i3 Verticals, Inc. (IIIV) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

28,105,172Shares Outstanding

483,598Shares held by institutions

$10,639,156Value of institutional holdings

82.31%Institutional ownership %

-9.47%Shares Changed QoQ

145No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 145 institutions have reported a stake in i3 Verticals, Inc. (NASDAQ:IIIV) as of December 2025, according to recent 13F filings with the SEC.

i3 Verticals saw its institutional ownership percentage fell to 82.3% in December 2025 from 525.2% in September 2025.
The company experienced a -9.47% quarterly change in institutional shares held, alongside a decrease of 5.84% in total owners annually.
The latest 13F cycle for i3 Verticals reveals that of 145 total investors, 68 funds grew their exposure, whereas 57 reduced theirs and 20 made no changes.
This class of investors decreased its holdings in i3 Verticals to 23.13Mn shares for the 13F-cycle ending December 2025, down by 2.42Mn shares quarter on quarter, and up 1.29Mn shares year over year.
VANGUARD GROUP INC continues to be the largest institutional holder of i3 Verticals as of December 31, 2025, with a position of 1.83Mn shares, representing 6.52% of the company's outstanding stock.
Among the most significant buyers of i3 Verticals during December 2025 were WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (386.38K), UBS Group AG (176.18K), JENNISON ASSOCIATES LLC (154.89K), North Reef Capital Management LP (75.71K), THRIVENT FINANCIAL FOR LUTHERANS (73.42K).
Leading sellers of i3 Verticals stock in December 2025 included T. Rowe Price Investment Management, Inc. (2.64Mn), GENEVA CAPITAL MANAGEMENT LLC (199.06K), Forager Capital Management, LLC (115.60K), GEODE CAPITAL MANAGEMENT, LLC (112.53K), MCMORGAN & CO LLC (92.64K).
The top 10 institutional holders of i3 Verticals for the quarter ending December 2025 included 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), THRIVENT FINANCIAL FOR LUTHERANS (728.50K).

145 Institutional Holders

483,598 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
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
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	512,862	-2,640,549	-83.74%	$12,919.00
ROYCE & ASSOCIATES LP	31 Dec, 2025	504,732	35,390	7.54%	$12,714,199.00
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	386,385	386,385	0.00%	$9,733,038.00

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