Security key
46571Y107
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 20,820,494
- Total 13F value
- $440,990,109
- Share change
- -629,016
- Put/Call ratio
- 1110%
- SEC-reported price per share
- $21.17
- Number of holders
- 149
- Value change
- -$13,312,609
- Number of buys
- 75
- Number of sells
- 62
- Shares outstanding
- 22,206,792
Holder snapshot
7 signals
Show 1 more signal
Security identity
1 source field
Report period
Q4 2023
Institutions
149
Top holders
10
IIIV full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2024
Previous quarter: Q3 2023
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
GENEVA CAPITAL MANAGEMENT...
Disclosed value leader
GENEVA CAPITAL MANAGEMENT...
Comparable rows
15/15
Latest evidence
30 Sep 2023
13F
Lead comparable stake: 8.5%
Showing 1-6 of 15 holder rows.
Quick read
GENEVA CAPITAL MANAGEMENT LLC leads the comparable SEC ownership view at 8.5%.
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.
Comparable ownership
Top 5
GENEVA CAPITAL MANAGEMENT LLC
8.5%
BlackRock Finance, Inc.
7.1%
CROSSLINK CAPITAL INC
5.9%
VANGUARD GROUP INC
5.7%
Ranger Investment Management, L.P.
4.6%
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 |
|---|---|---|---|---|---|
| GENEVA CAPITAL MANAGEMENT LLC |
13F
Company
|
8.5%
|
$39,791,967
1,882,307 shares
|
— | 30 Sep 2023 |
| BlackRock Finance, Inc. |
13F
Company
|
7.1%
|
$33,514,659
1,585,367 shares
|
— | 30 Sep 2023 |
| CROSSLINK CAPITAL INC |
13F
Company
|
5.9%
|
$27,555,335
1,303,469 shares
|
— | 30 Sep 2023 |
| VANGUARD GROUP INC |
13F
Company
|
5.7%
|
$26,690,920
1,262,579 shares
|
— | 30 Sep 2023 |
| Ranger Investment Management, L.P. |
13F
Company
|
4.6%
|
$21,590,599
1,021,315 shares
|
— | 30 Sep 2023 |
| Voss Capital, LP |
13F
Company
|
4.2%
|
$19,809,935
937,083 shares
|
— | 30 Sep 2023 |
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 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
149
Shares
20,820,494
Rows available
149
| 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 2023 vs Q3 2023 Across Filers
Q3 2023 holders
136
Q4 2023 holders
149
Holder diff
13
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 value | Q4 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend