Institutional Ownership
I3 Verticals Inc
CUSIP 46571Y107COM CL AIIIVQ1 2026
13D / 13G Filings
43
Schedule 13D/13G on record
Beneficial Filers
18
Distinct reporting persons
Largest Stake
26.7%
Max % of class reported
Institutional Holders
138
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
43 filings · latest Mar 6, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Mar 6, 2026 | T. Rowe Price Investment Management, Inc. | 13G/A | 3.2% | 705.3K | SEC |
| 2 | Jan 6, 2026 | Geneva Capital Management LLC | 13G/A | 7.0% | 1.68M | SEC |
| 3 | Nov 14, 2025 | Crosslink Capital, Inc. | 13G/A | 3.9% | 938.1K | SEC |
| 4 | Jul 29, 2025 | The Vanguard Group | 13G/A | 7.6% | 1.85M | SEC |
| 5 | Jun 6, 2025 | T. Rowe Price Investment Management, Inc. | 13G | 13.0% | 3.17M | SEC |
| 6 | May 15, 2025 | Crosslink Capital, Inc. | 13G | 5.1% | 1.24M | SEC |
| 7 | Feb 14, 2025 | Hood River Capital Management LLC | 13G/A | 3.2% | 743.7K | SEC |
| 8 | Nov 14, 2024 | Hood River Capital Management LLC | 13G | 5.7% | 1.34M | SEC |
| 9 | Feb 14, 2024 | Daily Gregory S | 13G/A | 24.4% | 7.45M | SEC |
| 10 | Feb 13, 2024 | Vanguard Group Inc | 13G/A | 5.6% | 1.30M | SEC |
33 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for I3 Verticals Inc.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 1.78M | $39.71M |
| 2 | Geneva Capital Management LLC | 1.56M | $34.79M |
| 3 | William Blair Investment Management, LLC | 1.18M | $26.32M |
| 4 | Altravue Capital, LLC | 1.17M | $26.16M |
| 5 | Punch & Associates Investment Management, Inc. | 1.03M | $23.09M |
| 6 | North Reef Capital Management LP | 1.02M | $22.92M |
| 7 | Crosslink Capital Inc | 966.0K | $21.60M |
| 8 | Ranger Investment Management, L.P. | 925.9K | $20.70M |
| 9 | Jennison Associates LLC | 870.1K | $19.45M |
| 10 | Long Path Partners LP | 819.6K | $18.33M |