I3 Verticals Inc

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I3 Verticals Inc
TickerIIIV
CIK #0001728688
CUSIP46571Y107
SectorTrade & Services - Services-Business Services, Nec
Address40 Burton Hills Blvd Suite 415, Nashville, TN 37215
Source [EDGAR]
CIK Filing 2011 - 2025
[0001728688] 10-K
[0001728688] 10-Q
[0001728688] 3
[0001728688] 4
[0001728688] 8-K
[0001728688] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
T Rowe Price Investment Management Inc I3 Verticals Inc [2025-06-06] 0.0
Crosslink Capital Inc I3 Verticals Inc [2025-05-15] 0.0
Hood River Capital Management LLC I3 Verticals Inc [2024-11-14] 5.65
Vanguard Group Inc I3 Verticals Inc [2023-02-09] 6.27
Integrated Core Strategies US LLC I3 Verticals Inc [2021-12-17] 3.5
Geneva Capital Management LLC I3 Verticals Inc [2021-02-12] 8.3
Wellington Management Group LLP I3 Verticals Inc [2021-02-04] 5.3
Wellington Trust Co N A I3 Verticals Inc [2021-02-03] 5.17
BlackRock Inc I3 Verticals Inc [2021-02-02] 6.6
Daily Gregory S I3 Verticals Inc [2021-01-27] 23.7
JPMorgan Chase & Co I3 Verticals Inc [2021-01-07] 10.1
TimesSquare Capital Management LLC I3 Verticals Inc [2020-02-14] 8.4
Daily Gregory S I3 Verticals Inc [2020-02-13] 26.7
Daily Gregory S I3 Verticals Inc [2019-02-14] 27.5
HMP III Equity Holdings LLC I3 Verticals Inc [2019-02-14] 6.7
CCSD GP II LLC I3 Verticals Inc [2019-02-14] 3.6
Driehaus Capital Management LLC I3 Verticals Inc [2019-02-14] 5.31
Wilds David M I3 Verticals Inc [2019-02-12] 11.8
BlackRock Inc I3 Verticals Inc [2019-02-08] 7.6
Price T Rowe Associates Inc /MD/ I3 Verticals Inc [2018-10-10] 10.1
Form 3/4/5 Filer 2011 - 2025
McKenna Timothy
i3 Verticals, Inc.
Daily Gregory S
Harvey Robert Burton
Wilds David M
Smith Geoffrey C
Harrison John C
Jenkins Decosta
Maple Paul
Morgan David K
Christians Paul
Courtney Elizabeth S
Stanford Frederick
Whitson Clay M
Laisure Christopher
Panagakis Pete
Bertke Robert
Meriwether David Scott
Front Street Equities LLC
First Avenue - ETC Partners LP
First Avenue Partners II LP
Form 13F Holdings
Firm Period DFND Voting Shares
Vanguard Group Inc [2025-06-30] SOLE 0 1,815,149
BlackRock, Inc. [2025-06-30] SOLE 1,729,688 1,782,170
Crosslink Capital Inc [2025-06-30] SOLE 1,252,430 1,252,430
Geneva Capital Management LLC [2025-06-30] SOLE 1,156,832 1,212,510
Ranger Investment Management LP [2025-06-30] SOLE 916,386 1,146,200
Long Path Partners LP [2025-06-30] SOLE 1,039,847 1,039,847
Portolan Capital Management LLC [2025-06-30] SOLE 961,615 961,615
Altravue Capital LLC [2025-06-30] SOLE 172,616 896,982
Punch & Associates Investment Management Inc [2025-06-30] SOLE 0 766,643
State Street Corp [2025-06-30] DFND 660,910 707,869
Geneva Capital Management LLC [2025-06-30] OTR 675,191 675,191
Forager Capital Management LLC [2025-06-30] SOLE 665,000 665,000
Geode Capital Management LLC [2025-06-30] DFND 648,201 648,201
Heartland Advisors Inc [2025-06-30] DFND 625,792 646,592
Raymond James Financial Inc [2025-06-30] DFND 518,381 580,373
Dimensional Fund Advisors LP [2025-06-30] SOLE 502,788 526,644
Royce & Associates LP [2025-06-30] SOLE 423,402 423,402
Bank of Montreal /Can/ [2025-06-30] DFND 402,053 402,053
Russell Investments Group, Ltd. [2025-06-30] DFND 355,642 385,557
Nicholas Company Inc [2025-06-30] SOLE 4,458 344,938
Wasatch Advisors LP [2025-06-30] SOLE 272,570 300,994
Visualize Group LP [2025-06-30] SOLE 294,689 294,689
Cramer Rosenthal McGlynn LLC [2025-06-30] SOLE 200,072 284,403
Legato Capital Management LLC [2025-06-30] OTR 0 247,394
Altravue Capital LLC [2025-06-30] OTR 0 247,394
12th Street Asset Management Company, LLC [2025-06-30] SOLE 234,702 234,702
New York State Common Retirement Fund [2025-06-30] SOLE 233,173 233,173
Confluence Investment Management LLC [2025-06-30] SOLE 226,228 226,842
Loomis Sayles & Co L P [2025-06-30] DFND 211,039 226,000
Northern Trust Corp [2025-06-30] DFND 206,027 206,027
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