i3 Verticals
IIIV
IIIV
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
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$22.1M | |
| 2 | +$18.4M | |
| 3 | +$8.89M | |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$5.94M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$2.53M |
Top Sellers
| 1 | -$56.8M | |
| 2 | -$10.8M | |
| 3 | -$6.76M | |
| 4 |
LPP
Long Path Partners
Stamford,
Connecticut
|
-$6.37M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$6.34M |