i3 Verticals Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:V1K Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
15 May 25	Sell€199,550	Geoffrey Smith	Individual		8,404	€23.74
25 Nov 24	Buy€2,006,690	Gregory Daily	Individual		88,544	€22.95

Insider Trading Volume

Insider Buying: V1K insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of V1K?
Owner Type	Number of Shares	Ownership Percentage
VC/PE Firms	1,242,600	4.6%
Individual Insiders	1,735,282	6.42%
Institutions	24,056,329	89%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 83.21% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
7.83%	Geneva Capital Management LLC	1,908,331	€56.6m	0%	11.38%
7.33%	Nationwide Fund Advisors	1,786,370	€53.0m	0.07%	0.38%
7.25%	BlackRock, Inc.	1,767,485	€52.5m	-0.63%	no data
5.32%	The Vanguard Group, Inc.	1,297,937	€38.5m	-2.09%	no data
5.1%	CrossLink Capital, Inc.	1,242,600	€36.9m	14.9%	4.25%
4.69%	Ranger Investment Management, L.P.	1,142,695	€33.9m	-0.97%	1.94%
4.55%	AltraVue Capital, LLC	1,108,536	€32.9m	21.7%	2.32%
4.09%	Long Path Partners, LP	997,996	€29.6m	1.86%	2.96%
3.24%	Portolan Capital Management, LLC	789,156	€23.4m	16.7%	1.35%
3.14%	Forager Capital Management LLC	765,000	€22.7m	0%	8.59%
3.11%	Heartland Advisors, Inc.	759,200	€22.5m	-6.45%	1.05%
2.68%	State Street Global Advisors, Inc.	652,742	€19.4m	26.3%	no data
2.65%	Geode Capital Management, LLC	645,871	€19.2m	20%	no data
2.48%	Christopher Laisure	603,599	€17.9m	0%	no data
2.29%	Raymond James Financial Inc., Asset Management Arm	558,805	€16.6m	-3.29%	no data
2.24%	David Wilds	546,950	€16.2m	0%	no data
2.14%	Royce & Associates, LP	521,920	€15.5m	-3.59%	0.12%
2.11%	Dimensional Fund Advisors LP	515,042	€15.3m	3.23%	no data
1.86%	Punch & Associates Investment Management, Inc.	454,272	€13.5m	0%	0.73%
1.71%	T. Rowe Price Group, Inc.	416,043	€12.3m	4,480%	no data
1.64%	BMO Asset Management Corp.	401,045	€11.9m	-0.03%	no data
1.6%	Russell Investment Management, LLC	390,724	€11.6m	28%	0.01%
1.42%	Nicholas Company, Inc.	345,128	€10.2m	0%	0.14%
1.39%	Columbia Management Investment Advisers, LLC	339,681	€10.1m	-1.69%	no data
1.36%	Marshall Wace LLP	332,828	€9.9m	89.9%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/06/09 05:32
End of Day Share Price	2025/06/06 00:00
Earnings	2025/03/31
Annual Earnings	2024/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

i3 Verticals, Inc. is covered by 13 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Mark Palmer	Benchmark Company
Rufus Hone	BMO Capital Markets Equity Research
Jason Kupferberg	BofA Global Research