i3 Verticals, Inc.
i3 Verticals, Inc. (IIIV) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · IIIV · as of Sep 30, 2024
Ownership Breakdown
140
Institutional Holders
▲ 5 vs Q2
$475.17M
Total Inst. Value
▼ $9.55M vs Q2
23.90M
Shares Outstanding
freeFloat 77.35%
22.29M
13F Shares Held
▲ 357,337 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
IIIV largest shareholders · institutional ownership
Q3 2024 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
GENEVA CAPITAL MANAGEMENT LLC services-business services, nec | 1.81M | 5.11% | 5.11% | $38.47B | Nov 5, 2024 | ▼ 85.3K |
BLACKROCK, INC. services-business services, nec | 1.74M | 4.93% | 4.93% | $37.08B | Nov 13, 2024 | NEW |
HOOD RIVER CAPITAL MANAGEMENT LLC services-business services, nec | 1.34M | 3.80% | 3.80% | $28.63B | Nov 14, 2024 | ▲ 153.1K |
VANGUARD GROUP INC services-business services, nec | 1.31M | 3.70% | 3.70% | $27.84B | Nov 13, 2024 | ▼ 4.9K |
CROSSLINK CAPITAL INC services-business services, nec | 1.23M | 3.48% | 3.48% | $26.22B | Nov 14, 2024 | ▼ 49.7K |
RANGER INVESTMENT MANAGEMENT, L.P. services-business services, nec | 1.17M | 3.32% | 3.32% | $25.01B | Nov 4, 2024 | ▲ 37.5K |
LONG PATH PARTNERS LP services-business services, nec | 933.1K | 2.64% | 2.64% | $19.88B | Nov 12, 2024 | ▲ 355.4K |
HEARTLAND ADVISORS INC services-business services, nec | 812.4K | 2.30% | 2.30% | $17.31B | Nov 12, 2024 | ▲ 93.1K |
VOSS CAPITAL, LLC services-business services, nec | 780.4K | 2.21% | 2.21% | $16.63B | Nov 13, 2024 | ▲ 20.2K |
PORTOLAN CAPITAL MANAGEMENT, LLC services-business services, nec | 653.1K | 1.85% | 1.85% | $13.92B | Nov 14, 2024 | ▲ 23.9K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2024 vs prior quarter
Q3 2024
21
Increased
+1.30M shares5
New Positions
first time holders17
Decreased
−799.5K shares0
Sold Out
fully exitedNet shares change (top 50)
+500.7K
+1.30M / −799.5K
Net new holders
+9
5 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
IIIV insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
1
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
DAILY GREGORY S Chief Executive Officer | May 14, 2026 | Purchase | 50,000 | $19.23 | $961.5K | 50.0K | Form 4 ↗ |
CHRISTIANS PAUL Chief Revenue Officer | Mar 6, 2026 | Sale | 6,122 | $23.23 | $142.2K | 31.3K | Form 4 ↗ |
STANFORD FREDERICK President | Feb 10, 2026 | Award | 180,000 | $23.09 | $4.16M | 180.0K | Form 4 ↗ |
STANFORD FREDERICK President | Feb 11, 2026 | Tax Withhold | 4,626 | $21.88 | $101.2K | 35.4K | Form 4 ↗ |
MAPLE PAUL General Counsel and Secretary | Feb 10, 2026 | Award | 135,000 | $23.09 | $3.12M | 135.0K | Form 4 ↗ |
MAPLE PAUL General Counsel and Secretary | Feb 11, 2026 | Tax Withhold | 3,349 | $21.88 | $73.3K | 39.0K | Form 4 ↗ |
WILDS DAVID M director | Feb 10, 2026 | Award | 6,496 | — | — | 10.4K | Form 4 ↗ |
WHITSON CLAY M Chief Strategy Officer | Feb 10, 2026 | Award | 180,000 | $23.09 | $4.16M | 180.0K | Form 4 ↗ |
WHITSON CLAY M Chief Strategy Officer | Feb 11, 2026 | Tax Withhold | 4,337 | $21.88 | $94.9K | 70.9K | Form 4 ↗ |
MCKENNA TIMOTHY director | Feb 10, 2026 | Award | 6,496 | — | — | 10.4K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
i3 Verticals, Inc. (IIIV) is primarily owned by institutional investors, who hold approximately 93.3% of total shares outstanding. Company insiders own approximately 22.65%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of i3 Verticals, Inc. is GENEVA CAPITAL MANAGEMENT LLC, holding approximately 1.81 million shares — equal to 5.11% of outstanding shares — as of September 30, 2024.
A total of 140 institutional investors currently hold IIIV stock, with a combined institutional value of approximately $475,165,589 as of the most recent 13F filing period.
Frequently asked questions
IIIV ownershipi3 Verticals, Inc. (IIIV) is primarily owned by institutional investors, who hold approximately 93.3% of shares. The largest shareholder is GENEVA CAPITAL MANAGEMENT LLC with a 5.11% stake. Company insiders hold 22.65%. Data sourced from SEC Form 13F as of September 30, 2024.