Who owns I3 Verticals Inc?

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Analyze quarterly positions in I3 Verticals with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of I3 Verticals stock

Who bought or sold I3 Verticals Inc this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Geneva Capital Management 1.9M $40M 0% Dec 2023
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Vanguard Group 1.3M $27M 3% Dec 2023
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Crosslink Capital 1.3M $27M -1% Dec 2023
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Millennium Management 994k $21M 29% Dec 2023
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Voss Capital 765k $16M -18% Dec 2023
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Royal Bank of Canada 655k $14M 23% Dec 2023
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Heartland Advisors 541k $11M 1% Dec 2023
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Dimensional Fund Advisors 475k $10M -2% Dec 2023
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Bank Of Montreal 401k $8.8M 0% Dec 2023
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Assenagon Asset Management 322k $7.4M 0% Mar 2024
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EverSource Wealth Advisors 298k $6.3M 0% Dec 2023
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Portolan Capital Management 286k $6.1M -22% Dec 2023
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Russell Investments 284k $6.0M -2% Dec 2023
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Covenant Partners 261k $5.5M -24% Dec 2023
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B. Riley Asset Management 245k $5.1M 108% Dec 2023
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Goldman Sachs Group 176k $3.7M 44% Dec 2023
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Kennedy Capital Management 151k $3.2M 58% Dec 2023
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D. E. Shaw & Co 121k $2.6M 52% Dec 2023
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Two Sigma Investments 117k $2.5M 37% Dec 2023
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Bank of New York Mellon 112k $2.4M -3% Dec 2023
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Citadel Advisors 102k $2.2M 267% Dec 2023
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GSA Capital Partners 99k $2.1M 119% Dec 2023
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Stifel Financial 86k $1.8M 0% Dec 2023
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Wells Fargo & Company 81k $1.7M -49% Dec 2023
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Wintrust Financial Corporation 78k $1.7M -55% Dec 2023
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Cullen Investment Group 71k $1.6M -20% Mar 2024
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Conestoga Capital Advisors 70k $1.5M 4% Dec 2023
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Wesbanco Trust And Investments 65k $1.5M 100% Mar 2024
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Raymond James Financial Services Advisors 65k $1.5M -28% Mar 2024
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Charles Schwab Investment Management 63k $1.3M 0% Dec 2023
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Two Sigma Advisers 62k $1.3M 7% Dec 2023
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Select Equity 57k $1.2M -20% Dec 2023
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Dana Investment Advisors 53k $1.1M -1% Dec 2023
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Robeco Investment Management 47k $985k 0% Dec 2023
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Federated Investors 46k $981k -33% Dec 2023
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1492 Capital Management 46k $981k 17% Dec 2023
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Swiss National Bank 46k $970k -9% Dec 2023
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Marshall Wace 45k $950k 2% Dec 2023
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Victory Capital Management 43k $910k 2% Dec 2023
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Kornitzer Capital Management 43k $902k -46% Dec 2023
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Mariner Wealth Advisors 42k $892k -1% Dec 2023
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Legal & General Group 38k $813k -9% Dec 2023
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Mirae Asset Global Investments 37k $788k -2% Dec 2023
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Jane Street 36k $772k 100% Dec 2023
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Barclays 36k $770k 344% Dec 2023
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ABS Direct Equity Fund 35k $741k 100% Dec 2023
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Raymond James & Associates 34k $770k -58% Mar 2024
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Rhumbline Advisers 34k $709k 9% Dec 2023
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Bank of America Corporation 30k $637k 38% Dec 2023
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UBS Group 30k $631k 82% Dec 2023
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Ubs Global Asset Management Americas 28k $591k 0% Dec 2023
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Credit Suisse 27k $572k 22% Dec 2023
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Lazard Asset Management 25k $533k 100% Dec 2023
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Shaker Investments 24k $506k 130% Dec 2023
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TBH Global Asset Management 23k $494k 0% Dec 2023
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Trexquant Investment 22k $470k 100% Dec 2023
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Balyasny Asset Management 22k $459k 100% Dec 2023
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Cubist Systematic Strategies 21k $441k 100% Dec 2023
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Quest Partners 20k $432k 100% Dec 2023
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Jump Financial 20k $424k 77% Dec 2023
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Dynamic Technology Lab Private 20k $414k 100% Dec 2023
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Bnp Paribas Arbitrage, Snc 18k $378k -15% Dec 2023
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Semanteon Capital Management 17k $366k 100% Dec 2023
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Thomas Stevens, CFA" 16k $362k -6% Mar 2024
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Jpmorgan Chase & Co 15k $319k -2% Dec 2023
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Townsquare Capital 15k $312k -43% Dec 2023
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Alliancebernstein 14k $300k -10% Dec 2023
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Deutsche Bank Aktiengesellschaft 13k $272k -2% Dec 2023
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State of Wyoming 13k $265k 14% Dec 2023
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Principal Financial Group 12k $259k 29% Dec 2023
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Pitcairn Company 12k $255k -13% Dec 2023
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American International 11k $237k 0% Dec 2023
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MetLife Investment Advisors 11k $234k 0% Dec 2023
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CapWealth Advisors 11k $229k 0% Dec 2023
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LBMC Investment Advisors 11k $245k 0% Mar 2024
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Ferguson Wellman Capital Management 9.7k $223k 100% Mar 2024
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Henderson Group 9.7k $206k 0% Dec 2023
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Keebeck Alpha 9.6k $203k 100% Dec 2023
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New York State Common Retirement Fund 9.0k $190k 0% Dec 2023
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SG Americas Securities 7.8k $164k 31% Dec 2023
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Pnc Financial Services 6.5k $138k -12% Dec 2023
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Advisor Group Holdings 5.5k $116k -36% Dec 2023
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Zurcher Kantonalbank 5.0k $106k 37% Dec 2023
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Aquatic Capital Management 4.3k $91k 100% Dec 2023
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Mitsubishi UFJ Asset Management 3.8k $78k 0% Dec 2023
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Citigroup 3.2k $69k 4674% Dec 2023
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Summit Investment Advisors 2.2k $47k 0% Dec 2023
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Point72 Asset Management 2.1k $45k 100% Dec 2023
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Salem Investment Counselors 2.0k $45k 0% Mar 2024
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Huntington National Bank 1.9k $40k 44% Dec 2023
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Simplex Trading 1.7k $36k 205% Dec 2023
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Cape Investment Advisory 1.4k $30k 100% Dec 2023
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Metropolitan Life Insurance Company 1.3k $28k 0% Dec 2023
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Advisory Services Network 959.00 $20k 100% Dec 2023
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Nbc Securities 842.00 $19k 0% Mar 2024
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Quarry 806.00 $17k 100% Dec 2023
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Wolverine Asset Management 791.00 $17k 100% Dec 2023
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Amalgamated Bank 737.00 $17k -77% Mar 2024
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Steward Partners Investment Advisory 722.00 $15k -83% Dec 2023
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Point72 Middle East FZE 521.00 $11k 100% Dec 2023
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Umb Bank N A 472.00 $10k 0% Dec 2023
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CWM 145.00 $3.0k 100% Mar 2024
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Lindbrook Capital 67.00 $1.4k 100% Dec 2023
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Hartland & Co 63.00 $1.3k 100% Dec 2023
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FTB Advisors 54.00 $1.1k 0% Dec 2023
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NISA Investment Advisors 27.00 $572.000400 0% Dec 2023
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Farther Finance Advisors 10.00 $212.000000 100% Dec 2023
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Who sold out of I3 Verticals?

Fund or Company Name Date Sold Shares Held Valued At
Wellington Management Company Sep 2023 86k $1.8M
Weiss Multi-strategy Advisers Dec 2023 78k $1.7M
Meros Investment Management Sep 2023 66k $1.4M
Emerald Mutual Fund Advisers, Trust Sep 2023 47k $989k
Caas Capital Management Sep 2023 18k $390k
Channing Capital Management Sep 2023 16k $342k
Mercer Global Advisors Sep 2023 15k $321k
Virtus Investment Advisers Sep 2023 15k $321k
Mesirow Financial Investment Management International Equity Dec 2023 12k $248k
Occudo Quantitative Strategies Sep 2023 12k $256k
Operose Advisors Sep 2023 618.00 $13k
Signature Sep 2023 98.00 $2.1k