i3 Verticals Ownership 2024 | Who Owns i3 Verticals Now?
Institutional Ownership
17.36%
Insider Ownership
1.11%
Retail Ownership
81.53%
Institutional Holders
48.00
i3 Verticals Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GENEVA CAPITAL MANAGEMENT LLC | 8.10% | 0.76% | 1,890,691 | -28,406 | -1.48% | 41,746,454 | Jun 30, 2024 |
| BLACKROCK INC. | 7.65% | 0.00% | 1,784,643 | 46,039 | 2.65% | 39,404,917 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.62% | 0.00% | 1,311,286 | 15,154 | 1.17% | 28,953,195 | Jun 30, 2024 |
| CROSSLINK CAPITAL INC | 5.49% | 3.95% | 1,280,121 | -19,570 | -1.51% | 28,265,072 | Jun 30, 2024 |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 5.10% | 0.54% | 1,190,184 | 70,253 | 6.27% | 26,279,263 | Jun 30, 2024 |
| RANGER INVESTMENT MANAGEMENT, L.P. | 4.87% | 1.71% | 1,136,100 | 13,115 | 1.17% | 25,085,088 | Jun 30, 2024 |
| VOSS CAPITAL, LLC | 3.26% | 1.68% | 760,182 | 155,182 | 25.65% | 16,784,819 | Jun 30, 2024 |
| HEARTLAND ADVISORS INC | 3.08% | 0.89% | 719,250 | 119,450 | 19.91% | 15,881,040 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 2.89% | 0.01% | 673,946 | -10,087 | -1.47% | 14,880,728 | Jun 30, 2024 |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 2.70% | 1.14% | 629,151 | -296,031 | -32.00% | 13,891,654 | Jun 30, 2024 |
| LONG PATH PARTNERS LP | 2.48% | 5.06% | 577,706 | 577,706 | 100.00% | 12,755,749 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.29% | 0.00% | 534,142 | 27,272 | 5.38% | 11,796,487 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 2.21% | 0.00% | 516,557 | -33,718 | -6.13% | 11,405,579 | Jun 30, 2024 |
| STATE STREET CORP | 2.11% | 0.00% | 493,279 | 13,160 | 2.74% | 10,891,600,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.08% | 0.00% | 484,494 | 13,880 | 2.95% | 10,697,716 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 1.89% | 0.09% | 440,000 | 290,000 | 193.33% | 9,715,200 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 1.84% | 0.02% | 429,065 | 107,054 | 33.25% | 9,473,755 | Jun 30, 2024 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 1.73% | 0.30% | 403,962 | 52,071 | 14.80% | 8,919,000 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 1.72% | 0.00% | 400,788 | - | - | 8,877,454 | Jun 30, 2024 |
| MASON CAPITAL MANAGEMENT LLC | 1.44% | 1.38% | 337,099 | 337,099 | 100.00% | 7,443,146 | Jun 30, 2024 |
i3 Verticals's largest institutional shareholder is GENEVA CAPITAL MANAGEMENT LLC, holding 8.10% of the company's total share outstanding, currently valued at $41.75M. The top 10 institutional shareholders own together 48.76% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| LONG PATH PARTNERS LP | 2.48% | 5.06% | 577,706 | 577,706 | 100.00% | 12,755,749 | Jun 30, 2024 |
| CROSSLINK CAPITAL INC | 5.49% | 3.95% | 1,280,121 | -19,570 | -1.51% | 28,265,072 | Jun 30, 2024 |
| B. RILEY ASSET MANAGEMENT, LLC | 1.10% | 2.83% | 256,021 | -16,730 | -6.13% | 5,652,944 | Jun 30, 2024 |
| RANGER INVESTMENT MANAGEMENT, L.P. | 4.87% | 1.71% | 1,136,100 | 13,115 | 1.17% | 25,085,088 | Jun 30, 2024 |
| VOSS CAPITAL, LLC | 3.26% | 1.68% | 760,182 | 155,182 | 25.65% | 16,784,819 | Jun 30, 2024 |
| PALOGIC VALUE MANAGEMENT, L.P. | 0.64% | 1.40% | 149,789 | - | - | 3,307,341 | Jun 30, 2024 |
| MASON CAPITAL MANAGEMENT LLC | 1.44% | 1.38% | 337,099 | 337,099 | 100.00% | 7,443,146 | Jun 30, 2024 |
| HARBERT FUND ADVISORS, INC. | 0.35% | 1.28% | 81,606 | - | - | 1,801,860 | Jun 30, 2024 |
| COVENANT PARTNERS, LLC | 0.80% | 1.25% | 185,590 | 11,549 | 6.64% | 4,097,828 | Jun 30, 2024 |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 2.70% | 1.14% | 629,151 | -296,031 | -32.00% | 13,891,654 | Jun 30, 2024 |
| HEARTLAND ADVISORS INC | 3.08% | 0.89% | 719,250 | 119,450 | 19.91% | 15,881,040 | Jun 30, 2024 |
| GENEVA CAPITAL MANAGEMENT LLC | 8.10% | 0.76% | 1,890,691 | -28,406 | -1.48% | 41,746,454 | Jun 30, 2024 |
| TETON ADVISORS, INC. | 0.31% | 0.66% | 71,791 | -5,000 | -6.51% | 1,585,145 | Jun 30, 2024 |
| ABS DIRECT EQUITY FUND LLC | 0.11% | 0.62% | 25,000 | -5,000 | -16.67% | 552,000 | Jun 30, 2024 |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 5.10% | 0.54% | 1,190,184 | 70,253 | 6.27% | 26,279,263 | Jun 30, 2024 |
