Institutional shares held 23.9 Million
35.5K calls
400 puts
Total value of holdings $692M
$1.03M calls
$11K puts
Market Cap $643M
22,262,900 Shares Out.
Institutional ownership 107.52%
# of Institutions 165


Latest Institutional Activity in IIIV

Top Purchases

Q2 2025
Harbor Capital Advisors, Inc. Shares Held: 455K ($13.1M)
Q2 2025
Janney Montgomery Scott LLC Shares Held: 14.6K ($421K)
Q2 2025
Argent Capital Management LLC Shares Held: 22.8K ($659K)
Q2 2025
Fortitude Family Office, LLC Shares Held: 41 ($1.18K)
Q2 2025
Umb Bank, N.A. Shares Held: 566 ($16.4K)

Top Sells

Q2 2025
Confluence Investment Management LLC Shares Held: 253K ($7.3M)
Q2 2025
Cullen Investment Group, Ltd. Shares Held: 31.1K ($897K)
Q2 2025
Mirae Asset Global Investments Co., Ltd. Shares Held: 83 ($2.4K)
Q2 2025
Nbc Securities, Inc. Shares Held: 1.04K ($29.9K)
Q1 2025
Citadel Advisors LLC Shares Held: 36.9K ($1.07M)

About IIIV

i3 Verticals, Inc. provides integrated payment and software solutions to small- and medium-sized businesses and organizations in education, non-profit, public sector, and healthcare markets in the United States. It operates in two segments, Merchant Services, and Proprietary Software and Payments. The company offers payment processing services that enables clients to accept electronic payments, facilitating the exchange of funds and transaction data between clients, financial institutions, and payment networks. The company also licenses software; and provides ongoing support, and other point of sale-related solutions. It offers its solutions to clients through direct sales force; distribution partners, including independent software vendors, value-added resellers, and independent sales organizations; and referral partners, such as financial institutions, trade associations, chambers of commerce, and card issuers. The company was founded in 2012 and is headquartered in Nashville, Tennessee.


Insider Transactions at IIIV

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
729K Shares
From 18 Insiders
Grant, award, or other acquisition 254K shares
Conversion of derivative security 386K shares
Open market or private purchase 88.5K shares
Sell / Disposition
1.09M Shares
From 17 Insiders
Sale (or disposition) back to the issuer 308K shares
Other acquisition or disposition 386K shares
Open market or private sale 395K shares

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