i3 Verticals (IIIV)
Runs government workflow software with payments attached to public-sector transactions.
Something off on this page? Send us feedback.
13F · 13D/G · Form 4
| Institutions | 82.55% | 21.73M shares | |
|---|---|---|---|
| 135 holders · as of Jun 30, 2026 | |||
| Insiders | 28.48% | 7.50M shares | |
| 7 holders · as of Sep 22, 2026 | |||
| Strategic holders | 7.22% | 1.90M shares | |
| 2 holders · as of Feb 3, 2022 | |||
| Adds to | 118.25% | ||
26.32M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (26.32M in the company's Sep 22, 2026 report, 23.90M elsewhere); stakes use the report.
These groups come from separate filings that can overlap, so they add to 118.25%; nothing is left for Other.
This company has 2 share classes; every stake here is a share of the whole company.
13F, as of Jun 30, 2026
135 holders · 21.73M shares · 20 new positions · 58 increased · 59 reduced · 29 closed
| Holder | Shares | % of company | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 1.80M | 6.85% | +26.6K | Aug 7, 2026 |
| Geneva Capital Management LLC | 1.19M | 4.52% | −365.8K | Aug 6, 2026 |
| Altravue Capital, LLC | 1.12M | 4.26% | −50.1K | Aug 13, 2026 |
| Crosslink Capital Inc | 1.12M | 4.25% | +152.0K | Aug 14, 2026 |
| Punch & Associates Investment Management, Inc. | 1.10M | 4.18% | +66.9K | Aug 14, 2026 |
| North Reef Capital Management LP | 1.08M | 4.08% | +50.0K | Aug 14, 2026 |
| Heartland Advisors Inc | 965.3K | 3.67% | +358.3K | Aug 11, 2026 |
| Forager Capital Management, LLC | 864.6K | 3.28% | +285.2K | Aug 14, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Geneva Capital Management LLC | 7.00% | 1.68M | 13G | Jan 6, 2026 |
| Crosslink Capital, Inc. | 5.70% | 1.12M | 13G | Aug 14, 2026 |
| Punch & Associates Investment Management, Inc. | 5.60% | 1.10M | 13G | Aug 14, 2026 |
| North Reef Capital Management LP | 5.50% | 1.08M | 13G | Aug 14, 2026 |
| William Blair Investment Management, LLC | 5.30% | 1.18M | 13G | May 7, 2026 |
| Vanguard Capital Management | 5.03% | 1.11M | 13G | Apr 30, 2026 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| May 14, 2026 | Gregory S. Dailydirector, 10 percent owner, officer: Chief Executive Officer | Purchase | 50,000 | $19.23 | 50,000 |
| Mar 6, 2026 | Paul Christiansofficer: Chief Revenue Officer | Sale | 6,122 | $23.23 | 31,250 |
| Dec 10, 2025 | David M. Wildsdirector | Sale | 7,550 | 0 | |
| Dec 10, 2025 | David M. Wildsdirector | Purchase | 7,550 | 268,207 | |
| Dec 3, 2025 | Paul Christiansofficer: Chief Revenue Officer | Sale | 9,000 | $23.27 | 45,818 |
| Nov 26, 2025 | Paul Christiansofficer: Chief Revenue Officer | Sale | 3,292 | $23.78 | 54,818 |
| Nov 21, 2025 | Frederick Stanfordofficer: President | Sale | 11,347 | $24.21 | 43,653 |
House and Senate disclosures
Not reported.