Institutional Ownership I3 Verticals, Inc. (IIIV)
This table provides information about the institutional ownership of I3 Verticals, Inc. (IIIV). We have compiled data on the 164 institutions that hold shares in the stock, with a total of 23 Million shares, which have been reported (via 13F filing form) to have a value of $643 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneva Capital Management LLC
|
Feb 06, 2025 Q4 2024 |
1,785,160
shares
|
$49.9 Million
0.72% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,784,643
shares
|
$49.9 Million
0.0% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
1,325,690
shares
|
$37.1 Million
0.0% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Ranger Investment Management, L.P.
Dallas, TX |
Feb 13, 2025 Q4 2024 |
1,153,935
shares
|
$32.3 Million
1.73% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Crosslink Capital Inc
Menlo Park, CA |
Feb 14, 2025 Q4 2024 |
1,081,581
shares
|
$30.3 Million
3.77% of portfolio
|
Q4 2024
Reduced 12.1%
|
|
|
Long Path Partners LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
979,777
shares
|
$27.4 Million
9.13% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Altra Vue Capital, LLC
Bellevue, WA |
Feb 12, 2025 Q4 2024 |
911,146
shares
|
$25.5 Million
2.01% of portfolio
|
Q4 2024
New holding
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
811,550
shares
|
$22.7 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Forager Capital Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
765,000
shares
|
$21.4 Million
7.38% of portfolio
|
Q4 2024
New holding
|
|
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
743,705
shares
|
$20.8 Million
0.3% of portfolio
|
Q4 2024
Reduced 44.64%
|
|
|
Portolan Capital Management, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
676,135
shares
|
$18.9 Million
1.18% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
577,832
shares
|
$16.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Royce & Associates LP
|
Feb 10, 2025 Q4 2024 |
541,350
shares
|
$15.1 Million
0.12% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
538,057
shares
|
$15.1 Million
0.0% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
516,788
shares
|
$14.5 Million
0.0% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
498,923
shares
|
$14 Million
0.0% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
401,162
shares
|
$11.2 Million
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
345,507
shares
|
$9.67 Million
0.0% of portfolio
|
Q4 2024
Reduced 24.49%
|
|
|
Nicholas Company, Inc.
|
Feb 10, 2025 Q4 2024 |
345,128
shares
|
$9.66 Million
0.14% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
338,268
shares
|
$9.46 Million
0.0% of portfolio
|
Q4 2024
Added 527.56%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
310,728
shares
|
$8.69 Million
0.12% of portfolio
|
Q4 2022
Added 74.93%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
305,344
shares
|
$8.54 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.8%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
296,328
shares
|
$8.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.73%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
292,629
shares
|
$8.19 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
Feb 13, 2025 Q4 2024 |
276,530
shares
|
$7.74 Million
0.38% of portfolio
|
Q4 2024
Added 32.29%
|