i3 Verticals, Inc. (IIIV)
Nasdaq: IIIV · Services-Prepackaged Software · Nashville, TN · filing with the SEC since 2018
Grade4.9
◀ Past 3.4● Present 6.1▶ Future 4.9
Who owns i3 Verticals, Inc.
As filed with the SECHolders of 5% or more
5
Blackrock, Inc. holds 9.1% of Class A Stock, as its SCHEDULE 13G/A filed Jul 28, 2026 says.
Directors and officers
13
report now, of 17 people on the record since 2018. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 5 named at left.
Holders of 5% or moreshare of the class, as filed
Blackrock, Inc.
SCHEDULE 13G/A · filed Jul 28, 2026 · Class A Stock
Forager Capital Management, LLC
SCHEDULE 13G · filed Sep 30, 2026 · Class A Common Stock, $0.0001 par value per share
Crosslink Capital, Inc.
SCHEDULE 13G · filed Aug 14, 2026 · Class A Common Stock, $0.0001 par value per share · 3.9% in Nov 14, 2025
Punch & Associates Investment Management, Inc.
SCHEDULE 13G · filed Aug 14, 2026 · Common Stock
North Reef Capital Management LP
SCHEDULE 13G · filed Aug 14, 2026 · Class A Common Stock, $0.0001 Par Value
Vanguard Capital Management
SCHEDULE 13G/A · filed Jul 31, 2026 · Common Stock · reported falling below 5%, from 5.03% in Apr 30, 2026
T. Rowe Price Investment Management, Inc.
SCHEDULE 13G/A · filed Mar 6, 2026 · COMMON STOCK · reported falling below 5%, from 13% in Jun 6, 2025
Hood River Capital Management LLC
SCHEDULE 13G/A · filed Feb 14, 2025 · Common Stock · reported falling below 5%
Geneva Capital Management LLC
SCHEDULE 13G/A · filed Oct 20, 2026 · Class A Common Stock · reported falling below 5%, from 7% in Jan 6, 2026
William Blair Investment Management, LLC
SCHEDULE 13G/A · filed Aug 11, 2026 · Common Stock · reported falling below 5%, from 5.3% in May 7, 2026
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%, from 7.6% in Jul 29, 2025
What IIIV reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Utility Billing Software Company
A company bought · acquisition · Mar 2025 · owns, named in the 10-K filed Nov 21, 2025
In Lumon
A company bought · acquisition · Jul 2024 · owns, named in the 10-K filed Nov 21, 2025
Celtic
A company bought · acquisition · Sep 2022 · owns, named in the 10-K filed Nov 21, 2025
Software Business Acquisition
A company bought · acquisition · owns, named in the 10-K filed Nov 21, 2025
19 subsidiaries in 3 countries, from the list filed with the 10-K filed Nov 21, 2025.
Insider tradesForm 4
4sales
1purchases
0sales on a scheduled plan
2people selling
$700,000sold, in dollars
$1.0Mbought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window3 of 20 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Christians Paul | Chief Revenue Officer | 3 | $400,000 | 0 | 0 | $0 |
| Stanford Frederick | President | 1 | $300,000 | 0 | 0 | $0 |
| Daily Gregory S | Chief Executive Officer | 0 | $0 | 0 | 1 | $1.0M |