i3 Verticals, Inc.

Historical 13F Holders

Symbol
IIIV
CUSIP
46571Y107
All holders as of
Q2 2026
Type
Equity
Class
COM CL A
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 46571Y107 since 12/18/2024, largest first.

Filer % of Class Filed
BlackRock, Inc. 13G/A 9.1% 7/28/2026
Event 6/30/2026
Geneva Capital Management LLC 13G/A 7.0% 1/6/2026
Event 12/31/2025
Forager Capital Management, LLC 13G
6.1% 9/30/2026
Event 9/1/2026
Crosslink Capital, Inc. 13G
5.7% 8/14/2026
Event 6/30/2026
Punch & Associates Investment Management, Inc. 13G 5.6% 8/14/2026
Event 6/30/2026
North Reef Capital Management LP 13G
5.5% 8/14/2026
Event 6/30/2026
Under 5%, checked the "5 percent or less" box, or amended by a later filing (5)
Vanguard Capital Management LLC 13G/A 4.9% 7/31/2026
Event 6/30/2026
T. Rowe Price Investment Management, Inc. 13G/A 3.2% 3/6/2026
Event 2/28/2026
Hood River Capital Management LLC 13G/A 3.2% 2/14/2025
Event 12/31/2024
Vanguard Group Inc 13G/A 0% 3/27/2026
Event 3/13/2026
William Blair Investment Management, LLC 13G/A 0% 8/11/2026
Event 6/30/2026

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 4 235 k $3.25 M
2026 Q2 137 22.8 M $497 M
2026 Q1 146 24.8 M $554 M
2025 Q4 159 27.1 M $684 M
2025 Q3 170 27.3 M $886 M
2025 Q2 158 27.3 M $796 M
2025 Q1 159 23.0 M $567 M
2024 Q4 160 22.0 M $508 M
2024 Q3 146 22.3 M $475 M
2024 Q2 141 22.2 M $491 M
2024 Q1 145 22.4 M $514 M
2023 Q4 157 21.2 M $448 M
2023 Q3 142 21.3 M $450 M
2023 Q2 140 21.2 M $486 M
2023 Q1 144 21.6 M $530 M
2022 Q4 143 22.1 M $538 M
2022 Q3 136 20.9 M $419 M
2022 Q2 132 20.2 M $506 M
2022 Q1 126 19.6 M $544 M
2021 Q4 122 18.9 M $432 M
2021 Q3 111 19.3 M $468 M
2021 Q2 125 19.9 M $602 M
2021 Q1 122 20.1 M $625 M
2020 Q4 129 19.7 M $654 M
2020 Q3 124 18.8 M $476 M
2020 Q2 100 15.5 M $469 M
2020 Q1 103 15.0 M $287 M
2019 Q4 102 13.5 M $380 M
2019 Q3 97 13.4 M $271 M
2019 Q2 105 12.2 M $355 M
2019 Q1 72 8.66 M $208 M
2018 Q4 69 8.80 M $212 M
2018 Q3 76 6.82 M $157 M
2018 Q2 51 5.79 M $88.0 M