Who Owns I3 VERTICALS INC (IIIV)? -- Institutional Holders (2026-06-30)
157 institutions reported holding $463.7M of I3 VERTICALS INC (IIIV) in SEC 13F filings for 2026-06-30. Largest institutional holders: BlackRock, Inc. ($38.5M), VANGUARD GROUP INC ($35.6M), GENEVA CAPITAL MANAGEMENT LLC ($25.4M), AltraVue Capital, LLC ($23.9M), CROSSLINK CAPITAL INC ($23.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BlackRock, Inc. | $38.5M | 1.8M | Added |
| 2 | VANGUARD GROUP INC | $35.6M | 1.7M | Trimmed |
| 3 | GENEVA CAPITAL MANAGEMENT LLC | $25.4M | 1.2M | Trimmed |
| 4 | AltraVue Capital, LLC | $23.9M | 1.1M | Trimmed |
| 5 | CROSSLINK CAPITAL INC | $23.9M | 1.1M | Added |
| 6 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $23.5M | 1.1M | Added |
| 7 | North Reef Capital Management LP | $23.0M | 1.1M | Added |
| 8 | HEARTLAND ADVISORS INC | $20.6M | 965,250 | Added |
| 9 | Forager Capital Management, LLC | $18.5M | 864,574 | Added |
| 10 | JENNISON ASSOCIATES LLC | $18.3M | 856,628 | Trimmed |
| 11 | First Eagle Investment Management, LLC | $15.4M | 723,009 | Added |
| 12 | STATE STREET CORP | $15.4M | 719,056 | Added |
| 13 | DIMENSIONAL FUND ADVISORS LP | $14.5M | 679,679 | Added |
| 14 | ROYCE & ASSOCIATES LP | $13.9M | 651,201 | Added |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | $11.4M | 533,827 | Trimmed |
| 16 | T. Rowe Price Investment Management, Inc. | $9.9M | 461,786 | Trimmed |
| 17 | UBS Group AG | $8.8M | 411,915 | Trimmed |
| 18 | WASATCH ADVISORS LP | $8.1M | 377,435 | Added |
| 19 | NICHOLAS COMPANY, INC. | $6.3M | 293,717 | Trimmed |
| 20 | JANE STREET GROUP, LLC | $6.0M | 280,157 | New |
| 21 | NORTHERN TRUST CORP | $5.7M | 264,750 | Added |
| 22 | CITADEL ADVISORS LLC | $5.6M | 261,523 | Added |
| 23 | Legato Capital Management LLC | $5.3M | 247,394 | Hold |
| 24 | NEW YORK STATE COMMON RETIREMENT FUND | $4.9M | 230,873 | Hold |
| 25 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $4.9M | 230,530 | Added |
Source: SEC Form 13F filings · as of 2026-06-30