| KINGS PATH PARTNERS LLC | 0.21% | 0.51% | 48,745 | 48,745 | 100.00% | 1,076,290 | Jun 30, 2024 |
| YORKTOWN MANAGEMENT & RESEARCH CO INC | 0.06% | 0.32% | 13,500 | 13,500 | 100.00% | 298,080 | Jun 30, 2024 |
| EVERSOURCE WEALTH ADVISORS, LLC | 0.83% | 0.32% | 193,676 | -25,000 | -11.43% | 4,746,999 | Jun 30, 2024 |
| SEELAUS ASSET MANAGEMENT LLC | 0.06% | 0.31% | 13,885 | 13,885 | 100.00% | 306,581 | Jun 30, 2024 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 1.73% | 0.30% | 403,962 | 52,071 | 14.80% | 8,919,000 | Jun 30, 2024 |
The largest i3 Verticals shareholder by % of total assets is LONG PATH PARTNERS LP. The company owns 577.71K shares of i3 Verticals (IIIV), representing 5.06% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| LONG PATH PARTNERS LP | 2.48% | 5.06% | 577,706 | 577,706 | 100.00% | 12,755,749 | Jun 30, 2024 |
| MASON CAPITAL MANAGEMENT LLC | 1.44% | 1.38% | 337,099 | 337,099 | 100.00% | 7,443,146 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 1.89% | 0.09% | 440,000 | 290,000 | 193.33% | 9,715,200 | Jun 30, 2024 |
| VOSS CAPITAL, LLC | 3.26% | 1.68% | 760,182 | 155,182 | 25.65% | 16,784,819 | Jun 30, 2024 |
| HEARTLAND ADVISORS INC | 3.08% | 0.89% | 719,250 | 119,450 | 19.91% | 15,881,040 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 1.84% | 0.02% | 429,065 | 107,054 | 33.25% | 9,473,755 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.08% | 0.12% | 251,069 | 80,112 | 46.86% | 5,543,604 | Jun 30, 2024 |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 5.10% | 0.54% | 1,190,184 | 70,253 | 6.27% | 26,279,263 | Jun 30, 2024 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 1.73% | 0.30% | 403,962 | 52,071 | 14.80% | 8,919,000 | Jun 30, 2024 |
| SHELLBACK CAPITAL, LP | 0.78% | 0.29% | 181,652 | 51,565 | 39.64% | 4,010,876 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.21% | 0.00% | 50,000 | 50,000 | 100.00% | 1,104,000 | Jun 30, 2024 |
| NORTH REEF CAPITAL MANAGEMENT LP | 0.21% | 0.05% | 50,000 | 50,000 | 100.00% | 1,104,000 | Jun 30, 2024 |
| KINGS PATH PARTNERS LLC | 0.21% | 0.51% | 48,745 | 48,745 | 100.00% | 1,076,290 | Jun 30, 2024 |
| BLACKROCK INC. | 7.65% | 0.00% | 1,784,643 | 46,039 | 2.65% | 39,404,917 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.14% | 0.00% | 31,974 | 31,974 | 100.00% | 705,986 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.13% | 0.00% | 30,479 | 30,479 | 100.00% | 672,976 | Jun 30, 2024 |
| CONTINENTAL ADVISORS LLC | 0.12% | 0.28% | 28,769 | 28,769 | 100.00% | 635,220 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.24% | 0.00% | 56,057 | 28,136 | 100.77% | 1,237,738 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.29% | 0.00% | 534,142 | 27,272 | 5.38% | 11,796,487 | Jun 30, 2024 |
| SEQUOIA FINANCIAL ADVISORS, LLC | 0.12% | 0.01% | 27,154 | 27,154 | 100.00% | 599,560 | Jun 30, 2024 |
As of Jun 30 2024, i3 Verticals's largest institutional buyer is LONG PATH PARTNERS LP. The company purchased 577.71K stocks of IIIV, valued at $12.76M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PORTOLAN CAPITAL MANAGEMENT, LLC | 2.70% | 1.14% | 629,151 | -296,031 | -32.00% | 13,891,654 | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | 0.30% | 0.00% | 70,706 | -273,851 | -79.48% | 1,587,350 | Jun 30, 2024 |
| MORGAN STANLEY | 1.11% | 0.00% | 257,961 | -199,836 | -43.65% | 5,695,779 | Jun 30, 2024 |
| GREENLAND CAPITAL MANAGEMENT LP | - | - | - | -179,100 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.16% | 0.00% | 36,391 | -122,497 | -77.10% | 803,513 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.25% | 0.00% | 57,863 | -115,109 | -66.55% | 1,277,615 | Jun 30, 2024 |
| G2 INVESTMENT PARTNERS MANAGEMENT LLC | - | - | - | -100,000 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -51,087 | -100.00% | - | Jun 30, 2024 |
| MAN GROUP PLC | - | - | - | -50,654 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.00% | - | 72 | -41,226 | -99.83% | 1,590 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.12% | 0.04% | 27,169 | -37,388 | -57.91% | 600,000 | Jun 30, 2024 |
| BOSTON PARTNERS | - | - | - | -35,525 | -100.00% | - | Jun 30, 2024 |
