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. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include First Eagle U.S. Value, Cullen Value Fund, Sequoia Financial Advisors, Renaissance Technologies LLC, and Bares Capital Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026First Eagle U.S. ValueBuy382,137382,137$8,544,583
Q1 2026Cullen Value FundSell-1,50023,156$517,768
Q4 2025Cullen Value FundSell-2,17724,656$676,561
Q3 2025Cullen Value FundSell-4,23226,833$886,562
Q2 2025Sequoia Financial AdvisorsSell-16,91210,242$281,451
Q2 2025Renaissance Technologies LLCSell-8,30012,000$329,760
Q2 2025Cullen Value FundSell-3,97931,065$853,666
Q1 2025Cullen Value FundSell-16,00135,044$864,535
Q1 2025Renaissance Technologies LLCSell-9,40020,300$500,801
Q4 2024Renaissance Technologies LLCSell-30,54429,700$684,288
Q4 2024Cullen Value FundSell-4,71051,045$1,176,077
Q3 2024Bares Capital ManagementBuy15,65515,655$333,608
Q3 2024Renaissance Technologies LLCBuy3,24460,244$1,283,800
Q3 2024Cullen Value FundSell-3,00255,755$1,188,139
Q2 2024Sequoia Financial AdvisorsBuy27,15427,154$599,560
Q2 2024Cullen Value FundSell-12,28058,757$1,297,355
Q2 2024Renaissance Technologies LLCSell-6,90057,000$1,258,560
Q1 2024Renaissance Technologies LLCSell-31,90063,900$1,463
Q1 2024Cullen Value FundSell-17,68071,037$1,592,650
Q4 2023Cullen Value FundBuy88,71788,717$1,878,139
Q4 2023Renaissance Technologies LLCBuy27,67395,800$2,028
Q3 2023Renaissance Technologies LLCSell-51,28868,127$1,440
Q2 2023Renaissance Technologies LLCBuy6,115119,415$2,730
Q1 2023Renaissance Technologies LLCBuy89,200113,300$2,779
Q4 2022Renaissance Technologies LLCBuy13,60024,100$587
Q2 2022Renaissance Technologies LLCSell-46,20010,500$263
Q3 2021Renaissance Technologies LLCBuy22,50056,700$1,373
Q2 2021Renaissance Technologies LLCSell-53,70034,200$1,034
Q3 2020Renaissance Technologies LLCBuy80,70087,900$2,219
Q2 2020Renaissance Technologies LLCSell-67,2007,200$218

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