Free Trial

i3 Verticals (IIIV) Institutional Ownership

i3 Verticals logo
$27.71 -0.27 (-0.96%)
Closing price 02/21/2025 04:00 PM Eastern
Extended Trading
$27.72 +0.01 (+0.04%)
As of 02/21/2025 04:20 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

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)
44
Total
Institutional Outflows
(last 12 months)
$82.04M
Get IIIV Insider Trade Alerts

Want to know when executives and insiders are buying or selling i3 Verticals stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IIIV Institutional Buying and Selling by Quarter

i3 Verticals Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC58,298$1.34M0.0%+11.5%0.174%
2/17/2025 Squarepoint Ops LLC12,774$294K0.0%N/A0.038%
2/17/2025 Two Sigma Investments LP52,296$1.21M0.0%+111.9%0.156%
2/17/2025 State of Wyoming10,987$253K0.0%-74.4%0.033%
2/17/2025 Millennium Management LLC56,473$1.30M0.0%-90.6%0.168%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.30,605$705K0.0%+4.1%0.091%
2/17/2025 Forager Capital Management LLC765,000$17.63M7.4%N/A2.281%
2/17/2025 D. E. Shaw & Co. Inc.19,140$441K0.0%-45.9%0.057%
2/17/2025 Deutsche Bank AG23,665$545K0.0%+42.5%0.071%
2/17/2025 Covenant Partners LLC60,869$1.40M0.4%-37.2%0.181%
2/17/2025 Cresset Asset Management LLC11,373$262K0.0%-15.5%0.034%
2/17/2025 Bastion Asset Management Inc.54,021$1.24M0.8%N/A0.161%
2/17/2025 Bank of America Corp DE37,093$855K0.0%+30.8%0.111%
2/17/2025 Ameriprise Financial Inc.345,507$7.96M0.0%-24.5%1.030%
2/17/2025 AYAL Capital Advisors Ltd259,844$5.99M1.6%-30.1%0.775%
2/17/2025 AlTi Global Inc.8,750$202K0.0%N/A0.026%
2/17/2025 272 Capital LP11,000$253K0.2%-95.7%0.033%
2/14/2025 Jane Street Group LLC32,765$755K0.0%+27.9%0.098%
2/14/2025 Northern Trust Corp220,597$5.08M0.0%+9.7%0.658%
2/14/2025 Aquatic Capital Management LLC15,006$346K0.0%N/A0.045%
2/14/2025 Oxford Asset Management LLP11,098$256K0.1%N/A0.033%
2/14/2025 Johnson Financial Group Inc.2,912$72K0.0%N/A0.009%
2/14/2025 North Reef Capital Management LP46,069$1.06M0.0%-4.7%0.137%
2/14/2025 Nebula Research & Development LLC12,742$294K0.0%-46.1%0.038%
2/14/2025 Hood River Capital Management LLC743,705$17.14M0.3%-44.6%2.217%
2/14/2025 Price T Rowe Associates Inc. MD9,092$210K0.0%N/A0.027%
2/14/2025 Dark Forest Capital Management LP13,265$306K0.0%N/A0.040%
2/14/2025 Continental Advisors LLC32,969$760K0.3%+41.7%0.098%
2/14/2025 Tower Research Capital LLC TRC 4,296$99K0.0%-46.6%0.013%
2/14/2025 Voss Capital LP110,000$2.53M0.2%-85.9%0.328%
2/14/2025 Mcmorgan & Co. LLC133,824$3.08M0.5%+28.3%0.399%
2/14/2025 MetLife Investment Management LLC15,629$360K0.0%+16.0%0.047%
2/14/2025 Dimensional Fund Advisors LP498,923$11.50M0.0%+2.3%1.488%
2/14/2025 Cramer Rosenthal Mcglynn LLC276,530$6.37M0.4%+32.3%0.824%
2/13/2025 Marshall Wace LLP175,296$4.04M0.0%+20.0%0.523%
2/13/2025 Gamco Investors INC. ET AL92,516$2.13M0.0%+0.5%0.276%
2/13/2025 Gabelli Funds LLC37,000$852K0.0%-19.6%0.110%
2/13/2025 Portolan Capital Management LLC676,135$15.58M1.0%+3.5%2.016%
2/13/2025 XTX Topco Ltd15,317$353K0.0%N/A0.046%
2/13/2025 Barclays PLC39,833$917K0.0%-2.9%0.119%
Collect $7k per month from Tesla’s SECRET dividend (Ad)

There's a little-known secret about Tesla that even seasoned investors don't know. Despite not paying a traditional dividend, there's a way to collect up to $7,013 per month from Tesla… starting as early as next month. This backdoor strategy is changing the game for smart investors. Want to see how it works?