| BANC FUNDS CO LLC | - | - | - | -35,300 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.31% | 0.00% | 72,205 | -33,723 | -31.84% | 1,594,286 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 2.21% | 0.00% | 516,557 | -33,718 | -6.13% | 11,405,579 | Jun 30, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.13% | 0.00% | 31,070 | -33,636 | -51.98% | 686,026 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.53% | 0.07% | 124,240 | -32,006 | -20.48% | 2,743,219 | Jun 30, 2024 |
| MANATUCK HILL PARTNERS, LLC | - | - | - | -30,000 | -100.00% | - | Jun 30, 2024 |
| GENEVA CAPITAL MANAGEMENT LLC | 8.10% | 0.76% | 1,890,691 | -28,406 | -1.48% | 41,746,454 | Jun 30, 2024 |
| SCOUT INVESTMENTS, INC. | 1.17% | 0.16% | 273,109 | -26,162 | -8.74% | 6,030,246 | Jun 30, 2024 |
As of Jun 30 2024, i3 Verticals's biggest institutional seller is PORTOLAN CAPITAL MANAGEMENT, LLC. The company sold -0.30M shares of IIIV, valued at $13.89M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| LONG PATH PARTNERS LP | 2.48% | 5.06% | 577,706 | 577,706 | 100.00% | 12,755,749 | Jun 30, 2024 |
| MASON CAPITAL MANAGEMENT LLC | 1.44% | 1.38% | 337,099 | 337,099 | 100.00% | 7,443,146 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.21% | 0.00% | 50,000 | 50,000 | 100.00% | 1,104,000 | Jun 30, 2024 |
| NORTH REEF CAPITAL MANAGEMENT LP | 0.21% | 0.05% | 50,000 | 50,000 | 100.00% | 1,104,000 | Jun 30, 2024 |
| KINGS PATH PARTNERS LLC | 0.21% | 0.51% | 48,745 | 48,745 | 100.00% | 1,076,290 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.13% | 0.00% | 30,479 | 30,479 | 100.00% | 672,976 | Jun 30, 2024 |
| CONTINENTAL ADVISORS LLC | 0.12% | 0.28% | 28,769 | 28,769 | 100.00% | 635,220 | Jun 30, 2024 |
| SEQUOIA FINANCIAL ADVISORS, LLC | 0.12% | 0.01% | 27,154 | 27,154 | 100.00% | 599,560 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.09% | 0.00% | 21,540 | 21,540 | 100.00% | 475,000 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.07% | 0.00% | 16,206 | 16,206 | 100.00% | 357,828 | Jun 30, 2024 |
| SEELAUS ASSET MANAGEMENT LLC | 0.06% | 0.31% | 13,885 | 13,885 | 100.00% | 306,581 | Jun 30, 2024 |
| YORKTOWN MANAGEMENT & RESEARCH CO INC | 0.06% | 0.32% | 13,500 | 13,500 | 100.00% | 298,080 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 12,166 | 12,166 | 100.00% | 268,625 | Jun 30, 2024 |
| SWS PARTNERS | 0.00% | 0.00% | 475 | 475 | 100.00% | 10,488 | Jun 30, 2024 |
i3 Verticals's largest new institutional shareholder by number of shares is LONG PATH PARTNERS LP, purchased 577.71K shares, valued at $12.76M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GREENLAND CAPITAL MANAGEMENT LP | - | - | - | -179,100 | -100.00% | - | Jun 30, 2024 |
| G2 INVESTMENT PARTNERS MANAGEMENT LLC | - | - | - | -100,000 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -51,087 | -100.00% | - | Jun 30, 2024 |
| MAN GROUP PLC | - | - | - | -50,654 | -100.00% | - | Jun 30, 2024 |
| BOSTON PARTNERS | - | - | - | -35,525 | -100.00% | - | Jun 30, 2024 |
| BANC FUNDS CO LLC | - | - | - | -35,300 | -100.00% | - | Jun 30, 2024 |
| MANATUCK HILL PARTNERS, LLC | - | - | - | -30,000 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -23,041 | -100.00% | - | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -18,559 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -16,238 | -100.00% | - | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | - | - | - | -15,794 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -11,107 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -9,171 | -100.00% | - | Jun 30, 2024 |
| CARTESIAN GROWTH CORP | - | - | - | -8,750 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,320 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -1,112 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE ASSET MANAGEMENT LLC | - | - | - | -791 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -470 | -100.00% | - | Jun 30, 2024 |
| SYSTM WEALTH SOLUTIONS LLC | - | - | - | -48 | -100.00% | - | Jun 30, 2024 |
| CORNERSTONE PLANNING GROUP LLC | - | - | - | -19 | -100.00% | - | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
i3 Verticals's largest sold out institutional shareholder by shares sold is GREENLAND CAPITAL MANAGEMENT LP, sold -0.18M shares, valued at -, as of undefined.
