i3 Verticals Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 1.78 M | $39.71 M | -1.93% | 7.50% |
| GENEVA CAPITAL MANAGEMENT LLC | 05/06/2026 | 1.56 M | $34.79 M | -7.52% | 6.57% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 05/08/2026 | 1.18 M | $26.32 M | 204.61% | 4.97% |
| ALTRAVUE CAPITAL, LLC | 05/13/2026 | 1.17 M | $26.16 M | 0.54% | 4.94% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 1.03 M | $23.09 M | 32.81% | 4.36% |
| NORTH REEF CAPITAL MANAGEMENT LP | 05/15/2026 | 1.03 M | $22.92 M | 1,253.83% | 4.33% |
| CROSSLINK CAPITAL INC | 05/15/2026 | 966.00 K | $21.60 M | 1.55% | 4.08% |
| 05/15/2026 | 963.15 K | $21.54 M | 100.00% | 4.07% | |
| RANGER INVESTMENT MANAGEMENT, L.P. | 05/15/2026 | 925.89 K | $20.70 M | -0.50% | 3.91% |
| JENNISON ASSOCIATES LLC | 05/06/2026 | 870.05 K | $19.45 M | -20.45% | 3.68% |
| LONG PATH PARTNERS LP | 05/14/2026 | 819.63 K | $18.33 M | -25.04% | 3.46% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 703.62 K | $15.73 M | -77.62% | 2.97% |
| STATE STREET CORP | 05/15/2026 | 693.61 K | $15.51 M | -1.94% | 2.93% |
| 05/08/2026 | 687.73 K | $15.38 M | 100.00% | 2.90% | |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 616.85 K | $13.79 M | 12.51% | 2.61% |
| HEARTLAND ADVISORS INC | 05/06/2026 | 606.95 K | $13.57 M | 11.05% | 2.56% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 583.43 K | $13.05 M | 15.59% | 2.46% |
| FORAGER CAPITAL MANAGEMENT, LLC | 05/15/2026 | 579.40 K | $12.96 M | 5.46% | 2.45% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 538.71 K | $12.05 M | -1.32% | 2.28% |
| 12TH STREET ASSET MANAGEMENT COMPANY, LLC | 05/12/2026 | 522.82 K | $11.69 M | -12.15% | 2.21% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 498.25 K | $11.38 M | -3.14% | 2.10% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 456.08 K | $10.20 M | -37.40% | 1.93% |
| UBS GROUP AG | 05/05/2026 | 420.19 K | $9.40 M | 13.83% | 1.77% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 05/14/2026 | 382.14 K | $8.54 M | 100.00% | 1.61% |
| WASATCH ADVISORS LP | 04/21/2026 | 351.80 K | $7.87 M | 44.84% | 1.49% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 314.58 K | $7.03 M | 2.47% | 1.33% |
| NICHOLAS COMPANY, INC. | 05/04/2026 | 293.83 K | $6.57 M | -11.32% | 1.24% |
| LEGATO CAPITAL MANAGEMENT LLC | 05/14/2026 | 247.39 K | $5.53 M | 0.00% | 1.05% |
| NORTHERN TRUST CORP | 05/14/2026 | 241.76 K | $5.41 M | -1.11% | 1.02% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 230.87 K | $5.16 M | -0.99% | 0.98% |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 05/15/2026 | 207.27 K | $4.63 M | -69.16% | 0.88% |
| ARROWMARK COLORADO HOLDINGS LLC | 05/15/2026 | 201.99 K | $4.52 M | -15.12% | 0.85% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 165.33 K | $3.70 M | -9.14% | 0.70% |
| NUVEEN, LLC | 04/30/2026 | 159.05 K | $3.56 M | -0.32% | 0.67% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 138.28 K | $3.09 M | 1.38% | 0.58% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 129.12 K | $2.89 M | 100.00% | 0.55% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 124.22 K | $2.78 M | 130.98% | 0.52% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 04/01/2026 | 120.31 K | $2.69 M | 46.55% | 0.51% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 119.34 K | $2.67 M | 165.76% | 0.50% |
| HARBOR CAPITAL ADVISORS, INC. | 04/28/2026 | 112.56 K | $2.52 M | -3.45% | 0.48% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 05/07/2026 | 103.91 K | $2.32 M | -0.72% | 0.44% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 04/24/2026 | 98.85 K | $2.21 M | 8.05% | 0.42% |
| TECTONIC ADVISORS LLC | 04/17/2026 | 98.28 K | $2.20 M | 1.33% | 0.42% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 97.99 K | $2.19 M | -8.27% | 0.41% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 97.26 K | $2.17 M | 7.31% | 0.41% |
| GAMCO INVESTORS, INC. ET AL | 05/14/2026 | 77.34 K | $1.73 M | 10.20% | 0.33% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 77.06 K | $1.72 M | -7.73% | 0.33% |
| MORGAN STANLEY | 05/15/2026 | 75.90 K | $1.70 M | -35.62% | 0.32% |
| ATRIA INVESTMENTS, INC | 05/05/2026 | 72.04 K | $1.61 M | 0.28% | 0.30% |
| WESBANCO BANK INC | 04/21/2026 | 64.95 K | $1.45 M | 0.00% | 0.27% |
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i3 Verticals Inc institutional Ownership - FAQ's
During the previous two years, 208 institutional investors and hedge funds held shares of i3 Verticals Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 1.78 M
GENEVA CAPITAL MANAGEMENT LLC: 1.56 M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC: 1.18 M
AltraVue Capital, LLC: 1.17 M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 1.03 M
North Reef Capital Management LP: 1.03 M
104.48% of i3 Verticals Inc stock is owned by institutional investors.
Institutional investors have bought a total of 28.94 M shares in the last 24 months. This purchase volume represents approximately $681.14 M in transactions.