I3 VERTICALS INC-CLASS A (IIIV) Institutional Ownership

IIIV is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $9.06M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is First Eagle U.S. Value, which reported ownership valued at approximately $8.54M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, First Eagle U.S. Value's IIIV position is now estimated to be worth approximately $7.63M, representing an estimated loss of -10.73% since the filing period.

Major shareholders tracked on this page include First Eagle U.S. Value, Cullen Value Fund, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks smart money ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward I3 VERTICALS INC-CLASS A (IIIV).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$9,062,351405,293
Q4 20251$676,56124,656
Q3 20251$886,56226,833
Q2 20253$1,464,87753,307
Q1 20252$1,365,33655,344
Q4 20242$1,860,36580,745
Q3 20243$2,805,547131,654
Q2 20243$3,155,475142,911
Q1 20242$1,594,113134,937
Q4 20232$1,880,167184,517
Q3 20231$1,44068,127
Q2 20231$2,730119,415