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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Long Path Partners Lp, Crosslink Capital Inc, Punch & Associates Investment Management, Inc., Portolan Capital Management, Llc, and Forager Capital Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | Sell | -115 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Estate Planners Group, Llc | Buy | +591 | — | 591 | $14.89K | Q4 2025 | Apr 07, 2026 |
| Raymond James Financial Inc | Buy | +514,395 | — | 514,395 | $13.28M | Q4 2025 | Feb 18, 2026 |
| Vident Advisory, Llc | Buy | +25,240 | — | 25,240 | $635.79K | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +10,277 | — | 10,277 | $258.88K | Q4 2025 | Feb 18, 2026 |
| Long Path Partners Lp | Buy | +1,093,418 | — | 1,093,418 | $27.54M | Q4 2025 | Feb 17, 2026 |
| Crosslink Capital Inc | Buy | +951,216 | — | 951,216 | $23.96M | Q4 2025 | Feb 17, 2026 |
| Punch & Associates Investment Management, Inc. | Buy | +777,527 | — | 777,527 | $19.59M | Q4 2025 | Feb 17, 2026 |
| Portolan Capital Management, Llc | Buy | +671,987 | — | 671,987 | $16.93M | Q4 2025 | Feb 17, 2026 |
| Forager Capital Management, Llc | Buy | +549,401 | — | 549,401 | $13.84M | Q4 2025 | Feb 17, 2026 |
| T. Rowe Price Investment Management, Inc. | Buy | +512,862 | — | 512,862 | $12.92M | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | Buy | +306,983 | — | 306,983 | $7.73M | Q4 2025 | Feb 17, 2026 |
| Northern Trust Corp | Buy | +244,470 | — | 244,470 | $6.16M | Q4 2025 | Feb 17, 2026 |
| Arrowmark Colorado Holdings Llc | Buy | +237,965 | — | 237,965 | $5.99M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +106,828 | — | 106,828 | $2.69M | Q4 2025 | Feb 17, 2026 |
| North Reef Capital Management Lp | Buy | +75,711 | — | 75,711 | $1.91M | Q4 2025 | Feb 17, 2026 |
| Xtx Topco Ltd | Buy | +49,030 | — | 49,030 | $1.24M | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +39,437 | — | 39,437 | $993.42K | Q4 2025 | Feb 17, 2026 |
| Varcov Co. | Buy | +28,627 | — | 28,627 | $721.11K | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +26,023 | — | 26,023 | $655.52K | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Etfs Holdings Ltd. | Buy | +24,118 | — | 24,118 | $607.53K | Q4 2025 | Feb 17, 2026 |
| California State Teachers Retirement System | Buy | +21,892 | — | 21,892 | $551.46K | Q4 2025 | Feb 17, 2026 |
| Alliancebernstein L.P. | Buy | +18,841 | — | 18,841 | $474.61K | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management Lp | Buy | +18,005 | — | 18,005 | $453.55K | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, Llc | Buy | +13,688 | — | 13,688 | $344.80K | Q4 2025 | Feb 17, 2026 |
| Price T Rowe Associates Inc | Buy | +13,150 | — | 13,150 | $332.00K | Q4 2025 | Feb 17, 2026 |
| Two Sigma Securities, Llc | Buy | +12,351 | — | 12,351 | $311.12K | Q4 2025 | Feb 17, 2026 |
| &Partners | Buy | +11,996 | — | 11,996 | $297.34K | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management Llc | Buy | +11,215 | — | 11,215 | $282.51K | Q4 2025 | Feb 17, 2026 |
| Janus Henderson Group Plc | Buy | +9,615 | — | 9,615 | $242.25K | Q4 2025 | Feb 17, 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.
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