i3 Verticals, Inc.

Quarter history

Tracked value counts one filer from each family. Net bought is the share change from the previous quarter. History follows the CUSIP on the latest information table, and it starts when that filer’s CIK exists, so a renamed issuer or a new CIK is shorter than ten years.

• Q2 202658 filers · $21$235M−$30.4M
• Q1 202655 filers · $22$277M+$33.7M
• Q4 202556 filers · $25$254M+$2.5M
• Q3 202554 filers · $32$325M+$24.1M
• Q2 202555 filers · $27$251M+$2.7M
• Q1 202558 filers · $25$222M−$13.4M
• Q4 202458 filers · $23$220M−$34.9M
• Q3 202453 filers · $21$226M+$8.4M
• Q2 202454 filers · $22$226M+$11.1M
• Q1 202453 filers · $23$222M−$12.7M
• Q4 202357 filers · $21$218M−$8.1M
• Q3 202356 filers · $21$226M+$3.8M
• Q2 202356 filers · $23$240M−$11.1M
• Q1 202357 filers · $25$269M+$25.9M
• Q4 202252 filers · $24$241M−$8.0M
• Q3 202255 filers · $20$207M+$21.4M
• Q2 202253 filers · $25$237M+$5.2M
• Q1 202250 filers · $28$258M−$7.7M
• Q4 202148 filers · $23$219M−$14.5M
• Q3 202149 filers · $24$247M−$18.3M
• Q2 202153 filers · $30$327M+$10.5M
• Q1 202155 filers · $31$326MFlat
• Q4 202053 filers · $33$346M+$43.8M
• Q3 202051 filers · $25$220M+$50.9M
• Q2 202046 filers · $30$212M+$9.5M
• Q1 202044 filers · $19$125M+$54.9M
• Q4 201942 filers · $28$130M+$5.7M
• Q3 201939 filers · $20$86.9M+$5.3M
• Q2 201945 filers · $29$122M+$32.0M
• Q1 201935 filers · $24$67.3M−$6.0M
• Q4 201832 filers · $24$73.5M−$12.5M
• Q3 201832 filers · $23$82.6M−$3.9M
• Q2 201820 filers · $15$58.6M+$58.6M