Click here to uncover Tesla's hidden income secret.
2/13/2025 Kennedy Capital Management LLC130,840$3.02M0.1%-2.4%0.390%
2/13/2025 Ranger Investment Management L.P.1,153,935$26.59M1.7%-1.7%3.440%
2/13/2025 Renaissance Technologies LLC29,700$684K0.0%-50.7%0.089%
2/13/2025 Legal & General Group Plc34,182$788K0.0%-14.3%0.102%
2/13/2025 Invesco Ltd.25,292$583K0.0%+2.6%0.075%
2/13/2025 Bank of Montreal Can401,162$9.24M0.0%+0.1%1.196%
2/13/2025 Federated Hermes Inc.75,603$1.74M0.0%+44.8%0.225%
2/13/2025 Russell Investments Group Ltd.305,344$7.04M0.0%-13.8%0.910%
2/13/2025 Envestnet Asset Management Inc.85,153$1.96M0.0%+6.1%0.254%
2/13/2025 Dynamic Technology Lab Private Ltd14,924$344K0.1%N/A0.044%
2/13/2025 Wells Fargo & Company MN15,911$367K0.0%+38.5%0.047%
2/13/2025 Integrated Quantitative Investments LLC16,871$389K0.2%N/A0.050%
2/12/2025 Pitcairn Co.17,183$396K0.0%+4.0%0.051%
2/12/2025 ExodusPoint Capital Management LP38,374$884K0.0%N/A0.114%
2/12/2025 Long Path Partners LP979,777$22.57M7.3%+5.0%2.921%
2/12/2025 Geode Capital Management LLC538,057$12.40M0.0%+0.6%1.604%
2/12/2025 AltraVue Capital LLC911,146$20.99M1.7%N/A2.717%
2/12/2025 Alliancebernstein L.P.16,631$383K0.0%+25.3%0.050%
2/12/2025 CIBC Private Wealth Group LLC5,260$126K0.0%+52.4%0.016%
2/12/2025 Arrowstreet Capital Limited Partnership36,111$832K0.0%N/A0.108%
2/12/2025 Rock Creek Group LP9,979$230K0.0%-33.5%0.030%
2/12/2025 Heartland Advisors Inc.811,550$18.70M1.0%-0.1%2.420%
2/12/2025 JPMorgan Chase & Co.15,877$366K0.0%+61.3%0.047%
2/12/2025 Mitsubishi UFJ Asset Management Co. Ltd.7,130$168K0.0%+26.4%0.021%
2/11/2025 Corebridge Financial Inc.11,473$264K0.0%-5.1%0.034%
2/11/2025 Vanguard Group Inc.1,325,690$30.54M0.0%+1.5%3.953%
2/11/2025 KLP Kapitalforvaltning AS4,300$99K0.0%N/A0.013%
2/11/2025 Sei Investments Co.14,294$329K0.0%+5.7%0.043%
2/11/2025 American Century Companies Inc.27,052$623K0.0%+79.3%0.081%
2/10/2025 Royce & Associates LP541,350$12.47M0.1%+10.7%1.614%
2/10/2025 Swiss National Bank46,700$1.08M0.0%+2.0%0.139%
2/10/2025 Avantax Advisory Services Inc.16,105$371K0.0%-6.8%0.048%
2/10/2025 EverSource Wealth Advisors LLC184,111$4.24M0.3%-4.9%0.549%
2/7/2025 AlphaQuest LLC6,887$159K0.0%+688,600.0%0.021%
2/6/2025 Geneva Capital Management LLC1,785,160$41.13M0.7%-1.1%5.322%
2/6/2025 Raymond James Financial Inc.577,832$13.31M0.0%N/A1.723%
2/6/2025 Victory Capital Management Inc.72,652$1.67M0.0%+49.8%0.217%
2/6/2025 Charles Schwab Investment Management Inc.66,350$1.53M0.0%+2.2%0.198%
1/31/2025 New York State Common Retirement Fund175,833$4.05M0.0%+1,855.9%0.524%
1/29/2025 Legato Capital Management LLC183,724$4.23M0.6%N/A0.548%
1/29/2025 Equitable Trust Co.32,386$746K0.0%N/A0.097%
1/17/2025 SG Americas Securities LLC8,646$199K0.0%+62.4%0.026%
1/14/2025 Argent Capital Management LLC22,418$517K0.0%+38.6%0.067%
1/14/2025 Assenagon Asset Management S.A.32,970$760K0.0%-90.9%0.098%
1/13/2025 Cullen Investment Group LTD.51,045$1.18M0.2%-8.4%0.152%
1/2/2025 Confluence Investment Management LLC292,629$6.74M0.1%-2.4%0.872%
11/25/2024 Sanctuary Advisors LLC11,660$276K0.0%-7.6%0.035%
11/19/2024 Barclays PLC41,036$873K0.0%+112.3%0.122%
11/18/2024 Bares Capital Management Inc.15,655$334K0.0%N/A0.046%
11/16/2024 Geode Capital Management LLC534,684$11.40M0.0%+0.1%1.582%
Bill Gates’ is about to mint millionaires (again) with Stargate. (Ad)

This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrough so advanced, it’s going to make ChatGPT look like VHS. But what’s even more unbelievable? I believe it’ll make Nvidia’s meteoric rise look like a backyard bottle rocket.

Click here and I’ll tell you everything you need to know.
11/15/2024 ABS Direct Equity Fund LLC35,000$746K0.8%+40.0%0.104%
11/15/2024 Barclays PLC41,036$873K0.0%+112.3%0.121%
11/15/2024 Jane 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%
(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, 156 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 124 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 10,529,673 shares in the last 24 months. This purchase volume represents approximately $238.70M 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 5,963,086 shares in the last 24 months. This volume of shares sold represents approximately $134.85M in transactions.



This page (NASDAQ:IIIV) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners