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i3 Verticals

144 hedge funds and large institutions have $553M invested in i3 Verticals in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 51 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $671M → $553M (-$117M)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

Holders
144
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$39.7M
GCM
2
Geneva Capital Management
Wisconsin
$34.8M
William Blair Investment Management
3
William Blair Investment Management
Illinois
$26.3M
AC
4
AltraVue Capital
Washington
$26.2M
PAIM
5
Punch & Associates Investment Management
Minnesota
$23.1M
NRCM
6
North Reef Capital Management
California
$22.9M
CC
7
Crosslink Capital
California
$21.6M
VCM
8
Vanguard Capital Management
Pennsylvania
$21.5M
RIM
9
Ranger Investment Management
Texas
$20.7M
Jennison Associates
10
Jennison Associates
New York
$19.5M
LPP
11
Long Path Partners
Connecticut
$18.3M
T. Rowe Price Investment Management
12
T. Rowe Price Investment Management
Maryland
$15.7M
State Street
13
State Street
Massachusetts
$15.5M
VPM
14
Vanguard Portfolio Management
Pennsylvania
$15.4M
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$13.8M
HA
16
Heartland Advisors
Wisconsin
$13.6M
RA
17
Royce & Associates
New York
$13M
FCM
18
Forager Capital Management
Alabama
$13M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$12M
1SAMC
20
12th Street Asset Management Company
Tennessee
$11.7M
Raymond James Financial
21
Raymond James Financial
Florida
$11.4M
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$10.2M
UBS Group
23
UBS Group
Switzerland
$9.4M
First Eagle Investment Management
24
First Eagle Investment Management
New York
$8.54M
WA
25
Wasatch Advisors
Utah
$7.87M