13F Insight
DOSSIER · 13F Holders · Q1 2026Technology · Services-Business Services, NECBellwetherCompounder
IIIV

I3 VERTICALS INC

154 institutions still hold I3 VERTICALS INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46571Y107·Services-Business Services, NEC·154 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.7%
vs prior quarter
13F value held
$408M
61.0% inst. owned
of float
Holders
154
+135 QoQ
filers reporting
Activity
+9 / −93
+858 added · −800 reduced
this quarter
Concentration
9.74%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

154 institutions reported IIIV in Q1 2026. BlackRock, Inc. leads at 9.7% of the visible book. +135 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$40M1.8M0.00%Q1 202602
GENEVA CAPITAL MANAGEMENT LLC
CIK 0001009232
$35M1.6M0.74%Q1 202603
JENNISON ASSOCIATES LLC
CIK 0000053417
$28M1.1M0.02%Q4 202504
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CIK 0001644956
$26M1.2M0.09%Q1 202605
AltraVue Capital, LLC
CIK 0001740837
$26M1.2M2.25%Q1 202606
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
CIK 0001238990
$23M1.0M1.33%Q1 202607
North Reef Capital Management LP
CIK 0001867831
$23M1.0M0.79%Q1 202608
CROSSLINK CAPITAL INC
CIK 0001104329
$22M966K2.11%Q1 202609
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$22M963K0.00%Q1 202610
Ranger Investment Management, L.P.
CIK 0001319691
$21M926K1.50%Q1 202611
Long Path Partners LP
CIK 0001905112
$18M820K8.32%Q1 202612
Portolan Capital Management, LLC
CIK 0001350290
$17M672K0.91%Q4 202513
STATE STREET CORP
CIK 0000093751
$16M694K0.00%Q1 202614
Vanguard Portfolio Management
CIK 0002100121
$15M688K0.00%Q1 202615
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$14M617K0.00%Q1 202616
HEARTLAND ADVISORS INC
CIK 0000937394
$14M547K0.74%Q4 202517
ROYCE & ASSOCIATES LP
CIK 0000906304
$13M583K0.13%Q1 202618
Forager Capital Management, LLC
CIK 0001802986
$13M579K6.45%Q1 202619
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$12M539K0.00%Q1 202620
12th Street Asset Management Company, LLC
CIK 0001633703
$12M523K1.91%Q1 2026
Page 1 of 8
134 more holders available. Log in →