i3 Verticals, Inc. - Class A Common Stock (IIIV)

CUSIP: 46571Y107

Q1 2021 13F Holders as of 31 Mar 2021

Holder snapshot 7 signals
Share change
+540,854
Put/Call ratio
63%
SEC-reported price per share
$31.12
Number of holders
114
Value change
+$15,998,969
Number of buys
57
Open additional details 1 more signal available
Number of sells
49
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
18,138,918

Security key

46571Y107

Report period

Q1 2021

Institutions

114

Top holders

10

Ownership snapshot

Top reported holders of IIIV - i3 Verticals, Inc. - Class A Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
JPMORGAN CHASE & CO
Disclosed value leader
JPMORGAN CHASE & CO
Comparable rows
0/15
Latest evidence
31 Dec 2020
13F Highest disclosed value: $65,106,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

JPMORGAN CHASE & CO has the largest disclosed position value at $65.11M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens JPMORGAN CHASE & CO's linked filing trail.
Disclosed position value Top 5
JPMORGAN CHASE & CO $65.11M
PRICE T ROWE ASSOCIATES INC /MD/ $57.9M
GENEVA CAPITAL MANAGEMENT LLC $50.37M
TimesSquare Capital Management, LLC $46.42M
BlackRock Finance, Inc. $41.33M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
JPMORGAN CHASE & CO
13F
Company
13F
—
denominator unverified
$65,106,000
1,961,019 shares
— 31 Dec 2020
PRICE T ROWE ASSOCIATES INC /MD/
13F
Company
13F
—
denominator unverified
$57,901,000
1,743,998 shares
— 31 Dec 2020
GENEVA CAPITAL MANAGEMENT LLC
13F
Company
13F
—
denominator unverified
$50,366,000
1,517,038 shares
— 31 Dec 2020
TimesSquare Capital Management, LLC
13F
Company
13F
—
denominator unverified
$46,415,000
1,398,045 shares
— 31 Dec 2020
BlackRock Finance, Inc.
13F
Company
13F
—
denominator unverified
$41,333,000
1,244,975 shares
— 31 Dec 2020
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
13F
—
denominator unverified
$33,282,000
1,002,473 shares
— 31 Dec 2020
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2021

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
114
Shares
20,097,532
Rows available
114
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2021 vs Q2 2026 Across Filers

Q2 2026 holders
132
Q1 2021 holders
114
Holder diff
-18
Investor Q2 2026 Shares Q1 2021 Shares Share Diff Share Chg % Q2 2026 value Q1 2021 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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