i3 Verticals (IIIV) Institutional Ownership

$24.59 -0.78 (-3.07%)

Closing price 03/28/2025 04:00 PM Eastern

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$24.59 0.00 (0.00%)

As of 03/28/2025 05:07 PM Eastern

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Current Institutional Ownership Percentage: 84.22%
Number of Institutional Buyers (last 12 months): 87
Total Institutional Inflows (last 12 months): $148.66M

Number of Institutional Sellers (last 12 months): 43
Total Institutional Outflows (last 12 months): $82.02M

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IIIV Institutional Buying and Selling by Quarter

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i3 Verticals Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	58,298	$1.34M	0.0%	+11.5%	0.174%
2/17/2025	Squarepoint Ops LLC	12,774	$294K	0.0%	N/A	0.038%
2/17/2025	Two Sigma Investments LP	52,296	$1.21M	0.0%	+111.9%	0.156%
2/17/2025	State of Wyoming	10,987	$253K	0.0%	-74.4%	0.033%
2/17/2025	Millennium Management LLC	56,473	$1.30M	0.0%	-90.6%	0.168%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	30,605	$705K	0.0%	+4.1%	0.091%
2/17/2025	Forager Capital Management LLC	765,000	$17.63M	7.4%	N/A	2.281%
2/17/2025	D. E. Shaw & Co. Inc.	19,140	$441K	0.0%	-45.9%	0.057%
2/17/2025	Deutsche Bank AG	23,665	$545K	0.0%	+42.5%	0.071%
2/17/2025	Covenant Partners LLC	60,869	$1.40M	0.4%	-37.2%	0.181%
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2/17/2025	Cresset Asset Management LLC	11,373	$262K	0.0%	-15.5%	0.034%
2/17/2025	Bastion Asset Management Inc.	54,021	$1.24M	0.8%	N/A	0.161%
2/17/2025	Bank of America Corp DE	37,093	$855K	0.0%	+30.8%	0.111%
2/17/2025	Ameriprise Financial Inc.	345,507	$7.96M	0.0%	-24.5%	1.030%
2/17/2025	AYAL Capital Advisors Ltd	259,844	$5.99M	1.6%	-30.1%	0.775%
2/17/2025	AlTi Global Inc.	8,750	$202K	0.0%	N/A	0.026%
2/17/2025	272 Capital LP	11,000	$253K	0.2%	-95.7%	0.033%
2/14/2025	Jane Street Group LLC	32,765	$755K	0.0%	+27.9%	0.098%
2/14/2025	Northern Trust Corp	220,597	$5.08M	0.0%	+9.7%	0.658%
2/14/2025	Aquatic Capital Management LLC	15,006	$346K	0.0%	N/A	0.045%
2/14/2025	Oxford Asset Management LLP	11,098	$256K	0.1%	N/A	0.033%
2/14/2025	Johnson Financial Group Inc.	2,912	$72K	0.0%	N/A	0.009%
2/14/2025	North Reef Capital Management LP	46,069	$1.06M	0.0%	-4.7%	0.137%
2/14/2025	Nebula Research & Development LLC	12,742	$294K	0.0%	-46.1%	0.038%
2/14/2025	Hood River Capital Management LLC	743,705	$17.14M	0.3%	-44.6%	2.217%
2/14/2025	Price T Rowe Associates Inc. MD	9,092	$210K	0.0%	N/A	0.027%
2/14/2025	Dark Forest Capital Management LP	13,265	$306K	0.0%	N/A	0.040%
2/14/2025	Continental Advisors LLC	32,969	$760K	0.3%	+41.7%	0.098%
2/14/2025	Tower Research Capital LLC TRC	4,296	$99K	0.0%	-46.6%	0.013%
2/14/2025	Voss Capital LP	110,000	$2.53M	0.2%	-85.9%	0.328%
2/14/2025	Mcmorgan & Co. LLC	133,824	$3.08M	0.5%	+28.3%	0.399%
2/14/2025	MetLife Investment Management LLC	15,629	$360K	0.0%	+16.0%	0.047%
2/14/2025	Dimensional Fund Advisors LP	498,923	$11.50M	0.0%	+2.3%	1.488%
2/14/2025	Cramer Rosenthal Mcglynn LLC	276,530	$6.37M	0.4%	+32.3%	0.824%
2/13/2025	Marshall Wace LLP	175,296	$4.04M	0.0%	+20.0%	0.523%
2/13/2025	Gamco Investors INC. ET AL	92,516	$2.13M	0.0%	+0.5%	0.276%
2/13/2025	Gabelli Funds LLC	37,000	$852K	0.0%	-19.6%	0.110%
2/13/2025	Portolan Capital Management LLC	676,135	$15.58M	1.0%	+3.5%	2.016%
2/13/2025	XTX Topco Ltd	15,317	$353K	0.0%	N/A	0.046%
2/13/2025	Barclays PLC	39,833	$917K	0.0%	-2.9%	0.119%
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2/13/2025	Kennedy Capital Management LLC	130,840	$3.02M	0.1%	-2.4%	0.390%
2/13/2025	Ranger Investment Management L.P.	1,153,935	$26.59M	1.7%	-1.7%	3.440%
2/13/2025	Renaissance Technologies LLC	29,700	$684K	0.0%	-50.7%	0.089%
2/13/2025	Legal & General Group Plc	34,182	$788K	0.0%	-14.3%	0.102%
2/13/2025	Invesco Ltd.	25,292	$583K	0.0%	+2.6%	0.075%
