I3 VERTICALS INC-CLASS A (IIIV) Top Institutional Shareholders
I3 VERTICALS INC-CLASS A (IIIV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $511.15M in IIIV holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of IIIV tracked by InsiderSet, reporting ownership valued at approximately $39.71M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $35.45M, representing an estimated loss of -10.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed IIIV value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Geneva Capital Management Llc, William Blair Investment Management, Llc, and several other long-term asset managers with concentrated positions in I3 VERTICALS INC-CLASS A (IIIV).
This page ranks the largest institutional IIIV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
139
Total Reported Value
$511.15M
Largest Holder
Blackrock, Inc.
Largest Position
$39.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
172
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 1,775,956 | $39,710,376 | $35,448,082 | -$4,262,294 | -10.73% | |
| Geneva Capital Management Llc | 0.74% | 1,555,904 | $34,790,012 | $31,055,844 | -$3,734,168 | -10.73% | |
| William Blair Investment Management, Llc | 0.09% | 1,176,960 | $26,316,826 | $23,492,122 | -$2,824,704 | -10.73% | |
| Altravue Capital, Llc | 2.25% | 1,170,146 | $26,164,465 | $23,356,114 | -$2,808,351 | -10.73% | |
| Punch & Associates Investment Management, Inc. | 1.33% | 1,032,606 | $23,089,070 | $20,610,816 | -$2,478,254 | -10.73% | |
| North Reef Capital Management Lp | 0.79% | 1,025,000 | $22,919,000 | $20,459,000 | -$2,460,000 | -10.73% | |
| Crosslink Capital Inc | 2.11% | 966,001 | $21,599,782 | $19,281,380 | -$2,318,402 | -10.73% | |
| Vanguard Capital Management Llc | 0.00% | 963,150 | $21,536,034 | $19,224,474 | -$2,311,560 | -10.73% | |
| Ranger Investment Management, L.P. | 1.50% | 925,888 | $20,702,856 | $18,480,724 | -$2,222,132 | -10.73% | |
| Jennison Associates Llc | 0.01% | 870,051 | $19,454,342 | $17,366,218 | -$2,088,124 | -10.73% | |
| Long Path Partners Lp | 8.32% | 819,625 | $18,326,815 | $16,359,715 | -$1,967,100 | -10.73% | |
| State Street Corp | 0.00% | 693,609 | $15,509,097 | $13,844,436 | -$1,664,661 | -10.73% | |
| Vanguard Portfolio Management Llc | 0.00% | 687,729 | $15,377,620 | $13,727,071 | -$1,650,549 | -10.73% | |
| Dimensional Fund Advisors Lp | 0.00% | 616,851 | $13,794,090 | $12,312,346 | -$1,481,744 | -10.74% | |
| Heartland Advisors Inc | 0.69% | 606,950 | $13,571,402 | $12,114,722 | -$1,456,680 | -10.73% | |
| Royce & Associates Lp | 0.13% | 583,425 | $13,045,383 | $11,645,163 | -$1,400,220 | -10.73% | |
| Forager Capital Management, Llc | 6.45% | 579,401 | $12,955,406 | $11,564,844 | -$1,390,562 | -10.73% | |
| Geode Capital Management, Llc | 0.00% | 538,711 | $12,048,179 | $10,752,672 | -$1,295,507 | -10.75% | |
| 12Th Street Asset Management Company, Llc | 1.91% | 522,821 | $11,690,267 | $10,435,507 | -$1,254,760 | -10.73% | |
| Ubs Group Ag | 0.00% | 420,187 | $9,395,382 | $8,386,933 | -$1,008,449 | -10.73% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.01% | 382,137 | $8,544,583 | $7,627,455 | -$917,128 | -10.73% |