i3 Verticals Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Virtus Convertible & Income 2024 Target Term Fund | 4.82% | 9,000,000 | - | - | Jan 31, 2024 |
| Manager Directed Portfolios | 2.60% | 425,228 | - | - | Jan 31, 2024 |
| GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC | 2.51% | 1,992,000 | - | - | Dec 29, 2023 |
| TETON WESTWOOD FUNDS | 1.93% | 1,250,000 | - | - | Dec 29, 2023 |
| BANCROFT FUND LTD | 1.88% | 2,605,000 | - | - | Dec 29, 2023 |
| ELLSWORTH GROWTH & INCOME FUND LTD | 1.85% | 2,590,000 | - | - | Dec 29, 2023 |
| GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC | 1.81% | 1,435,000 | - | - | Dec 29, 2023 |
| BANCROFT FUND LTD | 1.45% | 2,015,000 | - | - | Dec 29, 2023 |
| ELLSWORTH GROWTH & INCOME FUND LTD | 1.43% | 2,000,000 | - | - | Dec 29, 2023 |
| RANGER FUNDS INVESTMENT TRUST | 1.09% | 25,284 | 870 | 3.56% | Jan 31, 2024 |
| NICHOLAS Ltd EDITION, INC. | 0.99% | 328,960 | - | - | Dec 31, 2023 |
| HEARTLAND GROUP INC | 0.88% | 500,000 | 50,000 | 11.11% | Mar 31, 2024 |
| TETON WESTWOOD FUNDS | 0.77% | 500,000 | - | - | Dec 29, 2023 |
| Virtus Convertible & Income Fund | 0.49% | 2,435,000 | - | - | Jan 31, 2024 |
| Virtus Convertible & Income Fund II | 0.49% | 1,840,000 | - | - | Jan 31, 2024 |
| Voya EQUITY TRUST | 0.18% | 268,394 | - | - | Feb 29, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.13% | 1,052,480 | - | - | Mar 31, 2024 |
| TETON WESTWOOD FUNDS | 0.12% | 79,791 | -17,000 | -17.56% | Dec 29, 2023 |
| Gabelli Global Small & Mid Cap Value Trust | 0.05% | 5,000 | - | - | Dec 29, 2023 |
| ALLSPRING VARIABLE TRUST | 0.04% | 26,153 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.03% | 27,420 | - | - | Mar 31, 2024 |
| GABELLI EQUITY TRUST INC | 0.03% | 41,000 | -5,000 | -10.87% | Dec 29, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.03% | 17,054 | - | - | Mar 31, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 0.03% | 9,133 | - | - | Mar 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.02% | 1,455 | - | - | Feb 29, 2024 |
| VALUED ADVISERS TRUST | 0.02% | 21,079 | - | - | Jan 31, 2024 |
| WESMARK FUNDS | 0.02% | 64,947 | - | - | Mar 31, 2024 |
| Vericimetry Funds | 0.02% | 1,660 | - | - | Mar 31, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.01% | 147,830 | - | - | Feb 29, 2024 |
| ROYCE FUND | 0.01% | 86,966 | 86,966 | - | Mar 31, 2024 |
| WASATCH FUNDS TRUST | 0.01% | 118,000 | - | - | Mar 31, 2024 |
| GABELLI EQUITY SERIES FUNDS INC | 0.01% | 10,000 | - | - | Dec 29, 2023 |
| FIRST TRUST SERIES FUND | 0.01% | 35,380 | - | - | Jan 31, 2024 |
| ETF Managers Trust | 0.01% | 65,920 | -16,869 | -20.38% | Dec 31, 2023 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 16,538 | -7,072 | -29.95% | Feb 29, 2024 |
| BUFFALO FUNDS | 0.01% | 48,200 | 5,600 | 13.15% | Mar 31, 2024 |
| AMG FUNDS III | 0.01% | 36,391 | - | - | Mar 28, 2024 |
| Columbia Funds Variable Series Trust II | 0.01% | 223,617 | -8,863 | -3.81% | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 39,842 | -2,261 | -5.37% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 3,516 | -48 | -1.35% | Mar 31, 2024 |
| CONESTOGA FUNDS | 0.01% | 7,272 | 640 | 9.65% | Mar 31, 2024 |
| FORUM FUNDS II | 0.01% | 5,588 | - | - | Jan 31, 2024 |
| Federated Hermes MDT Series | 0.01% | 13,676 | - | - | Jan 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.01% | 673,835 | -3,758 | -0.55% | Jan 31, 2024 |
| AdvisorShares Trust | 0.00% | 19,138 | - | - | Mar 28, 2024 |
| AMG FUNDS | 0.00% | 131,300 | - | - | Mar 28, 2024 |
| Trust for Advised Portfolios | 0.00% | 82,480 | - | - | Dec 31, 2023 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 15,307 | 3,847 | 33.57% | Mar 31, 2024 |
| Series Portfolios Trust | 0.00% | 22,478 | 9,948 | 79.39% | Feb 29, 2024 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 0.00% | 241,011 | - | - | Feb 29, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.00% | 14,626 | - | - | Jan 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 24,236 | - | - | Mar 28, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 1,062,683 | -366,968 | -25.67% | Mar 31, 2024 |
