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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Advisors Asset Management, Inc.Sell-115-100.0%0$0.00Q4 2025Aug 26, 2026
Estate Planners Group, LlcBuy+591—591$14.89KQ4 2025Apr 07, 2026
Raymond James Financial IncBuy+514,395—514,395$13.28MQ4 2025Feb 18, 2026
Vident Advisory, LlcBuy+25,240—25,240$635.79KQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+10,277—10,277$258.88KQ4 2025Feb 18, 2026
Long Path Partners LpBuy+1,093,418—1,093,418$27.54MQ4 2025Feb 17, 2026
Crosslink Capital IncBuy+951,216—951,216$23.96MQ4 2025Feb 17, 2026
Punch & Associates Investment Management, Inc.Buy+777,527—777,527$19.59MQ4 2025Feb 17, 2026
Portolan Capital Management, LlcBuy+671,987—671,987$16.93MQ4 2025Feb 17, 2026
Forager Capital Management, LlcBuy+549,401—549,401$13.84MQ4 2025Feb 17, 2026
T. Rowe Price Investment Management, Inc.Buy+512,862—512,862$12.92MQ4 2025Feb 17, 2026
Russell Investments Group, Ltd.Buy+306,983—306,983$7.73MQ4 2025Feb 17, 2026
Northern Trust CorpBuy+244,470—244,470$6.16MQ4 2025Feb 17, 2026
Arrowmark Colorado Holdings LlcBuy+237,965—237,965$5.99MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+106,828—106,828$2.69MQ4 2025Feb 17, 2026
North Reef Capital Management LpBuy+75,711—75,711$1.91MQ4 2025Feb 17, 2026
Xtx Topco LtdBuy+49,030—49,030$1.24MQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+39,437—39,437$993.42KQ4 2025Feb 17, 2026
Varcov Co.Buy+28,627—28,627$721.11KQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+26,023—26,023$655.52KQ4 2025Feb 17, 2026
Mirae Asset Global Etfs Holdings Ltd.Buy+24,118—24,118$607.53KQ4 2025Feb 17, 2026
California State Teachers Retirement SystemBuy+21,892—21,892$551.46KQ4 2025Feb 17, 2026
Alliancebernstein L.P.Buy+18,841—18,841$474.61KQ4 2025Feb 17, 2026
Quantinno Capital Management LpBuy+18,005—18,005$453.55KQ4 2025Feb 17, 2026
Gotham Asset Management, LlcBuy+13,688—13,688$344.80KQ4 2025Feb 17, 2026
Price T Rowe Associates IncBuy+13,150—13,150$332.00KQ4 2025Feb 17, 2026
Two Sigma Securities, LlcBuy+12,351—12,351$311.12KQ4 2025Feb 17, 2026
&PartnersBuy+11,996—11,996$297.34KQ4 2025Feb 17, 2026
Aquatic Capital Management LlcBuy+11,215—11,215$282.51KQ4 2025Feb 17, 2026
Janus Henderson Group PlcBuy+9,615—9,615$242.25KQ4 2025Feb 17, 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.

IIIV Institutional Ownership Changes and 13F Activity Q4 2025 | InsiderSet