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i3 Verticals, Inc. (IIIV) Institutional Ownership & Insider Trading

134 institutions reported holding i3 Verticals, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 5 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

IIIVi3 Verticals, Inc.Follow IIIV — free
Software - Infrastructure · Technology
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Price chart with a free account
Market cap
457.2M
P/E TTM
33.1
Dividend yield
—
52-week
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Next earnings
16 Nov, in 23 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

134 institutions held 84.8% of the shares. Across filers that reported both quarters, shares held changed -9.9%.

Increased+36New+15Decreased-53Closed-23

Largest moves, shares (millions)

First Eagle Investment…+1.1MHeartland Advisors+0.4MForager Capital Management+0.3MWilliam Blair Investment…-1.2MRanger Investment Management-0.9MLong Path Partners-0.6M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
+0.0Sep 24-0.6Dec 24+0.8Mar 25+4.3Jun 25+0.4Sep 25-0.1Dec 25-2.4Mar 26-2.4Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 2613422-9.9%36155323
Mar 2614425-9.3%47134726
Dec 2515327-0.4%46135819
Sep 2516327+1.3%50274114
Jun 2514927+19.1%45223522
Mar 2515123+3.6%40205121
Dec 2415222-2.9%48263710
Sep 2413722+0.0%37164411

i3 Verticals, Inc. — questions

Who owns i3 Verticals, Inc. stock?
134 institutions reported i3 Verticals, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (6.8%), First Eagle Investment Management, LLC (5.5%), GENEVA CAPITAL MANAGEMENT LLC (4.5%).
Are i3 Verticals, Inc. insiders buying or selling?
5 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from i3 Verticals, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.