i3 Verticals, Inc. (IIIV) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

25,091,754Shares Outstanding

26,927,088Shares held by institutions

$610,167,814Value of institutional holdings

107.31%Institutional ownership %

2.20%Shares Changed QoQ

149No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

i3 Verticals, Inc. (NASDAQ:IIIV) has 149 institutional investors that have filed 13F reports for the period ending December 2025.

Their combined ownership stood at 107.1% of outstanding shares in December 2025, down from 108.3% in September 2025.
They increased total shares held in IIIV by 2.28% quarter over quarter, and investors in i3 Verticals decreased 3.25% from a year ago.
Of these 149 holders, 71 added to their stakes in i3 Verticals, 58 trimmed positions, and 20 made no changes.
Altogether, these fund groups held 26.87Mn shares in IIIV by December 2025, up by 597.92K shares quarter on quarter, and up 3.18Mn shares year over year.
T. Rowe Price Investment Management, Inc. is the top holder of i3 Verticals as of December 31, 2025, with 3.66Mn shares representing 14.58% of outstanding stock.
Leading buyers of i3 Verticals shares for the quarter ending December 2025 were T. Rowe Price Investment Management, Inc. (504.03K), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (386.38K), UBS Group AG (176.18K), JENNISON ASSOCIATES LLC (154.89K), North Reef Capital Management LP (75.71K).
The largest sellers of i3 Verticals for the quarter ending December 2025 were GENEVA CAPITAL MANAGEMENT LLC (199.06K), Forager Capital Management, LLC (115.6K), GEODE CAPITAL MANAGEMENT, LLC (112.54K), Bank Of America Corp /De/ (109.4K), MCMORGAN & CO LLC (92.64K).
i3 Verticals's 10 largest shareholders as of December 2025 include T. Rowe Price Investment Management, Inc. (3.66Mn), VANGUARD GROUP INC (1.83Mn), BlackRock, Inc. (1.81Mn), GENEVA CAPITAL MANAGEMENT LLC (1.68Mn), AltraVue Capital, LLC (1.16Mn), JENNISON ASSOCIATES LLC (1.09Mn), Long Path Partners LP (1.09Mn), CROSSLINK CAPITAL INC (951.22K), Ranger Investment Management, L.P. (930.56K), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (777.53K) per Business Quant data.

149 Institutional Holders

26,927,088 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	3,657,442	504,031	15.98%	$92,131.00
VANGUARD GROUP INC	31 Dec, 2025	1,831,573	1,073	0.06%	$46,137,323.00
BlackRock, Inc.	31 Dec, 2025	1,810,955	11,153	0.62%	$45,617,956.00
GENEVA CAPITAL MANAGEMENT LLC	31 Dec, 2025	1,682,481	-199,058	-10.58%	$42,381,694.00
AltraVue Capital, LLC	31 Dec, 2025	1,163,866	-4,190	-0.36%	$29,317,785.00
JENNISON ASSOCIATES LLC	31 Dec, 2025	1,093,762	154,887	16.50%	$27,551,864.00
Long Path Partners LP	31 Dec, 2025	1,093,418	53,571	5.15%	$27,543,199.00
CROSSLINK CAPITAL INC	31 Dec, 2025	951,216	13,082	1.39%	$23,961,131.00
Ranger Investment Management, L.P.	31 Dec, 2025	930,558	-25,637	-2.68%	$23,440,756.00
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	31 Dec, 2025	777,527	50	0.01%	$19,585,905.00
THRIVENT FINANCIAL FOR LUTHERANS	31 Dec, 2025	728,505	73,420	11.21%	$18,351.00
State Street Corp	31 Dec, 2025	707,344	29,482	4.35%	$17,817,995.00
Portolan Capital Management, LLC	31 Dec, 2025	671,987	-75,669	-10.12%	$16,927,353.00
12th Street Asset Management Company, LLC	31 Dec, 2025	595,109	-14,833	-2.43%	$14,990,784.00
Forager Capital Management, LLC	31 Dec, 2025	549,401	-115,599	-17.38%	$13,839,411.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	548,278	-17,808	-3.15%	$13,812,835.00
HEARTLAND ADVISORS INC	31 Dec, 2025	546,550	1,350	0.25%	$13,767,595.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	545,940	-112,535	-17.09%	$13,754,251.00
Raymond James Financial Inc	31 Dec, 2025	514,395	-22,545	-4.20%	$13,282,790.00
ROYCE & ASSOCIATES LP	31 Dec, 2025	504,732	35,390	7.54%	$12,714,199.00

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