i3 Verticals, Inc.
IIIV- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001728688
No open-market purchases or sales by i3 Verticals, Inc. insiders were filed in the last 90 days; 133 institutions reported holding it in 13F filings for Q2 2026, worth $460.8M in total; no superinvestor holds it.
Holders of 5% or more of IIIV
Holders whose latest Schedule 13D or 13G filing reports 5% or more of i3 Verticals, Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 9.10%1.79M shares | – | Jul 28, 20261 filing | Jul 28, 2026 | SEC |
| Geneva Capital Management LLC | 13G/A | 7.00%1.68M shares | −1.20 ppfrom 8.20% | Feb 12, 20215 filings | Jan 6, 2026 | SEC |
| Crosslink Capital Inc | 13G | 5.70%1.12M shares | +1.80 ppfrom 3.90% | May 15, 20253 filings | Aug 14, 2026 | SEC |
| Punch & Associates Investment Management, Inc. | 13G | 5.60%1.10M shares | New | Aug 14, 20261 filing | Aug 14, 2026 | SEC |
| North Reef Capital Management LP | 13G | 5.50%1.07M shares | New | Aug 14, 20261 filing | Aug 14, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
43 Schedule 13D and 13G filings on i3 Verticals, Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Aug 14, 20264:27 PM ET | Crosslink Capital Incand 1 other | 13G | 5.70%1.12M shares | +1.80 ppfrom 3.90% | Jun 30, 2026 | SEC |
| Aug 14, 20264:00 PM ET | North Reef Capital Management LPand 2 others | 13G | 5.50%1.07M shares | New | Jun 30, 2026 | SEC |
| Aug 14, 20269:00 AM ET | Punch & Associates Investment Management, Inc. | 13G | 5.60%1.10M shares | New | Jun 30, 2026 | SEC |
| Aug 11, 20269:10 PM ET | William Blair Investment Management, LLC | 13G/A | 0.00%0 shares | −5.30 ppfrom 5.30%Below 5% | Jun 30, 2026 | SEC |
| Jul 31, 202610:18 AM ET | Vanguard Capital Management LLC | 13G/A | 4.94%966.2K shares | −0.09 ppfrom 5.03%Below 5% | Jun 30, 2026 | SEC |
| Jul 28, 20264:44 PM ET | BlackRock, Inc. | 13G/A | 9.10%1.79M shares | – | Jun 30, 2026 | SEC |
| May 7, 20265:13 PM ET | William Blair Investment Management, LLC | 13G | 5.30%1.18M shares | New | Mar 31, 2026 | SEC |
| Apr 30, 202610:25 AM ET | Vanguard Capital Management LLC | 13G | 5.03%1.11M shares | New | Mar 31, 2026 | SEC |
| Mar 27, 20269:52 AM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | −7.60 ppfrom 7.60%Below 5% | Mar 13, 2026 | SEC |
| Mar 6, 202612:57 PM ET | T. Rowe Price Investment Management, Inc. | 13G/A | 3.20%705.3K shares | −9.80 ppfrom 13.00%Below 5% | Feb 28, 2026 | SEC |
| Jan 6, 20266:10 PM ET | Geneva Capital Management LLC | 13G/A | 7.00%1.68M shares | −1.20 ppfrom 8.20% | Dec 31, 2025 | SEC |
| Nov 14, 20254:57 PM ET | Crosslink Capital Incand 1 other | 13G/A | 3.90%938.1K shares | −1.20 ppfrom 5.10%Below 5% | Sep 30, 2025 | SEC |
| Jul 29, 20251:47 PM ET | Vanguard Group Inc | 13G/A | 7.60%1.85M shares | – | Jun 30, 2025 | SEC |
| Jun 6, 202512:01 PM ET | T. Rowe Price Investment Management, Inc. | 13G | 13.00%3.17M shares | New | May 31, 2025 | SEC |
| May 15, 20255:10 PM ET | Crosslink Capital Incand 1 other | 13G | 5.10%1.24M shares | New | Mar 31, 2025 | SEC |
| Feb 14, 20258:00 AM ET | Hood River Capital Management LLC | 13G/A | 3.16%743.7K shares | –Below 5% | Dec 31, 2024 | SEC |
| Nov 14, 2024 | Hood River Capital Management LLC | 13GOld format | – | New | – | SEC |
| Feb 14, 2024 | Daily Gregory S | 13G/AOld format | – | – | – | SEC |
| Feb 13, 2024 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 6, 20243:22 PM ET | Geneva Capital Management LLC | 13G/A | 8.20%1.91M shares | – | Dec 31, 2023 | SEC |
| Jan 26, 202411:49 AM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2023 | Price T Rowe Associates Inc | 13G/AOld format | – | – | – | SEC |
| Feb 10, 2023 | Geneva Capital Management LLC | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2023 | Vanguard Group Inc | 13GOld format | – | New | – | SEC |
| Jan 31, 20235:52 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2022 | Integrated Core Strategies (US) LLC | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2022 | Price T Rowe Associates Inc | 13G/AOld format | – | – | – | SEC |
| Feb 11, 2022 | TimesSquare Capital Management, LLC | 13G/AOld format | – | – | – | SEC |
| Feb 11, 2022 | Geneva Capital Management LLC | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2022 | Daily Gregory S | 13G/AOld format | – | – | – | SEC |
| Feb 4, 2022 | Wellington Management Group LLP | 13G/AOld format | – | – | – | SEC |
| Feb 4, 2022 | Wellington Trust Co N A | 13G/AOld format | – | – | – | SEC |
| Feb 3, 20224:41 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Dec 17, 2021 | Integrated Core Strategies (US) LLC | 13GOld format | – | New | – | SEC |
| Dec 7, 2021 | JPMorgan Chase & Co | 13G/AOld format | – | – | – | SEC |
| Feb 16, 2021 | Price T Rowe Associates Inc | 13G/AOld format | – | – | – | SEC |
| Feb 12, 2021 | TimesSquare Capital Management, LLC | 13G/AOld format | – | – | – | SEC |
| Feb 12, 2021 | Geneva Capital Management LLC | 13GOld format | – | New | – | SEC |
| Feb 4, 2021 | Wellington Management Group LLP | 13GOld format | – | New | – | SEC |
| Feb 3, 2021 | Wellington Trust Co N A | 13GOld format | – | New | – | SEC |
| Feb 2, 20213:13 PM ET | BlackRock Inc. | 13GOld format | – | New | – | SEC |
| Jan 27, 2021 | Daily Gregory S | 13GOld format | – | New | – | SEC |
| Jan 7, 2021 | JPMorgan Chase & Co | 13GOld format | – | New | – | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell i3 Verticals, Inc. shares.
No Form 144 notices for i3 Verticals, Inc. are on file.