| CARILLON SERIES TRUST | 0.00% | 137,620 | -9,444 | -6.42% | Mar 31, 2024 |
| Ultimus Managers Trust | 0.00% | 28,226 | - | - | Feb 29, 2024 |
| Federated Hermes Equity Funds | 0.00% | 44,622 | 3,841 | 9.42% | Mar 31, 2024 |
| Franklin Alternative Strategies Funds | 0.00% | 1,147,000 | - | - | Feb 29, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 11,973 | 8,429 | 237.84% | Aug 31, 2023 |
| FINANCIAL INVESTORS TRUST | 0.00% | 127,882 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 351 | - | - | Mar 31, 2024 |
| VALIC Co II | 0.00% | 51,310 | 6,351 | 14.13% | Feb 28, 2021 |
| SCHWAB CAPITAL TRUST | 0.00% | 62,576 | - | - | Jan 31, 2024 |
| BNY MELLON FUNDS TRUST | 0.00% | 99,561 | - | - | Aug 31, 2023 |
| MML SERIES INVESTMENT FUND | 0.00% | 12,067 | - | - | Dec 31, 2023 |
| DRIEHAUS MUTUAL FUNDS | 0.00% | 10,836 | - | - | Mar 28, 2024 |
| KP Funds | 0.00% | 54,882 | -1,525 | -2.70% | Sep 30, 2020 |
| JPMORGAN TRUST II | 0.00% | 1,147,506 | - | - | Feb 29, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 224,637 | 14,457 | 6.88% | Feb 29, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 181,586 | - | - | Jan 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 56,228 | - | - | Feb 29, 2024 |
| Franklin Alternative Strategies Funds | 0.00% | 470,000 | - | - | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 2,239 | - | - | Mar 31, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 24,900 | 500 | 2.05% | Mar 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 9,654 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 9,719 | - | - | Mar 31, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 80,990 | - | - | Mar 31, 2024 |
| Columbia Funds Series Trust II | 0.00% | 281,841 | -30,891 | -9.88% | Feb 29, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 89,815 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY WORLD MUTUAL FUNDS INC | 0.00% | 7,327 | - | - | Feb 29, 2024 |
| Managed Portfolio Series | 0.00% | 15,075 | - | - | Jan 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 48,295 | 2,815 | 6.19% | Jan 31, 2024 |
| Global X Funds | 0.00% | 23,448 | -3,077 | -11.60% | Feb 29, 2024 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.00% | 7,070 | - | - | Jan 31, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 144,673 | -16,642 | -10.32% | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 13,769 | -1,070 | -7.21% | Mar 31, 2024 |
| Virtus Investment Trust | 0.00% | 15,177 | - | - | Mar 28, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 390,523 | 87,466 | 28.86% | Jan 31, 2024 |
| Innovator ETFs Trust | 0.00% | 1,539 | - | - | Jan 31, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 37,197 | 1,838 | 5.20% | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 7,934 | -1,775 | -18.28% | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 122 | - | - | Apr 30, 2021 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,136 | - | - | Mar 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 29,097 | 6,009 | 26.03% | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 83,874 | 3,782 | 4.72% | Jan 31, 2024 |
| RBB FUND, INC. | 0.00% | 16,583 | -509 | -2.98% | Feb 29, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 3,120 | -6,253 | -66.71% | Mar 31, 2024 |
| Fidelity Rutland Square Trust II | 0.00% | 201,358 | 107,525 | 114.59% | Feb 29, 2024 |
| GPS Funds I | 0.00% | 860 | - | - | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 35,701 | -1,584 | -4.25% | Feb 29, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 11,377 | 8,398 | 281.91% | Mar 31, 2024 |
i3 Verticals's largest mutual fund holder by % of total assets is "Virtus Convertible & Income 2024 Target Term Fund", owning 9.00M shares, compromising 4.82% of its total assets.
