i3 Verticals Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/19/2026 | 3.14 M | $79.21 M | -0.28% | 13.28% |
| VANGUARD GROUP INC | 01/29/2026 | 1.83 M | $46.14 M | 0.06% | 7.74% |
| BLACKROCK, INC. | 02/12/2026 | 1.81 M | $45.62 M | 0.62% | 7.65% |
| GENEVA CAPITAL MANAGEMENT LLC | 02/12/2026 | 1.68 M | $42.38 M | -10.58% | 7.11% |
| ALTRAVUE CAPITAL, LLC | 02/11/2026 | 1.16 M | $29.32 M | -0.36% | 4.87% |
| LONG PATH PARTNERS LP | 02/17/2026 | 1.09 M | $27.54 M | 5.15% | 4.62% |
| JENNISON ASSOCIATES LLC | 01/30/2026 | 1.09 M | $27.55 M | 16.50% | 4.57% |
| CROSSLINK CAPITAL INC | 02/17/2026 | 951.22 K | $23.96 M | 1.39% | 4.02% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 02/13/2026 | 930.56 K | $23.44 M | -2.68% | 3.93% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 02/17/2026 | 777.53 K | $19.59 M | 0.01% | 3.28% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 728.51 K | $18.35 M | 11.21% | 3.05% |
| STATE STREET CORP | 02/13/2026 | 707.34 K | $17.82 M | 4.35% | 2.99% |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 02/17/2026 | 671.99 K | $16.93 M | -10.12% | 2.84% |
| 12TH STREET ASSET MANAGEMENT COMPANY, LLC | 02/09/2026 | 595.11 K | $14.99 M | -2.43% | 2.49% |
| FORAGER CAPITAL MANAGEMENT, LLC | 02/17/2026 | 549.40 K | $13.84 M | -17.38% | 2.32% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 548.28 K | $13.81 M | -3.15% | 2.32% |
| HEARTLAND ADVISORS INC | 02/11/2026 | 546.55 K | $13.77 M | 0.25% | 2.31% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 545.94 K | $13.75 M | -17.09% | 2.31% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 514.40 K | $13.28 M | -4.20% | 2.17% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 504.73 K | $12.71 M | 7.54% | 2.13% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 386.39 K | $9.73 M | 100.00% | 1.63% |
| UBS GROUP AG | 01/29/2026 | 369.14 K | $9.30 M | 91.31% | 1.56% |
| NICHOLAS COMPANY, INC. | 02/04/2026 | 331.35 K | $8.35 M | 0.05% | 1.39% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 306.98 K | $7.73 M | 4.31% | 1.30% |
| LOOMIS SAYLES & CO L P | 02/12/2026 | 268.25 K | $6.76 M | 0.46% | 1.13% |
| LEGATO CAPITAL MANAGEMENT LLC | 02/06/2026 | 247.39 K | $6.23 M | 0.00% | 1.03% |
| NORTHERN TRUST CORP | 02/17/2026 | 244.47 K | $6.16 M | -4.88% | 1.03% |
| WASATCH ADVISORS LP | 02/12/2026 | 242.89 K | $6.12 M | -19.36% | 1.03% |
| ARROWMARK COLORADO HOLDINGS LLC | 02/17/2026 | 237.97 K | $5.99 M | -6.58% | 1.01% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 233.17 K | $5.87 M | 0.00% | 0.98% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 181.95 K | $4.58 M | 0.68% | 0.77% |
| NUVEEN, LLC | 02/12/2026 | 159.56 K | $4.02 M | 10.90% | 0.67% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 136.40 K | $3.44 M | -0.62% | 0.58% |
| MORGAN STANLEY | 02/13/2026 | 117.89 K | $2.97 M | -7.19% | 0.50% |
| HARBOR CAPITAL ADVISORS, INC. | 01/20/2026 | 116.58 K | $2.94 M | -8.66% | 0.49% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 106.83 K | $2.69 M | -1.19% | 0.45% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 02/10/2026 | 104.66 K | $2.64 M | 8.03% | 0.44% |
| CRAMER ROSENTHAL MCGLYNN LLC | 02/13/2026 | 99.14 K | $2.50 M | -15.58% | 0.42% |
| TECTONIC ADVISORS LLC | 01/23/2026 | 96.99 K | $2.44 M | 9.19% | 0.41% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 90.64 K | $2.28 M | -39.14% | 0.38% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 02/02/2026 | 91.48 K | $2.30 M | -10.09% | 0.38% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 83.52 K | $2.10 M | -8.75% | 0.35% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 01/05/2026 | 82.10 K | $2.07 M | -16.73% | 0.34% |
| NORTH REEF CAPITAL MANAGEMENT LP | 02/17/2026 | 75.71 K | $1.91 M | 100.00% | 0.32% |
| CONESTOGA CAPITAL ADVISORS, LLC | 02/02/2026 | 72.90 K | $1.84 M | 4.82% | 0.30% |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 71.84 K | $1.81 M | 5.12% | 0.30% |
| GAMCO INVESTORS, INC. ET AL | 02/05/2026 | 70.18 K | $1.77 M | -4.76% | 0.29% |
| TD ASSET MANAGEMENT INC | 02/10/2026 | 68.10 K | $1.72 M | 2.67% | 0.29% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 65.89 K | $1.66 M | -18.00% | 0.28% |
| WESBANCO BANK INC | 02/03/2026 | 64.95 K | $1.64 M | 0.00% | 0.27% |
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i3 Verticals Inc institutional Ownership - FAQ's
During the previous two years, 213 institutional investors and hedge funds held shares of i3 Verticals Inc. The most heavily invested institutionals were:
THRIVENT FINANCIAL FOR LUTHERANS: 456,077
UBS Group AG: 420,187
WASATCH ADVISORS LP: 351,804
NICHOLAS COMPANY, INC.: 293,827
Nuveen, LLC: 159,050
CONFLUENCE INVESTMENT MANAGEMENT LLC: 120,314
111.26% of i3 Verticals Inc stock is owned by institutional investors.
Institutional investors have bought a total of 30.53 M shares in the last 24 months. This purchase volume represents approximately $718.78 M in transactions.