Security Snapshot

i3 Verticals, Inc. - Common Stock (IIIV) Institutional Ownership

CUSIP: 46571Y107

13F Institutional Holders and Ownership History from Q2 2018 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

154

Shares (Excl. Options)

26,609,472

Price

$25.19

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Type / Class
Equity / Common Stock
Symbol
IIIV on Nasdaq
Underlying class
Class A common stock, par value $0.0001 per share
Underlying shares
1.0
Shares outstanding
22,041,125
Price per share
$22.36
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
26,609,472
Total reported value
$670,672,007
% of total 13F portfolios
0%
Share change
-624,390
Value change
-$21,471,694
Number of holders
154
Price from insider filings
$22.36
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • IIIV - i3 Verticals, Inc. - Common Stock is tracked under CUSIP 46571Y107.
  • 154 institutions reported positions in Q4 2025.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 154 to 21 between Q4 2025 and Q1 2026.
  • Reported value moved from $670,672,007 to $17,847,184.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 154 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 46571Y107?
CUSIP 46571Y107 identifies IIIV - i3 Verticals, Inc. - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of i3 Verticals, Inc. - Common Stock (IIIV) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
GENEVA CAPITAL MANAGEMENT LLC 7% $42,381,696 1,682,481 GENEVA CAPITAL MANAGEMENT LLC 31 Dec 2025
CROSSLINK CAPITAL INC 3.9% -24% $30,451,830 -$9,882,966 938,134 -25% Crosslink Capital, Inc. 30 Sep 2025
Hood River Capital Management LLC 3.2% $18,726,492 743,705 Hood River Capital Management LLC 31 Dec 2024
T. Rowe Price Investment Management, Inc. 3.2% -75% $14,839,849 -$51,947,760 705,316 -78% T. Rowe Price Investment Management, Inc. 28 Feb 2026

As of 31 Dec 2025, 154 institutional investors reported holding 26,609,472 shares of i3 Verticals, Inc. - Common Stock (IIIV). This represents 121% of the company’s total 22,041,125 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of i3 Verticals, Inc. - Common Stock (IIIV) together control 100% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
T. Rowe Price Investment Management, Inc. 14% 3,144,580 -0.28% 0.05% $79,212,000
VANGUARD GROUP INC 8.3% 1,831,573 +0.06% 0% $46,137,323
BlackRock, Inc. 8.2% 1,810,955 +0.62% 0% $45,617,956
GENEVA CAPITAL MANAGEMENT LLC 7.6% 1,682,481 -11% 0.8% $42,381,694
AltraVue Capital, LLC 5.3% 1,163,866 -0.36% 2.4% $29,317,785
JENNISON ASSOCIATES LLC 5% 1,093,762 +16% 0.02% $27,551,864
Long Path Partners LP 5% 1,093,418 +5.2% 9.4% $27,543,199
CROSSLINK CAPITAL INC 4.3% 951,216 +1.4% 1.9% $23,961,131
Ranger Investment Management, L.P. 4.2% 930,558 -2.7% 1.6% $23,440,756
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3.5% 777,527 +0.01% 1.1% $19,585,905
Thrivent Financial for Lutherans 3.3% 728,505 +11% 0.03% $18,351,000
STATE STREET CORP 3.2% 707,344 +4.3% 0% $17,817,995
Portolan Capital Management, LLC 3% 671,987 -10% 0.91% $16,927,353
12th Street Asset Management Company, LLC 2.7% 595,109 -2.4% 2.5% $14,990,784
Forager Capital Management, LLC 2.5% 549,401 -17% 6.3% $13,839,411
DIMENSIONAL FUND ADVISORS LP 2.5% 548,278 -3.1% 0% $13,812,835
HEARTLAND ADVISORS INC 2.5% 546,550 +0.25% 0.74% $13,767,595
GEODE CAPITAL MANAGEMENT, LLC 2.5% 545,940 -17% 0% $13,754,251
RAYMOND JAMES FINANCIAL INC 2.3% 514,395 -4.2% 0% $13,282,790
ROYCE & ASSOCIATES LP 2.3% 504,732 +7.5% 0.13% $12,714,199
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.8% 386,385 0.03% $9,733,038
UBS Group AG 1.7% 369,135 +91% 0% $9,298,511
NICHOLAS COMPANY, INC. 1.5% 331,348 +0.05% 0.15% $8,346,656
Russell Investments Group, Ltd. 1.4% 306,983 +4.3% 0.01% $7,732,910
LOOMIS SAYLES & CO L P 1.2% 268,245 +0.46% 0.01% $6,757,092

Institutional Holders of i3 Verticals, Inc. - Common Stock (IIIV) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 798,196 $17,847,184 +$835,318 $22.36 21
2025 Q4 26,609,472 $670,672,007 -$21,471,694 $25.19 154
2025 Q3 27,271,479 $885,240,919 +$14,424,574 $32.46 164
2025 Q2 26,913,093 $739,560,022 +$120,463,928 $27.48 149
2025 Q1 22,967,981 $566,611,885 +$25,799,906 $24.67 152
2024 Q4 22,027,997 $507,556,906 -$12,712,240 $23.04 153
2024 Q3 22,285,495 $475,164,112 +$7,619,255 $21.31 136
2024 Q2 21,928,158 $484,714,170 +$7,016,605 $22.08 131
2024 Q1 21,517,174 $492,316,952 +$16,962,008 $22.89 135
2023 Q4 20,820,494 $440,990,109 -$13,312,609 $21.17 149
2023 Q3 21,291,247 $450,083,116 +$484,760 $21.14 136
2023 Q2 21,224,478 $486,177,035 -$7,551,939 $22.86 134
2023 Q1 21,623,246 $530,416,887 +$22,511,805 $24.53 136
2022 Q4 21,597,165 $525,778,374 +$15,544,797 $24.34 133
2022 Q3 20,900,666 $419,117,188 +$772,690 $20.03 129
2022 Q2 20,216,580 $506,223,798 +$23,754,248 $25.02 124
2022 Q1 19,544,891 $543,741,464 +$22,686,296 $27.86 114
2021 Q4 18,873,712 $430,412,016 -$24,038,925 $22.79 114
2021 Q3 19,314,578 $468,290,326 -$15,330,248 $24.21 105
2021 Q2 19,878,013 $601,807,873 -$6,592,064 $30.22 116
2021 Q1 20,097,532 $625,459,429 +$15,998,969 $31.12 114
2020 Q4 19,593,853 $648,677,997 +$31,458,810 $33.20 118
2020 Q3 18,837,484 $475,565,209 +$82,734,612 $25.25 115
2020 Q2 15,543,674 $469,054,527 +$21,217,940 $30.25 96
2020 Q1 14,979,487 $285,931,185 +$17,950,656 $19.09 93
2019 Q4 13,271,698 $375,077,891 -$710,452 $28.25 95
2019 Q3 13,391,849 $270,492,366 +$9,840,343 $20.12 90
2019 Q2 12,174,125 $354,730,625 +$101,655,765 $29.45 102
2019 Q1 8,662,991 $208,082,201 -$1,452,446 $24.02 69
2018 Q4 8,720,174 $210,147,463 +$9,429,956 $24.10 66
2018 Q3 6,595,399 $151,563,000 +$27,658,025 $22.98 69
2018 Q2 5,787,117 $88,039,000 +$88,031,000 $15.22 51