Who Owns i3 Verticals, Inc. (IIIV)?Hedge Fund & Institutional Holders

$23.16+0.17 (+0.74%)TechnologyNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.1981288762754325e+210T

% of Float Held

8.67526734966113e+284%

QoQ Change in Holders

+15 / -2

Price History

$19.92$23.22$26.52$29.81$33.11Aug 24Jun 25Mar 26

IIIV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
JENNISON ASSOCIATES LLCNew Position+1.1M+$27.6M
Ranger Investment Management, L.P.New Position+931K+$23.4M
THRIVENT FINANCIAL FOR LUTHERANSNew Position+729K+$18.0M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCNew Position+386K+$9.7M
NEW YORK STATE COMMON RETIREMENT FUNDNew Position+233K+$5.0M
HARBOR CAPITAL ADVISORS, INC.New Position+117K+$2.9M
TECTONIC ADVISORS LLCNew Position+97K+$2.4M
ENVESTNET ASSET MANAGEMENT INCNew Position+91K+$2.0M
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCNew Position+105K+$2.0M
North Reef Capital Management LPNew Position+76K+$1.9M
Conestoga Capital Advisors, LLCNew Position+73K+$1.8M
WESBANCO BANK INCNew Position+65K+$1.6M
KORNITZER CAPITAL MANAGEMENT INC /KSNew Position+48K+$1.2M
Bank of New York Mellon CorpNew Position+84K+$1.0M
XTX Topco LtdNew Position+49K+$1.0M

IIIV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
GENEVA CAPITAL MANAGEMENT LLCDecreased-199K-$61.0B
AltraVue Capital, LLCDecreased-4K-$37.9B
Portolan Capital Management, LLCDecreased-76K-$24.3B
Forager Capital Management, LLCDecreased-116K-$21.6B
GEODE CAPITAL MANAGEMENT, LLCDecreased-113K-$21.4B
12th Street Asset Management Company, LLCDecreased-15K-$19.8B
DIMENSIONAL FUND ADVISORS LPDecreased-18K-$18.4B
RAYMOND JAMES FINANCIAL INCDecreased-23K-$17.4B
BANK OF MONTREAL /CAN/Closed Position-402K-$13.0B
WASATCH ADVISORS LPDecreased-58K-$9.8B
NORTHERN TRUST CORPDecreased-13K-$8.3B
ArrowMark Colorado Holdings LLCDecreased-17K-$8.3B
KENNEDY CAPITAL MANAGEMENT LLCDecreased-845-$4.5B
Manatuck Hill Partners, LLCClosed Position-130K-$4.2B
MORGAN STANLEYDecreased-9K-$4.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1VANGUARD GROUP INC1,666,576$42.0M0.00%Share
2GENEVA CAPITAL MANAGEMENT LLC1,146,344$28.9M0.54%Share
3Long Path Partners LP1,093,418$27.5M9.42%Share
4BlackRock, Inc.996,475$25.0M0.00%Share
5Ranger Investment Management, L.P.930,558$23.4M1.61%Share
6JENNISON ASSOCIATES LLC828,977$20.9M0.01%Share
7PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.777,527$19.6M1.14%Share
8STATE STREET CORP707,344$17.0M0.00%Share
9Portolan Capital Management, LLC671,987$16.9M0.91%Share
10BlackRock, Inc.626,813$15.0M0.00%Share
1112th Street Asset Management Company, LLC595,109$15.0M2.47%Share
12THRIVENT FINANCIAL FOR LUTHERANS562,225$14.0M0.02%Share
13Forager Capital Management, LLC549,401$13.8M6.27%Share
14HEARTLAND ADVISORS INC546,550$13.8M0.74%Share
15GENEVA CAPITAL MANAGEMENT LLC536,137$13.5M0.25%Share
16T. Rowe Price Investment Management, Inc.512,862$12.9M0.01%Share
17ROYCE & ASSOCIATES LP504,732$12.7M0.13%Share
18DIMENSIONAL FUND ADVISORS LP515,429$12.0M0.00%Share
19GEODE CAPITAL MANAGEMENT, LLC474,625$11.0M0.00%Share
20RAYMOND JAMES FINANCIAL INC458,000$11.0M0.00%Share
21WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC386,385$9.7M0.03%Share
22UBS Group AG365,572$9.2M0.00%Share
23NICHOLAS COMPANY, INC.331,348$8.3M0.15%Share
24JENNISON ASSOCIATES LLC264,785$6.7M0.00%Share
25Legato Capital Management LLC247,394$6.2M0.54%Share
26WASATCH ADVISORS LP242,887$6.1M0.04%Share
27ArrowMark Colorado Holdings LLC237,965$6.0M0.13%Share
28NORTHERN TRUST CORP220,026$5.0M0.00%Share
29LOOMIS SAYLES & CO L P235,230$5.0M0.01%Share
30NEW YORK STATE COMMON RETIREMENT FUND233,173$5.0M0.01%Share
31CHARLES SCHWAB INVESTMENT MANAGEMENT INC181,949$4.0M0.00%Share
32THRIVENT FINANCIAL FOR LUTHERANS166,280$4.0M0.01%Share
33KENNEDY CAPITAL MANAGEMENT LLC136,400$3.4M0.07%Share
34VANGUARD GROUP INC135,397$3.4M0.00%Share
35Russell Investments Group, Ltd.146,888$3.0M0.00%Share
36HARBOR CAPITAL ADVISORS, INC.116,581$2.9M0.23%Share
37CRAMER ROSENTHAL MCGLYNN LLC99,143$2.5M0.16%Share
38TECTONIC ADVISORS LLC96,985$2.4M0.13%Share
39OPPENHEIMER ASSET MANAGEMENT INC.91,484$2.3M0.03%Share
40Russell Investments Group, Ltd.86,003$2.0M0.00%Share
41ENVESTNET ASSET MANAGEMENT INC90,640$2.0M0.00%Share
42Nuveen, LLC115,123$2.0M0.00%Share
43MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC104,662$2.0M0.02%Share
44North Reef Capital Management LP75,711$1.9M0.08%Share
45Conestoga Capital Advisors, LLC72,902$1.8M0.03%Share
46GAMCO INVESTORS, INC. ET AL70,183$1.8M0.02%Share
47CONFLUENCE INVESTMENT MANAGEMENT LLC67,610$1.7M0.03%Share
48WESBANCO BANK INC64,947$1.6M0.05%Share
49KORNITZER CAPITAL MANAGEMENT INC /KS48,406$1.2M0.03%Share
50MORGAN STANLEY40,693$1.0M0.00%Share

IIIV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025153$506.6M+33
Q3 2025120$659.2B-7
Q2 2025127$536.4B-25
Q1 2025152$536.6B+0
Q4 2024152$13.0T+36
Q3 2024116$334.9T+4
Q2 2024112$292.0T-4
Q1 2024116$296.4T—

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As of Q4 2025, 50 institutional investors hold IIIV (i3 Verticals, Inc.). The largest holder is VANGUARD GROUP INC with $42.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own IIIV?

As of Q4 2025, 50 institutional investors report holding IIIV (i3 Verticals, Inc.) in their 13F filings.

Who is the largest institutional holder of IIIV?

The largest institutional holder of IIIV is VANGUARD GROUP INC with $42.0M in shares.

Is institutional ownership of IIIV increasing or decreasing?

This quarter, 15 institutions opened new positions in IIIV and 2 closed their positions.