i3 Verticals Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 48 | -65.71% |
| 31 Mar, 24 | 140 | -7.28% |
| 31 Dec, 23 | 151 | 7.86% |
| 30 Sep, 23 | 140 | 1.45% |
| 30 Jun, 23 | 138 | -3.50% |
| 31 Mar, 23 | 143 | 3.62% |
| 31 Dec, 22 | 138 | 4.55% |
| 30 Sep, 22 | 132 | 3.13% |
| 30 Jun, 22 | 128 | 6.67% |
| 31 Mar, 22 | 120 | 1.69% |
| 31 Dec, 21 | 118 | 8.26% |
| 30 Sep, 21 | 109 | -10.66% |
| 30 Jun, 21 | 122 | 5.17% |
| 31 Mar, 21 | 116 | -2.52% |
| 31 Dec, 20 | 119 | 0.85% |
| 30 Sep, 20 | 118 | 21.65% |
| 30 Jun, 20 | 97 | -1.02% |
| 31 Mar, 20 | 98 | - |
| 31 Dec, 19 | 98 | 5.38% |
| 30 Sep, 19 | 93 | -8.82% |
| 30 Jun, 19 | 102 | 47.83% |
| 31 Mar, 19 | 69 | 4.55% |
| 31 Dec, 18 | 66 | -5.71% |
| 30 Sep, 18 | 70 | 37.25% |
| 30 Jun, 18 | 51 | - |
As of 30 Jun 24, 48 institutions are holding i3 Verticals's shares, representing a decrease of -65.71% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 4,049,693 | -81.18% |
| 31 Mar, 24 | 21,518,287 | 4.17% |
| 31 Dec, 23 | 20,656,313 | -2.86% |
| 30 Sep, 23 | 21,263,527 | -0.23% |
| 30 Jun, 23 | 21,311,518 | -1.32% |
| 31 Mar, 23 | 21,596,648 | 2.41% |
| 31 Dec, 22 | 21,089,379 | 3.17% |
| 30 Sep, 22 | 20,440,744 | 1.11% |
| 30 Jun, 22 | 20,216,702 | 3.54% |
| 31 Mar, 22 | 19,525,179 | 3.36% |
| 31 Dec, 21 | 18,889,631 | -2.21% |
| 30 Sep, 21 | 19,315,876 | -3.04% |
| 30 Jun, 21 | 19,921,582 | -0.84% |
| 31 Mar, 21 | 20,090,776 | 2.54% |
| 31 Dec, 20 | 19,593,710 | 4.01% |
| 30 Sep, 20 | 18,837,546 | 21.19% |
| 30 Jun, 20 | 15,543,750 | 3.77% |
| 31 Mar, 20 | 14,979,586 | 12.87% |
| 31 Dec, 19 | 13,271,768 | -0.91% |
| 30 Sep, 19 | 13,393,192 | 10.01% |
| 30 Jun, 19 | 12,174,128 | 40.53% |
| 31 Mar, 19 | 8,663,127 | -0.66% |
| 31 Dec, 18 | 8,720,279 | 32.22% |
| 30 Sep, 18 | 6,595,432 | 13.97% |
| 30 Jun, 18 | 5,787,117 | - |
i3 Verticals (IIIV) has 4.05M shares outstanding as of 30 Jun 24, down -81.18% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 17.36% | 0.20% |
| 31 Mar, 24 | 92.48% | 1.17% |
| 31 Dec, 23 | 88.78% | 1.06% |
| 30 Sep, 23 | 91.73% | 1.08% |
| 30 Jun, 23 | 92.11% | 1.06% |
| 31 Mar, 23 | 93.35% | 1.11% |
| 31 Dec, 22 | 91.70% | 1.13% |
| 30 Sep, 22 | 90.26% | 1.09% |
| 30 Jun, 22 | 90.94% | 1.16% |
| 31 Mar, 22 | 88.44% | 1.20% |
| 31 Dec, 21 | 85.70% | 1.01% |
| 30 Sep, 21 | 92.00% | 1.11% |
| 30 Jun, 21 | 90.86% | 0.99% |
| 31 Mar, 21 | 95.94% | 0.91% |
| 31 Dec, 20 | 102.43% | 0.64% |
| 30 Sep, 20 | 126.99% | 1.16% |
| 30 Jun, 20 | 104.61% | 0.97% |
| 31 Mar, 20 | 103.61% | 1.19% |
| 31 Dec, 19 | 93.24% | 1.04% |
| 30 Sep, 19 | 94.58% | 0.65% |
| 30 Jun, 19 | 120.96% | 1.27% |
| 31 Mar, 19 | 97.48% | 1.00% |
| 31 Dec, 18 | 98.95% | 1.77% |
| 30 Sep, 18 | 74.84% | 1.74% |
| 30 Jun, 18 | 65.67% | - |
As of 30 Jun 24, i3 Verticals is held by 17.36% institutional shareholders, representing a 0.20% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 22 | -66.15% |
| 31 Mar, 24 | 65 | -17.72% |
| 31 Dec, 23 | 79 | 36.21% |
| 30 Sep, 23 | 58 | -13.43% |
| 30 Jun, 23 | 67 | - |
| 31 Mar, 23 | 67 | 8.06% |
| 31 Dec, 22 | 62 | -1.59% |
| 30 Sep, 22 | 63 | 5.00% |
| 30 Jun, 22 | 60 | -3.23% |
| 31 Mar, 22 | 62 | -16.22% |
| 31 Dec, 21 | 74 | 32.14% |
| 30 Sep, 21 | 56 | -15.15% |
| 30 Jun, 21 | 66 | 15.79% |
| 31 Mar, 21 | 57 | -21.92% |
| 31 Dec, 20 | 73 | 7.35% |
| 30 Sep, 20 | 68 | 38.78% |
