IIIV

I3 Verticals Inc-class A

-$116.9M

Net Activity

Institutions Holding

144

Popularity Rank

#3645

Avg Weight

0.20%

Total Value

$548.3M

Ownership Trend

144 institutions currently hold IIIV, with 66 net buyers and 81 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

81

Net Buying Institutions

66

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$39.7M
GC
Geneva Capital Management LLC
$34.8M
WB
William Blair Investment Management, LLC
$26.3M
AC
AltraVue Capital, LLC
$26.2M
P&
Punch & Associates Investment Management, INC.
$23.1M

Top 5 by Conviction

LP
Long Path Partners LP
8.32%
FC
Forager Capital Management, LLC
6.45%
AC
AltraVue Capital, LLC
2.25%
CC
Crosslink Capital INC
2.11%
1S
12th Street Asset Management Company, LLC
1.91%
View all 144 holding institutions

Quarterly Activity

Recent Activity

+$237.0M

Total Buy Value

$424.8M

Total Sell Value

New buy17
Trim53
Add49
Sold out28

66

Net Buyers

81

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding I3 VERTICALS INC-CLASS A (IIIV)?
Major stakeholders currently include BlackRock, Inc. ($39.7M), Geneva Capital Management LLC ($34.8M), William Blair Investment Management, LLC ($26.3M). Based on the latest 13F filings, there are a total of 144 tracked investment funds and institutions maintaining positions in IIIV.
What is the overall institutional sentiment toward IIIV recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $116.9M, driven by 66 managers accumulating shares while 81 reduced their exposure.
Which institutions have been selling or reducing their IIIV positions?
In the latest period, 53 funds trimmed their holdings, and 28 managers completely exited their positions. The aggregate reported sell value was $424.8M.
Are there any notable investors adding IIIV to their portfolios?
Yes, buying activity remains notable. 17 institutions opened new positions in {ticker}, and 49 existing holders added to their shares. The total reported buy value for the quarter amounted to $237.0M.

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