Security Name: I3 VERTICALS INC-CLASS A
Ticker: IIIV
Security Type: EQU
Exchange: US
CUSIP: 46571Y107

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $0.48B - 132 -
2024-09-30 $0.47B -2.6% 138 +4.5%
2024-12-31 $0.49B +3.9% 140 +1.4%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
FORAGER CAPITAL MANAGEMENT, LLC $17.6M 765K 7.4%
LONG PATH PARTNERS LP $22.6M 979K 7.3%
CROSSLINK CAPITAL INC $24.9M 1,081K 3.5%
ALTRAVUE CAPITAL, LLC $21.0M 911K 1.8%
RANGER INVESTMENT MANAGEMENT, L.P. $26.6M 1,153K 1.7%
AYAL CAPITAL ADVISORS LTD $6.0M 259K 1.5%
KENT LAKE PR LLC $3.5M 150K 1.5%
PALOGIC VALUE MANAGEMENT, L.P. $3.5M 149K 1.4%
PORTOLAN CAPITAL MANAGEMENT, LLC $15.6M 676K 1.1%
HEARTLAND ADVISORS INC $18.7M 811K 1.0%
HARBERT FUND ADVISORS, INC. $1.9M 81K 1.0%
BASTION ASSET MANAGEMENT INC. $1.2M 54K 0.8%
TETON ADVISORS, INC. $1.5M 66K 0.8%
GENEVA CAPITAL MANAGEMENT LLC $41.1M 1,785K 0.7%
MCMORGAN & CO LLC $3.1M 133K 0.5%
COVENANT PARTNERS, LLC $1.4M 60K 0.4%
CRAMER ROSENTHAL MCGLYNN LLC $6.4M 276K 0.4%
CONTINENTAL ADVISORS LLC $0.8M 32K 0.4%
HOOD RIVER CAPITAL MANAGEMENT LLC $17.1M 743K 0.3%
EVERSOURCE WEALTH ADVISORS, LLC $4.2M 184K 0.2%
272 CAPITAL LP $0.3M 11K 0.2%
VOSS CAPITAL, LP $2.5M 110K 0.2%
INTEGRATED QUANTITATIVE INVESTMENTS LLC $0.4M 16K 0.2%
NICHOLAS COMPANY, INC. $8.0M 345K 0.1%
OXFORD ASSET MANAGEMENT LLP $0.3M 11K 0.1%

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