Who owns it

• BlackRockPassive · 0.0% of their software1,775,956 shares$39.7M−$882K
• William Blair Investment ManagementGeneralist · 0.8% of their software1,176,960 shares$26.3M+$19.9M
• North Reef Capital ManagementGeneralist · 7.1% of their software1,025,000 shares$22.9M+$23.9M
• Vanguard Capital ManagementPassive · 0.0% of their software963,150 shares$21.5M—
• Jennison AssociatesGeneralist · 0.1% of their software870,051 shares$19.5M−$5.6M
• Long Path PartnersSpecialist · 10.4% of their software819,625 shares$18.3M−$6.9M
• State StreetPassive · 0.0% of their software693,609 shares$15.5MFlat
• Vanguard Portfolio ManagementPassive · 0.0% of their software687,729 shares · Not in the total$15.4M—
• DimensionalPassive · 0.1% of their software616,851 shares$13.8M+$1.7M
• GeodePassive · 0.0% of their software538,711 shares$12.0MFlat
• Raymond James FinancialGeneralist · 0.1% of their software498,250 shares$11.4MFlat
• UBS GroupGeneralist · 0.0% of their software420,187 shares$9.4M+$1.3M
• First Eagle Investment ManagementGeneralist · 0.2% of their software382,137 shares$8.5MNew · +$9.6M
• Wasatch AdvisorsGeneralist · 0.5% of their software351,804 shares$7.9M+$2.7M
• Russell Investments GroupGeneralist · 0.1% of their software314,580 shares$7.0MFlat
• Northern TrustPassive · 0.0% of their software241,763 shares$5.4MFlat
• New York State Common Retirement FundGeneralist · 0.1% of their software230,873 shares$5.2MFlat
• Charles Schwab Investment ManagementPassive · 0.0% of their software165,326 shares$3.7MFlat
• NuveenPassive · 0.0% of their software159,050 shares$3.6MFlat
• Vanguard Fiduciary Trust COPassive · 0.0% of their software129,118 shares · Not in the total$2.9M—
• Goldman SachsGeneralist · 0.0% of their software124,219 shares$2.8M+$1.8M
• Victory Capital ManagementGeneralist · 0.0% of their software119,340 shares$2.7M+$1.9M
• Bank of AmericaGeneralist · 0.0% of their software97,993 shares$2.2MFlat
• Envestnet Asset ManagementGeneralist · 0.0% of their software97,264 shares$2.2MFlat
• Bank of New York MellonPassive · 0.0% of their software77,061 shares$1.7MFlat
• Morgan StanleyGeneralist · 0.0% of their software75,899 shares$1.7M−$1.1M
• Citadel AdvisorsGeneralist · 0.0% of their software52,704 shares$1.2MFlat
• Swiss National BankGeneralist · 0.0% of their software45,000 shares$1.0MFlat
• State Board of Administration of Florida Retirement SystemGeneralist · 0.0% of their software36,626 shares$819KFlat
• InvescoPassive · 0.0% of their software32,929 shares$736KFlat
• MarinerGeneralist · 0.0% of their software32,126 shares$718KFlat
• UBS Asset ManagementGeneralist · 0.0% of their software31,835 shares · Not in the total$712KFlat
• Quantinno Capital ManagementGeneralist · 0.0% of their software29,884 shares$668KFlat
• Rhumbline AdvisersGeneralist · 0.0% of their software29,171 shares$652KFlat
• Wells FargoGeneralist · 0.0% of their software26,626 shares$595KFlat
• LPl FinancialGeneralist · 0.0% of their software25,327 shares$566KFlat
• Deutsche BankGeneralist · 0.0% of their software24,643 shares$551KFlat
• Legal & GeneralPassive · 0.0% of their software24,579 shares$550KFlat
• California State Teachers Retirement SystemGeneralist · 0.0% of their software21,670 shares$485KFlat
• AlliancebernsteinGeneralist · 0.0% of their software18,841 shares$475KFlat
• Vanguard Asset ManagementPassive · 0.0% of their software15,476 shares · Not in the total$346K—
• Assenagon Asset ManagementGeneralist · 0.0% of their software15,019 shares$336KFlat
• Sei Investments COGeneralist · 0.0% of their software14,902 shares$333KFlat
• Susquehanna International GroupGeneralist · 0.0% of their software13,600 shares$304KNew
• Universal- Beteiligungs- und Servicegesellschaft mbHGeneralist · 0.0% of their software12,302 shares$275KFlat
• Mirae Asset Global Etfs HoldingsGeneralist · 0.0% of their software10,430 shares$233KFlat
• Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.0% of their software10,343 shares$231KFlat
• CitigroupGeneralist · 0.0% of their software9,815 shares$219KFlat
• Franklin ResourcesGeneralist · 0.0% of their software9,677 shares$216KFlat
• Mitsubishi Ufj Asset ManagementGeneralist · 0.0% of their software8,459 shares$189KFlat
• Vanguard Global AdvisersPassive · 0.0% of their software8,451 shares · Not in the total$189K—
• BarclaysGeneralist · 0.0% of their software7,306 shares$163K−$739K
• Bnp Paribas Financial MarketsGeneralist · 0.0% of their software4,806 shares$107KFlat
• Pnc Financial Services GroupGeneralist · 0.0% of their software4,515 shares$101KFlat
• FidelityGeneralist · 0.0% of their software3,933 shares$88KFlat
• Fifth Third BancorpGeneralist · 0.0% of their software1,266 shares$28KNew
• Rockefeller Capital ManagementGeneralist · 0.0% of their software489 shares$11KFlat
• Jones Financial Companies LllpGeneralist · 0.0% of their software184 shares$4KNew
• Royal Bank of CanadaGeneralist · 0.0% of their software200 shares$4KFlat
• US Bancorp deGeneralist · 0.0% of their software64 shares$1KNew