Who owns I3 Verticals Inc?
- Ticker: IIIV
- CUSIP Number: 46571y107
Tip: Access positions for across all investors
Analyze quarterly positions in I3 Verticals with up to 7 years of data, all consolidated into one spreadsheet
Download as csvTop 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 |
|
| 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 |
|
| Caitong International Asset Management | 26.00 | $581.001200 | -98% | Mar 2026 |
|
| Covestor | 6.00 | $0 | 100% | Mar 2026 |
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| Smartleaf Asset Management | 6.00 | $136.999800 | 0% | Mar 2026 |
|
| Twin Peaks Wealth Advisors | 4.00 | $89.000000 | 100% | Mar 2026 |
|
| Essential Partners | 2.00 | $45.000000 | 100% | Mar 2026 |
|
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 |