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I3 VERTICALS, INC. (IIIV) Ownership Summary
Institutional Holders
Total Number of Holders 170
% of Shares Outstanding 92.82%
Total Shares Held 21,738,682
Total Value of Holdings $479,990,098.56
Net Activity 868,496
 
Top 5 Holders Shares Held Shares Changed
GENEVA CAPITAL MANAGEMENT LLC 1,919,097 31,271
BLACKROCK INC. 1,738,604 (31,812)
CROSSLINK CAPITAL INC 1,299,691 10,265
VANGUARD GROUP INC 1,296,132 792
RANGER INVESTMENT MANAGEMENT, L.P. 1,122,985 75,000

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Insider Trades
 Last 3 mos.Last 12 mos.
Number of Insider Trades01
Number of Buys00
Number of Sells01
Net Activity 0 (2,687)
 
Top 5 TradesShares Traded Date
MCKENNA TIMOTHY7,3138/18/2023
MCKENNA TIMOTHY2,6878/18/2023
MCKENNA TIMOTHY10,0008/18/2023
MORGAN DAVID K.2,00011/23/2022
MORGAN DAVID K.1,00011/22/2022

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5% Ownership (SC 13D & SC 13G Filings)
View Form   Filer  Received  Period 
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View Filing in HTMLView Filing in RTFView Filing in PDFView Filing in ExcelView Filing in Original Format  SC 13G/A   DAILY GREGORY S  02/14/24   File this document to a folder.
View Filing in HTMLView Filing in RTFView Filing in PDFView Filing in ExcelView Filing in Original Format  SC 13G/A   VANGUARD GROUP INC  02/13/24   File this document to a folder.
View Filing in HTMLView Filing in RTFView Filing in PDFView Filing in Original Format  SC 13G/A   GENEVA CAPITAL MANAGEMENT LLC  02/06/24   File this document to a folder.
View Filing in HTMLView Filing in RTFView Filing in PDFView Filing in ExcelView Filing in Original Format  SC 13G/A   BLACKROCK INC.  01/26/24   File this document to a folder.
View Filing in HTMLView Filing in RTFView Filing in PDFView Filing in ExcelView Filing in Original Format  SC 13G/A   PRICE T ROWE ASSOCIATES INC /MD/  02/14/23   File this document to a folder.