i3 Verticals, Inc. - Class A Common Stock, $0.0001 Par Value (IIIV)

CUSIP: 46571Y107

Q4 2023 13F Holders as of 31 Dec 2023

Holder snapshot 7 signals
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
Open additional details 1 more signal available
Number of sells
62
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
18,013,113

Security key

46571Y107

Report period

Q4 2023

Institutions

149

Top holders

10

Ownership snapshot

Top reported holders of IIIV - i3 Verticals, Inc. - Class A Common Stock, $0.0001 Par Value (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
0/15
Latest evidence
30 Sep 2023
13F Highest disclosed value: $39,791,967 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

GENEVA CAPITAL MANAGEMENT LLC has the largest disclosed position value at $39.79M.

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 GENEVA CAPITAL MANAGEMENT LLC's linked filing trail.
Disclosed position value Top 5
GENEVA CAPITAL MANAGEMENT LLC $39.79M
BlackRock Finance, Inc. $33.51M
CROSSLINK CAPITAL INC $27.56M
VANGUARD GROUP INC $26.69M
Ranger Investment Management, L.P. $21.59M

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
GENEVA CAPITAL MANAGEMENT LLC
13F
Company
13F
—
denominator unverified
$39,791,967
1,882,307 shares
— 30 Sep 2023
BlackRock Finance, Inc.
13F
Company
13F
—
denominator unverified
$33,514,659
1,585,367 shares
— 30 Sep 2023
CROSSLINK CAPITAL INC
13F
Company
13F
—
denominator unverified
$27,555,335
1,303,469 shares
— 30 Sep 2023
VANGUARD GROUP INC
13F
Company
13F
—
denominator unverified
$26,690,920
1,262,579 shares
— 30 Sep 2023
Ranger Investment Management, L.P.
13F
Company
13F
—
denominator unverified
$21,590,599
1,021,315 shares
— 30 Sep 2023
Voss Capital, LP
13F
Company
13F
—
denominator unverified
$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 Q2 2026 Across Filers

Q2 2026 holders
132
Q4 2023 holders
149
Holder diff
17
Investor Q2 2026 Shares Q4 2023 Shares Share Diff Share Chg % Q2 2026 value Q4 2023 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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