Who Owns I3 VERTICALS INC (IIIV)? -- Institutional Holders (2026-06-30)

157 institutions reported holding $464.1M of I3 VERTICALS INC (IIIV) in SEC 13F filings for 2026-06-30. Largest institutional holders: BlackRock, Inc. ($38.5M), VANGUARD GROUP INC ($35.6M), GENEVA CAPITAL MANAGEMENT LLC ($25.4M), AltraVue Capital, LLC ($23.9M), CROSSLINK CAPITAL INC ($23.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BlackRock, Inc.$38.5M1.8MAdded
2VANGUARD GROUP INC$35.6M1.7MTrimmed
3GENEVA CAPITAL MANAGEMENT LLC$25.4M1.2MTrimmed
4AltraVue Capital, LLC$23.9M1.1MTrimmed
5CROSSLINK CAPITAL INC$23.9M1.1MAdded
6PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$23.5M1.1MAdded
7North Reef Capital Management LP$23.0M1.1MAdded
8HEARTLAND ADVISORS INC$20.6M965,250Added
9Forager Capital Management, LLC$18.5M864,574Added
10JENNISON ASSOCIATES LLC$18.3M856,628Trimmed
11First Eagle Investment Management, LLC$15.4M723,009Added
12STATE STREET CORP$15.4M719,056Added
13DIMENSIONAL FUND ADVISORS LP$14.5M679,679Added
14ROYCE & ASSOCIATES LP$13.9M651,201Added
15GEODE CAPITAL MANAGEMENT, LLC$11.4M533,827Trimmed
16T. Rowe Price Investment Management, Inc.$9.9M461,786Trimmed
17UBS Group AG$8.8M411,915Trimmed
18WASATCH ADVISORS LP$8.1M377,435Added
19NICHOLAS COMPANY, INC.$6.3M293,717Trimmed
20JANE STREET GROUP, LLC$6.0M280,157New
21NORTHERN TRUST CORP$5.7M264,750Added
22CITADEL ADVISORS LLC$5.6M261,523Added
23Legato Capital Management LLC$5.3M247,394Hold
24NEW YORK STATE COMMON RETIREMENT FUND$4.9M230,873Hold
25CONFLUENCE INVESTMENT MANAGEMENT LLC$4.9M230,530Added

Source: SEC Form 13F filings · as of 2026-06-30