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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 SEC filings.

Institutional ownership of IIIV from SEC Form 13F filings across 96 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, 96 institutions disclosed 12.0M shares of i3 Verticals, Inc. worth $252.8M — about 61.9% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.

96

13F holders

$252.8M

value, 2026 filers

61.9%

of shares outstanding (12.0M sh)

14

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%
3CROSSLINK CAPITAL INC1.1M$23.9M1.8%5.8%+15.7%
4JENNISON ASSOCIATES LLC856,628$18.3M0.0%4.4%-1.5%
5VANGUARD CAPITAL MANAGEMENT LLC814,517$17.4M0.0%4.2%-57.7%
6First Eagle Investment Management, LLC723,009$15.4M0.0%3.7%-5.4%
7VANGUARD PORTFOLIO MANAGEMENT LLC693,367$14.8M0.0%3.6%+0.8%
8GEODE CAPITAL MANAGEMENT, LLC533,827$11.4M0.0%2.7%-0.9%
9UBS Group AG411,915$8.8M0.0%2.1%-2.0%
10JANE STREET GROUP, LLCNEW280,157$6.0M0.0%1.4%new
11NORTHERN TRUST CORP264,750$5.7M0.0%1.4%+9.5%
12CITADEL ADVISORS LLC261,523$5.6M0.0%1.3%+396.2%
13NEW YORK STATE COMMON RETIREMENT FUND230,873$4.9M0.0%1.2%0.0%
14WELLINGTON MANAGEMENT GROUP LLPNEW224,612$4.8M0.0%1.2%new
1512th Street Asset Management Company, LLC223,881$4.8M0.7%1.2%-57.2%
16Long Path Partners LP215,319$4.6M2.0%1.1%-73.7%
17Nuveen, LLC210,866$4.5M0.0%1.1%+32.6%
18HRT FINANCIAL LP164,005$3,5030.0%0.8%+357.2%
19Sixth Street Partners Management Company, L.P.NEW156,386$3.3M0.6%0.8%new
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC156,386$3.3M0.0%0.8%-5.4%
21GOLDMAN SACHS GROUP INC149,652$3.2M0.0%0.8%+20.5%
22VANGUARD FIDUCIARY TRUST CO119,907$2.6M0.0%0.6%-7.1%
23MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC97,985$2.1M0.0%0.5%-5.7%
24Bank of New York Mellon Corp79,243$1.7M0.0%0.4%+2.8%
25MORGAN STANLEY63,749$1.4M0.0%0.3%-16.0%

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.