Companies / i3 Verticals, Inc.
i3 Verticals, Inc.
Nasdaq: IIIVCIK 1728688NASHVILLE, TN
Financials · FY2025
Ownership
26.3M shares outstanding · as of Aug 6, 2026
Ownership
Share classes
| Class A | 68.46% | |
| Class B | 31.54% |
| Insiders | 0.85% | 224,410 |
| 10%+ / strategic | 9.07% | 2,387,797 |
| Institutions | 82.51% | 21,717,869 |
| Public float | 7.57% | 1,991,933 |
% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.
Insiders 13
View all →| Insider | % of shares | Shares |
|---|---|---|
Whitson Clay MChief Strategy Officer · Director | 0.27% | 70,928 |
Smith Geoffrey C.FormerChief Financial Officer | 0.21% | 56,295 |
Laisure ChristopherFormerPresident - Public Sector | 0.20% | 52,341 |
Daily Gregory SCEOChief Executive Officer · Director · 10% owner | 0.19% | 50,000 |
Maple PaulFormerGeneral Counsel and Secretary | 0.15% | 39,017 |
Stanford FrederickFormerPresident | 0.13% | 35,374 |
Christians PaulChief Revenue Officer | 0.12% | 31,250 |
Morgan David K.Director | 0.08% | 20,372 |
Courtney Elizabeth S.Director | 0.04% | 10,372 |
Harrison John C.Director | 0.04% | 10,372 |
Institutional holders 156
View all →| Holder | Value | % of shares |
|---|---|---|
| $46.14M | 6.96% | |
| $38.50M | 6.85% | |
| $34.79M | 5.91% | |
| $29.32M | 4.42% | |
| $27.55M | 4.16% | |
| $27.54M | 4.15% | |
| $23.09M | 3.92% | |
| $21.60M | 3.67% | |
| $20.70M | 3.52% | |
| $15.36M | 2.73% |
Activity
Jun 30, 2026View all →
InsidersInstitutions
Who's accumulating and trimming this stock (13F).| Date | Actor | Action | Security | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|---|
| Q1 2026 as of | Portolan Capital Management, LLC 13F manager | Trim | Common stock | $-10.39M | -465K -69.16% | 207,274 0.79% of shares | medium |
| Q1 2026 as of | First Eagle Investment Management, LLC 13F manager | New | Common stock | $8.54M | +382K | 382,137 1.45% of shares | medium |
| Q1 2026 as of | Punch & Associates Investment Management, Inc. 13F manager | Add | Common stock | $5.70M | +255K +32.81% | 1,032,606 3.92% of shares | medium |
| Q1 2026 as of | Geneva Capital Management LLC 13F manager | Trim | Common stock | $-2.83M | -127K -7.52% | 1,555,904 5.91% of shares | low |
| Q1 2026 as of | Conestoga Capital Advisors, LLC 13F manager | Exit | Common stock | $-1.84M | -73K -100.00% | 0 | low |
| Q1 2026 as of | TD Asset Management Inc 13F manager | Exit | Common stock | $-1.72M | -68K -100.00% | 0 | low |
| Q1 2026 as of | Victory Capital Management, Inc. 13F manager | Add | Common stock | $1.66M | +74K +165.76% | 119,340 0.45% of shares | low |
| Q2 2026 as of | Victory Capital Management, Inc. 13F manager | Trim | Common stock | $-1.19M | -56K -46.62% | 63,700 0.24% of shares | low |
5%+ ownership events
Schedule 13D / 13G
| Filer | Stance | % of class |
|---|---|---|
| Geneva Capital Management LLC | Passive13G/A | — |
| Vanguard Group Inc | Passive13G/A | — |
| T. Rowe Price Investment Management, Inc. | Passive13G/A | — |
Securities
via CUSIP / OpenFIGI
| Symbol | Type | CUSIP |
|---|---|---|
| IIIV | — | 46571Y107 |