IIIV i3 Verticals, Inc.
i3 Verticals, Inc. (IIIV) Institutional Ownership
What the institutions did with IIIV last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 1.8M | 8.1% |
| First Eagle Investment Management, LLC | 1.4M | 6.5% |
| GENEVA CAPITAL MANAGEMENT LLC | 1.2M | 5.3% |
| AltraVue Capital, LLC | 1.1M | 5.0% |
| CROSSLINK CAPITAL INC | 1.1M | 5.0% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1.1M | 4.9% |
| North Reef Capital Management LP | 1.1M | 4.8% |
| HEARTLAND ADVISORS INC | 965.3K | 4.3% |
| Forager Capital Management, LLC | 864.6K | 3.9% |
| JENNISON ASSOCIATES LLC | 856.6K | 3.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 814.5K | 3.7% |
| STATE STREET CORP | 719.1K | 3.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 693.4K | 3.1% |
| DIMENSIONAL FUND ADVISORS LP | 679.7K | 3.0% |
| ROYCE & ASSOCIATES LP | 651.2K | 2.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 533.8K | 2.4% |
| T. Rowe Price Investment Management, Inc. | 461.8K | 2.1% |
| UBS Group AG | 411.9K | 1.8% |
| WASATCH ADVISORS LP | 377.4K | 1.7% |
| NICHOLAS COMPANY, INC. | 293.7K | 1.3% |
| JANE STREET GROUP, LLC | 280.2K | 1.3% |
| NORTHERN TRUST CORP | 264.8K | 1.2% |
| CITADEL ADVISORS LLC | 261.5K | 1.2% |
| Legato Capital Management LLC | 247.4K | 1.1% |
| NEW YORK STATE COMMON RETIREMENT FUND | 230.9K | 1.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Sold Out | 1.2M | 0 | -1.2M |
| First Eagle Investment Management, LLC | Increased | 382.1K | 1.4M | +1.1M |
| Ranger Investment Management, L.P. | Sold Out | 925.9K | 0 | -925.9K |
| Long Path Partners LP | Reduced | 819.6K | 215.3K | -604.3K |
| Thrivent Financial for Lutherans | Sold Out | 456.1K | 0 | -456.1K |
| RAYMOND JAMES FINANCIAL INC | Reduced | 498.3K | 43.1K | -455.2K |
| GENEVA CAPITAL MANAGEMENT LLC | Reduced | 1.6M | 1.2M | -365.8K |
| HEARTLAND ADVISORS INC | Increased | 607.0K | 965.3K | +358.3K |
| Russell Investments Group, Ltd. | Reduced | 314.6K | 12.2K | -302.4K |
| 12th Street Asset Management Company, LLC | Reduced | 522.8K | 223.9K | -298.9K |
| Forager Capital Management, LLC | Increased | 579.4K | 864.6K | +285.2K |
| JANE STREET GROUP, LLC | New | 0 | 280.2K | +280.2K |
| T. Rowe Price Investment Management, Inc. | Reduced | 703.6K | 461.8K | -241.8K |
| WELLINGTON MANAGEMENT GROUP LLP | New | 0 | 224.6K | +224.6K |
| CITADEL ADVISORS LLC | Increased | 52.7K | 261.5K | +208.8K |
| Portolan Capital Management, LLC | Sold Out | 207.3K | 0 | -207.3K |
| RENAISSANCE TECHNOLOGIES LLC | New | 0 | 191.3K | +191.3K |
| CROSSLINK CAPITAL INC | Increased | 966.0K | 1.1M | +152.0K |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 963.2K | 814.5K | -148.6K |
| HRT FINANCIAL LP | Increased | 35.9K | 164.0K | +128.1K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Increased | 120.3K | 230.5K | +110.2K |
| OPPENHEIMER ASSET MANAGEMENT INC. | Sold Out | 98.9K | 0 | -98.9K |
| TECTONIC ADVISORS LLC | Sold Out | 98.3K | 0 | -98.3K |
| ROYCE & ASSOCIATES LP | Increased | 583.4K | 651.2K | +67.8K |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | Increased | 1.0M | 1.1M | +66.9K |
| WESBANCO BANK INC | Sold Out | 64.9K | 0 | -64.9K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 616.9K | 679.7K | +62.8K |
| ArrowMark Colorado Holdings LLC | Reduced | 202.0K | 139.6K | -62.4K |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | 119.3K | 63.7K | -55.6K |
| Nuveen, LLC | Increased | 159.1K | 210.9K | +51.8K |
| AltraVue Capital, LLC | Reduced | 1.2M | 1.1M | -50.1K |
| North Reef Capital Management LP | Increased | 1.0M | 1.1M | +50.0K |
| BANK OF AMERICA CORP /DE/ | Reduced | 98.0K | 48.3K | -49.7K |
| MARSHALL WACE, LLP | New | 0 | 48.7K | +48.7K |
| EverSource Wealth Advisors, LLC | Reduced | 47.6K | 203 | -47.4K |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | 97.3K | 50.9K | -46.4K |
| Atria Investments, Inc | Reduced | 72.0K | 34.6K | -37.5K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | Sold Out | 36.6K | 0 | -36.6K |
| Mariner, LLC | Sold Out | 32.1K | 0 | -32.1K |
| GAMCO INVESTORS, INC. ET AL | Reduced | 77.3K | 47.9K | -29.5K |
| XTX Topco Ltd | Increased | 45.1K | 74.0K | +28.9K |
| BlackRock, Inc. | Increased | 1.8M | 1.8M | +26.6K |
| WASATCH ADVISORS LP | Increased | 351.8K | 377.4K | +25.6K |
| STATE STREET CORP | Increased | 693.6K | 719.1K | +25.4K |
| GOLDMAN SACHS GROUP INC | Increased | 124.2K | 149.7K | +25.4K |
| Squarepoint Ops LLC | New | 0 | 25.1K | +25.1K |
| Engineers Gate Manager LP | New | 0 | 24.8K | +24.8K |
| NORTHERN TRUST CORP | Increased | 241.8K | 264.8K | +23.0K |
| Atom Investors LP | New | 0 | 22.9K | +22.9K |
| Kings Path Partners LLC | Sold Out | 20.3K | 0 | -20.3K |
| Vident Advisory, LLC | Sold Out | 16.5K | 0 | -16.5K |
| Assenagon Asset Management S.A. | Increased | 15.0K | 30.0K | +15.0K |
| ARGENT CAPITAL MANAGEMENT LLC | Reduced | 33.4K | 19.3K | -14.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 13.6K | 0 | -13.6K |
| JENNISON ASSOCIATES LLC | Reduced | 870.1K | 856.6K | -13.4K |
| BENJAMIN EDWARDS INC | Sold Out | 12.4K | 0 | -12.4K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | Sold Out | 12.3K | 0 | -12.3K |
| Corient Private Wealth LP | New | 0 | 12.3K | +12.3K |
| MORGAN STANLEY | Reduced | 75.9K | 63.7K | -12.2K |
| Concurrent Investment Advisors, LLC | Sold Out | 12.1K | 0 | -12.1K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.