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IIIV

i3 Verticals, Inc.
$21.69 -0.28 (-1.27%) At close · Jul 2
Market Cap
$865.58M
Shares
27,931,514

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 142
Total Value: $539,956,121
Total Shares: 24,158,630
Showing 1–100 of 142 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Superinvestors Holding IIIV

All superinvestors →
Mario Gabelli $1,729,344

Holder Concentration

Across 143 13F filers
Top Holder
7.4%
Jun 2023 → Mar 2026 · range 7.4% – 11.8%
of institutional value
Top 5
27.9%
Jun 2023 → Mar 2026 · range 27.9% – 36.4%
of institutional value
Top 10
47.7%
Jun 2023 → Mar 2026 · range 47.7% – 54.9%
of institutional value
HHI
331
Jun 2023 → Mar 2026 · range 331 – 425
Broadly held
Showing 100 of 142
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $39,710,370 7.35% 1,775,956
Mid GENEVA CAPITAL MANAGEMENT LLC $34,790,012 6.44% 1,555,904
Large WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $26,316,825 4.87% 1,176,960
Mid AltraVue Capital, LLC $26,164,463 4.85% 1,170,146
Mid PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $23,089,070 4.28% 1,032,606
Mid North Reef Capital Management LP $22,919,000 4.24% 1,025,000
Mid CROSSLINK CAPITAL INC $21,599,782 4.00% 966,001
Mega VANGUARD CAPITAL MANAGEMENT LLC $21,536,034 3.99% 963,150
Mid Ranger Investment Management, L.P. $20,702,855 3.83% 925,888
Mega JENNISON ASSOCIATES LLC $19,454,339 3.60% 870,051
Small Long Path Partners LP $18,326,815 3.39% 819,625
Mega T. Rowe Price Investment Management, Inc. $15,733,010 2.91% 703,623
Mega STATE STREET CORP $15,509,097 2.87% 693,609
Mega DIMENSIONAL FUND ADVISORS LP $13,792,787 2.55% 616,851
Mid HEARTLAND ADVISORS INC $13,571,402 2.51% 606,950
Mid ROYCE & ASSOCIATES LP $13,045,383 2.42% 583,425
Small Forager Capital Management, LLC $12,955,406 2.40% 579,401
Mega GEODE CAPITAL MANAGEMENT, LLC $12,045,577 2.23% 538,711
Small 12th Street Asset Management Company, LLC $11,690,277 2.17% 522,821
Mega RAYMOND JAMES FINANCIAL INC $11,140,868 2.06% 498,250
Large Thrivent Financial for Lutherans $10,197,881 1.89% 456,077
Mega UBS Group AG $9,395,380 1.74% 420,187
Large First Eagle Investment Management, LLC $8,544,583 1.58% 382,137
Large WASATCH ADVISORS LP $7,866,337 1.46% 351,804
Large Russell Investments Group, Ltd. $7,034,007 1.30% 314,580
Mid NICHOLAS COMPANY, INC. $6,569,971 1.22% 293,827
Mid Legato Capital Management LLC $5,531,729 1.02% 247,394
Mega NORTHERN TRUST CORP Bank $5,405,818 1.00% 241,763
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $5,162,320 0.96% 230,873
Mid CONFLUENCE INVESTMENT MANAGEMENT LLC $4,924,120 0.91% 230,530
Mid Portolan Capital Management, LLC $4,634,646 0.86% 207,274
Mid ArrowMark Colorado Holdings LLC $4,516,429 0.84% 201,987
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $3,696,689 0.68% 165,326
Mega Nuveen, LLC $3,556,357 0.66% 159,050
Mid KENNEDY CAPITAL MANAGEMENT LLC $3,092,030 0.57% 138,284
Mega VANGUARD FIDUCIARY TRUST CO Bank $2,887,078 0.53% 129,118
Mega GOLDMAN SACHS GROUP INC $2,777,536 0.51% 124,219
Mega VICTORY CAPITAL MANAGEMENT INC $2,668,442 0.49% 119,340
Mid HARBOR CAPITAL ADVISORS, INC. $2,516,819 0.47% 112,559
Mid MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC $2,323,315 0.43% 103,905
Mid OPPENHEIMER ASSET MANAGEMENT INC. $2,210,308 0.41% 98,851
Small TECTONIC ADVISORS LLC $2,197,473 0.41% 98,277
