I3 VERTICALS INC-CLASS A (IIIV) Institutional Ownership Changes & 13F Activity

I3 VERTICALS INC-CLASS A (IIIV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include First Eagle U.S. Value, Forager Capital Management, Llc, Jane Street Group, Llc, T. Rowe Price Investment Management, Inc., and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+208,819+396.2%261,523$5.59MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+12,27712,277$262.24KQ2 2026Aug 27, 2026
First Eagle U.S. ValueBuy+340,872+89.2%723,009$15.44MQ2 2026Aug 24, 2026
California State Teachers Retirement SystemSell-714-3.3%20,956$447.62KQ2 2026Aug 24, 2026
Mercer Global Advisors IncSell-572-5.1%10,654$227.57KQ2 2026Aug 19, 2026
Empowered Funds, LlcSell-302-2.4%12,254$261.75KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+77$149.00Q2 2026Aug 17, 2026
Forager Capital Management, LlcBuy+285,173+49.2%864,574$18.47MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+280,157280,157$5.98MQ2 2026Aug 14, 2026
T. Rowe Price Investment Management, Inc.Sell-241,837-34.4%461,786$9.86MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-235,963-84.6%43,094$920.49KQ2 2026Aug 14, 2026
Wellington Management Group LlpBuy+224,612224,612$4.80MQ2 2026Aug 14, 2026
Crosslink Capital IncBuy+151,985+15.7%1,117,986$23.88MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+128,131+357.2%164,005$3.50MQ2 2026Aug 14, 2026
Royce & Associates LpBuy+67,776+11.6%651,201$13.91MQ2 2026Aug 14, 2026
Punch & Associates Investment Management, Inc.Buy+66,880+6.5%1,099,486$23.49MQ2 2026Aug 14, 2026
North Reef Capital Management LpBuy+50,000+4.9%1,075,000$22.96MQ2 2026Aug 14, 2026
Bank Of America CorpSell-49,673-50.7%48,320$1.03MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+33,63233,632$718.38KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+28,924+64.1%74,047$1.58MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+25,433+20.5%149,652$3.20MQ2 2026Aug 14, 2026
Squarepoint Ops LlcBuy+25,10025,100$536.14KQ2 2026Aug 14, 2026
Engineers Gate Manager LpBuy+24,76324,763$528.94KQ2 2026Aug 14, 2026
Atom Investors LpBuy+22,91022,910$489.36KQ2 2026Aug 14, 2026
Caxton Associates LlpBuy+10,38010,380$221.72KQ2 2026Aug 14, 2026
Charles Schwab Investment Management IncSell-8,940-5.4%156,386$3.34MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-7,857-29.5%18,769$400.91KQ2 2026Aug 14, 2026
Alliancebernstein L.P.Buy+5,690+30.2%24,531$548.51KQ2 2026Aug 14, 2026
Legal & General Group PlcSell-5,184-21.1%19,395$414.28KQ2 2026Aug 14, 2026
Barclays PlcSell-3,753-51.4%3,553$75.89KQ2 2026Aug 14, 2026
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Frequently asked questions about IIIV activity

  • Which institutional owners are buying IIIV?

    Institutional owners buying IIIV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IIIV activity?

    "Buy" means an investor increased their reported position in IIIV compared to the prior reporting period. This reflects growing exposure to I3 VERTICALS INC-CLASS A (IIIV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IIIV increasing?

    Institutional interest in IIIV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.