IIIV Institutional Ownership
Who owns i3 Verticals, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 134 funds reported holding IIIV at Jun 30, 2026.
- ▼55 buying vs 86 selling
- ▼Shares held by funds -9.9%
- ▼Funds holding -11
- ▲Superinvestors: 2 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 134 | 145 | −7.6% |
| In funds' top 10 | 2 | 2 | 0.0% |
| 13F shares | 22.3M | 24.8M | −9.9% |
| Held by funds | – | – | – |
| New positions | 16 | 17 | −5.9% |
| Increased | 39 | 50 | −22.0% |
| Reduced | 59 | 51 | +15.7% |
| Sold out | 27 | 30 | −10.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in IIIV
All superinvestors →
Who owns IIIV
share of fund held shares- Index and passive funds26.3%
- Active managers and hedge funds66.7%
- Banks and brokers5.7%
- Pensions, insurers and other1.2%
The top 10 holders own 51.7% of all IIIV shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
23 funds changed their position- Wasatch Advisors LPSold out−377K sh
- Atria Investments, IncSold out−35K sh
- Argent Capital Management LLCSold out−19K sh
- Simplicity Wealth,LLCSold out−15K sh
- Assenagon Asset Management S.A.Trimmed−15K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | – | 1.8M | $38.5M | +27K |
| 2 | First Eagle Investment Management, LLC | – | 1.4M | $30.9M | +1.1M |
| 3 | Geneva Capital Management LLC | – | 1.2M | $25.4M | −366K |
| 4 | AltraVue Capital, LLC | – | 1.1M | $23.9M | −50K |
| 5 | Crosslink Capital Inc | – | 1.1M | $23.9M | +152K |
| 6 | Punch & Associates Investment Management, Inc. | – | 1.1M | $23.5M | +67K |
| 7 | North Reef Capital Management LP | – | 1.1M | $23M | +50K |
| 8 | Heartland Advisors Inc | – | 965K | $20.6M | +358K |
| 9 | Forager Capital Management, LLC | – | 865K | $18.5M | +285K |
| 10 | Jennison Associates LLC | – | 857K | $18.3M | −13K |
- First Eagle Investment Management, LLC+1.1M sh+$22.7M
- Heartland Advisors Inc+358K sh+$7.7M
- Forager Capital Management, LLC+285K sh+$6.1M
- Jane Street Group, LLC+280K sh+$6M
- Wellington Management Group LLP+225K sh+$4.8M
- Citadel Advisors LLC+209K sh+$4.5M
- Renaissance Technologies LLC+191K sh+$4.1M
- Crosslink Capital Inc+152K sh+$3.2M
- William Blair Investment Management, LLC−1.2M sh−$26.3M
- Ranger Investment Management, L.P.−926K sh−$20.7M
- Long Path Partners LP−604K sh−$12.9M
- Thrivent Financial for Lutherans−456K sh−$10.2M
- Raymond James Financial Inc−455K sh−$9.7M
- Geneva Capital Management LLC−366K sh−$7.8M
- Russell Investments Group, Ltd.−302K sh−$6.5M
- 12th Street Asset Management Company, LLC−299K sh−$6.4M
IIIV institutional ownership FAQ
Who owns the most IIIV stock?
In Q2 2026 13F filings the largest holder of IIIV was BlackRock, Inc., followed by First Eagle Investment Management, LLC and Geneva Capital Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of IIIV is owned by institutions?
134 funds reported holding 22.3M IIIV shares at Jun 30, 2026.
Are hedge funds buying IIIV?
In Q2 2026, 55 funds bought IIIV (16 of them new positions) and 86 sold (27 sold out completely). Among well known investors, 2 added and 0 cut. Our fund sentiment for IIIV is bearish.
What is IIIV's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this IIIV ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.