i3 Verticals, Inc. IIIV
CIK 0001728688 · CUSIP 46571Y107
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | GENEVA CAPITAL MANAGEMENT LLC CIK 1009232 · View history | $43.93M 1,919,097 shares | 0.77% | +31.27K(+1.7%)Added | SEC filing ↗ May 3, 2024 | ▾ |
| 02 | BlackRock Inc. CIK 1364742 · View history | $39.80M 1,738,604 shares | 0.00% | -31.81K(-1.8%)Reduced | SEC filing ↗ May 10, 2024 | ▾ |
| 03 | CROSSLINK CAPITAL INC CIK 1104329 · View history | $29.75M 1,299,691 shares | 4.24% | +10.27K(+0.8%)Added | SEC filing ↗ May 15, 2024 | ▾ |
| 04 | VANGUARD GROUP INC CIK 102909 · View history | $29.67M 1,296,132 shares | 0.00% | +792(+0.1%)Added | SEC filing ↗ May 10, 2024 | ▾ |
| 05 | Ranger Investment Management, L.P. CIK 1319691 · View history | $25.71M 1,122,985 shares | 1.65% | +75.00K(+7.2%)Added | SEC filing ↗ May 15, 2024 | ▾ |
| 06 | Hood River Capital Management LLC CIK 1578177 · View history | $25.64M 1,119,931 shares | 0.57% | +337.58K(+43.1%)Added | SEC filing ↗ May 15, 2024 | ▾ |
| 07 | Portolan Capital Management, LLC CIK 1350290 · View history | $21.18M 925,182 shares | 1.61% | +639.17K(+223.5%)Added | SEC filing ↗ May 15, 2024 | ▾ |
| 08 | MILLENNIUM MANAGEMENT LLC CIK 1273087 · View history | $15.66M 684,033 shares | 0.01% | -310.33K(-31.2%)Reduced | SEC filing ↗ May 15, 2024 | ▾ |
| 09 | Voss Capital, LP CIK 1730145 · View history | $13.85M 605,000 shares | 1.14% | -160.00K(-20.9%)Reduced | SEC filing ↗ May 14, 2024 | ▾ |
| 10 | HEARTLAND ADVISORS INC CIK 937394 · View history | $13.73M 599,800 shares | 0.72% | +59.05K(+10.9%)Added | SEC filing ↗ May 7, 2024 | ▾ |
| 11 | AMERIPRISE FINANCIAL INC CIK 820027 · View history | $12.60M 550,275 shares | 0.00% | -29.03K(-5.0%)Reduced | SEC filing ↗ May 15, 2024 | ▾ |
| 12 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $11.60M 506,870 shares | 0.00% | +9.18K(+1.8%)Added | SEC filing ↗ May 13, 2024 | ▾ |
| 13 | STATE STREET CORP CIK 93751 · View history | $10.99M 480,119 shares | 0.00% | +6.99K(+1.5%)Added | SEC filing ↗ May 15, 2024 | ▾ |
| 14 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $10.77M 470,614 shares | 0.00% | -4.56K(-1.0%)Reduced | SEC filing ↗ May 10, 2024 | ▾ |
| 15 | MORGAN STANLEY CIK 895421 · Amended · View history | $10.48M 457,797 shares | 0.00% | +318.16K(+227.8%)Added | SEC filing ↗ Oct 17, 2024 | ▾ |
| 16 | BANK OF MONTREAL /CAN/ CIK 927971 · View history | $9.21M 400,788 shares | 0.00% | -296(-0.1%)Reduced | SEC filing ↗ May 13, 2024 | ▾ |
| 17 | COOPER CREEK PARTNERS MANAGEMENT LLC CIK 1512162 · View history | $8.05M 351,891 shares | 0.33% | +351.89KNew | SEC filing ↗ May 13, 2024 | ▾ |
| 18 | CIBC Private Wealth Group LLC CIK 1298088 · View history | $7.77M 344,557 shares | 0.02% | +99.12K(+40.4%)Added | SEC filing ↗ May 10, 2024 | ▾ |
| 19 | NICHOLAS COMPANY, INC. CIK 903949 · View history | $7.63M 333,325 shares | 0.13% | 0(0.0%)Unchanged | SEC filing ↗ May 14, 2024 | ▾ |
| 20 | Assenagon Asset Management S.A. CIK 1546007 · View history | $7.37M 322,011 shares | 0.02% | 0(0.0%)Unchanged | SEC filing ↗ Apr 24, 2024 | ▾ |
Showing 20 / 136 institutions. The complete set is available through the API.
Coverage & totals by quarter
Reporting institutions by quarter
Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.
Explore all 136 reporting institutions.
This page includes 20 of 136 reporting institutions. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
+ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 136 reporting institutions; totals use the complete disclosed data.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_security_holders
{"cusip":"46571Y107","quarter":"2024Q1","type":"positions","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.