i3 Verticals Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 1.80 M | $38.50 M | 1.50% | 9.28% |
| GENEVA CAPITAL MANAGEMENT LLC | 08/06/2026 | 1.19 M | $25.42 M | -23.51% | 6.13% |
| ALTRAVUE CAPITAL, LLC | 08/13/2026 | 1.12 M | $23.92 M | -4.28% | 5.77% |
| CROSSLINK CAPITAL INC | 08/14/2026 | 1.12 M | $23.88 M | 15.73% | 5.76% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 1.10 M | $23.49 M | 6.48% | 5.66% |
| NORTH REEF CAPITAL MANAGEMENT LP | 08/14/2026 | 1.08 M | $22.96 M | 4.88% | 5.54% |
| HEARTLAND ADVISORS INC | 08/11/2026 | 965.25 K | $20.62 M | 59.03% | 4.97% |
| FORAGER CAPITAL MANAGEMENT, LLC | 08/14/2026 | 864.57 K | $18.47 M | 49.22% | 4.45% |
| JENNISON ASSOCIATES LLC | 08/03/2026 | 856.63 K | $18.30 M | -1.54% | 4.41% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 814.52 K | $17.40 M | -15.43% | 4.19% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 08/24/2026 | 723.01 K | $15.44 M | 89.20% | 3.72% |
| STATE STREET CORP | 08/07/2026 | 719.06 K | $15.36 M | 3.67% | 3.70% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 693.37 K | $14.81 M | 0.82% | 3.57% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 679.68 K | $14.52 M | 10.19% | 3.50% |
| ROYCE & ASSOCIATES LP | 08/14/2026 | 651.20 K | $13.91 M | 11.62% | 3.35% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 533.83 K | $11.41 M | -0.91% | 2.75% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 461.79 K | $9.86 M | -34.37% | 2.38% |
| UBS GROUP AG | 08/13/2026 | 411.92 K | $8.80 M | -1.97% | 2.12% |
| WASATCH ADVISORS LP | 07/10/2026 | 377.44 K | $8.06 M | 7.29% | 1.94% |
| NICHOLAS COMPANY, INC. | 08/05/2026 | 293.72 K | $6.27 M | -0.04% | 1.51% |
| JANE STREET GROUP, LLC | 08/14/2026 | 280.16 K | $5.98 M | 100.00% | 1.44% |
| NORTHERN TRUST CORP | 08/13/2026 | 264.75 K | $5.66 M | 9.51% | 1.36% |
| CITADEL ADVISORS LLC | 09/02/2026 | 261.52 K | $5.59 M | 396.21% | 1.35% |
| LEGATO CAPITAL MANAGEMENT LLC | 08/06/2026 | 247.39 K | $5.28 M | 0.00% | 1.27% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 230.87 K | $4.93 M | 0.00% | 1.19% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 07/01/2026 | 230.53 K | $4.92 M | 91.61% | 1.19% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 224.61 K | $4.80 M | 100.00% | 1.16% |
| 12TH STREET ASSET MANAGEMENT COMPANY, LLC | 08/13/2026 | 223.88 K | $4.78 M | -57.18% | 1.15% |
| LONG PATH PARTNERS LP | 07/31/2026 | 215.32 K | $4.60 M | -73.73% | 1.11% |
| NUVEEN, LLC | 08/11/2026 | 210.87 K | $4.50 M | 32.58% | 1.09% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 191.28 K | $4.09 M | 100.00% | 0.98% |
| HRT FINANCIAL LP | 08/14/2026 | 164.01 K | $3.50 M | 357.17% | 0.84% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 156.39 K | $3.34 M | -5.41% | 0.81% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 156.39 K | $3.34 M | 100.00% | 0.81% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 149.65 K | $3.20 M | 20.47% | 0.77% |
| ARROWMARK COLORADO HOLDINGS LLC | 08/13/2026 | 139.59 K | $2.98 M | -30.89% | 0.72% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2026 | 135.63 K | $2.90 M | -1.92% | 0.70% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 119.91 K | $2.56 M | -7.13% | 0.62% |
| HARBOR CAPITAL ADVISORS, INC. | 08/07/2026 | 111.85 K | $2.39 M | -0.63% | 0.58% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 08/11/2026 | 97.99 K | $2.09 M | -5.70% | 0.50% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 79.24 K | $1.69 M | 2.83% | 0.41% |
| XTX TOPCO LTD | 08/14/2026 | 74.05 K | $1.58 M | 64.10% | 0.38% |
| MORGAN STANLEY | 08/13/2026 | 63.75 K | $1.36 M | -16.01% | 0.33% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 63.70 K | $1.36 M | -46.62% | 0.33% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 50.87 K | $1.09 M | -47.70% | 0.26% |
| MARSHALL WACE, LLP | 08/13/2026 | 48.71 K | $1.04 M | 100.00% | 0.25% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 48.32 K | $1.03 M | -50.69% | 0.25% |
| GAMCO INVESTORS, INC. ET AL | 08/12/2026 | 47.88 K | $1.02 M | -38.09% | 0.25% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 07/31/2026 | 45.30 K | $967.57 K | -3.26% | 0.23% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 43.09 K | $920.49 K | -91.35% | 0.22% |
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i3 Verticals Inc institutional Ownership - FAQ's
During the previous two years, 205 institutional investors and hedge funds held shares of i3 Verticals Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 1.8 M
GENEVA CAPITAL MANAGEMENT LLC: 1.19 M
AltraVue Capital, LLC: 1.12 M
CROSSLINK CAPITAL INC: 1.12 M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 1.1 M
North Reef Capital Management LP: 1.08 M
111.89% of i3 Verticals Inc stock is owned by institutional investors.
Institutional investors have bought a total of 27.59 M shares in the last 24 months. This purchase volume represents approximately $649.42 M in transactions.