i3 Verticals, Inc.

NasdaqGS:IIIV Stock Report

Market Cap: US$742.8m

i3 Verticals Ownership

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


Recent Insider Transactions

NasdaqGS:IIIV Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
15 May 23BuyUS$1,077,874Gregory DailyIndividual50,000US$21.90

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of IIIV?
Owner TypeNumber of SharesOwnership Percentage
Private Companies5,6160.0238%
Individual Insiders909,7343.86%
VC/PE Firms1,289,4265.47%
Institutions21,353,99490.6%

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


Top Shareholders

Top 25 shareholders own 78.16% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.2%
Geneva Capital Management LLC
1,908,331US$60.9m0%13.1%
8.11%
Nationwide Fund Advisors
1,887,826US$60.2m0%0.4%
7.61%
BlackRock, Inc.
1,770,416US$56.5m11.7%no data
5.56%
The Vanguard Group, Inc.
1,295,340US$41.3m2.59%no data
5.54%
CrossLink Capital, Inc.
1,289,426US$41.1m-1.08%4.06%
4.5%
Ranger Investment Management, L.P.
1,047,985US$33.4m2.61%1.5%
4.27%
Millennium Management LLC
994,364US$31.7m28.6%0.02%
3.36%
Hood River Capital Management LLC
782,355US$25.0m2.11%0.46%
3.29%
Voss Capital, LLC
765,000US$24.4m-18.4%1.71%
2.59%
Christopher Laisure
603,599US$19.3m0%no data
2.49%
Columbia Management Investment Advisers, LLC
579,302US$18.5m-6.86%no data
2.37%
RBC Global Asset Management Inc.
550,688US$17.6m23.7%0.01%
2.32%
Heartland Advisors, Inc.
540,750US$17.3m0.64%0.65%
2.14%
Geode Capital Management, LLC
497,692US$15.9m5.95%no data
2.04%
Dimensional Fund Advisors LP
475,173US$15.2m-1.89%no data
2.03%
State Street Global Advisors, Inc.
473,131US$15.1m-13%no data
1.72%
BMO Asset Management Corp.
401,084US$12.8m-0.03%no data
1.43%
Nicholas Company, Inc.
333,325US$10.6m0%0.13%
1.38%
Assenagon Asset Management S.A.
322,011US$10.3m0%0.02%
1.37%
Scout Investments, Inc.
318,293US$10.2m-1.54%0.16%
1.28%
EverSource Wealth Advisors, LLC
298,235US$9.5m0%0.6%
1.23%
Portolan Capital Management, LLC
286,016US$9.1m-22.2%0.49%
1.22%
Russell Investment Management, LLC
284,295US$9.1m-2.05%0.01%
1.05%
CIBC Private Wealth Advisors, Inc.
245,440US$7.8m147%0.01%
1.05%
272 Capital LP
245,221US$7.8m108%2.51%
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