Public ownership evidence

i3 Verticals, Inc. Class A Common Stock (IIIV) Ownership Disclosures

Read IIIV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Recent Form 4 activity

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Corient Private Wealth LP2026-06-302026-08-2812,277$262,237None
Advisors Asset Management, Inc.2025-03-312026-08-2734$839None
Advisors Asset Management, Inc.2025-09-302026-08-27115$3,733None
Advisors Asset Management, Inc.2025-06-302026-08-25119$3,270None
First Eagle Investment Management, LLC2026-06-302026-08-25723,009$15,443,472None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2520,956$447,620None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25447,620$20,956,000None
Kings Path Partners LLC2026-03-312026-08-2220,275$453,349None
Advisors Asset Management, Inc.2025-12-312026-08-22112$2,821None
Assenagon Asset Management S.A.2026-06-302026-08-2215,019$320,806None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2010,654$227,569None
Corient Private Wealth LP2026-06-302026-08-1812,277$262,237None
Empowered Funds, LLC2026-06-302026-08-1812,254$261,745None
Transamerica Financial Advisors, LLC2026-06-302026-08-187$149None
CAXTON ASSOCIATES LLP2026-06-302026-08-1510,380$221,717None
SEI INVESTMENTS CO2026-06-302026-08-1513,185$281,620None
SEI INVESTMENTS CO2026-06-302026-08-15501$10,701None
Advisors Asset Management, Inc.2026-06-302026-08-1582$1,752None
T. Rowe Price Investment Management, Inc.2026-06-302026-08-15461,786$9,864,000None
XTX Topco Ltd2026-06-302026-08-1574,047$1,581,644None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15156,386$3,340,405None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15156,386$3,340,405None
OSAIC HOLDINGS, INC.2026-06-302026-08-1580$1,708None
Squarepoint Ops LLC2026-06-302026-08-1525,100$536,136None
MetLife Investment Management, LLC2026-06-302026-08-1513,503$288,424None
Engineers Gate Manager LP2026-06-302026-08-1524,763$528,938None
JANE STREET GROUP, LLC2026-06-302026-08-1569,080$1,475,549None
JANE STREET GROUP, LLC2026-06-302026-08-15211,077$4,508,605None
Legal & General Group Plc2026-06-302026-08-1511,871$253,565None
Legal & General Group Plc2026-06-302026-08-155,360$114,490None
Legal & General Group Plc2026-06-302026-08-152,164$46,223None
HRT FINANCIAL LP2026-06-302026-08-15164,005$3,503,000None
Forager Capital Management, LLC2026-06-302026-08-15864,574$18,467,301None
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.2026-06-302026-08-151,099,486$23,485,021None
North Reef Capital Management LP2026-06-302026-08-151,075,000$22,962,000None
Atom Investors LP2026-06-302026-08-1522,910$489,358None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15325$6,919None
MCMORGAN & CO LLC2026-06-302026-08-1512,151$259,545None
ROYAL BANK OF CANADA2026-06-302026-08-1556$1,000None
ROYAL BANK OF CANADA2026-06-302026-08-15676$14,000None
ALLIANCEBERNSTEIN L.P.2026-06-302026-08-1524,531$548,513None
CITADEL ADVISORS LLC2026-06-302026-08-15148,608$3,174,267None
CITADEL ADVISORS LLC2026-06-302026-08-15112,915$2,411,864None
CROSSLINK CAPITAL INC2026-06-302026-08-151,117,986$23,880,181None
Jupiter Topco LLC2026-06-302026-08-159,615$205,280None
Invesco Ltd.2026-06-302026-08-1521,884$467,442None
Invesco Ltd.2026-06-302026-08-15240$5,126None
Invesco Ltd.2026-06-302026-08-1517$363None
Invesco Ltd.2026-06-302026-08-152,682$57,288None
Invesco Ltd.2026-06-302026-08-158,809$188,160None

90-day public filing window, up to 50 source positions.

Recent Congressional disclosures

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.