Evid Invest
Who owns IIIVWhat IIIV owns — n/a

Who owns i3 Verticals, Inc.?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of IIIV from SEC Form 13F filings across 133 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 133 institutions disclosed 21.6M shares of i3 Verticals, Inc. worth $460.8M — about 111.1% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.

133

13F holders

$460.8M

value, 2026 filers

111.1%

of shares outstanding (21.6M sh)

18

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IIIV's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BlackRock, Inc.1.8M$38.5M0.0%9.3%+1.5%
2GENEVA CAPITAL MANAGEMENT LLC1.2M$25.4M0.6%6.1%-23.5%
3AltraVue Capital, LLC1.1M$23.9M1.7%5.8%-4.3%
4CROSSLINK CAPITAL INC1.1M$23.9M1.8%5.8%+15.7%
5PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.1.1M$23.5M1.2%5.7%+6.5%
6North Reef Capital Management LP1.1M$23.0M0.9%5.5%+4.9%
7HEARTLAND ADVISORS INC965,250$20.6M0.9%5%+59.0%
8Forager Capital Management, LLC864,574$18.5M6.9%4.5%+49.2%
9JENNISON ASSOCIATES LLC856,628$18.3M0.0%4.4%-1.5%
10VANGUARD CAPITAL MANAGEMENT LLC814,517$17.4M0.0%4.2%-15.4%
11First Eagle Investment Management, LLC723,009$15.4M0.0%3.7%+89.2%
12STATE STREET CORP719,056$15.4M0.0%3.7%+3.7%
13VANGUARD PORTFOLIO MANAGEMENT LLC693,367$14.8M0.0%3.6%+0.8%
14DIMENSIONAL FUND ADVISORS LP679,679$14.5M0.0%3.5%+10.2%
15ROYCE & ASSOCIATES LP651,201$13.9M0.1%3.4%+11.6%
16GEODE CAPITAL MANAGEMENT, LLC533,827$11.4M0.0%2.7%-0.9%
17T. Rowe Price Investment Management, Inc.461,786$9.9M0.0%2.4%-34.4%
18UBS Group AG411,915$8.8M0.0%2.1%-2.0%
19WASATCH ADVISORS LP377,435$8.1M0.1%1.9%+7.3%
20NICHOLAS COMPANY, INC.293,717$6.3M0.1%1.5%0.0%
21JANE STREET GROUP, LLCNEW280,157$6.0M0.0%1.4%new
22NORTHERN TRUST CORP264,750$5.7M0.0%1.4%+9.5%
23CITADEL ADVISORS LLC261,523$5.6M0.0%1.3%+396.2%
24Legato Capital Management LLCNEW247,394$5.3M0.4%1.3%new
25NEW YORK STATE COMMON RETIREMENT FUND230,873$4.9M0.0%1.2%0.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.