i3 Verticals, Inc. - Common Stock (IIIV)

CUSIP: 46571Y107

Q4 2022 13F Holders as of 31 Dec 2022

Holder snapshot 7 signals
Share change
+605,732
Put/Call ratio
87%
SEC-reported price per share
$24.34
Number of holders
133
Value change
+$15,544,797
Number of buys
61
Open additional details 1 more signal available
Number of sells
59
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
19,558,968

Security key

46571Y107

Report period

Q4 2022

Institutions

133

Top holders

10

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
GENEVA CAPITAL MANAGEMENT...
Disclosed value leader
GENEVA CAPITAL MANAGEMENT...
Comparable rows
15/15
Latest evidence
30 Sep 2022
13F Lead comparable stake: 9.6% Showing 1-6 of 15 holder rows.

Quick read

GENEVA CAPITAL MANAGEMENT LLC leads the comparable SEC ownership view at 9.6%.

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 GENEVA CAPITAL MANAGEMENT LLC's linked filing trail.
Comparable ownership Top 5
GENEVA CAPITAL MANAGEMENT LLC 9.6%
BlackRock Finance, Inc. 7.4%
VANGUARD GROUP INC 6.6%
WELLINGTON MANAGEMENT GROUP LLP 6.3%
MILLENNIUM MANAGEMENT LLC 5.1%

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
GENEVA CAPITAL MANAGEMENT LLC
13F
Company
13F
9.6%
$37,628,000
1,878,547 shares
30 Sep 2022
BlackRock Finance, Inc.
13F
Company
13F
7.4%
$29,051,000
1,450,362 shares
30 Sep 2022
VANGUARD GROUP INC
13F
Company
13F
6.6%
$25,894,000
1,292,708 shares
30 Sep 2022
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
13F
6.3%
$24,740,000
1,235,120 shares
30 Sep 2022
MILLENNIUM MANAGEMENT LLC
13F
Company
13F
5.1%
$20,138,000
1,005,376 shares
30 Sep 2022
Ranger Investment Management, L.P.
13F
Company
13F
4.8%
$18,731,000
935,144 shares
30 Sep 2022
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 Q4 2022

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

Institutions
133
Shares
21,597,165
Rows available
133
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 Q4 2022 vs Q3 2022 Across Filers

Q3 2022 holders
129
Q4 2022 holders
133
Holder diff
4
Investor Q3 2022 Shares Q4 2022 Shares Share Diff Share Chg % Q3 2022 value Q4 2022 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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