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i3 Verticals, Inc. (IIIV) institutional ownership

Market cap$526M SectorTechnology
Funds holding · Q1 2026
144
reported IIIV position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
66 buyers · 78 sellers

i3 Verticals, Inc. (IIIV) price and institutional activity

Dates

Q1 2026

$0 bought by 66 investors
North Reef Capital Management LPWilliam Blair Investment Management, LLC +64 more
$0 sold by 78 investors
T. Rowe Price Investment Management, Inc.Portolan Capital Management, LLC +76 more
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Bought Sold Totals per quarter; hover a bar for the names.

i3 Verticals, Inc. (IIIV) institutional activity · 144

Investor Type Est. change Change Δ Own Date
T. Rowe Price Investment Management, Inc. · Reduced
Change −2.4M Date Q1 2026
T. Rowe Price Investment Management, Inc. Reduced· Q1 2026 −2.4M Q1 2026
North Reef Capital Management LP · Added
Change +949K Date Q1 2026
North Reef Capital Management LP Added· Q1 2026 +949K Q1 2026
William Blair Investment Management, LLC · Added
Change +791K Date Q1 2026
William Blair Investment Management, LLC Added· Q1 2026 +791K Q1 2026
Portolan Capital Management, LLC · Reduced
Change −465K Date Q1 2026
Portolan Capital Management, LLC Reduced· Q1 2026 −465K Q1 2026
First Eagle Investment Management, LLC · New
Change +382K Date Q1 2026
First Eagle Investment Management, LLC New· Q1 2026 +382K Q1 2026
Long Path Partners LP · Reduced
Change −274K Date Q1 2026
Long Path Partners LP Reduced· Q1 2026 −274K Q1 2026
Thrivent Financial for Lutherans · Reduced
Change −272K Date Q1 2026
Thrivent Financial for Lutherans Reduced· Q1 2026 −272K Q1 2026
Loomis Sayles & Co L P · Exited
Change −268K Δ Own −100.0% Date Q1 2026
Loomis Sayles & Co L P Exited· Q1 2026 −268K −100.0% Q1 2026
Punch & Associates Investment Management, Inc. · Added
Change +255K Date Q1 2026
Punch & Associates Investment Management, Inc. Added· Q1 2026 +255K Q1 2026
Jennison Associates LLC · Reduced
Change −224K Date Q1 2026
Jennison Associates LLC Reduced· Q1 2026 −224K Q1 2026
Geneva Capital Management LLC · Reduced
Change −127K Date Q1 2026
Geneva Capital Management LLC Reduced· Q1 2026 −127K Q1 2026
Wasatch Advisors LP · Added
Change +109K Date Q1 2026
Wasatch Advisors LP Added· Q1 2026 +109K Q1 2026
Cramer Rosenthal McGlynn LLC · Exited
Change −99K Δ Own −100.0% Date Q1 2026
Cramer Rosenthal McGlynn LLC Exited· Q1 2026 −99K −100.0% Q1 2026
Royce & Associates LP · Added
Change +79K Date Q1 2026
Royce & Associates LP Added· Q1 2026 +79K Q1 2026
Victory Capital Management Inc · Added
Change +74K Date Q1 2026
Victory Capital Management Inc Added· Q1 2026 +74K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 144

Famous investor activity in i3 Verticals, Inc. (IIIV)