Mega BANK OF AMERICA CORP /DE/ Bank $2,191,122 0.41% 97,993
Mega ENVESTNET ASSET MANAGEMENT INC $2,174,823 0.40% 97,264
Mid GAMCO INVESTORS, INC. ET AL $1,729,344 0.32% 77,341
Mega Bank of New York Mellon Corp Bank $1,723,081 0.32% 77,061
Mega MORGAN STANLEY $1,697,098 0.31% 75,899
Mid Atria Investments, Inc $1,610,702 0.30% 72,035
Mid WESBANCO BANK INC Bank $1,452,214 0.27% 64,947
Mega CITADEL ADVISORS LLC $1,178,460 0.22% 52,704
Mid EverSource Wealth Advisors, LLC $1,064,915 0.20% 47,626
Mid KORNITZER CAPITAL MANAGEMENT INC /KS $1,047,029 0.19% 46,826
Mid XTX Topco Ltd $1,008,950 0.19% 45,123
Mega Swiss National Bank Bank $1,006,200 0.19% 45,000
Large STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM Pension $818,957 0.15% 36,626
Large HRT FINANCIAL LP $802,142 0.15% 35,874
Mid ARGENT CAPITAL MANAGEMENT LLC $746,510 0.14% 33,386
Mega Invesco Ltd. $736,290 0.14% 32,929
Mid EQUITABLE TRUST CO Bank $724,150 0.13% 32,386
Large Mariner, LLC $718,337 0.13% 32,126
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $711,830 0.13% 31,835
Small Teton Advisors, LLC $670,800 0.12% 30,000
Large Quantinno Capital Management LP $668,206 0.12% 29,884
Mega RHUMBLINE ADVISERS $652,263 0.12% 29,171
Large Cetera Investment Advisers $595,580 0.11% 26,636
Mega WELLS FARGO & COMPANY/MN $595,356 0.11% 26,626
Mega LPL Financial LLC $566,311 0.10% 25,327
Mega DEUTSCHE BANK AG\ Bank $551,017 0.10% 24,643
Mega Legal & General Group Plc $549,585 0.10% 24,579
Small CULLEN INVESTMENT GROUP, LTD. $517,768 0.10% 23,156
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $484,541 0.09% 21,670
Large GABELLI FUNDS LLC $447,200 0.08% 20,000
Mega ALLIANCEBERNSTEIN L.P. $421,284 0.08% 18,841
Large Vident Advisory, LLC $369,677 0.07% 16,533
Mega PRICE T ROWE ASSOCIATES INC /MD/ $364,557 0.07% 16,304
Mega VANGUARD ASSET MANAGEMENT, Ltd $346,043 0.06% 15,476
Large Assenagon Asset Management S.A. $335,824 0.06% 15,019
Small Simplicity Wealth,LLC $335,355 0.06% 14,998
Large SEI INVESTMENTS CO $333,208 0.06% 14,902
Small LBMC INVESTMENT ADVISORS, LLC $320,329 0.06% 14,326
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $304,096 0.06% 13,600
Large MetLife Investment Management, LLC $301,927 0.06% 13,503
Large Empowered Funds, LLC $280,752 0.05% 12,556
Mid BENJAMIN EDWARDS INC $277,151 0.05% 12,395
Large Universal- Beteiligungs- und Servicegesellschaft mbH $275,072 0.05% 12,302
Micro MCMORGAN & CO LLC $274,379 0.05% 12,271
Mid Concurrent Investment Advisors, LLC $270,085 0.05% 12,079
Micro Coyle Financial Counsel LLC $258,302 0.05% 11,552
Large MERCER GLOBAL ADVISORS INC /ADV $251,013 0.05% 11,226
Mega JPMORGAN CHASE & CO $237,730 0.04% 10,632
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $233,214 0.04% 10,430
Large Zurcher Kantonalbank (Zurich Cantonalbank) Bank $231,269 0.04% 10,343
Mega CITIGROUP INC $219,462 0.04% 9,815
Mega FRANKLIN RESOURCES INC $216,377 0.04% 9,677
Mega JANUS HENDERSON GROUP PLC $214,991 0.04% 9,615
Mid D.A. DAVIDSON & CO. $200,122 0.04% 8,950
Mega Mitsubishi UFJ Asset Management Co., Ltd. $189,143 0.04% 8,459
Mega Vanguard Global Advisers, LLC $188,964 0.03% 8,451
Mega BARCLAYS PLC $163,361 0.03% 7,306
Large Police & Firemen's Retirement System of New Jersey Pension $142,388 0.03% 6,368
Key facts CIK 1728688 CUSIP 46571Y107 13F (30d) 2 filings 2 filers Visit website Investor relations

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