2/13/2025	Bank of Montreal Can	401,162	$9.24M	0.0%	+0.1%	1.196%
2/13/2025	Federated Hermes Inc.	75,603	$1.74M	0.0%	+44.8%	0.225%
2/13/2025	Russell Investments Group Ltd.	305,344	$7.04M	0.0%	-13.8%	0.910%
2/13/2025	Envestnet Asset Management Inc.	85,153	$1.96M	0.0%	+6.1%	0.254%
2/13/2025	Dynamic Technology Lab Private Ltd	14,924	$344K	0.1%	N/A	0.044%
2/13/2025	Wells Fargo & Company MN	15,911	$367K	0.0%	+38.5%	0.047%
2/13/2025	Integrated Quantitative Investments LLC	16,871	$389K	0.2%	N/A	0.050%
2/12/2025	Pitcairn Co.	17,183	$396K	0.0%	+4.0%	0.051%
2/12/2025	ExodusPoint Capital Management LP	38,374	$884K	0.0%	N/A	0.114%
2/12/2025	Long Path Partners LP	979,777	$22.57M	7.3%	+5.0%	2.921%
2/12/2025	Geode Capital Management LLC	538,057	$12.40M	0.0%	+0.6%	1.604%
2/12/2025	AltraVue Capital LLC	911,146	$20.99M	1.7%	N/A	2.717%
2/12/2025	Alliancebernstein L.P.	16,631	$383K	0.0%	+25.3%	0.050%
2/12/2025	CIBC Private Wealth Group LLC	5,260	$126K	0.0%	+52.4%	0.016%
2/12/2025	Arrowstreet Capital Limited Partnership	36,111	$832K	0.0%	N/A	0.108%
2/12/2025	Rock Creek Group LP	9,979	$230K	0.0%	-33.5%	0.030%
2/12/2025	Heartland Advisors Inc.	811,550	$18.70M	1.0%	-0.1%	2.420%
2/12/2025	JPMorgan Chase & Co.	15,877	$366K	0.0%	+61.3%	0.047%
2/12/2025	Mitsubishi UFJ Asset Management Co. Ltd.	7,130	$168K	0.0%	+26.4%	0.021%
2/11/2025	Corebridge Financial Inc.	11,473	$264K	0.0%	-5.1%	0.034%
2/11/2025	Vanguard Group Inc.	1,325,690	$30.54M	0.0%	+1.5%	3.953%
2/11/2025	KLP Kapitalforvaltning AS	4,300	$99K	0.0%	N/A	0.013%
2/11/2025	Sei Investments Co.	14,294	$329K	0.0%	+5.7%	0.043%
2/11/2025	American Century Companies Inc.	27,052	$623K	0.0%	+79.3%	0.081%
2/10/2025	Royce & Associates LP	541,350	$12.47M	0.1%	+10.7%	1.614%
2/10/2025	Swiss National Bank	46,700	$1.08M	0.0%	+2.0%	0.139%
2/10/2025	Avantax Advisory Services Inc.	16,105	$371K	0.0%	-6.8%	0.048%
2/10/2025	EverSource Wealth Advisors LLC	184,111	$4.24M	0.3%	-4.9%	0.549%
2/7/2025	AlphaQuest LLC	6,887	$159K	0.0%	+688,600.0%	0.021%
2/6/2025	Geneva Capital Management LLC	1,785,160	$41.13M	0.7%	-1.1%	5.322%
2/6/2025	Raymond James Financial Inc.	577,832	$13.31M	0.0%	N/A	1.723%
2/6/2025	Victory Capital Management Inc.	72,652	$1.67M	0.0%	+49.8%	0.217%
2/6/2025	Charles Schwab Investment Management Inc.	66,350	$1.53M	0.0%	+2.2%	0.198%
1/31/2025	New York State Common Retirement Fund	175,833	$4.05M	0.0%	+1,855.9%	0.524%
1/29/2025	Legato Capital Management LLC	183,724	$4.23M	0.6%	N/A	0.548%
1/29/2025	Equitable Trust Co.	32,386	$746K	0.0%	N/A	0.097%
1/17/2025	SG Americas Securities LLC	8,646	$199K	0.0%	+62.4%	0.026%
1/14/2025	Argent Capital Management LLC	22,418	$517K	0.0%	+38.6%	0.067%
1/14/2025	Assenagon Asset Management S.A.	32,970	$760K	0.0%	-90.9%	0.098%
1/13/2025	Cullen Investment Group LTD.	51,045	$1.18M	0.2%	-8.4%	0.152%
1/2/2025	Confluence Investment Management LLC	292,629	$6.74M	0.1%	-2.4%	0.872%
11/25/2024	Sanctuary Advisors LLC	11,660	$276K	0.0%	-7.6%	0.035%
11/19/2024	Barclays PLC	41,036	$873K	0.0%	+112.3%	0.122%
11/18/2024	Bares Capital Management Inc.	15,655	$334K	0.0%	N/A	0.046%
11/16/2024	Geode Capital Management LLC	534,684	$11.40M	0.0%	+0.1%	1.582%
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11/15/2024	ABS Direct Equity Fund LLC	35,000	$746K	0.8%	+40.0%	0.104%
11/15/2024	Barclays PLC	41,036	$873K	0.0%	+112.3%	0.121%
11/15/2024	Jane Street Group LLC	25,625	$546K	0.0%	-23.4%	0.076%
11/15/2024	State Street Corp	495,943	$10.57M	0.0%	+0.5%	1.468%
11/15/2024	Stifel Financial Corp	86,843	$1.85M	0.0%	-1.5%	0.257%
11/15/2024	Portolan Capital Management LLC	653,072	$13.92M	1.0%	+3.8%	1.933%
11/15/2024	Atom Investors LP	10,225	$218K	0.0%	N/A	0.030%
11/14/2024	272 Capital LP	106,706	$2.27M	2.5%	-58.3%	0.316%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	52,280	$1.11M	0.0%	-6.7%	0.155%
11/13/2024	Quantbot Technologies LP	5,124	$109K	0.0%	N/A	0.015%

