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i3 Verticals
IIIV

Overview Fund Activity

148 hedge funds and large institutions have $794M invested in i3 Verticals in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 38 reducing their positions, and 27 closing their positions.

Holders
148
Holders Change
-5
Holders Change %
-3.27%
% of All Funds
1.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
58
Reduced
38
Closed
27
Calls
$1.17M
Puts
–
Net Calls
+$1.17M
Net Calls Change
+$258K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$87.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$50.9M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$15M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$21.1M
5
WA
5
Wasatch Advisors
Utah
$8.27M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$0
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
ACA
3
AYAL Capital Advisors
Ontario, Canada
$0
4
KLP
4
Kent Lake PR
Puerto Rico
$0
5
Bank of America
5
Bank of America
North Carolina
$2.84M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$87.3M 3,175,905 +2,769,829 +682%
VG
2
Visualize Group
New York
$55M 294,689 +10,402 +4%
GCM
3
Geneva Capital Management
Wisconsin
$51.9M 1,887,701 +101,331 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$50.9M 1,853,815 +555,878 +43%
BlackRock
5
BlackRock
New York
$49M 1,782,170 +14,685 +0.8%
CC
6
Crosslink Capital
California
$34.4M 1,252,430 +9,830 +0.8%
RIM
7
Ranger Investment Management
Texas
$31.5M 1,146,200 +3,505 +0.3%
AC
8
AltraVue Capital
Washington
$31.4M 1,144,376 +35,840 +3%
LPP
9
Long Path Partners
Connecticut
$28.6M 1,039,847 +41,851 +4%
PCM
10
Portolan Capital Management
Massachusetts
$26.4M 961,615 +172,459 +22%
PAIM
11
Punch & Associates Investment Management
Minnesota
$21.1M 766,643 +312,371 +69%
State Street
12
State Street
Massachusetts
$19.5M 707,869 +55,127 +8%
FCM
13
Forager Capital Management
Alabama
$18.3M 665,000 -100,000 -13%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$17.8M 648,201 +2,330 +0.4%
HA
15
Heartland Advisors
Wisconsin
$17.8M 646,592 -112,608 -15%
Raymond James Financial
16
Raymond James Financial
Florida
$15.9M 580,373 +21,568 +4%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$15.2M 554,653 +39,611 +8%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$15M 547,598 +401,493 +275%
HCA
19
Harbor Capital Advisors
Illinois
$12.5M 454,743 +182,699 +67%
RA
20
Royce & Associates
New York
$11.6M 423,402 -98,518 -19%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$11M 402,053 +1,008 +0.3%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$10.6M 385,557 -5,167 -1%
NC
23
Nicholas Company
Wisconsin
$9.48M 344,938 -190 -0.1%
WA
24
Wasatch Advisors
Utah
$8.27M 300,994 +300,994 New
CRM
25
Cramer Rosenthal McGlynn
Connecticut
$7.82M 284,403 +9,080 +3%
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