| 30 Jun, 20 | 49 | -7.55% |
| 31 Mar, 20 | 53 | 1.92% |
| 31 Dec, 19 | 52 | -25.71% |
| 30 Sep, 19 | 70 | -4.11% |
| 30 Jun, 19 | 73 | 87.18% |
| 31 Mar, 19 | 39 | 8.33% |
| 31 Dec, 18 | 36 | -35.71% |
| 30 Sep, 18 | 56 | 9.80% |
| 30 Jun, 18 | 51 | - |
22 institutional shareholders have increased their position in IIIV stock as of 30 Jun 24 compared to 65 in the previous quarter (a -66.15% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 14 | -72.00% |
| 31 Mar, 24 | 50 | 4.17% |
| 31 Dec, 23 | 48 | -2.04% |
| 30 Sep, 23 | 49 | 13.95% |
| 30 Jun, 23 | 43 | -2.27% |
| 31 Mar, 23 | 44 | -2.22% |
| 31 Dec, 22 | 45 | 12.50% |
| 30 Sep, 22 | 40 | -6.98% |
| 30 Jun, 22 | 43 | 10.26% |
| 31 Mar, 22 | 39 | 44.44% |
| 31 Dec, 21 | 27 | -15.63% |
| 30 Sep, 21 | 32 | 6.67% |
| 30 Jun, 21 | 30 | -18.92% |
| 31 Mar, 21 | 37 | 37.04% |
| 31 Dec, 20 | 27 | -30.77% |
| 30 Sep, 20 | 39 | 21.88% |
| 30 Jun, 20 | 32 | 6.67% |
| 31 Mar, 20 | 30 | -3.23% |
| 31 Dec, 19 | 31 | 138.46% |
| 30 Sep, 19 | 13 | -13.33% |
| 30 Jun, 19 | 15 | -34.78% |
| 31 Mar, 19 | 23 | - |
| 31 Dec, 18 | 23 | 130.00% |
| 30 Sep, 18 | 10 | - |
| 30 Jun, 18 | - | - |
14 institutional shareholders have reduced their position in IIIV stock as of 30 Jun 24 compared to 50 in the previous quarter (a -72.00% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 48 | -65.71% | 4,049,693 | -81.18% | 17.36% | 0.20% | 22 | -66.15% | 14 | -72.00% |
| 31 Mar, 24 | 140 | -7.28% | 21,518,287 | 4.17% | 92.48% | 1.17% | 65 | -17.72% | 50 | 4.17% |
| 31 Dec, 23 | 151 | 7.86% | 20,656,313 | -2.86% | 88.78% | 1.06% | 79 | 36.21% | 48 | -2.04% |
| 30 Sep, 23 | 140 | 1.45% | 21,263,527 | -0.23% | 91.73% | 1.08% | 58 | -13.43% | 49 | 13.95% |
| 30 Jun, 23 | 138 | -3.50% | 21,311,518 | -1.32% | 92.11% | 1.06% | 67 | - | 43 | -2.27% |
| 31 Mar, 23 | 143 | 3.62% | 21,596,648 | 2.41% | 93.35% | 1.11% | 67 | 8.06% | 44 | -2.22% |
| 31 Dec, 22 | 138 | 4.55% | 21,089,379 | 3.17% | 91.70% | 1.13% | 62 | -1.59% | 45 | 12.50% |
| 30 Sep, 22 | 132 | 3.13% | 20,440,744 | 1.11% | 90.26% | 1.09% | 63 | 5.00% | 40 | -6.98% |
| 30 Jun, 22 | 128 | 6.67% | 20,216,702 | 3.54% | 90.94% | 1.16% | 60 | -3.23% | 43 | 10.26% |
| 31 Mar, 22 | 120 | 1.69% | 19,525,179 | 3.36% | 88.44% | 1.20% | 62 | -16.22% | 39 | 44.44% |
| 31 Dec, 21 | 118 | 8.26% | 18,889,631 | -2.21% | 85.70% | 1.01% | 74 | 32.14% | 27 | -15.63% |
| 30 Sep, 21 | 109 | -10.66% | 19,315,876 | -3.04% | 92.00% | 1.11% | 56 | -15.15% | 32 | 6.67% |
| 30 Jun, 21 | 122 | 5.17% | 19,921,582 | -0.84% | 90.86% | 0.99% | 66 | 15.79% | 30 | -18.92% |
| 31 Mar, 21 | 116 | -2.52% | 20,090,776 | 2.54% | 95.94% | 0.91% | 57 | -21.92% | 37 | 37.04% |
| 31 Dec, 20 | 119 | 0.85% | 19,593,710 | 4.01% | 102.43% | 0.64% | 73 | 7.35% | 27 | -30.77% |
| 30 Sep, 20 | 118 | 21.65% | 18,837,546 | 21.19% | 126.99% | 1.16% | 68 | 38.78% | 39 | 21.88% |
| 30 Jun, 20 | 97 | -1.02% | 15,543,750 | 3.77% | 104.61% | 0.97% | 49 | -7.55% | 32 | 6.67% |
| 31 Mar, 20 | 98 | - | 14,979,586 | 12.87% | 103.61% | 1.19% | 53 | 1.92% | 30 | -3.23% |
| 31 Dec, 19 | 98 | 5.38% | 13,271,768 | -0.91% | 93.24% | 1.04% | 52 | -25.71% | 31 | 138.46% |
| 30 Sep, 19 | 93 | -8.82% | 13,393,192 | 10.01% | 94.58% | 0.65% | 70 | -4.11% | 13 | -13.33% |
| 30 Jun, 19 | 102 | 47.83% | 12,174,128 | 40.53% | 120.96% | 1.27% | 73 | 87.18% | 15 | -34.78% |