(Data available from 1/1/2016 forward)

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IIIV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IIIV shares?: During the previous two years, 155 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 ($41.13M), Vanguard Group Inc. ($30.54M), Crosslink Capital Inc. ($27.30M), Ranger Investment Management L.P. ($26.59M), Long Path Partners LP ($22.57M), and AltraVue Capital LLC ($20.99M).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 123 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: Long Path Partners LP ($979.78K), Voss Capital LLC ($937.08K), AltraVue Capital LLC ($911.15K), Forager Capital Management LLC ($765K), Raymond James Financial Inc. ($577.83K), TimesSquare Capital Management LLC ($533.68K), and Hood River Capital Management LLC ($501.89K).

How much institutional buying is happening at i3 Verticals?: Institutional investors have bought a total of 10,471,254 shares in the last 24 months. This purchase volume represents approximately $237.28M in transactions.
Which i3 Verticals major shareholders have been selling company stock?: Of the 70 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: Voss Capital LP ($670.43K), Hood River Capital Management LLC ($599.62K), Millennium Management LLC ($556.72K), 272 Capital LP ($411.36K), Assenagon Asset Management S.A. ($396.10K), EverSource Wealth Advisors LLC ($312.16K), and Wellington Management Group LLP ($284.34K).
How much institutional selling is happening at i3 Verticals?: Institutional investors have sold a total of 5,945,870 shares in the last 24 months. This volume of shares sold represents approximately $134.44M in transactions.

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This page (NASDAQ:IIIV) was last updated on 3/29/2025 by MarketBeat.com Staff

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i3 Verticals (IIIV) Institutional Ownership

IIIV Institutional Buying and Selling by Quarter

i3 Verticals Major Shareholders & Ownership History

IIIV Institutional Ownership - Frequently Asked Questions

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i3 Verticals (IIIV) Institutional Ownership

Institutional Ownership Changes (13F Filings) for i3 Verticals (NASDAQ:IIIV)

IIIV Institutional Buying and Selling by Quarter

i3 Verticals Major Shareholders & Ownership History

IIIV Institutional Ownership - Frequently Asked Questions

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