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

13F Institutional Holders and Ownership History from Q2 2018 to Q4 2025

Type / Class
Equity / Class A Common Stock
Symbol
IIIV on Nasdaq
Underlying class
Class A common stock, par value $0.0001 per share
Underlying shares
1.0
Shares outstanding
24,035,443
Price per share
$26.85
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
27,271,479
Total reported value
$885,240,919
% of total 13F portfolios
0%
Share change
+403,465
Value change
+$14,425,122
Number of holders
164
Price from insider filings
$26.85
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of i3 Verticals, Inc. - Class A Common Stock (IIIV) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
T. Rowe Price Investment Management, Inc. 13% $78,723,037 3,174,316 T. Rowe Price Investment Management, Inc. 31 May 2025
VANGUARD GROUP INC 7.6% $45,974,612 1,853,815 The Vanguard Group 30 Jun 2025
GENEVA CAPITAL MANAGEMENT LLC 7% $42,381,696 1,682,481 GENEVA CAPITAL MANAGEMENT LLC 31 Dec 2025
CROSSLINK CAPITAL INC 3.9% -24% $30,451,830 -$9,882,966 938,134 -25% Crosslink Capital, Inc. 30 Sep 2025
Hood River Capital Management LLC 3.2% $17,558,875 743,705 Hood River Capital Management LLC 31 Dec 2024

As of 30 Sep 2025, 164 institutional investors reported holding 27,271,479 shares of i3 Verticals, Inc. - Class A Common Stock (IIIV). This represents 113% of the company’s total 24,035,443 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of i3 Verticals, Inc. - Class A Common Stock (IIIV) together control 92% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
T. Rowe Price Investment Management, Inc. 13% 3,153,411 -0.71% 0.06% $102,360,000
GENEVA CAPITAL MANAGEMENT LLC 7.8% 1,881,539 -0.33% 1% $61,074,747
VANGUARD GROUP INC 7.6% 1,830,500 -1.3% 0% $59,418,030
BlackRock, Inc. 7.5% 1,799,802 +0.99% 0% $58,421,574
AltraVue Capital, LLC 4.9% 1,168,056 +2.1% 3.1% $37,915,098
Long Path Partners LP 4.3% 1,039,847 0% 12% $33,753,434
Ranger Investment Management, L.P. 4% 956,195 -17% 2.2% $31,038,090
JENNISON ASSOCIATES LLC 3.9% 938,875 +486% 0.02% $30,475,885
CROSSLINK CAPITAL INC 3.9% 938,134 -25% 2.2% $30,451,830
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3.2% 777,477 +1.4% 1.5% $25,236,903
Portolan Capital Management, LLC 3.1% 747,656 -22% 1.3% $24,268,914
STATE STREET CORP 2.8% 677,862 -4.2% 0% $22,003,401
Forager Capital Management, LLC 2.8% 665,000 0% 9.5% $21,585,900
GEODE CAPITAL MANAGEMENT, LLC 2.7% 658,475 +1.6% 0% $21,376,844
Thrivent Financial for Lutherans 2.7% 655,085 +20% 0.04% $21,264,000
12th Street Asset Management Company, LLC 2.5% 609,942 +160% 3.3% $19,798,729
DIMENSIONAL FUND ADVISORS LP 2.4% 566,086 +2.1% 0% $18,375,730
HEARTLAND ADVISORS INC 2.3% 545,200 -16% 0.93% $17,697,192
RAYMOND JAMES FINANCIAL INC 2.2% 536,940 -7.5% 0.01% $17,429,072
ROYCE & ASSOCIATES LP 2% 469,342 +11% 0.15% $15,234,841
BANK OF MONTREAL /CAN/ 1.7% 401,849 -0.05% 0.01% $13,044,018
NICHOLAS COMPANY, INC. 1.4% 331,168 -4% 0.18% $10,749,713
WASATCH ADVISORS LP 1.3% 301,192 +0.07% 0.05% $9,776,692
Russell Investments Group, Ltd. 1.2% 294,289 -24% 0.01% $9,552,648
LOOMIS SAYLES & CO L P 1.1% 267,009 +18% 0.01% $8,667,113

Institutional Holders of i3 Verticals, Inc. - Class A Common Stock (IIIV) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 5,638,508 $142,090,616 +$4,940,895 $25.19 50
2025 Q3 27,271,479 $885,240,919 +$14,425,122 $32.46 164
2025 Q2 26,913,093 $739,560,022 +$120,463,828 $27.48 149
2025 Q1 22,967,981 $566,611,670 +$25,799,868 $24.67 152
2024 Q4 22,027,974 $507,556,185 -$12,712,956 $23.04 153
2024 Q3 22,285,495 $475,164,535 +$7,596,987 $21.31 138
2024 Q2 21,929,203 $484,736,745 +$7,039,651 $22.08 132
2024 Q1 21,517,175 $492,317,361 +$9,581,578 $22.89 135
2023 Q4 330,481 $6,996,283 -$10,154,656 $21.17 4
2023 Q3 21,263,495 $449,496,538 +$172,338 $21.14 136
2023 Q2 21,196,726 $485,542,296 -$7,522,297 $22.86 134
2023 Q1 21,594,204 $529,704,508 +$22,521,032 $24.53 136
2022 Q4 21,074,812 $513,064,031 +$14,336,585 $24.34 131
2022 Q3 19,619,090 $393,447,651 +$1,302,933 $20.03 123
2022 Q2 20,216,580 $506,223,798 +$23,456,836 $25.02 124
2022 Q1 19,544,891 $543,741,464 +$22,732,019 $27.86 114
2021 Q4 18,380,133 $418,897,016 -$22,981,851 $22.79 110
2021 Q3 18,826,689 $456,015,268 -$15,788,680 $24.21 103
2021 Q2 19,418,645 $586,874,038 -$7,847,983 $30.22 114
2021 Q1 20,097,397 $625,455,449 +$16,000,279 $31.12 113
2020 Q4 19,593,664 $648,672,183 +$31,451,003 $33.20 116
2020 Q3 18,305,934 $462,144,209 +$80,409,121 $25.25 114
2020 Q2 15,543,499 $469,049,527 +$21,218,567 $30.25 95
2020 Q1 14,195,602 $270,968,185 +$3,238,428 $19.09 91
2019 Q4 13,239,476 $374,166,891 +$7,827,982 $28.25 93
2019 Q3 13,273,372 $268,108,366 +$7,471,052 $20.12 89
2019 Q2 12,173,391 $354,709,009 +$101,630,380 $29.45 101
2019 Q1 8,643,211 $207,608,201 -$1,461,499 $24.02 67
2018 Q4 8,700,779 $209,681,463 +$10,166,702 $24.10 64
2018 Q3 6,595,399 $151,563,000 +$28,554,927 $22.98 69
2018 Q2 5,787,117 $86,975,065 +$86,967,132 $15.22 51