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
BlackRock 1.8M $40M -2% Mar 2026
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Geneva Capital Management 1.6M $35M -8% Mar 2026
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William Blair Investment Management 1.2M $26M 205% Mar 2026
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AltraVue Capital 1.2M $26M 1% Mar 2026
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Punch & Associates Investment Management 1.0M $23M 33% Mar 2026
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North Reef Capital Management 1.0M $23M 1254% Mar 2026
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Crosslink Capital 966k $22M 2% Mar 2026
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Vanguard Capital Management 963k $22M 100% Mar 2026
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Ranger Investment Management 926k $21M -1% Mar 2026
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Jennison Associates 870k $20M -20% Mar 2026
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Long Path Partners 820k $18M -25% Mar 2026
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State Street Corporation 694k $16M -2% Mar 2026
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Vanguard Portfolio Management 688k $15M 100% Mar 2026
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Dimensional Fund Advisors 617k $14M 13% Mar 2026
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Heartland Advisors 607k $14M 11% Mar 2026
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Royce & Associates 583k $13M 16% Mar 2026
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Forager Capital Management 579k $13M 5% Mar 2026
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Geode Capital Management 539k $12M -1% Mar 2026
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12th Street Asset Management Company 523k $12M -12% Mar 2026
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Raymond James Financial 498k $11M -3% Mar 2026
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Thrivent Financial for Lutherans 456k $10M -37% Mar 2026
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UBS Group 420k $9.4M 14% Mar 2026
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First Eagle Investment Management 382k $8.5M 100% Mar 2026
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Daniel D. Thurber 377k $8.1M 7% Jun 2026
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Russell Investments 315k $7.0M 2% Mar 2026
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Nicholas Company 294k $6.6M -11% Mar 2026
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Legato Capital Management 247k $5.5M 0% Mar 2026
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Northern Trust 242k $5.4M -1% Mar 2026
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New York State Common Retirement Fund 231k $5.2M -1% Mar 2026
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Confluence Investment Management 231k $4.9M 92% Jun 2026
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Portolan Capital Management 207k $4.6M -69% Mar 2026
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Arrowpoint Asset Management 202k $4.5M -15% Mar 2026
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Charles Schwab Investment Management 165k $3.7M -9% Mar 2026
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Nuveen 159k $3.6M 0% Mar 2026
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Kennedy Capital Management 138k $3.1M 1% Mar 2026
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Vanguard Fiduciary Trust 129k $2.9M 100% Mar 2026
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Goldman Sachs Group 124k $2.8M 131% Mar 2026
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Victory Capital Management 119k $2.7M 166% Mar 2026
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Harbor Capital Advisors 113k $2.5M -3% Mar 2026
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Mutual Of America Capital Management 104k $2.3M -1% Mar 2026
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Oppenheimer Asset Management 99k $2.2M 8% Mar 2026
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Tectonic Advisors 98k $2.2M 1% Mar 2026
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Bank of America Corporation 98k $2.2M 100% Mar 2026
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Envestnet Asset Management 97k $2.2M 7% Mar 2026
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GAMCO Asset Management 77k $1.7M 10% Mar 2026
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Bank of New York Mellon 77k $1.7M -8% Mar 2026
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Morgan Stanley 76k $1.7M -36% Mar 2026
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Citadel Advisors 53k $1.2M -5% Mar 2026
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Kornitzer Capital Management 47k $1.0M -3% Mar 2026
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XTX Topco 45k $1.0M -8% Mar 2026
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Swiss National Bank 45k $1.0M 0% Mar 2026
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Florida State Board of Administration 37k $819k -26% Mar 2026
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Hrt Financial 36k $802k 100% Mar 2026
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Atria Investments 35k $738k -52% Jun 2026
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Invesco 33k $736k 4% Mar 2026
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Equitable Trust 32k $692k 0% Jun 2026
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Mariner Wealth Advisors 32k $718k -27% Mar 2026
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Ubs Global Asset Management Americas 32k $712k -29% Mar 2026
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Teton Advisors 30k $671k 0% Mar 2026
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Quantinno Capital Management 30k $668k 66% Mar 2026
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Rhumbline Advisers 29k $652k -4% Mar 2026
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Cetera Investment Advisers 27k $596k 2% Mar 2026
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Wells Fargo & Company 27k $595k -42% Mar 2026
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LPL Financial 25k $566k 28% Mar 2026
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Deutsche Bank Aktiengesellschaft 25k $551k 16% Mar 2026
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Legal & General Group 25k $550k 35% Mar 2026
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Cullen Investment Group 22k $471k -5% Jun 2026
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California State Teachers Retirement System 22k $485k -1% Mar 2026
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Gabelli Funds 20k $447k 0% Mar 2026
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Argent Capital Management 19k $412k -42% Jun 2026
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Alliancebernstein 19k $475k 0% Mar 2026
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Vident Advisory 17k $370k -34% Mar 2026
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T. Rowe Price Associates 16k $365k 24% Mar 2026
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Vanguard Asset Management 16k $346k 100% Mar 2026
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Assenagon Asset Management 15k $321k 0% Jun 2026
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Simplicity Wealth 15k $335k 1% Mar 2026
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Sei Investments 15k $333k -3% Mar 2026
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LBMC Investment Advisors 14k $320k 37% Mar 2026
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Susquehanna International 14k $304k 100% Mar 2026
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MetLife Investment Advisors 14k $302k 0% Mar 2026
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Empowered Funds 13k $281k 11% Mar 2026
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Universal- Beteiligungs- und Servicegesellschaft mbH 12k $275k 0% Mar 2026
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Mcmorgan & Co 12k $274k -25% Mar 2026
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Concurrent Investment Advisors 12k $270k 3% Mar 2026
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Coyle Financial Counsel 12k $258k -14% Mar 2026
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Mercer Global Advisors 11k $251k 9% Mar 2026
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Mirae Asset Global Etfs Holdings 10k $233k -57% Mar 2026
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Zurcher Kantonalbank 10k $231k 32% Mar 2026
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Citigroup 9.8k $220k 100% Mar 2026
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Franklin Resources 9.7k $216k -41% Mar 2026
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Henderson Group 9.6k $215k 100% Mar 2026
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Mitsubishi UFJ Asset Management 8.5k $189k -2% Mar 2026
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Vanguard Global Advisers 8.5k $189k 100% Mar 2026
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Barclays 7.3k $163k -80% Mar 2026
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Police & Firemen's Retirement System of New Jersey 6.4k $142k 0% Mar 2026
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Vanguard Investments Australia 5.7k $127k 100% Mar 2026
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SG Americas Securities 4.9k $108k -70% Mar 2026
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Bnp Paribas Arbitrage, Snc 4.8k $108k -7% Mar 2026
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Klp Kapitalforvaltning As 4.8k $107k 0% Mar 2026
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Pnc Financial Services 4.5k $101k -15% Mar 2026
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Harbor Asset Planning 4.0k $89k 0% Mar 2026
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FMR 3.9k $88k 82% Mar 2026
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State of Wyoming 3.1k $70k 100% Mar 2026
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Advisory Services Network 2.1k $47k 100% Mar 2026
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Salem Investment Counselors 2.0k $44k 100% Mar 2026
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Summit Investment Advisors 1.9k $43k 0% Mar 2026
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Tower Research Capital 1.7k $38k 60% Mar 2026
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CWM 1.5k $34k 9% Mar 2026
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Fifth Third Bancorp 1.3k $28k 100% Mar 2026
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Steward Partners Investment Advisory 914.00 $20k 0% Mar 2026
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Huntington National Bank 720.00 $16k 80% Mar 2026
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Signature 636.00 $14k 28% Jun 2026
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GAMMA Investing 501.00 $11k 15% Jun 2026
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Rockefeller Capital Management 489.00 $11k 8% Mar 2026
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Sterling Capital Management 445.00 $9.5k -36% Jun 2026
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Farther Finance Advisors 302.00 $6.4k 1108% Jun 2026
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Mather Group 240.00 $5.1k 0% Jun 2026
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Versant Capital Management 215.00 $4.6k -70% Jun 2026
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Royal Bank of Canada 215.00 $4.3k 100% Mar 2026
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EverSource Wealth Advisors 203.00 $4.3k -100% Jun 2026
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Optiver Holding B.V. 188.00 $4.2k 0% Mar 2026
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Jones Financial Companies, L.L 184.00 $4.1k 100% Mar 2026
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Advisors Asset Management 112.00 $2.5k 0% Mar 2026
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Hanson McClain Advisors 111.00 $2.5k 2120% Mar 2026
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NISA Investment Advisors 88.00 $2.0k -81% Mar 2026
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Advisor Group Holdings 85.00 $1.9k -11% Mar 2026
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MAI Wealth Advisors 68.00 $1.5k 100% Mar 2026
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Rothschild Investment 47.00 $1.1k 88% Mar 2026
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Larson Financial Group 40.00 $894.000000 -68% Mar 2026
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Root Financial Partners 35.00 $782.999000 100% Mar 2026
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Central Trust & Investment 27.00 $604.000800 100% Mar 2026
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Caitong International Asset Management 26.00 $581.001200 -98% Mar 2026
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Covestor 6.00 $0 100% Mar 2026
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Smartleaf Asset Management 6.00 $136.999800 0% Mar 2026
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Twin Peaks Wealth Advisors 4.00 $89.000000 100% Mar 2026
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Essential Partners 2.00 $45.000000 100% Mar 2026
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Who sold out of I3 Verticals?

Fund or Company Name Date Sold Shares Held Valued At
Loomis, Sayles and Dec 2025 268k $6.8M
Cramer Rosenthal McGlynn Dec 2025 99k $2.5M
TD Asset Management Dec 2025 68k $1.7M
Stifel Financial Dec 2025 66k $1.7M
Wesbanco Trust And Investments Mar 2026 65k $1.5M
Janney Montgomery Scott Dec 2025 15k $371k
Gotham Asset Management Dec 2025 14k $345k
Squarepoint Ops Dec 2025 13k $332k
Benjamin Edwards Mar 2026 12k $277k
Two Sigma Securities Dec 2025 12k $311k
Wiley Bros.-aintree Capital Dec 2025 12k $297k
Verition Fund Management Dec 2025 11k $287k
Aquatic Capital Management Dec 2025 11k $283k
Intech Investment Management Dec 2025 11k $276k
D.A. Davidson & Co. Mar 2026 9.0k $200k
Ashton Thomas Private Wealth Dec 2025 8.5k $215k
Gilliland Jeter Wealth Management Dec 2025 8.4k $212k
Quest Partners Dec 2025 7.0k $177k
Estate Planners Group Dec 2025 591.00 $15k
Plante Moran Financial Advisors Dec 2025 355.00 $8.9k
Bnp Paribas Investment Partners Dec 2025 269.00 $7.0k
CoreCap Advisors Mar 2026 250.00 $5.6k
Umb Bank N A Dec 2025 216.00 $5.4k
Aster Capital Management Dec 2025 146.00 $3.7k
Mirae Asset Global Investments Dec 2025 85.00 $2.1k
Marquette Asset Management Mar 2026 30.00 $671.001000
SRS Capital Advisors Dec 2025 29.00 $731.000100
Parkside Financial Bank & Trust Dec 2025 25.00 $630.000000