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, 2025
Ownership Breakdown
166
Institutional Holders
▲ 13 vs Q2
$885.24M
Total Inst. Value
▲ $90.66M vs Q2
23.90M
Shares Outstanding
freeFloat 77.35%
27.27M
13F Shares Held
▲ 63,681 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 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. services-business services, nec | 3.15M | 12.95% | 12.95% | $102.36B | Nov 14, 2025 | ▼ 22.5K |
GENEVA CAPITAL MANAGEMENT LLC services-business services, nec | 1.88M | 7.73% | 7.73% | $61.07B | Nov 13, 2025 | ▼ 6.2K |
VANGUARD GROUP INC services-business services, nec | 1.83M | 7.52% | 7.52% | $59.42B | Nov 7, 2025 | ▼ 23.3K |
BLACKROCK, INC. services-business services, nec | 1.80M | 7.39% | 7.39% | $58.42B | Nov 12, 2025 | ▲ 17.6K |
ALTRAVUE CAPITAL, LLC services-business services, nec | 1.17M | 4.80% | 4.80% | $37.92B | Nov 12, 2025 | ▲ 23.7K |
LONG PATH PARTNERS LP services-business services, nec | 1.04M | 4.27% | 4.27% | $33.75B | Nov 14, 2025 | — held |
RANGER INVESTMENT MANAGEMENT, L.P. services-business services, nec | 956.2K | 3.93% | 3.93% | $31.04B | Nov 5, 2025 | ▼ 190.0K |
JENNISON ASSOCIATES LLC services-business services, nec | 938.9K | 3.86% | 3.86% | $30.48B | Oct 30, 2025 | ▲ 778.6K |
CROSSLINK CAPITAL INC services-business services, nec | 938.1K | 3.85% | 3.85% | $30.45B | Nov 14, 2025 | ▼ 314.3K |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. services-business services, nec | 777.5K | 3.19% | 3.19% | $25.24B | Nov 14, 2025 | ▲ 10.8K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
21
Increased
+1.89M shares4
New Positions
first time holders21
Decreased
−1.76M shares0
Sold Out
fully exitedNet shares change (top 50)
+128.5K
+1.89M / −1.76M
Net new holders
+4
4 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 100.0% 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 T. ROWE PRICE INVESTMENT MANAGEMENT, INC., holding approximately 3.15 million shares — equal to 12.95% of outstanding shares — as of September 30, 2025.
A total of 166 institutional investors currently hold IIIV stock, with a combined institutional value of approximately $885,240,935 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 100.0% of shares. The largest shareholder is T. ROWE PRICE INVESTMENT MANAGEMENT, INC. with a 12.95% stake. Company insiders hold 22.65%. Data sourced from SEC Form 13F as of September 30, 2025.