i3 Verticals Inc
Ownership
Ownership Structure
Who owns i3 Verticals Inc (IIIV)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 69.2% of the shares are freely tradable; institutional investors hold 130.8%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 10.00 | 1,802,534 | +1.5 | 06/30/2026 |
| Arnhold & S. Bleichroeder Advisers, LLC | 8.02 | 1,446,018 | +278.4 | 06/30/2026 |
| Geneva Capital Management | 6.60 | 1,190,152 | -23.5 | 06/30/2026 |
| AltraVue Capital, LLC | 6.22 | 1,120,046 | -4.3 | 06/30/2026 |
| Crosslink Capital Inc | 6.20 | 1,117,986 | +15.7 | 06/30/2026 |
| Punch & Associates Inv Mgmt Inc | 6.10 | 1,099,486 | +6.5 | 06/30/2026 |
| North Reef Capital Management LP | 5.97 | 1,075,000 | +4.9 | 06/30/2026 |
| Heartland Advisors Inc | 5.36 | 965,250 | +59.0 | 06/30/2026 |
| Forager Capital Management, LLC | 4.80 | 864,574 | +49.2 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| T. Rowe Price Small-Cap Value | 5.09 | 917,415 | +36.9 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Smith Geoffrey C. | Chief Financial Officer | 54,819 | 992,224 $ | Sep 20, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 20, 2026 | Smith Geoffrey C. | Chief Financial Officer | Other | 1,476 | 14.78 | 21,815 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: November 3, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.