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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +208,819 | +396.2% | 261,523 | $5.59M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +12,277 | — | 12,277 | $262.24K | Q2 2026 | Aug 27, 2026 |
| First Eagle U.S. Value | Buy | +340,872 | +89.2% | 723,009 | $15.44M | Q2 2026 | Aug 24, 2026 |
| California State Teachers Retirement System | Sell | -714 | -3.3% | 20,956 | $447.62K | Q2 2026 | Aug 24, 2026 |
| Mercer Global Advisors Inc | Sell | -572 | -5.1% | 10,654 | $227.57K | Q2 2026 | Aug 19, 2026 |
| Empowered Funds, Llc | Sell | -302 | -2.4% | 12,254 | $261.75K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +7 | — | 7 | $149.00 | Q2 2026 | Aug 17, 2026 |
| Forager Capital Management, Llc | Buy | +285,173 | +49.2% | 864,574 | $18.47M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +280,157 | — | 280,157 | $5.98M | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | Sell | -241,837 | -34.4% | 461,786 | $9.86M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -235,963 | -84.6% | 43,094 | $920.49K | Q2 2026 | Aug 14, 2026 |
| Wellington Management Group Llp | Buy | +224,612 | — | 224,612 | $4.80M | Q2 2026 | Aug 14, 2026 |
| Crosslink Capital Inc | Buy | +151,985 | +15.7% | 1,117,986 | $23.88M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +128,131 | +357.2% | 164,005 | $3.50M | Q2 2026 | Aug 14, 2026 |
| Royce & Associates Lp | Buy | +67,776 | +11.6% | 651,201 | $13.91M | Q2 2026 | Aug 14, 2026 |
| Punch & Associates Investment Management, Inc. | Buy | +66,880 | +6.5% | 1,099,486 | $23.49M | Q2 2026 | Aug 14, 2026 |
| North Reef Capital Management Lp | Buy | +50,000 | +4.9% | 1,075,000 | $22.96M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -49,673 | -50.7% | 48,320 | $1.03M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +33,632 | — | 33,632 | $718.38K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +28,924 | +64.1% | 74,047 | $1.58M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +25,433 | +20.5% | 149,652 | $3.20M | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops Llc | Buy | +25,100 | — | 25,100 | $536.14K | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager Lp | Buy | +24,763 | — | 24,763 | $528.94K | Q2 2026 | Aug 14, 2026 |
| Atom Investors Lp | Buy | +22,910 | — | 22,910 | $489.36K | Q2 2026 | Aug 14, 2026 |
| Caxton Associates Llp | Buy | +10,380 | — | 10,380 | $221.72K | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Sell | -8,940 | -5.4% | 156,386 | $3.34M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -7,857 | -29.5% | 18,769 | $400.91K | Q2 2026 | Aug 14, 2026 |
| Alliancebernstein L.P. | Buy | +5,690 | +30.2% | 24,531 | $548.51K | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | Sell | -5,184 | -21.1% | 19,395 | $414.28K | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Sell | -3,753 | -51.4% | 3,553 | $75.89K | Q2 2026 | Aug 14, 2026 |
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.
Related IIIV Institutional Insights
- IIIV Overview
- IIIV 13F Institutional Holders
- IIIV Top Institutional Shareholders
- Technology Sector Institutional Ownership
- Technology Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Technology Stocks By Institutional Investors
- Most Sold Technology Stocks By Institutional Investors
- IIIV Insider Trading & SEC Form 4 Activity
- IIIV Articles
- Top Institutional Investor Stock Rankings