| 31 Mar, 19 | 69 | 4.55% | 8,663,127 | -0.66% | 97.48% | 1.00% | 39 | 8.33% | 23 | - |
| 31 Dec, 18 | 66 | -5.71% | 8,720,279 | 32.22% | 98.95% | 1.77% | 36 | -35.71% | 23 | 130.00% |
| 30 Sep, 18 | 70 | 37.25% | 6,595,432 | 13.97% | 74.84% | 1.74% | 56 | 9.80% | 10 | - |
| 30 Jun, 18 | 51 | - | 5,787,117 | - | 65.67% | - | 51 | - | - | - |
i3 Verticals Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of i3 Verticals's stock was made by MCKENNA TIMOTHY on Aug 21 2023, selling 7,313 shares at $22.32 per share (valued at $163.23K).
i3 Verticals Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2028 | 1 | - | - |
| Q1 2024 | 14 | - | - |
| Q3 2023 | 1 | 3 | 33.33% |
| Q2 2023 | 9 | 2 | 450.00% |
| Q1 2023 | 7 | - | - |
| Q4 2022 | 3 | 3 | 100.00% |
| Q3 2022 | 1 | - | - |
| Q2 2022 | 13 | 4 | 325.00% |
| Q1 2022 | 5 | - | - |
| Q4 2021 | 5 | 4 | 125.00% |
| Q3 2021 | 1 | - | - |
| Q2 2021 | 9 | 8 | 112.50% |
| Q1 2021 | 10 | 13 | 76.92% |
| Q4 2020 | 9 | 23 | 39.13% |
| Q3 2020 | - | 10 | - |
| Q2 2020 | 4 | - | - |
| Q1 2020 | 5 | - | - |
| Q4 2019 | 1 | 1 | 100.00% |
| Q3 2019 | 1 | - | - |
| Q2 2019 | 7 | 21 | 33.33% |
1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by i3 Verticals's insiders, as of Q2 2028.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2028 | - | - | - |
| Q1 2024 | - | - | - |
| Q3 2023 | - | 1 | - |
| Q2 2023 | 2 | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | 2 | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | 1 | - |
| Q1 2022 | - | - | - |
| Q4 2021 | 3 | 2 | 150.00% |
| Q3 2021 | - | - | - |
| Q2 2021 | 1 | - | - |
| Q1 2021 | - | 3 | - |
| Q4 2020 | - | 7 | - |
| Q3 2020 | - | - | - |
| Q2 2020 | - | - | - |
| Q1 2020 | - | - | - |
| Q4 2019 | - | 1 | - |
| Q3 2019 | 1 | - | - |
| Q2 2019 | 1 | 2 | 50.00% |
As of Q2 2028, Insider owners conducted 0 open market buy trades and 0 open market sell trades of i3 Verticals's stocks.
IIIV Ownership FAQ
Who Owns i3 Verticals?
i3 Verticals is owned by institutional shareholders (17.36%), insiders (1.11%), and public (81.53%). The largest institutional shareholder of i3 Verticals is GENEVA CAPITAL MANAGEMENT LLC (8.10% of total shares) and the top mutual fund owner is Virtus Convertible & Income 2024 Target Term Fund (4.82% of total shares).
Who are the major institutional shareholders of i3 Verticals?
i3 Verticals's major institutional shareholders are GENEVA CAPITAL MANAGEMENT LLC, BLACKROCK INC., VANGUARD GROUP INC, CROSSLINK CAPITAL INC, and HOOD RIVER CAPITAL MANAGEMENT LLC. The top five shareholders own together 31.96% of the company's share outstanding.
How many i3 Verticals shareholders are there?
As of Jun 2024, there are 48 institutional shareholders of i3 Verticals.
What percentage of i3 Verticals is owned by GENEVA CAPITAL MANAGEMENT LLC?
GENEVA CAPITAL MANAGEMENT LLC owns 1.89M shares of i3 Verticals, representing 8.10% of the company's total shares outstanding, valued at $41.75M (as of Jun 2024).
What percentage of i3 Verticals is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 1.78M shares of i3 Verticals (IIIV), compromising 7.65% of the company, valued at $39.4M.
What percentage of i3 Verticals is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of i3 Verticals. The company owns 1.31M of the company's shares outstanding (worth $28.95M).