,112$25K0.0%N/A0.003%
4/23/2024 Wesbanco Bank Inc.64,947$1.49M0.1%N/A0.195%
4/23/2024Raymond James Financial Services Advisors Inc.64,706$1.48M0.0%-28.3%0.194%
4/9/2024 Ferguson Wellman Capital Management Inc.9,740$223K0.0%N/A0.029%
4/5/2024 Los Angeles Capital Management LLC15,794$362K0.0%-6.2%0.047%
4/4/2024 Cullen Investment Group LTD.71,037$1.59M0.3%-19.9%0.213%
4/1/2024 Confluence Investment Management LLC151,202$3.46M0.0%N/A0.453%
3/22/2024 PNC Financial Services Group Inc.6,515$138K0.0%-12.5%0.020%
2/20/2024 Covenant Partners LLC260,984$5.53M1.7%-24.1%0.782%
2/15/2024 Palogic Value Management L.P.120,000$2.54M1.1%+65.5%0.360%
2/14/2024 Crosslink Capital Inc.1,289,426$27.30M4.1%-1.1%3.864%
2/14/2024 Ranger Investment Management L.P.1,047,985$22.19M1.3%+2.6%3.141%
2/14/2024 Scout Investments Inc.318,293$6.74M0.2%-1.5%0.954%
2/13/2024 Gabelli Funds LLC56,000$1.19M0.0%-8.2%0.168%
2/13/2024 Teton Advisors Inc.79,791$1.69M0.6%-17.6%0.239%
2/13/2024 CIBC Private Wealth Group LLC245,440$5.20M0.0%+147.4%0.736%
2/13/2024 Campbell & CO Investment Adviser LLC25,519$540K0.0%+57.5%0.076%
2/13/2024 Rock Creek Group LP30,000$635K0.1%-46.9%0.090%
2/12/2024 Olympiad Research LP9,591$203K0.2%N/A0.029%
2/12/2024 1492 Capital Management LLC46,341$981K0.6%+16.7%0.139%
2/12/2024 Cape Investment Advisory Inc.1,431$30K0.0%N/A0.004%
2/9/2024 Quest Partners LLC20,382$431K0.1%N/A0.061%
2/9/2024 Trexquant Investment LP22,200$470K0.0%N/A0.067%
2/9/2024 Dynamic Technology Lab Private Ltd19,572$414K0.0%N/A0.059%
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2/8/2024 Great Lakes Advisors LLC78,284$1.66M0.0%-54.8%0.235%
2/8/2024 Heartland Advisors Inc.540,750$11.45M0.6%+0.6%1.620%
2/7/2024 Jump Financial LLC20,049$424K0.0%+76.8%0.060%
2/7/2024 Dana Investment Advisors Inc.52,499$1.11M0.1%-1.5%0.157%
2/7/2024 BNP Paribas Financial Markets17,835$378K0.0%-15.0%0.053%
2/7/2024 Geneva Capital Management LLC1,887,826$39.97M0.8%+0.3%5.657%
2/6/2024ABS Direct Equity Fund LLC35,000$741K0.7%N/A0.105%
2/6/2024 Swiss National Bank45,800$970K0.0%-9.1%0.137%
2/5/2024 Victory Capital Management Inc.43,000$910K0.0%+2.4%0.129%
2/2/2024 Semanteon Capital Management LP17,285$366K0.2%N/A0.052%
(Data available from 1/1/2016 forward)

IIIV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IIIV shares?

During the previous two years, 113 institutional investors and hedge funds held shares of i3 Verticals. The most heavily invested institutionals were Scissortail Wealth Management LLC ($3.37B), Geneva Capital Management LLC ($38.47M), Vanguard Group Inc. ($29.67M), Crosslink Capital Inc. ($27.30M), Hood River Capital Management LLC ($26.28M), Ranger Investment Management L.P. ($22.19M), and Long Path Partners LP ($19.88M).Learn more on IIIV's institutional investors.

What percentage of i3 Verticals stock is owned by institutional investors?

84.22% of i3 Verticals stock is owned by institutional investors. Learn more on IIIV's institutional investor holdings.

Which institutional investors have been buying i3 Verticals stock?

Of the 87 institutional investors that purchased i3 Verticals stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Voss Capital LLC ($937.08K), Long Path Partners LP ($933.10K), TimesSquare Capital Management LLC ($533.68K), Hood River Capital Management LLC ($501.89K), Assenagon Asset Management S.A. ($429.07K), Bank of Montreal Can ($414.95K), and Mason Capital Management LLC ($337.10K).

How much institutional buying is happening at i3 Verticals?

Institutional investors have bought a total of 7,741,087 shares in the last 24 months. This purchase volume represents approximately $175.31M in transactions.

Which i3 Verticals major shareholders have been selling company stock?

Of the 59 institutional investors that sold i3 Verticals stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Driehaus Capital Management LLC ($349.04K), EverSource Wealth Advisors LLC ($302.60K), Wellington Management Group LLP ($284.34K), Portolan Capital Management LLC ($230.53K), Great Lakes Advisors LLC ($209.31K), Voss Capital LLC ($172.08K), and Covenant Partners LLC ($171.52K).

How much institutional selling is happening at i3 Verticals?

Institutional investors have sold a total of 3,407,684 shares in the last 24 months. This volume of shares sold represents approximately $76.41M in transactions.


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This page (NASDAQ:IIIV) was last updated on 11/17/2024 by MarketBeat.com Staff
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