Companies / i3 Verticals, Inc. / Institutional holders

i3 Verticals, Inc.

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
VANGUARD GROUP INC	$46.14M	1,831,573	6.96%
BlackRock, Inc.	$38.50M	1,802,534	6.85%
GENEVA CAPITAL MANAGEMENT LLC	$34.79M	1,555,904	5.91%
AltraVue Capital, LLC	$29.32M	1,163,866	4.42%
Jennison Associates LLC	$27.55M	1,093,762	4.16%
Long Path Partners LP	$27.54M	1,093,418	4.15%
Punch & Associates Investment Management, Inc.	$23.09M	1,032,606	3.92%
Crosslink Capital, Inc.	$21.60M	966,001	3.67%
Ranger Investment Management, L.P.	$20.70M	925,888	3.52%
STATE STREET CORPORATION	$15.36M	719,056	2.73%
12th Street Asset Management Company, LLC	$14.99M	595,109	2.26%
Forager Capital Management, LLC	$13.84M	549,401	2.09%
Dimensional Fund Advisors LP	$13.81M	548,278	2.08%
HEARTLAND ADVISORS INC	$13.77M	546,550	2.08%
RAYMOND JAMES FINANCIAL INC	$13.28M	514,395	1.95%
ROYCE & ASSOCIATES LP	$12.71M	504,732	1.92%
GEODE CAPITAL MANAGEMENT, LLC	$12.05M	538,711	2.05%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$9.73M	386,385	1.47%
UBS Group AG	$9.30M	369,135	1.40%
First Eagle Investment Management, LLC	$8.54M	382,137	1.45%
NICHOLAS COMPANY, INC.	$8.35M	331,348	1.26%
Russell Investments Group, Ltd.	$7.73M	306,983	1.17%
Loomis, Sayles & Co., L.P.	$6.76M	268,245	1.02%
NORTHERN TRUST CORP	$6.16M	244,470	0.93%
Wasatch Advisors LP	$6.12M	242,887	0.92%
ArrowMark Colorado Holdings, LLC	$5.99M	237,965	0.90%
NEW YORK STATE COMMON RETIREMENT FUND	$5.87M	233,173	0.89%
Portolan Capital Management, LLC	$4.63M	207,274	0.79%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$4.58M	181,949	0.69%
Nuveen, LLC	$4.02M	159,555	0.61%
KENNEDY CAPITAL MANAGEMENT LLC	$3.44M	136,400	0.52%
Morgan Stanley	$2.97M	117,892	0.45%
BANK OF AMERICA CORP /DE	$2.69M	106,828	0.41%
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.64M	104,662	0.40%
CRAMER ROSENTHAL MCGLYNN LLC	$2.50M	99,143	0.38%
TECTONIC ADVISORS LLC	$2.44M	96,985	0.37%
ENVESTNET ASSET MANAGEMENT INC	$2.28M	90,640	0.34%
OPPENHEIMER ASSET MANAGEMENT INC.	$2.21M	98,851	0.38%
CONFLUENCE INVESTMENT MANAGEMENT LLC	$2.07M	82,095	0.31%
North Reef Capital Management LP	$1.91M	75,711	0.29%
Conestoga Capital Advisors, LLC	$1.84M	72,902	0.28%
Atria Investments, Inc	$1.81M	71,837	0.27%
GAMCO INVESTORS, INC. ET AL	$1.77M	70,183	0.27%
Bank of New York Mellon Corp/The	$1.72M	77,061	0.29%
TD ASSET MANAGEMENT INC	$1.72M	68,100	0.26%
STIFEL FINANCIAL CORP	$1.66M	65,885	0.25%
WESBANCO BANK INC	$1.64M	64,947	0.25%
Victory Capital Management, Inc.	$1.36M	63,700	0.24%
THE GOLDMAN SACHS GROUP, INC.	$1.35M	53,780	0.20%
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$1.25M	49,712	0.19%