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. | 11/14/2025 | 3.15 M | $102.36 M | -0.71% | 12.95% |
| GENEVA CAPITAL MANAGEMENT LLC | 11/13/2025 | 1.88 M | $61.07 M | -0.33% | 7.73% |
| VANGUARD GROUP INC | 11/07/2025 | 1.83 M | $59.42 M | -1.26% | 7.52% |
| BLACKROCK, INC. | 11/12/2025 | 1.80 M | $58.42 M | 0.99% | 7.39% |
| ALTRAVUE CAPITAL, LLC | 11/12/2025 | 1.17 M | $37.92 M | 2.07% | 4.80% |
| LONG PATH PARTNERS LP | 11/14/2025 | 1.04 M | $33.75 M | 0.00% | 4.27% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 11/05/2025 | 956.20 K | $31.04 M | -16.58% | 3.93% |
| JENNISON ASSOCIATES LLC | 10/30/2025 | 938.88 K | $30.48 M | 485.85% | 3.86% |
| CROSSLINK CAPITAL INC | 11/14/2025 | 938.13 K | $30.45 M | -25.09% | 3.85% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 777.48 K | $25.24 M | 1.41% | 3.19% |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 11/13/2025 | 747.66 K | $24.27 M | -22.25% | 3.07% |
| STATE STREET CORP | 11/14/2025 | 677.86 K | $22.00 M | -4.24% | 2.78% |
| FORAGER CAPITAL MANAGEMENT, LLC | 11/14/2025 | 665.00 K | $21.59 M | 0.00% | 2.73% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 658.48 K | $21.38 M | 1.59% | 2.70% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/04/2025 | 655.09 K | $21.26 M | 19.63% | 2.69% |
| 12TH STREET ASSET MANAGEMENT COMPANY, LLC | 11/06/2025 | 609.94 K | $19.80 M | 159.88% | 2.51% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 566.09 K | $18.38 M | 2.06% | 2.33% |
| HEARTLAND ADVISORS INC | 11/07/2025 | 545.20 K | $17.70 M | -15.68% | 2.24% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 536.94 K | $17.43 M | -7.48% | 2.21% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 469.34 K | $15.23 M | 10.85% | 1.93% |
| BANK OF MONTREAL /CAN/ | 11/13/2025 | 401.85 K | $13.04 M | -0.05% | 1.65% |
| NICHOLAS COMPANY, INC. | 11/12/2025 | 331.17 K | $10.75 M | -3.99% | 1.36% |
| WASATCH ADVISORS LP | 11/14/2025 | 301.19 K | $9.78 M | 0.07% | 1.24% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 294.29 K | $9.55 M | -23.67% | 1.21% |
| LOOMIS SAYLES & CO L P | 11/13/2025 | 267.01 K | $8.67 M | 18.15% | 1.10% |
| NORTHERN TRUST CORP | 11/14/2025 | 257.01 K | $8.34 M | 22.70% | 1.06% |
| ARROWMARK COLORADO HOLDINGS LLC | 11/14/2025 | 254.73 K | $8.27 M | 59.40% | 1.05% |
| LEGATO CAPITAL MANAGEMENT LLC | 11/12/2025 | 247.39 K | $8.03 M | 0.00% | 1.02% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 233.17 K | $7.57 M | 0.00% | 0.96% |
| UBS GROUP AG | 11/13/2025 | 192.95 K | $6.26 M | 1.19% | 0.79% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 180.71 K | $5.87 M | 162.70% | 0.74% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 148.92 K | $4.83 M | 56.25% | 0.61% |
| NUVEEN, LLC | 11/12/2025 | 143.87 K | $4.67 M | 25.13% | 0.59% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 137.25 K | $4.45 M | -0.35% | 0.56% |
| MANATUCK HILL PARTNERS, LLC | 11/14/2025 | 130.00 K | $4.22 M | 225.00% | 0.53% |
| HARBOR CAPITAL ADVISORS, INC. | 10/15/2025 | 127.63 K | $4.14 M | -71.93% | 0.52% |
| MORGAN STANLEY | 11/14/2025 | 127.02 K | $4.12 M | -20.12% | 0.52% |
| CRAMER ROSENTHAL MCGLYNN LLC | 11/12/2025 | 117.44 K | $3.81 M | -58.71% | 0.48% |
| MCMORGAN & CO LLC | 11/12/2025 | 109.02 K | $3.54 M | -17.91% | 0.45% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 108.11 K | $3.51 M | 4.55% | 0.44% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 104.57 K | $3.39 M | 49.65% | 0.43% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 11/06/2025 | 101.75 K | $3.30 M | 100.00% | 0.42% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 10/14/2025 | 98.58 K | $3.20 M | -60.99% | 0.40% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 10/31/2025 | 96.88 K | $3.14 M | 100.00% | 0.40% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 91.53 K | $2.97 M | 2.70% | 0.38% |
| TECTONIC ADVISORS LLC | 10/21/2025 | 88.82 K | $2.88 M | 100.00% | 0.36% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 80.35 K | $2.61 M | -0.68% | 0.33% |
| GAMCO INVESTORS, INC. ET AL | 11/12/2025 | 73.69 K | $2.39 M | -11.24% | 0.30% |
| CONESTOGA CAPITAL ADVISORS, LLC | 10/24/2025 | 69.55 K | $2.26 M | -0.32% | 0.29% |
| ATRIA INVESTMENTS, INC | 11/06/2025 | 68.34 K | $2.22 M | 100.00% | 0.28% |
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i3 Verticals, Inc. institutional Ownership - FAQ's
During the previous two years, 217 institutional investors and hedge funds held shares of i3 Verticals, Inc.. The most heavily invested institutionals were:
T. Rowe Price Investment Management, Inc.: 3.15 M
GENEVA CAPITAL MANAGEMENT LLC: 1.88 M
VANGUARD GROUP INC: 1.83 M
BlackRock, Inc.: 1.8 M
AltraVue Capital, LLC: 1.17 M
Long Path Partners LP: 1.04 M
112.02% of i3 Verticals, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 31.20 M shares in the last 24 months. This purchase volume represents approximately $1.03 B in transactions.