| Wasatch Advisors Lp | 0.05% | 351,804 | $7,866,337 | $7,022,008 | -$844,329 | -10.73% | |
| Russell Investments Group, Ltd. | 0.01% | 314,580 | $7,034,031 | $6,279,017 | -$755,014 | -10.73% | |
| Nicholas Company, Inc. | 0.13% | 293,827 | $6,569,972 | $5,864,787 | -$705,185 | -10.73% | |
| Raymond James Financial Inc | 0.00% | 279,057 | $6,358,079 | $5,569,978 | -$788,101 | -12.40% | |
| Northern Trust Corp | 0.00% | 241,763 | $5,405,821 | $4,825,589 | -$580,232 | -10.73% | |
| New York State Common Retirement Fund | 0.01% | 230,873 | $5,162,320 | $4,608,225 | -$554,095 | -10.73% | |
| Portolan Capital Management, Llc | 0.25% | 207,274 | $4,634,647 | $4,137,189 | -$497,458 | -10.73% | |
| Arrowmark Colorado Holdings Llc | 0.12% | 201,987 | $4,516,429 | $4,031,661 | -$484,768 | -10.73% | |
| Charles Schwab Investment Management Inc | 0.00% | 165,326 | $3,696,689 | $3,299,907 | -$396,782 | -10.73% | |
| Nuveen, Llc | 0.00% | 159,050 | $3,556,358 | $3,174,638 | -$381,720 | -10.73% | |
| Kennedy Capital Management Llc | 0.07% | 138,284 | $3,092,030 | $2,760,149 | -$331,881 | -10.73% | |
| Vanguard Fiduciary Trust Co | 0.00% | 129,118 | $2,887,078 | $2,577,195 | -$309,883 | -10.73% | |
| Goldman Sachs Group Inc | 0.00% | 124,219 | $2,777,536 | $2,479,411 | -$298,125 | -10.73% | |
| Confluence Investment Management Llc | 0.04% | 120,314 | $2,690,221 | $2,401,467 | -$288,754 | -10.73% | |
| Victory Capital Management Inc | 0.00% | 119,340 | $2,668,442 | $2,382,026 | -$286,416 | -10.73% | |
| Mutual Of America Capital Management Llc | 0.03% | 103,905 | $2,323,316 | $2,073,944 | -$249,372 | -10.73% | |
| Oppenheimer Asset Management Inc. | 0.03% | 98,851 | $2,210,308 | $1,973,066 | -$237,242 | -10.73% | |
| Tectonic Advisors Llc | 0.12% | 98,277 | $2,197,474 | $1,961,609 | -$235,865 | -10.73% | |
| Bank Of America Corp | 0.00% | 97,993 | $2,191,124 | $1,955,940 | -$235,184 | -10.73% | |
| Envestnet Asset Management Inc | 0.00% | 97,264 | $2,174,823 | $1,941,389 | -$233,434 | -10.73% | |
| Gamco Investors, Inc. Et Al | 0.02% | 77,341 | $1,729,345 | $1,543,726 | -$185,619 | -10.73% | |
| Bank Of New York Mellon Corp | 0.00% | 77,061 | $1,723,093 | $1,538,138 | -$184,955 | -10.73% | |
| Morgan Stanley | 0.00% | 75,899 | $1,697,113 | $1,514,944 | -$182,169 | -10.73% | |
| Atria Investments, Inc | 0.02% | 72,035 | $1,610,703 | $1,437,819 | -$172,884 | -10.73% | |
| Wesbanco Bank Inc | 0.04% | 64,947 | $1,452,215 | $1,296,342 | -$155,873 | -10.73% | |
| Citadel Advisors Llc | 0.00% | 52,704 | $1,178,462 | $1,051,972 | -$126,490 | -10.73% | |
| Kornitzer Capital Management Inc | 0.02% | 46,826 | $1,047,029 | $934,647 | -$112,382 | -10.73% | |
| Xtx Topco Ltd | 0.02% | 45,123 | $1,008,950 | $900,655 | -$108,295 | -10.73% | |
| Swiss National Bank | 0.00% | 45,000 | $1,006,200 | $898,200 | -$108,000 | -10.73% |
Frequently asked questions about IIIV
Who owns the most IIIV stock?
The largest holders of IIIV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for I3 VERTICALS INC-CLASS A (IIIV).
Is IIIV widely held by superinvestors?
Many widely followed stocks like IIIV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IIIV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.