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 | T. Rowe Price Investment Management, Inc. CIK 1897612 · View history | $87.27M 3,175,905 shares | 0.06% | +2.77M(+682.1%)Added | SEC filing ↗ Aug 14, 2025 | ▾ |
| 02 | Visualize Group LP CIK 1994625 · View history | $55.02M 294,689 shares | 18.37% | +10.40K(+3.7%)Added | SEC filing ↗ Aug 14, 2025 | ▾ |
| 03 | GENEVA CAPITAL MANAGEMENT LLC CIK 1009232 · View history | $51.87M 1,887,701 shares | 0.87% | +101.33K(+5.7%)Added | SEC filing ↗ Aug 5, 2025 | ▾ |
| 04 | VANGUARD GROUP INC CIK 102909 · View history | $50.94M 1,853,815 shares | 0.00% | +555.88K(+42.8%)Added | SEC filing ↗ Aug 11, 2025 | ▾ |
| 05 | BlackRock, Inc. CIK 2012383 · View history | $48.97M 1,782,170 shares | 0.00% | +14.69K(+0.8%)Added | SEC filing ↗ Aug 12, 2025 | ▾ |
| 06 | CROSSLINK CAPITAL INC CIK 1104329 · View history | $34.42M 1,252,430 shares | 1.96% | +9.83K(+0.8%)Added | SEC filing ↗ Aug 14, 2025 | ▾ |
| 07 | Ranger Investment Management, L.P. CIK 1319691 · View history | $31.50M 1,146,200 shares | 2.20% | +3.50K(+0.3%)Added | SEC filing ↗ Aug 19, 2025 | ▾ |
| 08 | AltraVue Capital, LLC CIK 1740837 · View history | $31.45M 1,144,376 shares | 2.76% | +35.84K(+3.2%)Added | SEC filing ↗ Aug 12, 2025 | ▾ |
| 09 | Long Path Partners LP CIK 1905112 · View history | $28.57M 1,039,847 shares | 9.70% | +41.85K(+4.2%)Added | SEC filing ↗ Aug 13, 2025 | ▾ |
| 10 | Portolan Capital Management, LLC CIK 1350290 · View history | $26.43M 961,615 shares | 1.66% | +172.46K(+21.9%)Added | SEC filing ↗ Aug 13, 2025 | ▾ |
| 11 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CIK 1238990 · View history | $21.07M 766,643 shares | 1.30% | +312.37K(+68.8%)Added | SEC filing ↗ Aug 14, 2025 | ▾ |
| 12 | STATE STREET CORP CIK 93751 · View history | $19.45M 707,869 shares | 0.00% | +55.13K(+8.4%)Added | SEC filing ↗ Aug 14, 2025 | ▾ |
| 13 | Forager Capital Management, LLC CIK 1802986 · View history | $18.27M 665,000 shares | 8.94% | -100.00K(-13.1%)Reduced | SEC filing ↗ Aug 13, 2025 | ▾ |
| 14 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $17.81M 648,201 shares | 0.00% | +2.33K(+0.4%)Added | SEC filing ↗ Aug 8, 2025 | ▾ |
| 15 | HEARTLAND ADVISORS INC CIK 937394 · View history | $17.77M 646,592 shares | 0.99% | -112.61K(-14.8%)Reduced | SEC filing ↗ Aug 12, 2025 | ▾ |
| 16 | RAYMOND JAMES FINANCIAL INC CIK 720005 · View history | $15.95M 580,373 shares | 0.01% | +21.57K(+3.9%)Added | SEC filing ↗ Aug 14, 2025 | ▾ |
| 17 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $15.24M 554,653 shares | 0.00% | +39.61K(+7.7%)Added | SEC filing ↗ Aug 12, 2025 | ▾ |
| 18 | Thrivent Financial for Lutherans CIK 314984 · Amended · View history | $15.05M 547,598 shares | 0.03% | +401.49K(+274.8%)Added | SEC filing ↗ Aug 26, 2025 | ▾ |
| 19 | HARBOR CAPITAL ADVISORS, INC. CIK 1039128 · View history | $12.50M 454,743 shares | 0.52% | +182.70K(+67.2%)Added | SEC filing ↗ Jul 9, 2025 | ▾ |
| 20 | ROYCE & ASSOCIATES LP CIK 906304 · View history | $11.64M 423,402 shares | 0.12% | -98.52K(-18.9%)Reduced | SEC filing ↗ Aug 11, 2025 | ▾ |
Showing 20 / 152 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 152 reporting institutions.
This page includes 20 of 152 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 152 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":"2025Q2","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.