i3 Verticals, Inc. (IIIV) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Daily Gregory S. · Director Buy +$962K
Price $19.23 Qty +50K Owned 50K Trade date May 14, 2026 Filed date May 14, 2026
Daily Gregory S. Director Buy $19.23 +50K +$962K 50K May 14, 2026 May 14, 2026
Christians Paul · Officer Sell −$142K
Price $23.23 Qty −6K Owned 31K Trade date Mar 6, 2026 Filed date Mar 9, 2026
Christians Paul Officer Sell $23.23 −6K −$142K 31K Mar 6, 2026 Mar 9, 2026
Stanford Frederick · Officer Tax withholding or exercise payment (F) -$101K
Price $21.88 Qty -5K Owned 35K Trade date Feb 11, 2026 Filed date Feb 12, 2026
Stanford Frederick Officer Tax withholding or exercise payment (F) $21.88 -5K -$101K 35K Feb 11, 2026 Feb 12, 2026
Maple Paul · Officer Tax withholding or exercise payment (F) -$73K
Price $21.88 Qty -3K Owned 39K Trade date Feb 11, 2026 Filed date Feb 12, 2026
Maple Paul Officer Tax withholding or exercise payment (F) $21.88 -3K -$73K 39K Feb 11, 2026 Feb 12, 2026
Whitson Clay M. · Director, Officer Tax withholding or exercise payment (F) -$95K
Price $21.88 Qty -4K Owned 71K Trade date Feb 11, 2026 Filed date Feb 12, 2026
Whitson Clay M. Director, Officer Tax withholding or exercise payment (F) $21.88 -4K -$95K 71K Feb 11, 2026 Feb 12, 2026
Smith Geoffrey C. · Officer Tax withholding or exercise payment (F) -$95K
Price $21.88 Qty -4K Owned 56K Trade date Feb 11, 2026 Filed date Feb 12, 2026
Smith Geoffrey C. Officer Tax withholding or exercise payment (F) $21.88 -4K -$95K 56K Feb 11, 2026 Feb 12, 2026
Christians Paul · Officer Tax withholding or exercise payment (F) -$85K
Price $21.88 Qty -4K Owned 37K Trade date Feb 11, 2026 Filed date Feb 12, 2026
Christians Paul Officer Tax withholding or exercise payment (F) $21.88 -4K -$85K 37K Feb 11, 2026 Feb 12, 2026
Laisure Christopher · Officer Tax withholding or exercise payment (F) -$54K
Price $21.88 Qty -2K Owned 52K Trade date Feb 11, 2026 Filed date Feb 12, 2026
Laisure Christopher Officer Tax withholding or exercise payment (F) $21.88 -2K -$54K 52K Feb 11, 2026 Feb 12, 2026
Stanford Frederick · Officer Grant (A) 180K
Owned 180K Trade date Feb 10, 2026 Filed date Feb 12, 2026
Stanford Frederick Officer Grant (A) 180K 180K Feb 10, 2026 Feb 12, 2026
Maple Paul · Officer Grant (A) 135K
Owned 135K Trade date Feb 10, 2026 Filed date Feb 12, 2026
Maple Paul Officer Grant (A) 135K 135K Feb 10, 2026 Feb 12, 2026
Wilds David M. · Director Grant (A) 6K
Owned 10K Trade date Feb 10, 2026 Filed date Feb 12, 2026
Wilds David M. Director Grant (A) 6K 10K Feb 10, 2026 Feb 12, 2026
Whitson Clay M. · Director, Officer Grant (A) 180K
Owned 180K Trade date Feb 10, 2026 Filed date Feb 12, 2026
Whitson Clay M. Director, Officer Grant (A) 180K 180K Feb 10, 2026 Feb 12, 2026
McKenna Timothy · Director Grant (A) 6K
Owned 10K Trade date Feb 10, 2026 Filed date Feb 12, 2026
McKenna Timothy Director Grant (A) 6K 10K Feb 10, 2026 Feb 12, 2026
Smith Geoffrey C. · Officer Grant (A) 180K
Owned 180K Trade date Feb 10, 2026 Filed date Feb 12, 2026
Smith Geoffrey C. Officer Grant (A) 180K 180K Feb 10, 2026 Feb 12, 2026
Courtney Elizabeth S. · Director Grant (A) 6K
Owned 10K Trade date Feb 10, 2026 Filed date Feb 12, 2026
Courtney Elizabeth S. Director Grant (A) 6K 10K Feb 10, 2026 Feb 12, 2026
15 of 44
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i3 Verticals, Inc. (IIIV) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Daily Gregory S 7.4M
% of shares outstanding 24.4% Filing date Feb 14, 2024
Daily Gregory S 7.4M 24.4% Feb 14, 2024
Geneva Capital Management LLC 1.9M
% of shares outstanding 8.3% Filing date Feb 10, 2023
Geneva Capital Management LLC 1.9M 8.3% Feb 10, 2023
BlackRock Inc. 1.8M
% of shares outstanding 7.6% Filing date Jan 26, 2024
BlackRock Inc. 1.8M 7.6% Jan 26, 2024
Hood River Capital Management LLC 1.3M
% of shares outstanding 5.7% Filing date Nov 14, 2024
Hood River Capital Management LLC 1.3M 5.7% Nov 14, 2024
Vanguard Group Inc 1.3M
% of shares outstanding 5.6% Filing date Feb 13, 2024
Vanguard Group Inc 1.3M 5.6% Feb 13, 2024
William Blair Investment Management, LLC 1.2M
% of shares outstanding 5.3% Filing date May 7, 2026
William Blair Investment Management, LLC 1.2M 5.3% May 7, 2026
Vanguard Capital Management 1.1M
% of shares outstanding 5.0% Filing date Apr 30, 2026
Vanguard Capital Management 1.1M 5.0% Apr 30, 2026
Wellington Management Group LLP 1.1M
% of shares outstanding 4.8% Filing date Feb 4, 2022
Wellington Management Group LLP 1.1M 4.8% Feb 4, 2022
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i3 Verticals, Inc. (IIIV) ownership FAQ

Who owns IIIV?

144 reporting institutions disclosed IIIV position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.