Security key
46571Y107
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 20,097,532
- Total 13F value
- $625,459,429
- 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
- Number of sells
- 49
- Shares outstanding
- 22,206,792
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2021
Institutions
114
Top holders
10
IIIV full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2021
Previous quarter: Q4 2020
i3 Verticals, Inc. SEC filings
i3 Verticals, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 46571Y107
Recent filing periods:
Ownership snapshot
Top reported holders of IIIV - i3 Verticals, Inc. - 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
15/15
Latest evidence
31 Dec 2020
13F
Lead comparable stake: 8.8%
Showing 1-6 of 15 holder rows.
Quick read
JPMORGAN CHASE & CO leads the comparable SEC ownership view at 8.8%.
15 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.
Comparable ownership
Top 5
JPMORGAN CHASE & CO
8.8%
PRICE T ROWE ASSOCIATES INC /MD/
7.9%
GENEVA CAPITAL MANAGEMENT LLC
6.8%
TimesSquare Capital Management, LLC
6.3%
BlackRock Finance, Inc.
5.6%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
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
|
8.8%
|
$65,106,000
1,961,019 shares
|
— | 31 Dec 2020 |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
Company
|
7.9%
|
$57,901,000
1,743,998 shares
|
— | 31 Dec 2020 |
| GENEVA CAPITAL MANAGEMENT LLC |
13F
Company
|
6.8%
|
$50,366,000
1,517,038 shares
|
— | 31 Dec 2020 |
| TimesSquare Capital Management, LLC |
13F
Company
|
6.3%
|
$46,415,000
1,398,045 shares
|
— | 31 Dec 2020 |
| BlackRock Finance, Inc. |
13F
Company
|
5.6%
|
$41,333,000
1,244,975 shares
|
— | 31 Dec 2020 |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
Company
|
4.5%
|
$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 Q4 2020 Across Filers
Q4 2020 holders
118
Q1 2021 holders
114
Holder diff
-4
| Investor | Q4 2020 Shares | Q1 2021 Shares | Share Diff | Share Chg % | Q4 2020 value | Q1 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend