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
T. Rowe Price Investment Management 3.1M $79M 0% Dec 2025
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Vanguard Group 1.8M $46M 0% Dec 2025
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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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Long Path Partners 1.1M $28M 5% Dec 2025
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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 931k $23M -3% Dec 2025
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Jennison Associates 870k $20M -20% Mar 2026
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Punch & Associates Investment Management 778k $20M 0% Dec 2025
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State Street Corporation 707k $18M 4% Dec 2025
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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 549k $14M -17% Dec 2025
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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 514k $13M -4% Dec 2025
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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 352k $7.9M 45% Mar 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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Loomis, Sayles and 268k $6.8M 0% Dec 2025
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Legato Capital Management 247k $5.5M 0% Mar 2026
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Northern Trust 245k $6.2M -5% Dec 2025
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New York State Common Retirement Fund 231k $5.2M -1% Mar 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 182k $4.6M 1% Dec 2025
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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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Confluence Investment Management 120k $2.7M 47% 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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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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Atria Investments 72k $1.6M 0% Mar 2026
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GAMCO Asset Management 70k $1.8M -5% Dec 2025
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Wesbanco Trust And Investments 65k $1.5M 0% Mar 2026
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Citadel Advisors 53k $1.2M -5% Mar 2026
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XTX Topco 49k $1.2M 100% Dec 2025
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EverSource Wealth Advisors 48k $1.1M 38% Mar 2026
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Kornitzer Capital Management 47k $1.0M -3% Mar 2026
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Swiss National Bank 45k $1.0M 0% Mar 2026
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Victory Capital Management 45k $1.1M -57% Dec 2025
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Barclays 37k $923k 13% Dec 2025
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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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Argent Capital Management 33k $747k 56% Mar 2026
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Invesco 33k $736k 4% Mar 2026
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Equitable Trust 32k $724k 0% Mar 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 $756k 100% Dec 2025
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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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Vident Advisory 25k $636k 2% Dec 2025
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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 23k $518k -6% Mar 2026
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California State Teachers Retirement System 22k $485k -1% Mar 2026
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Gabelli Funds 20k $504k -11% Dec 2025
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Alliancebernstein 19k $475k 0% Mar 2026
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Vanguard Asset Management 16k $346k 100% Mar 2026
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Assenagon Asset Management 15k $336k 0% Mar 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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MetLife Investment Advisors 14k $340k 0% Dec 2025
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Benjamin Edwards 12k $277k 20% 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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Wiley Bros.-aintree Capital 12k $297k 44% Dec 2025
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Coyle Financial Counsel 12k $258k -14% Mar 2026
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Verition Fund Management 11k $287k -57% Dec 2025
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Empowered Funds 11k $286k 28% Dec 2025
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Mercer Global Advisors 11k $251k 9% Mar 2026
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LBMC Investment Advisors 11k $263k 0% Dec 2025
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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 0% Mar 2026
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D.A. Davidson & Co. 9.0k $200k -24% 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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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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Atlantic Trust 3.3k $83k 1% Dec 2025
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State of Wyoming 3.1k $70k 100% Mar 2026
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FMR 2.2k $54k 7% Dec 2025
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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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Global Retirement Partners 1.8k $46k 8259% Dec 2025
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CWM 1.4k $35k 222% Dec 2025
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Brian McDonald 1.3k $34k -32% Dec 2025
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Fifth Third Bancorp 1.3k $28k 100% Mar 2026
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Tower Research Capital 1.1k $27k 270% Dec 2025
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Steward Partners Investment Advisory 914.00 $20k 0% Mar 2026
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Versant Capital Management 711.00 $16k 164% Mar 2026
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Sterling Capital Management 696.00 $16k -45% Mar 2026
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Signature 496.00 $11k 0% Mar 2026
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Rockefeller Capital Management 489.00 $11k 8% Mar 2026
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GAMMA Investing 437.00 $9.8k 100% Mar 2026
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Huntington National Bank 401.00 $10k -59% Dec 2025
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SageView Advisory Group 291.00 $7.3k 100% Dec 2025
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Bnp Paribas Investment Partners 269.00 $7.0k 100% Dec 2025
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CoreCap Advisors 250.00 $5.6k 16% Mar 2026
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Mather Group 240.00 $5.4k 100% Mar 2026
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Royal Bank of Canada 215.00 $4.3k -99% Mar 2026
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Optiver Holding B.V. 188.00 $4.2k 0% Mar 2026
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Larson Financial Group 124.00 $3.1k 75% Dec 2025
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Advisors Asset Management 112.00 $2.5k 0% Mar 2026
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Advisor Group Holdings 95.00 $2.4k -17% Dec 2025
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NISA Investment Advisors 88.00 $2.0k -81% 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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Root Financial Partners 35.00 $782.999000 100% Mar 2026
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Marquette Asset Management 30.00 $671.001000 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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Farther Finance Advisors 25.00 $562.000000 400% 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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Hanson McClain Advisors 5.00 $126.000000 -44% Dec 2025
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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
Manatuck Hill Partners Sep 2025 130k $4.2M
Cramer Rosenthal McGlynn Dec 2025 99k $2.5M
Conestoga Capital Advisors Dec 2025 73k $1.8M
TD Asset Management Dec 2025 68k $1.7M
Stifel Financial Dec 2025 66k $1.7M
Dana Investment Advisors Sep 2025 58k $1.9M
Susquehanna International Sep 2025 40k $1.3M
Janney Montgomery Scott Dec 2025 15k $371k
Gotham Asset Management Dec 2025 14k $345k
Squarepoint Ops Dec 2025 13k $332k
Two Sigma Securities Dec 2025 12k $311k
Aquatic Capital Management Dec 2025 11k $283k
Jpmorgan Chase & Co Sep 2025 11k $358k
Intech Investment Management Dec 2025 11k $276k
Ferguson Wellman Capital Management Dec 2025 11k $275k
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
Advisory Services Network Sep 2025 2.3k $75k
Amalgamated Bank Dec 2025 739.00 $19k
Estate Planners Group Dec 2025 591.00 $15k
Thurston, Springer, Miller, Herd & Titak Dec 2025 400.00 $10k
Plante Moran Financial Advisors Dec 2025 355.00 $8.9k
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
SRS Capital Advisors Dec 2025 29.00 $731.000100
Parkside Financial Bank & Trust Dec 2025 25.00 $630.000000