5 institutions reported holding $5.3M of i3 Verticals Inc. (IIIV) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONFLUENCE INVESTMENT MANAGEMENT LLC ($4.9M), Assenagon Asset Management S.A. ($320,806), GAMMA Investing LLC ($10,701), Versant Capital Management, Inc ($4,592), CoreCap Advisors, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $4.9M | 230,530 | Added |
| 2 | Assenagon Asset Management S.A. | $320,806 | 15,019 | Hold |
| 3 | GAMMA Investing LLC | $10,701 | 501 | Added |
| 4 | Versant Capital Management, Inc | $4,592 | 215 | Trimmed |
| 5 | CoreCap Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30