i3 Verticals, Inc.· IIIV

🇺🇸 US · SmallBroad USNASDAQ

TechnologySoftware - InfrastructureWebsite

Price: $21.84
Day: +2.20%
Mkt Cap: $521.91M
52W Range: $18.47 – $33.97
Volume: 358.5K
Beta: 0.84

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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stockoscope.com

i3 Verticals, Inc.

IIIV|Technology|Software - Infrastructure

Current price: $22

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow$961.5K

Net share flow+50.0K

Purchases1 ($961.5K)

Sales0 ($0)

Top Notable Transactions

Insider

Type

Value

Date

WILDS DAVID M

Sale

$10.8M

Dec 10

HARRISON JOHN C.

Sale

$7.6M

Dec 10

WILDS DAVID M

Sale

$6.6M

Mar 15

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership113.6%

13F share flow-21.2%

Investors holding144

+95 adding-84 reducing

New 23Inc 72Red 51Closed 33

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$39.7M

-1.9%

GENEVA CAPITAL MANAGEMENT LLC

$34.8M

-7.5%

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

$26.3M

+204.6%

ALTRAVUE CAPITAL, LLC

$26.2M

+1.6%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting93

Total shares held7.5M

Share flow-6.9%

15 buying21 selling

Buying 15Unchanged 57Selling 21

Top Fund Holders

Fund

Weight

Change

JPMORGAN TRUST II

1.1M

0.05%

Manager Directed Portfolios

595.1K

195.36%

Voya EQUITY TRUST

268.4K

2.49%

FIDELITY CONCORD STREET TRUST

187.3K

0.07%

-59.8K

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore IIIV on stockoscope.com→

Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

IIIV Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

2.8/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+28

Institutional Flow

50% weight

-34

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 2.8/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for IIIV

Net insider share flow by quarter (C-suite & director purchases minus sales)

Bullish Signal

Insider buying in Q2 2026

Meaningful: 1 purchase totaling $961.5K (50.0K shares)

Share volume is 3x+ above the historical average, unusually strong

Notable Recent Transactions, IIIV

Top 8 highest-value recent insider trades

WILDS DAVID M

Director

Sell

400,000 shares at $27.10

Dec 10, 2020$10.84M

HARRISON JOHN C.

Director

Sell

280,000 shares at $27.10

Dec 10, 2020$7.59M

WILDS DAVID M

Director

Sell

200,000 shares at $32.83

Mar 15, 2021$6.57M

HARRISON JOHN C.

Director

Sell

200,000 shares at $32.83

Mar 15, 2021$6.57M

WILDS DAVID M

Director

Sell

218,400 shares at $24.81

May 13, 2025$5.42M

DAILY GREGORY S

Director

Buy

84,800 shares at $23.49

Jun 11, 2019$1.99M

HARRISON JOHN C.

Director

Sell

78,597 shares at $24.81

May 13, 2025$1.95M

DAILY GREGORY S

Director

Buy

48,544 shares at $23.51

Nov 22, 2024$1.14M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for IIIV

Total dollar value invested by institutions each quarter

Bearish Signal

Institutions reducing exposure in Q1 2026

113.6% institutional ownership

Balanced activity: 95 adding vs 84 reducing

13F shares decreased by 7.6%, a significant shift

Momentum improving from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+9 growing-130 shrinkingNet: -121

118

New (1)

Increased (8)

Reduced (12)

Closed (118)

Top Institutional Holders, IIIV

Largest 8 institutional positions by ownership percentage as of Q2 2026

JENNISON ASSOCIATES LLC

856.6K

$18.3M

Ownership

3.93%

-1.5%

WASATCH ADVISORS LP

377.4K

$8.1M

Ownership

1.73%

+7.3%

NEW YORK STATE COMMON RETIREMENT FUND

230.9K

$4.9M

Ownership

1.06%

No change

CONFLUENCE INVESTMENT MANAGEMENT LLC

230.5K

$4.9M

Ownership

1.06%

+91.6%

LONG PATH PARTNERS LP

215.3K

$4.6M

Ownership

0.99%

-73.7%

ENVESTNET ASSET MANAGEMENT INC

50.9K

$1.1M

Ownership

0.23%

-47.7%

KORNITZER CAPITAL MANAGEMENT INC /KS

45.3K

$967.6K

Ownership

0.21%

-3.3%

ATRIA INVESTMENTS, INC

34.6K

$738.2K

Ownership

0.16%

-52.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 93 ETFs and mutual funds reporting

15 buying21 sellingNet: -6

Buying (15)

Unchanged (57)

Selling (21)

Bearish Signal

Funds distributing in Q2 2026

93 ETFs and mutual funds reporting

21 funds selling vs 15 buying

Top Fund Holders, IIIV

Largest 8 ETF and mutual fund positions by shares held as of latest filing

JPMORGAN TRUST II

1.1M

Weight

0.05%

No change

Manager Directed Portfolios

595.1K

Weight

195.36%

No change

Voya EQUITY TRUST

268.4K

Weight

2.49%

No change

FIDELITY CONCORD STREET TRUST

187.3K

Weight

0.07%

Decreased

NEUBERGER BERMAN EQUITY FUNDS

147.8K

Weight

0.89%

No change

SCHWAB STRATEGIC TRUST

104.7K

Weight

0.03%

Decreased

Fidelity Rutland Square Trust II

102.2K

Weight

0.01%

No change

T. Rowe Price Spectrum Funds II, Inc.

42.3K

Weight

0.27%

No change

i3 Verticals, Inc.· IIIV

Holdings Analysis

Insider Trading Activity

1.3Transaction History49Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings56Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History49Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings56Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights